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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
Integration of SQL queries

Report customization of column layouts, sorting, filtering, grouping and totals

 

 

 

Please click here for an overview of all TriSys Training Courses.