# 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.

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.

#### Sign up for the next class!

December 15th - 17th

Daily - 12:00PM - 5:00PM ET

Virtual - via Remote Conference

#### Scheduled Classes

September 15th - 17th

Daily - 12:00PM - 5:00PM

Virtual - via Remote Conference

## Agenda

### Day 1

- L1 Refresher
- Exercise Overview for Class
- Groups, Rooms, and Where to Create Objects
- Advanced Field Types and Attributes
- Print Templates

### Day 2

- Subforms
- Form Lookups, Links, and References
- Calculations, Concatenations, and Conditional Values
- Advanced Settings
- Entry-level Security
- Map Filters and Saved Map Views
- Custom Actions
- Building an "App"

### Day 3

- Copying Forms and Workflows
- Building and Launching Plans
- Notification Templates
- Custom Action to Launch Plan Objects

### Topics

#### Refresher

- Groups, Rooms, and Where to Create Objects
- Forms, Workflows: What's the Difference?

#### Advanced Field Types

- Form Lookups, Links, and References

#### Subforms

- Calculations, Concatenations, and Conditional Values

#### Advanced Settings

- Print Templates
- Entry-level Security
- Sharing Form Data
- Entry Titles

#### Saved Views

- Date Filters
- Complex Filters

#### Dashboards

- Saved View Tiles
- Form Entry Tiles
- Building an "App"

#### Custom Actions

- Automation (Email, Form to Workflow)
- Manual
- Scheduled

#### Using Plans

- Launching Plan Objects
- Using Secure Roles
- Notification Templates