Halcyon – System Administration – Configuring the Halcyon Input Form and Plugin
The "Halcyon System Administration - Configuring the Input Form and Plugin" course is a comprehensive training program designed to empower system administrators with the knowledge and skills to effectively configure the Halcyon input form and plugin settings.
Course Content
Total learning: 13 lessons / 2 quizzes
Time: 1 hour
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Section 1 - Configuring the Halcyon Plugin
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- Lesson 1 – Installing Halcyon Plugin Package Preview
- Lesson 2 – Halcyon Input Form 10 minutes
- Lesson 3 – Docusign Develop Credentials 20 minutes
- Lesson 4 – Updating the Halcyon Plugin CDO
- Lesson 5 – Adding Halcyon Fields to the reporting Dtabase
- Lesson 6 – Persona Access to Services
- Lesson 7 – Business rules for Halcyon auto Run
- Lesson 8 – Reporting Database
- Lesson 9 – Pipeline Views and reports with Halcyon Custom Fields
- Lesson 10 – Halcyon Test Data Runs
- Quiz 1Copy 0 question30 minutes
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Section 2 - Halcyon System Support
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Lesson 3 Halcyon FAQ
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