User Tools

Site Tools


Digital-Clay Training


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.

Watch Movie

Custom Tables
Custom Fields
Lookup Field
Linked Field
Field Properties

2. Roles and Workgroups

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

Watch Movie

User Role
Field Properties

3. Profile Management

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

Watch Movie

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).

Watch Movie

Data Entry
Dynamic Filtered List
Dashboard from List

5. ClayIntegrator: Importing Data

Import Excel data with the ClayIntegrator.

Watch Movie

Table Mapping
Field Mapping
Import Settings

6. Custom Functions

Building Custom Functions.

Watch Movie

Custom Function Editor
Function Builder
If Function Builder

Adding Custom Links between distant tables.

Watch Movie

Custom Links Editor
Adding Custom Link

Demonstrating the power of Custom Links in Analysis.

Watch Movie

Multiple Indicators
Dynamic Dimensions

9. Right & Left Joins

Building Custom Links With Right & Left Joins.

Watch Movie

Link Group Join Settings
Adding Custom Link
Right-Joined Analysis

10. Document Templates

Building and using a Document Template.

Watch Movie

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.

Watch Movie

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.

Watch Movie

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

13. Automation: Validation Rule

Set validation rule on data entry forms.

Watch Movie

New Validation Event
Validation Event Editor

14. Automation: Inactivating Records

Automating inactivation of subscriptions.

Watch Movie

Event Field Requirements
New Set Field Action
Set Field Action

15. Automation: Scheduled Reports

Use Automation to schedule reports and send them to executives.

Watch Movie

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.

Watch Movie

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