Creatio Analyst, Creatio Developer
Guided learning
Creatio administration and configuration
May 13-24, 2024 | 10:00 am New York
Next available dates:
May 27 - June 7 | 9:00 am London
$700 | 10 sessions | 25 hours | English
About course
Who should take this course
This guided learning course is intended for implementation consultants, CRM coordinators, business analysts and other users that are familiar with any Creatio product at end-user level and are looking to learn more about its customization capabilities.
What to expect
The participants will take part in a variety of learning courses on all topics listed below. Additionally, they will be able to apply their knowledge by completing practical assignments with the help of our trainer.
Prework
We recommend to prepare for the training with these free e-learning courses.
Platform basics
Lessons and topics
DAY 1
FREEDOM UI DESIGNER & APP MANAGEMENT
Application Hub: Using Application Hub to create a new application.
1 hour
Application management: Creating and editing Pages and Sections.
1 hour
DAY 2
PAGE DESIGNER, IMPORT AND OBJECT DESIGNER
Page designer: Using page designer to create and edit pages.
1 hour
Import data: Importing data into a specific section.
30 minutes
Object designer: Using the object designer to set default value to a field.
30 minutes
DAY 3
OBJECT DESIGNER & BUSINESS RULES
Object designer: Using the object designer to create and edit objects.
1 hour
Business rules: Setting up business rules.
1 hour
DAY 4
OBJECT DESIGNER & SECTION LIST
Object designer: Creating relationship between data models.
1 hour
Section list: Setting up columns in section lists.
1 hour
DAY 5
FILTERS & ANALYTICS
Filters & Dynamic folders
1 hour
Analytics: Setting up a desktop.
1 hour
DAY 6
USERS & ACCESS PERMISSIONS
Managing users and the organizational structure: Creatio user administration and management.
1 hour
Setting up access permissions to objects and operations: Access permissions to objects, sections and operations. Inheritance of access permissions.
1 hour
DAY 7
DYNAMIC CASE MANAGEMENT
Dynamic case management (DCM): Setting up steps on stages.
2 hours
DAY 8
BUSINESS PROCESSES
Setting up a sub-process.
1 hour
Extended capabilities of the process designer. Common examples of practical use.
1 hour
DAY 9
BUSINESS PROCESSES
Business processes: Extended capabilities of the process designer. Common examples of practical use.
2 hours
DAY 10
BUSINESS PROCESSES & PACKAGES
Business processes: Extended capabilities of the process designer. Common examples of practical use.
1.5 hours
Packages: Using packages to transfer configured functionality to other environments.
30 minutes
About trainer
Lena Smetanenko
Technical Trainer, Creatio
Professional trainer experienced in low-code application development. Her professional background is in account management, marketing and sales.
Registration
Format: 10 sessions | 25 hours
Time:
10:00 am - 12:30 pm New York
Upcoming session:
May 13-24, May 27 - June 7
Cost: $700
Language: English
Provided by: Creatio