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basic_training:start

Digital-Clay Training

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An introduction to Digital-Clay containing an overview of basic Digital-Clay features and a series of training videos.



Other training options include:


  • A knowledge base of Advanced Topics for Digital-Clay developers and administrators.


  • Community help & support with Digital-Clay representatives at the forums





1. Tables and Fields

Custom Tables, Custom Fields and Field Properties.


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Custom Tables
Custom Fields
Lookup Field
Linked Field
Field Properties




2. Roles and Workgroups

Adding Workgroups, adding User Roles, changing Permissions and adding Users.


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Workgroups
User Role
User
Permissions
Field Properties




3. Profile Management

Custom Layouts (custom tabs, custom list tab), Custom Toolbars (menus, dashboard from list, graphs, org charts), User Profile Management.


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Custom Layout Editor
Custom Toolbar Editor
Dashboard from List Editor
Chart Editor
Profile Management




4. Data Entry

Taking a look at the end-user toolbar and some components (data entry, chart, list, dashboard).


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ClayStation
Chart
Data Entry
Dynamic Filtered List
Dashboard from List




5. ClayIntegrator: Importing Data

Import Excel data with the ClayIntegrator.


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ClayIntegrator
Table Mapping
Field Mapping
Import Settings




6. Custom Functions

Building Custom Functions.


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Custom Function Editor
Function Builder
If Function Builder




Adding Custom Links between distant tables.


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Custom Links Editor
Adding Custom Link




Demonstrating the power of Custom Links in Analysis.


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Multiple Indicators
Dynamic Dimensions




9. Right & Left Joins

Building Custom Links With Right & Left Joins.


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Link Group Join Settings
Adding Custom Link
Right-Joined Analysis




10. Document Templates

Building and using a Document Template.


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New Document Template
Document Template Builder Item Properties
Document Template Generation
Generating Document from Template
Generating Document on Multiple Items




11. Mail Merge

Generating a Mail Merged Template and sending to recipients via e-mail.


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Adding Merge Fields in Word
E-Mailing Document to Recipients
Mail Merged Document




12. Automation: Auto-Fill

Automating Drop-Down Auto-Fill using rules and dynamic filters.


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New Automation Event
Auto-Fill Event
New Automation Action
Automation Event Filters




13. Automation: Validation Rule

Set validation rule on data entry forms.


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New Validation Event
Validation Event Editor




14. Automation: Inactivating Records

Automating inactivation of subscriptions.


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Event Field Requirements
New Set Field Action
Set Field Action




15. Automation: Scheduled Reports

Use Automation to schedule reports and send them to executives.


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Scheduled Event
Create Document Action
Action Recipients
Executive Report in Outlook




16. Automation: Scheduled Tasks & ClayStation for Outlook

Use Automation to check up on expired subscriptions periodically and send a task to an employee's Outlook.


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Scheduled Event on Items
Item List Filter
Create Item Action
Set Field Action in Created Item
New Outlook Tasks
Outlook Task Integration




basic_training/start.txt ยท Last modified: 2014/05/22 10:41 by