Guided learning
Studio
No-Code Creator, Software Developer

Creatio administration and configuration

This guided learning course is intended for No-Code creators, implementation consultants, CRM coordinators, business analysts,  and other users who are familiar with any Creatio product at the end-user level and are looking to learn more about its customization capabilities.

June 2 - June 13
10:00 AM-12:45 PM (New York)
$700*
English
27 hours
Log in
13 seats available
* Pricing does not include taxes and fees (such as Sales Taxes and VAT) prescribed by law
Module
Duration
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