Corporate training
Studio
No-Code Creator, Software Developer
Creatio administration and configuration
Who should take this course
The training program is intended for users familiar with Creatio products aspiring to gain practical skills to configure, administer and customize Creatio to its needs.
What to expect
Participants will learn how to prepare the system for the commercial operation: enter lookups, import data from other systems and databases, set up new fields, details and sections. Participants will also learn how to license users, work with administrative tools, configure access rights, create workplaces, configure new printable and create new business processes.
Course duration & format
The training takes place over 10 days with a total of 2.5 hours each session. In-person or online.
On demand
$4800*
English
25 hours
* 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