Creatio Analyst, Creatio Developer
Guided learning
Creatio administration and configuration
July 3-14, 2023 | 9:00 am London
$700 | 10 sessions | 20 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
PACKAGES & WIZARDS
Packages: Using packages to transfer configured functionality to other environments
1 hour
Section wizard: Using the section wizard to create and edit sections.
1 hour
DAY 2
DETAIL WIZARD & BUSINESS RULES
Business rules: Setting up business rules
1 hour
Detail wizard: Using the detail wizard to create and edit details.
1 hour
DAY 3
FILTERS & ANALYTICS
Setting up columns in section lists
40 minutes
Filters & Dynamic folders
40 minutes
Analytics: setting up dashboards
40 minutes
DAY 4
REPORTS & ACCESS PERMISSIONS
Reports: Setting up a report using the MS Word plugin.
1 hour
Managing users and the organizational structure: Creatio user administration and management.
1 hour
DAY 5
ACCESS PERMISSIONS & DYNAMIC CASES
Setting up access permissions to objects and operations: Access permissions to objects, sections and operations. Inheritance of access permissions.
1 hour
Dynamic case management (DCM): Setting up a case in a section.
1 hour
DAY 6
DYNAMIC CASES & BUSINESS PROCESSES
Dynamic case management (DCM): Setting up steps on stages.
40 minutes
Business processes: setting up a sub-process
1.3 hours
DAY 7
BUSINESS PROCESSES
Business processes: Extended capabilities of the process designer. Common examples of practical use.
2 hours
DAY 8
BUSINESS PROCESSES
Business processes: Extended capabilities of the process designer. Common examples of practical use.
2 hours
DAY 9
BUSINESS PROCESSES
Business processes: Extended capabilities of the process designer. Common examples of practical use.
2 hours
DAY 10
Application hub & Freedom UI Designer
Overview of Application hub & Freedom UI Designer capabilities
2 hours
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 | 20 hours
Time:
9:00 am - 11:00 am London
Upcoming session:
July 3-14
Cost: $700
Language: English
Provided by: Creatio