Pragmatech Training: Online User Interface Development
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Online User Interface Development is a 3-session online course that focuses on how to design and build an effective SmartDoc proposal using Blueprints and Forms in The Proposal Automation Suite. The demo format training is provided in 3 sessions, each lasting 4 hours.
In the intensive course, you learn how to pull together proposal elements based on text and topics stored in an existing Pragmatech knowledge base. Using Pragmatech Blueprint and Form functions, you will create an automated document application that can generate dynamic proposals and other customized customer documents. The course includes extensive discussion about the design of a Blueprint and Form – as well as how to create the Blueprint and Form. You learn how to customize Forms, how to use the Pragmatech Form Utilities, and the basic logic writing skills that are required to create your automated document. And you will learn how to test your document application before it is put into production.
How to Prepare
This is a demo style, instructor-led class delivered online. You will need the following:
- Computer with Internet Access (T1/T3, DSL/Cable, or 56kbps or faster connection)
- Ability to connect to a web meeting using Microsoft® Office Live Meeting
- Telephone
- Printed reference guide (which will be sent by e-mail upon receipt of registration)
Agenda
Session 1
• Creating a Blueprint
• Planning the proposal
• Using Quick Build to add records for Blueprint
• Other Blueprint creating methods
• Formatting your Blueprint
• Testing a Blueprint
Session 2
• Creating a Fill-in Form
• Adding and editing Form pages
• Working with fill-in fields
• Automatically inserting check boxes
• Using Includes bookmarks
• Working with the VB Toolbox
• Converting check boxes to radio buttons
• Adding graphics to Forms
• Adding data checking
• Adding Conditional Logic
• Creating multi-page tabs
• Creating and naming frames
Session 3
• Using the Pragmatech Form Utilities
• Basic mathematical formulas
• Converting fill-ins to drop-down lists
• Using the Pragmatech Templates and Documents Utilities
• Testing the Form
• List box conversion
• Testing the Form
• Creating and customizing a SmartDoc
See Calendar for Scheduled Classes and to Register
Learn More
Contact the SalesEdge Training team for guidance in tailoring a training plan specific to your requirements.