Archer Custom Objects Fundamentals

This free course provides foundational information to efficiently work with Custom Objects in Archer. Throughout the course, you'll learn what Custom Objects are, review a variety of real-world applications, and explore how they function within both the Classic and Next Generation (NGRX) experiences.

The course is designed to build a solid understanding of the core principles behind Custom Objects in Archer. The focus is on foundational concepts and capabilities rather than implementation details for any specific customized solutions.
 

Audience

Archer administrators experienced with Archer configuration and proficient in web design and development.

Learning Objectives

By the end of this course, participants will be able to:

• Explain how Custom Objects can be used to extend and enhance Archer functionality.
• Identify the key constraints, limitations, and considerations when working with Custom Objects.
• Configure and implement Custom Objects in Archer applications for both Classic and NGRX experiences.
• Work with the new Broadhead code structure used with Custom Objects for NGRX.
• Use Custom Objects to customize record layouts, format content, and populate field values.
   

Delivery Format

On‑Demand / Self‑Paced

Duration

2-4 hours

Cost

Free

Prerequisite Knowledge

Learners should have:

• Archer Admin Essentials or equivalent real‑world experience is strongly suggested to be successful in this course.
• Requires Archer administration skills, including creation and modification of applications, data-driven events, calculated fields, and layout configuration.
• Participants should also be proficient with web design and development technologies. Creating custom objects requires the participant to be able to write and design HTML, CSS, JavaScript, or JQuery codes for custom objects.

Participants without this background may not have the foundational skills required to complete this course.

Course Outline

• Custom Object Basics
  •    Introduction
  •    Adding a Custom Object to Layout
• Custom Objects in Classic Experience
  •    Custom Object Examples in Classic Experience
• Custom Objects in NGRX Experience
  •    Creating Custom Objects with Broadhead for NGRX
  •    Carnival of Custom Objects On-Demand Application
  •    Custom Object Examples in NGRX
• FAQs and Course Summary

How to Register

Clients & Partners

1. Visit https://id.archerirm.cloud
2. Sign in to your account.
3. Select Archer Academy to access the learning portal.
4. Search the training catalog for this course name and purchase it and add it to your learning dashboard.

Employees

1. Sign in through the OneLogin portal.
2. Launch Archer Academy.
3. Browse or search the training catalog for this course name and add it to your learning dashboard.

New to Archer Training?

Need an account before you can register? Access the Account Setup Instructions to get started and gain access to Archer Academy and its training resources.