Practical guides

Design journeys, connect data, build workflows and publish accessible services.

11 articles

In this section

Design pages and navigationCreate a journey that asks for the right information in a clear order, and gives people a dependable way to move, review and return.
Add and configure componentsComponents are the building blocks on a page. Use them to collect information, show guidance, structure complex content and help people complete a service accurately.
Use conditions and branchingConditions let one service adapt to the information a person has already provided. Use them to show a relevant follow-up, skip an inapplicable page, require an answer…
Add actions and workflowsActions make a service do work as a person moves through it. They can look up data, calculate or assign values, create documents, send a message, call an external…
Build a task-list serviceA task list gives people a clear home page for a longer, multi-part service. It shows the work still to do, what is available now, and what has been completed. Use it…
Connect data files and SharePointLibrary-level integrations let several services use the same controlled connection. Set up the connection once in the library, select it from the relevant service or…
Use Markdown and HTMLUse formatted content to help people understand a service and complete it accurately. In content settings that support it, Markdown is the default authoring mode and…
Test, deploy and maintain a serviceRelease a deliberate, tested service version through Prototype, QA and Production. Treat content, settings, conditions, actions and connected systems as one release.
Design accessible servicesAccessibility is part of every design and release decision. Build a service that people can understand, navigate and complete with different devices, input methods,…
API identifiers and coded valuesThe Builder uses friendly labels, while a service definition and API use stable identifiers and coded values. Understanding the distinction helps you configure…
Payments: completion, recovery and caseworkA fee-paying response stays awaiting payment until collection is confirmed. Follow its payment status, resolve outstanding fees and keep staff decisions with the…