This section helps you move from process idea to first working version. Use the checklist, examples and practical guides to clarify what needs to be built before you start working in the F2 Service Builder design template.
For detailed instructions on specific configuration steps, use the full F2 Service Builder manual in F2 Docs.
[Open the manual] [Use the checklist]
Map the phases, tasks, decisions and responsibilities before you start building. A clear process structure makes it easier to configure, test and maintain the process.
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Identify the documents, templates, emails, receipts and merge fields needed in the process. Clarifying this early helps avoid rework later.
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Clarify what data should be captured and what overview users, process owners or managers need during and after the process.
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Plan how the process will be reviewed, tested and approved before it is put into use. This helps ensure that the process works as intended for the people who will use it.
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Use these short guides when you need help with specific parts of the build.
Make the process easier to understand by using clear headings, consistent structure and a layout that gives users a good overview.
[Read layout guide]
Use simple HTML formatting to improve text, links and instructions in self-service forms and process descriptions.
[Open HTML cheat sheet]
Learn how merge fields and document templates can help generate documents with the right information from the process.
[Read merge fields guide]
Use examples to understand how calculations can support your process. Start from a simple example before building more advanced logic.
[View calculation sheet example]
Prepare standard emails and receipts so users receive consistent communication throughout the process.
[Read guide to email templates and receipts]
Before you upload or test your process in F2 Service Builder, check for common issues.
Typical pitfalls include:
[See known limitations and issues]
