Level 2 - Admin Boot Camp Advanced

February 28 - March 1
Burbank, CA (Burbank Fire Training Center)
March 14-15
Richmond, VA (VCU Police Department HQ)

The Veoci Admin Boot Camp L2 is a two-day, in-person training for students who have already completed the Veoci Admin Boot Camp L1. 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. 

​Topics Covered


  • 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


  • 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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