DriveWorks Pro Sales Configurator mokymų kursas

Mokymų turinys

Lesson 1

Concept – Before Getting Started. About this Training.

Concept - Groups and Projects.

1. DriveWorks Groups: Individual Groups, Shared Groups.

2. Getting Started – Create a Group. 

3. Getting Started – Create a Project.

4. Taking a Copy of your DriveWorks Group. 

Lesson 2

Concept 2 - Getting data into DriveWorks.

1. Static Data.

2. Reading from a Database. Exercise 2. 

3. Adding a Group Table.

4. Adding a Simple Table.

5. Adding an Excel Data Table.

6. Additional Exercise.

Lesson 3

Concept 3 – Form Controls and Data input

1. Adding Form Controls.

2. Form Control Properties.

3. Static and Dynamic Control Properties. Exercise 3.

4. Adding Option Buttons.

5. Testing your Form Controls.

6. Adding Macro Buttons.

7. Adding a Combo Box.

8. Adding a Check Box.

9. Adding a List Box.

10. Adding a Numeric Text Box.

11. Additional Exercises.

Lesson 4 

Concept – Using Rules in DriveWorks

1. What are Rules?

2. What are Rules for?

3. Types of Rule: Maths,  Text, Logic.

4. The Rules Builder.Exercise 4.

5. Building up a File Path.

6. Building an If statement.

Lesson 5 

Concept 5 - Linking data to Controls and using Lists

1. Useful Functions: List Functions, Table functions, Exercise 5.

2. List functions.

3. Pulling Lists from Tables.

4. Using Table Functions.

5. Additional Exercise. Comment. 

Lesson 6 

Concept 6 – Setting up Pricing using Calculation Tables

1. Calculation Tables. Exercise 6. 

2. Additional Exercise. 

Lesson 7 

Concept 7 - Modular Form Design, Exercise 7

1. Adding New Forms;

2. Moving Form Controls;

3. Adding Frame Controls;

4. Additional Exercise;

Lesson 8

Concept 8 – Specification Macros

1. Creating a Specification Macro;

2. Specification Macro Example; Exercise 8;

3. Creating a New Specification Macro;

4. Adding a Constant;

5. Editing an existing Specification Macro;

6. Setting up Macro Buttons;

7. Testing Macros;

8. Additional Exercise;

Lesson 9

Concept 9 – File Outputs

1. Documents - Files;

2. Documents – Data; Exercise 9;

3. Testing Document Generation;

4. Editing an Existing Document;

Lesson 10

Concept – Reskinning Form Controls

1. Adding Images;

2. Importance of Color; Exercise 10;

3. Adding a Background Colour;

4. Responsive Form Design;

5. Form Control Re-skinning;

6. Styling Text;

7. Further Steps; 

Lesson 11 

Exercise 11; 

2. Filtering Tables;

3. Filling out BOM details;

4. Preview the Document;

5. Finish the Document;

Lesson 12

Concept – Parent and Child Specifications

1. Rollup Data Tables; Exercise 12;

2. Working with the Child Specification Editor;

3. Customer Data Capture;

4. Further Steps;

Lesson 13

Concept – Workflow

Specification Properties; Exercise 13;

Lesson 14

Concept – Data Validation and Feedback

1. Form Warnings; Exercise 14;

2. Warning Box Visibility;

3. Further Steps;

Lesson 15

Concept – Emails

Exercise 15; Further Steps; 

Lesson 16

Concept – HTML Emails;

Exercise 16; Further Steps;

Lesson 17 

Concept – Permissions and Security

1. Users and Teams;

2. Workflow Permissions; Exercise 17;

3. Adding Teams and Users to your Group;

4. State Permissions;

Lesson 18 

Concept – DriveWorks Live

Exercise 18; Change a Web theme skin;

Modules; 

What’s Next?

Appendix 

Software Installation; DriveWorks Licensing;

DriveWorks Licensing; Licensing DriveWorks Pro Modules;

Automatic Activation; Manual Activation; Floating License Activation;

Connecting to a Floating License; Returning a License; 

Configuring DriveWorks Pro Server.