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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 <html><a href=“/community/forum/”>forums</a></html>





1. Tables and Fields

Custom Tables, Custom Fields and Field Properties.


<html><b><a style=“color:green;” href=“/resources/training/Movie1.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/01a.jpg”><img src=“/resources/training/screens/01at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/01b.jpg”><img src=“/resources/training/screens/01bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/01c.jpg”><img src=“/resources/training/screens/01ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/01d.jpg”><img src=“/resources/training/screens/01dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/01e.jpg”><img src=“/resources/training/screens/01et.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr align=“center” width=“100%”> <td width=“135” valign=“top” align=“center”><center>Custom Tables</center></td> <td width=“135” valign=“top” align=“center”><center>Custom Fields</center></td> <td width=“135” valign=“top” align=“center”><center>Lookup Field</center></td> <td width=“135” valign=“top” align=“center”><center>Linked Field</center></td> <td width=“135” valign=“top” align=“center”><center>Field Properties</center></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




2. Roles and Workgroups

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


<html><b><a style=“color:green;” href=“/resources/training/Movie2.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/02a.jpg”><img src=“/resources/training/screens/02at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/02b.jpg”><img src=“/resources/training/screens/02bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/02c.jpg”><img src=“/resources/training/screens/02ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/02d.jpg”><img src=“/resources/training/screens/02dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/02e.jpg”><img src=“/resources/training/screens/02et.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Workgroups</center></td> <td width=“135” valign=“top” align=“center”><center>User Role</center></td> <td width=“135” valign=“top” align=“center”><center>User</center></td> <td width=“135” valign=“top” align=“center”><center>Permissions</center></td> <td width=“135” valign=“top” align=“center”><center>Field Properties</center></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




3. Profile Management

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


<html><b><a style=“color:green;” href=“/resources/training/Movie3.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/03a.jpg”><img src=“/resources/training/screens/03at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/03b.jpg”><img src=“/resources/training/screens/03bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/03c.jpg”><img src=“/resources/training/screens/03ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/03d.jpg”><img src=“/resources/training/screens/03dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/03e.jpg”><img src=“/resources/training/screens/03et.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Custom Layout Editor</center></td> <td width=“135” valign=“top” align=“center”><center>Custom Toolbar Editor</center></td> <td width=“135” valign=“top” align=“center”><center>Dashboard from List Editor</center></td> <td width=“135” valign=“top” align=“center”><center>Chart Editor</center></td> <td width=“135” valign=“top” align=“center”><center>Profile Management</center></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




4. Data Entry

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


<html><b><a style=“color:green;” href=“/resources/training/Movie4.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/04a.jpg”><img src=“/resources/training/screens/04at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/04b.jpg”><img src=“/resources/training/screens/04bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/04c.jpg”><img src=“/resources/training/screens/04ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/04d.jpg”><img src=“/resources/training/screens/04dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/04e.jpg”><img src=“/resources/training/screens/04et.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>ClayStation</center></td> <td width=“135” valign=“top” align=“center”><center>Chart</center></td> <td width=“135” valign=“top” align=“center”><center>Data Entry</center></td> <td width=“135” valign=“top” align=“center”><center>Dynamic Filtered List</center></td> <td width=“135” valign=“top” align=“center”><center>Dashboard from List</center></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




5. ClayIntegrator: Importing Data

Import Excel data with the ClayIntegrator.


<html><b><a style=“color:green;” href=“/resources/training/Movie5.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/05a.jpg”><img src=“/resources/training/screens/05at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/05b.jpg”><img src=“/resources/training/screens/05bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/05c.jpg”><img src=“/resources/training/screens/05ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/05d.jpg”><img src=“/resources/training/screens/05dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>ClayIntegrator</center></td> <td width=“135” valign=“top” align=“center”><center>Table Mapping</center></td> <td width=“135” valign=“top” align=“center”><center>Field Mapping</center></td> <td width=“135” valign=“top” align=“center”><center>Import Settings</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




6. Custom Functions

Building Custom Functions.


<html><b><a style=“color:green;” href=“/resources/training/Movie6.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/06a.jpg”><img src=“/resources/training/screens/06at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/06b.jpg”><img src=“/resources/training/screens/06bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/06c.jpg”><img src=“/resources/training/screens/06ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Custom Function Editor</center></td> <td width=“135” valign=“top” align=“center”><center>Function Builder</center></td> <td width=“135” valign=“top” align=“center”><center>If Function Builder</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




Adding Custom Links between distant tables.


<html><b><a style=“color:green;” href=“/resources/training/Movie7.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/07a.jpg”><img src=“/resources/training/screens/07at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/07b.jpg”><img src=“/resources/training/screens/07bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Custom Links Editor</center></td> <td width=“135” valign=“top” align=“center”><center>Adding Custom Link</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




Demonstrating the power of Custom Links in Analysis.


<html><b><a style=“color:green;” href=“/resources/training/Movie8.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/08a.jpg”><img src=“/resources/training/screens/08at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/08b.jpg”><img src=“/resources/training/screens/08bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Multiple Indicators</center></td> <td width=“135” valign=“top” align=“center”><center>Dynamic Dimensions</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




9. Right & Left Joins

Building Custom Links With Right & Left Joins.


<html><b><a style=“color:green;” href=“/resources/training/Movie9.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/09a.jpg”><img src=“/resources/training/screens/09at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/09b.jpg”><img src=“/resources/training/screens/09bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/09c.jpg”><img src=“/resources/training/screens/09ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Link Group Join Settings</center></td> <td width=“135” valign=“top” align=“center”><center>Adding Custom Link</center></td> <td width=“135” valign=“top” align=“center”><center>Right-Joined Analysis</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




10. Document Templates

Building and using a Document Template.


<html><b><a style=“color:green;” href=“/resources/training/Movie10.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/10a.jpg”><img src=“/resources/training/screens/10at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/10b.jpg”><img src=“/resources/training/screens/10bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/10c.jpg”><img src=“/resources/training/screens/10ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/10d.jpg”><img src=“/resources/training/screens/10dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/10e.jpg”><img src=“/resources/training/screens/10et.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>New Document Template</center></td> <td width=“135” valign=“top” align=“center”><center>Document Template Builder Item Properties</center></td> <td width=“135” valign=“top” align=“center”><center>Document Template Generation</center></td> <td width=“135” valign=“top” align=“center”><center>Generating Document from Template</center></td> <td width=“135” valign=“top” align=“center”><center>Generating Document on Multiple Items</center></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




11. Mail Merge

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


<html><b><a style=“color:green;” href=“/resources/training/Movie11.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/11a.jpg”><img src=“/resources/training/screens/11at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/11b.jpg”><img src=“/resources/training/screens/11bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/11c.jpg”><img src=“/resources/training/screens/11ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Adding Merge Fields in Word</center></td> <td width=“135” valign=“top” align=“center”><center>E-Mailing Document to Recipients</center></td> <td width=“135” valign=“top” align=“center”><center>Mail Merged Document</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




12. Automation: Auto-Fill

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


<html><b><a style=“color:green;” href=“/resources/training/Movie12.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/12a.jpg”><img src=“/resources/training/screens/12at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/12b.jpg”><img src=“/resources/training/screens/12bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/12c.jpg”><img src=“/resources/training/screens/12ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/12d.jpg”><img src=“/resources/training/screens/12dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>New Automation Event</center></td> <td width=“135” valign=“top” align=“center”><center>Auto-Fill Event</center></td> <td width=“135” valign=“top” align=“center”><center>New Automation Action</center></td> <td width=“135” valign=“top” align=“center”><center>Automation Event Filters</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




13. Automation: Validation Rule

Set validation rule on data entry forms.


<html><b><a style=“color:green;” href=“/resources/training/Movie13.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/13a.jpg”><img src=“/resources/training/screens/13at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/13b.jpg”><img src=“/resources/training/screens/13bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>New Validation Event</center></td> <td width=“135” valign=“top” align=“center”><center>Validation Event Editor</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




14. Automation: Inactivating Records

Automating inactivation of subscriptions.


<html><b><a style=“color:green;” href=“/resources/training/Movie14.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/14a.jpg”><img src=“/resources/training/screens/14at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/14b.jpg”><img src=“/resources/training/screens/14bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/14c.jpg”><img src=“/resources/training/screens/14ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Event Field Requirements</center></td> <td width=“135” valign=“top” align=“center”><center>New Set Field Action</center></td> <td width=“135” valign=“top” align=“center”><center>Set Field Action</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




15. Automation: Scheduled Reports

Use Automation to schedule reports and send them to executives.


<html><b><a style=“color:green;” href=“/resources/training/Movie15.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/15a.jpg”><img src=“/resources/training/screens/15at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/15b.jpg”><img src=“/resources/training/screens/15bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/15c.jpg”><img src=“/resources/training/screens/15ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/15d.jpg”><img src=“/resources/training/screens/15dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Scheduled Event</center></td> <td width=“135” valign=“top” align=“center”><center>Create Document Action</center></td> <td width=“135” valign=“top” align=“center”><center>Action Recipients</center></td> <td width=“135” valign=“top” align=“center”><center>Executive Report in Outlook</center></td> <td width=“135” valign=“top” align=“center”></td> <td width=“135” valign=“top” align=“center”></td> </tr> </tbody> </table> </html>




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.


<html><b><a style=“color:green;” href=“/resources/training/Movie16.html” target=“_blank”>Watch Movie</a></b></html>


<html> <table width=“100%”> <tbody> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/16a.jpg”><img src=“/resources/training/screens/16at.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/16b.jpg”><img src=“/resources/training/screens/16bt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/16c.jpg”><img src=“/resources/training/screens/16ct.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/16d.jpg”><img src=“/resources/training/screens/16dt.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/16e.jpg”><img src=“/resources/training/screens/16et.jpg” /></a></td> <td width=“135” valign=“top” align=“center”><a href=“/resources/training/screens/16f.jpg”><img src=“/resources/training/screens/16ft.jpg” /></a></td> </tr> <tr width=“100%”> <td width=“135” valign=“top” align=“center”><center>Scheduled Event on Items</center></td> <td width=“135” valign=“top” align=“center”><center>Item List Filter</center></td> <td width=“135” valign=“top” align=“center”><center>Create Item Action</center></td> <td width=“135” valign=“top” align=“center”><center>Set Field Action in Created Item</center></td> <td width=“135” valign=“top” align=“center”><center>New Outlook Tasks</center></td> <td width=“135” valign=“top” align=“center”><center>Outlook Task Integration</center></td> </tr> </tbody> </table> </html>




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