Digital-Clay Training

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 forums

Custom Tables, Custom Fields and Field Properties.

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Custom Tables	Custom Fields	Lookup Field	Linked Field	Field Properties

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

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Workgroups	User Role	User	Permissions	Field Properties

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

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Custom Layout Editor	Custom Toolbar Editor	Dashboard from List Editor	Chart Editor	Profile Management

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

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ClayStation	Chart	Data Entry	Dynamic Filtered List	Dashboard from List

Import Excel data with the ClayIntegrator.

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ClayIntegrator	Table Mapping	Field Mapping	Import Settings

Building Custom Functions.

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Custom Function Editor	Function Builder	If Function Builder

Adding Custom Links between distant tables.

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Custom Links Editor	Adding Custom Link

Demonstrating the power of Custom Links in Analysis.

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Multiple Indicators	Dynamic Dimensions

Building Custom Links With Right & Left Joins.

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Link Group Join Settings	Adding Custom Link	Right-Joined Analysis

Building and using a Document Template.

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New Document Template	Document Template Builder Item Properties	Document Template Generation	Generating Document from Template	Generating Document on Multiple Items

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

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Adding Merge Fields in Word	E-Mailing Document to Recipients	Mail Merged Document

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

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New Automation Event	Auto-Fill Event	New Automation Action	Automation Event Filters

Set validation rule on data entry forms.

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New Validation Event	Validation Event Editor

Automating inactivation of subscriptions.

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Event Field Requirements	New Set Field Action	Set Field Action

Use Automation to schedule reports and send them to executives.

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Scheduled Event	Create Document Action	Action Recipients	Executive Report in Outlook

Use Automation to check up on expired subscriptions periodically and send a task to an employee's Outlook.

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Scheduled Event on Items	Item List Filter	Create Item Action	Set Field Action in Created Item	New Outlook Tasks	Outlook Task Integration