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
Scheduled Classes
May 7th - 9th, 2024
Daily 12:00PM - 5:00PM
Virtual - Via Remote Conference
July 9th - 11th, 2023
Daily 12:00PM - 5:00PM
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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