Description
TeamConnect allows businesses to collaborate across teams, create contract templates, configure approval processes and track workflows via reminders. Click Here To Get More
Course Content
Module-1
- Basic overview of TeamConnect
- TC User Accounts and Group Accounts
- Types of Contacts and its system fields
- Application access
- TC Rights and Security
- Pre-configured user group rights
Module-2
- Understanding different types of objects
- Create and modify categories.
- Phases and Phase Transitions
- Assignee Roles
- Add different types of custom fields.
- Object views
Module-3
- Lookup Tables
- Search View functionality
- Discussion on Types of Rules
- Validation Rules and object navigator
- Prepopulation Rules and Templates
Module -4
- Security, Audit rules
- How to create invoices and send them to workflow for approval.
- Approval rules and how to create routes.
Module-5
- Home Pages and Portal Panes
- Global Navigation bar
- Demo on creating custom Action rule
- Logging System and User Activities
Module-6
- User Invoke Rule
- Create a Task and appointment record and set all its system fields 4x APIs
- Create an Invoice record and set all it system fields through code.
Module-7
- Create a rule for searching of records for both system as well as custom objects.
- Setting different criteria’s for search using 4x APIs
- Use of parameters in code
Module-8
- Embedded Objects
- Child Objects
- How to add embedded through code
- Wizards
Module-9
- Admin Setting
- User Preferences
- Involved Parties
- How to create Budgets
Module -10
- Budget Setting
- Account Types and its posting criteria
- Invoice posting on accounts
Module-11
- Creation of Custom Blocks using XML
- How to add custom fields in custom block
- Screen Designer Tool
Module-12
- How to use class in Custom blocks
- How to call java methods in CJBs
- How to add conditions in Cjbs
Module-13
- Purpose of Post Commit rules
- How to add categories and custom field values via custom action rules
- Any additional purpose of Custom Action rules
Module-14
- How to add loops in CJBs
- Record Level Security
Module-15
- Scheduled Action rules
- Purpose of SA rules
- How to create SA rules
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