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 10th - 11th, 2024

Daily 9:00AM - 5:00PM PT

On-site in Ronhert Park, CA - hosted by Ronhert Park DPS

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Scheduled Classes

September 10th - 11th, 2024

Daily 9:00AM - 5:00PM PT

On-site in Ronhert Park, CA - hosted by Ronhert Park DPS

October 22nd - 23rd, 2024

Daily 9:00AM - 5:00PM CT

On-site in Richmond, TX - hosted by the Fort Bend County HS & EM

December 17th - 19th, 2024

Daily 12:00PM - 5:00PM ET

Virtual - Via Remote Conference

What to Expect

Day 1
12:00 PM – 5:00 PM ET

  • L1 Refresher
  • Exercise Overview for Class
  • Groups, Rooms Where to create objects?
  • Advanced Field Types and Attributes
  • Print Templates

Day 2
12:00 PM – 5:00 PM ET

  • Subforms
  • Form Lookups, Links, and References
  • Calculations, Concatenations, Conditional Values
  • Advanced Settings
  • Entry-level security
  • Map Filters/Saved Map Views
  • Custom Actions
  • Building an “App”

Day 3
12:00 PM – 5:00 PM ET

  • Copying Forms and Workflows
  • Building and Launching Plans
  • Notification Templates
  • Custom Action to Launch Plan Objects

Refresher

  • Groups, Rooms Where to create objects?
  • Forms, Workflows – What’s the difference?

Advanced Field Types and Attributes

  • Form Lookups, Links, and References

Subforms

  • Calculations, Concatenations, 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

  • Automatic (Email, Form to Workflow)
  • Manual
  • Scheduled

Using Plans

  • Launching Plan Objects
  • Using Secure Roles
  • Notification Templates
Agenda

Day 1
12:00 PM – 5:00 PM ET

  • L1 Refresher
  • Exercise Overview for Class
  • Groups, Rooms Where to create objects?
  • Advanced Field Types and Attributes
  • Print Templates

Day 2
12:00 PM – 5:00 PM ET

  • Subforms
  • Form Lookups, Links, and References
  • Calculations, Concatenations, Conditional Values
  • Advanced Settings
  • Entry-level security
  • Map Filters/Saved Map Views
  • Custom Actions
  • Building an “App”

Day 3
12:00 PM – 5:00 PM ET

  • Copying Forms and Workflows
  • Building and Launching Plans
  • Notification Templates
  • Custom Action to Launch Plan Objects
Topics

Refresher

  • Groups, Rooms Where to create objects?
  • Forms, Workflows – What’s the difference?

Advanced Field Types and Attributes

  • Form Lookups, Links, and References

Subforms

  • Calculations, Concatenations, 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

  • Automatic (Email, Form to Workflow)
  • Manual
  • Scheduled

Using Plans

  • Launching Plan Objects
  • Using Secure Roles
  • Notification Templates

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