TriSys Designer Course
Overview
Designed for technical users with an advanced knowledge of TriSys who wish to design and customise forms, fields, actions as well as writing sophisticated reports using SQL.
Prerequisites
· Attended TriSys CRM introduction course
· Knowledge of structured query language (SQL)
Objectives
The course is designed for sophisticated users or system administrators of TriSys who wish to extend the system to achieve the following:
· Design and layout data entry forms
· Customise and add new fields
· Customise actions and associated templates and documents
· Learn the TriSys SQL Server database schema
· Write TriSys SQL queries
· Integrate SQL queries with report designer
· Customise report column layouts, sorting, filtering, grouping and totals
Agenda
|
Session |
Details |
|
09:30 – 11:00 |
Form designer introduction Customise forms Add fields |
|
11:00 – 11:10 |
Tea/Coffee Break |
|
11:10 – 13:00 |
Actions designer Actions configuration Action templates and documents |
|
13:00 – 13:45 |
Lunch Break |
|
13:45 – 15:15 |
SQL Server Schema SQL Queries |
|
15:15 – 15:30 |
Tea/Coffee Break |
|
15:30 – 17:00 |
Report designer Report customization of column layouts, sorting, filtering, grouping and totals |
Please click here for an overview of all TriSys Training Courses.