Veoci is nominated for Product of the Year by DRI!

Level 2 - Admin Boot Camp Advanced

Splash Image for Webinar

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.

February 15th - 17th, 2022
Virtual - Via Remote Conference
Daily - 12:00pm - 5:00pm ET
April 1st - 3rd, 2022
Virtual - Via Remote Conference
Daily - 12:00pm - 5:00pm ET

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. 

Agenda: Virtual

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 Filders/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 Covered

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

Speakers/Panelists:

View Bio
Learn More
Learn More
Learn More
Learn more
Learn More
Learn More
Learn More
Learn More
Watch NowRegister Now

Face crisis and continuity challenges with expert solutions designed for you and your teams.

Schedule a Demo Now