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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.

November 16th - 18th, 2021
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
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


  • 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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