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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Click the Feefo button below to read the latest reviews for this course.
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
Accredited
- SOLIDWORKS certified training instructors
- All courses are CPD-accredited for professional development
- Attendees receive certificates for every course
Variety & Frequency
- Courses run every week of the year (1200+ per year)
- 70+ courses, we cover a broad range of topics and software
- Training passport bundles provide amazing value
Convenience
- 22 training venues located across the UK & Ireland
- State-of-the-art Virtual training is available
- We can arrange onsite and bespoke training courses
Quality
- 4.9 Star rating on Feefo for training courses
- Limited class sizes ensure personal attention
- Hands-on format with high-end PCs for every attendee
You can reserve your place on our SOLIDWORKS training courses for free via our course schedule.
Simply find the course you'd like to attend and click 'Book Now' and complete your registration.
If you have already purchased a course or passport then there is nothing else you need to do. If you haven't bought the course yet then your SOLIDWORKS account manager will be in touch to discuss your requirements and arrange payment.
Alternatively you can give us a call on 01926 333777 and book your course today!
Yes! All of our classroom and virtual courses are CPD-accredited, meaning you are guaranteed to progress in your professional development.
A SOLIDWORKS Passport offers you a comprehensive training and development plan in one single purchase.
These Passports allow you to make massive savings on training, compared to purchasing multiple courses one at a time.
Separate Passports are available for SOLIDWORKS CAD & SolidCAM, depending on your design & manufacturing needs.
Each SOLIDWORKS CAD Passport can be purchased in different lengths that are valid for 1, 2, 3 or 5 years. The passport is active from the date of the first course you attend.
We recommend new SOLIDWORKS users start off with SOLIDWORKS Essentials. From there the courses that you benefit you most will depend on your products and workflow.
For most professional SOLIDWORKS users the best courses to take next are: Advanced Part Modelling, Drawings, Advanced Assembly modeling.
We are always happy to discuss your requirements and provide advice on the best training and resources for you. Speak to your account manager, contact us online or get in touch via training@solidsolutions.co.uk.
Every license of SOLIDWORKS on subscription comes with complimentary exam vouchers so you can get certified. Learn more about the series of exams on our dedicated SOLIDWORKS Certifications page.
Book your next course to continue your journey to becoming a certified SOLIDWORKS expert.
We have a variety of classrooms across the UK and Ireland where you can learn SOLIDWORKS. Check out our SOLIDWORKS Training locations here and find a venue near you.
Our virtual classrooms can be accessed by anyone, anywhere. So in the unlikely event that there isn't a classroom nearby, or you'd prefer to attend remotely, You can still attend your chosen training course.
Get in touch with our team as soon as you are able to. Give us a call on 01926 333777 or email training@solidsolutions.co.uk and we can assist you.
Take a look at our Training Course Schedule, as you may be able to rearrange to attend an alternative date for your chosen course.
Our courses offer free cancellation providing the cancellation occurs outside of the fourteen days before the course start date.
Please refer to the Terms & Conditions for full information surrounding cancellations & fees.
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