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Connecting People, Knowledge, Process

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Mitratech University provides end users, administrators and developers continuing education for sound practices and discipline in Collaborative Accountability for high-liability enterprise processes.

TeamConnect Rules

This course provides the necessary information and background for students to begin designing and writing custom code for TeamConnect rules. It will introduce the students to the concept of rules, instruct them on defining and using rules, and explain how rules can be designed to help system analysts convert an organization's business process into a smooth and automatic workflow. The course also covers the TeamConnect API and shows the necessary setup to begin using it.

Course Name:
TeamConnect Rules

Audience:
Admin

Duration:
3 Day

Format:
50% Lecture, 50 % Lab

Type:
Instructor-led training

Who Should Attend:

Any individual who is responsible for creating TeamConnect GUI rules and writing Java code for the customization of TeamConnect’s functionality.

Skill Level:
Intermediate

Available Locations:
Private Location, Online Course Delivery, Client Location

Skills Obtained:
  • TeamConnect API and know-how to set up your environment;
  • Different types of rules that can be written and all their different components;
  • How to write your own custom rules, upload them in TeamConnect and test.
Prerequisites:
  • Previous System Administration training;
  • A novice skill level in Java programming and object-oriented programming;
  • Familiarity with TeamConnect’s user interface and core functionality;
  • Familiarity with the structure of objects and their attributes in TeamConnect’s Object Model;
  • Understanding of how these objects and attributes correspond to items in the user interface.

Course Outline:

Day 1 - GUI Rules

  • Understand the basic components of Rules
  • Understand the different types of Rules:
    • Security
    • Validation
    • Approval
    • Custom Action
    • Scheduled Action
    • Audit Rules
  • Create different types of Rules
  • Administrate Rules
  • Create Routes and Approval Rules
  • Use the Object Navigator
  • Prepopulation

Day 2 - API Basics and Java Rules

  • Create Custom Rules
  • Define Rules Qualifiers and Actions
  • API Overview •Understand Objects and Records relationships
  • Manipulate Security Rights
  • Set up Logging

Day 3 - Java Rules and Workshop

  • Access TeamConnect’s Persistence Layer
  • Search for Records
  • Workshop Exercises:
    • Check lists of added Categories in Records and corresponding Custom Field Values
    • Loop through related Records of projects
    • Get child projects of specific Custom Object
    • Create sub-objects of a specific Custom Object
    • Search and update a specific Custom Object

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