Level 2 Admin Boot Camp Advanced

The Veoci Admin Boot Camp L2 is a set of training classes for students who have already completed the Veoci Admin Boot Camp L1. Virtual Boot Camps are 3 days, with daily sessions from 12:00pm – 5:00pm ET; on-site and in-person Veoci Admin Bootcamps are 2 days, from 9:00AM-5:00PM. This class will expand a student’s knowledge of Forms, Workflow, and Plans by exploring advanced options and settings. Most importantly, students will walk away with an understanding of how to build complete solutions with a heavy focus on customizations and the interaction between objects.

The course will consist of lectures, demonstrations, hands-on training, with individual and group exercises. Veoci will provide each class participant with a workbook containing the agenda and course slides. Coffee and snacks for break times, lunch on both days, and a dinner with the Veoci team (if in New Haven, CT) are included at no cost to class participants.

Participants are required to bring a laptop with wireless Internet capability and a power cord.

Sign up for the next class!

September 1st - 2nd
Daily - 9:00AM - 5:00PM CT
On-site in Fort Bend, TX

Scheduled Classes

September 15th - 17th
Daily - 12:00PM - 5:00PM
Virtual - via Remote Conference

Agenda

Day 1
  • L1 Refresher
  • Exercise Overview for Class
  • Groups, Rooms, and Where to Create Objects
  • Advanced Field Types and Attributes
  • Print Templates
Day 2
  • Subforms
  • Form Lookups, Links, and References
  • Calculations, Concatenations, and Conditional Values
  • Advanced Settings
  • Entry-level Security
  • Map Filters and Saved Map Views
  • Custom Actions
  • Building an "App"
Day 3
  • Copying Forms and Workflows
  • Building and Launching Plans
  • Notification Templates
  • Custom Action to Launch Plan Objects

Topics

Refresher
  • Groups, Rooms, and Where to Create Objects
  • Forms, Workflows: What's the Difference?
Advanced Field Types
  • Form Lookups, Links, and References
Subforms
  • Calculations, Concatenations, and Conditional Values
Advanced Settings
  • Print Templates
  • Entry-level Security
  • Sharing Form Data
  • Entry Titles
Saved Views
  • Date Filters
  • Complex Filters
Dashboards
  • Saved View Tiles
  • Form Entry Tiles
  • Building an "App"
Custom Actions
  • Automation (Email, Form to Workflow)
  • Manual
  • Scheduled
Using Plans
  • Launching Plan Objects
  • Using Secure Roles
  • Notification Templates