DriveWorks Sales Configurator Training
The DriveWorks Sales Configurator training course is designed to teach you how to build custom web-based configurators and automate business processes with no CAD required.
Course Overview
DriveWorks Pro allows you to create your own custom configurators and automate your business processes. This course focuses on how to build a front-end Sales Configurator tool for your website and does not involve the use of CAD.
It will delve into the user interface and user experience of your Sales Configurator while automating all the necessary information to create quotations, bill of materials, spreadsheets and more. DriveWorks will be able to connect to your ERP, CRM, or other database sources to always keep your costing and data up to date.
NOTE: This course is available as part of the Gold & Platinum Training Passports.
What You'll Learn
Course Agenda
Lesson 1 – Creating a Group and Project
Creating a group and project ready to work with your data. Allow learn how to pack and go your files ready to back up/move to new locations.
Lesson 2 – Getting Data into DriveWorks
Importing tabular data from other sources such as Excel or SQL into DriveWorks to use in your projects.
Lesson 3 - Form Controls and Data Input
Start building a user interface by creating form controls to allow the input of data, build properties for each control and gain understanding of how to select the appropriate controls for different applications.
Lesson 4 – Using Rules in DriveWorks
Understand what DriveWorks Rules are and use the built in DriveWorks rules Builder to create new rules.
Lesson 5 – Linking Data to Controls and using lists
Extract values from existing data already imported in to DriveWorks and then sort lists using that data.
Lesson 6 – Setting up pricing using calculation tables
Creation of calculation tables then within those build rules for individual cells and full columns.
Lesson 7 – Modular form design
Use more advanced form controls to further expand the user interface. Split up existing forms to create extra pages to navigate through.
Lesson 8 – Specification macros
Create and Edit Specification Macros, add those to the forms to allow more control over each part. Setup In-Form Navigation so a customer has a defined way to proceed between controls.
Lesson 9 – File Outputs
Create a Word document that DriveWorks can automate. Using the data already created and more, DriveWorks will automate the creation of a Word documents and allow it to change based on the inputs on the form.
Lesson 10 – Reskinning form controls
Adding images to the forms, apply background colours and generally reskin the form to either match a web site theme, company branding or just make it more aesthetically pleasing and engaging.
Lesson 11 – Create and drive excel and BOM documents
Create an Excel document that DriveWorks can automate. Using the data already created and more, DriveWorks will automate the creation of an Excel documents and allow it to change based on the inputs on the form.
Lesson 12 – Parent and child specifications
Setting up and build an understanding of a Parent and child Project relationship. Passing data down from the Parent Project to the Child Project and vice versa.
Lesson 13 – Workflows
Create a workflow to control who can create what and when they can do it. Set up different properties to control what information the administrators can see from each specification that is ran.
Lesson 14 – Data validation and feedback
Validate the data being input to the control and show warnings based on that validation if necessary.
Lesson 15 – Emails
Create a standard email document and learn how to automate this process while adding attachments to the emails.
Lesson 16 – HTML emails
Add HTML styling to the email documents from the previous lesson, attaching images to the email body such as signatures and modifying the fonts of each line in the email.
Lesson 17 – Permissions and security
Create new users and teams and add permissions to the workflow based on which user is logged in or which team they are part of.
Lesson 18 – DriveWorks Live
Run your DriveWorks project in a browser using Personal Web Edition to see how will look like live on your website.
What do our customers say?
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Training Booking Process
How to book a course?
Training Methods
Self-Paced
Student, job-seeker, or working professional? Our SOLIDWORKS self-paced training essentials course gives you the flexibility to learn when and where you want.
In-Classroom / Virtual
For those who prefer a traditional classroom environment courses can be taken in one of our training locations in the UK and Ireland.
Our virtual courses provide hands-on, live, interactive group training session from a professional, qualified instructor.
Onsite / Bespoke
We can arrange onsite training for any of our courses, contact us to discuss further.
Book your course
Click to view upcoming DriveWorks Sales Configurator Training courses, book your place on the course today to save your space. No upfront payment necessary.
Frequently Asked Questions
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