Creatio No-Code Creator Course - Video Lessons

Module 1: Introducing Creatio

• What is Creatio: History, Products, Licensing
• Interface overview: navigation, settings, profile
• Freedom UI vs Classic UI: differences and choices
• Practice: the first configuration of the workplace

Module 2: Working with data

• System objects: types, structure, system fields
• Creating your own objects: fields and their types
• Practice: creating a data structure for a case

Module 3: Interface Design

• Section Wizard: create a section from scratch
• Page Designer: components, layout, tabs
• Details and attachments on the page
• Filters, groups, tags: data organization
• Practice: creating a full-fledged partition

Module 4: Business Processes — Fundamentals

• Process Designer: interface and elements
• Streams and Gateway: sequence, conditional, parallel
• Working with data: Read Data, Add Data, Modify Data
• User Tasks: pages, questions, approvals
• Formulas and process parameters

Module 5: Analytics and Reports

• Dashboard Designer: types of graphs and indicators
• Filtration and drill-down in analytics
• Standard reports and their settings
• Practice: creating a sales dashboard

Module 6: Access Rights

• Role system: organizational and functional
• Object permissions vs Record permissions
• Practice: setting up rights for the sales department