Level 2 - Admin Boot Camp Advanced

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

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