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Difference between revisions of "Designers Index"

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<span style="font-family: Arial; font-size:120%;">''Basics''</span>
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<span style="font-family: Arial; font-size:120%;">''Orientation''</span>
<hr class="horizontal_bar"/>
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*'''Video Introduction'''
 
** [http://www.youtube.com/watch?v=WrU0Ai7jqSQ What Can {{BrandLabel}} Do for Us?]
* '''Fundamentals'''
** [http://www.youtube.com/watch?v=DcWGGLs96M8 Team Networking using Relay]
** [[Users]]
** [http://www.youtube.com/watch?v=4z30Laau5nE Create a Database App in Minutes]
** [[Teams]]
** [http://www.youtube.com/user/{{BrandLabel}}Vid#g/c/7597F6862BEC48B1 The {{BrandLabel}} Video Channel]
** [[Roles]]
:: ''More [[Video Tutorials]]''
** [[Tab Preferences]]
** [[View Preferences]]
** [[Cases]] and [[Tasks]]
** [[Attachments]]
** [[Case States and Transitions]]
 
<p style="height:7px">&nbsp;</p><!--Spacer-->
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''General'''
**[[Navigating the User Interface]]
**[[My Applications / App Center]]
** [[Relay]]: Integrated Social Networking
** [[Applications]]
** [[Views and Reports]]
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Design Concepts'''
*'''Design Concepts'''
:* [{{DOCHOST}}/articles/BuildCaseMgtApp_AgileApps_Live.pdf Build a Case Mgt App (pdf)]
:* [[Application Options]]
:* [[Application Architecture]]
:* [[Application Architecture]]
:* [[Application Design Guide]]
:* [[Application Design Guide]]
:* [[Localization]]
:* [[The Power of Objects|The Power of Objects]]
:* [[The Power of Objects|The Power of Objects]]
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Object Capabilities'''
:* [[Object Relationships]]
:* [[Object Relationships]]
:* [[Working with Composite Objects|Composite Objects]]
:* [[Object Inheritance]]
 
:* [[Field Display Types]]
:* [[Field Display Types]]
:**  [[Computed Fields]]
:**  [[Computed Fields]]
:**  [[Formula Fields]]
:**  [[Formula Fields]]
:**  [[Lookup]] Fields
:**  [[Lookup|Lookup Fields]]
 
:* [[Validations]] for safety
:* [[Indexes]] for speed       
:* [[Record Locator]] for identifying records in searches and lookups
 
:* [[Subform]]s
:* [[Subform]]s
:**  [[Subform#Sorting Rows, Totaling Columns|Sorting Rows, Totaling Columns]]
:**  [[Subform#Sorting Rows, Totaling Columns|Sorting Rows, Totaling Columns]]
:**  [[Subform#Column-Total Adjustments|Adjusting Column-Totals]]
:**  [[Subform#Column-Total Adjustments|Adjusting Column-Totals]]
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Interface'''
** [[Views]]
** [[Forms]]
** [[Custom Form Actions]]
** [[Web Tabs]]
<p style="height:7px">&nbsp;</p><!--Spacer-->
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Global Design Resources'''
**  [[Global Picklists]]
<!--**  [[Translation Workbench]]-->


<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''More Information'''
*'''More Information'''
:* [[HowTo Guides#For Users|User HowTo Guides]]
:* [[Sequential Topic Index]]<br>&nbsp; -- an A to Z introduction
:* [[HowTo Guides#For Application Designers|Designer HowTo Guides]]
:* [[HowTo Guides#For Application Designers|Designer HowTo Guides]]
:* [[Design Options]]
{{ #if: {{TrainingLink}} |:* {{Platform Training}} }}
{{ #if: {{TrainingLink}} |:* {{Platform Training}} }}
{{ #ifeq: {{SKIN}} | ATT |:* [http://paas.attplatform.com/tools/enablers/ Third Party Services APIs]}}
{{ #ifeq: {{SKIN}} | ATT |:* [http://paas.attplatform.com/tools/enablers/ Third Party Services APIs]}}
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<span style="font-family: Arial; font-size:120%;">''System Designers'' (Application Designers?)</span>
<span style="font-family: Arial; font-size:120%;">''Design Elements</span>
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{| cellpadding="3" class="tight-rows vertical_left_bar"
{| cellpadding="3" class="tight-rows vertical_left_bar"
| colspan="3" | &nbsp; '''Data'''
|-
|-
| || [[Objects]]
| colspan="3" | &nbsp; '''Fundamental Capabilities'''
| Store data in a powerful "database on steroids".
|-
|-
| || width="80px" | [[Object Inheritance]]
| || width="103px"| [[Case Management Objects]]
| Share common behaviors and attributes, like [[Forms]], [[Workflows]], [[Validations]], & [[Data Policies]]
| The fundamental components of the case management system.
|-
|-
| || [[Indexes]]        
| || [[Case Types]]
| Rapidly access records. Ensure uniqueness.
| Different kinds of cases sharing common functionality.
|-
|-
|  || [[Record Locators]]  
|  || [[Multi Step Tasks]]
| Help users identify records they're searching for.
| Ad Hoc processes created dynamically by users.
|-
|  || [[Reports]]       
| Summarize data in platform objects.  
|-
|-
| || [[Charts]]        
| || [[Application Branding]]
| Pie charts, bar charts, graphs. "Drill down" into a segment, or view underlying data.  
| Use your corporate logo and colors.
|-
|-
| || [[Database Views]]
| || [[Mobile Access]]
| Advanced reports using database queries and joins.
| Access an application on a mobile device.
|-
|-
| || [[SQL Browser]]
| || [[URL Addresses]]
| Do SQL Language queries on your platform data.
| Link to specific pages from emails and applications.


|-
|-
| colspan="3"| &nbsp; <!-- spacer row -->
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Presentation'''
| colspan="3"| &nbsp; '''Automation'''
|-
|  || [[Macros]]
| Take multiple actions at the click of a button.
|-
|  || [[Quick Text]]
| Add snippets of text to an email. Include variables.
|-
|-
|  || [[Forms|Forms]]
|  || [[Rules and Rule Sets|Rules and Rule&nbsp;Sets]]
| Determine how individual records appear.
| Respond to record events, timer events, and scheduled events using if-condition-then-take-action procedures, with zero programming.
|-
|-
|  || [[Views]]
|  || [[Processes]]
| Determine how records are shown in a table.
| Interactively design a flowchart of user tasks, approvals, and automated activities.
|-
|-
|  || [[Dashboards]]
|  || [[Web Services]]
| Take command of your data with a variety of [[Widgets]].
| Automate data interchange with external web services
|-
|-
|  || [[Print Templates]]
|  || [[External Data Sources]]
| Format records by defining HTML and JSP templates.
| Use a Web Service to display related records retrieved from an external data store.
|-
|-
|  || [[Web Tabs]]
|  || [[SLAs]]
| Set up the tabs a user will see in the application.
| Define Service Level Agreements, specifying objectives and escalations.
|-
|-
|  || [[Sidebars]]
|  || [[Controlling Task-Assignment Notifications|Task Notifications]]
| Customize the contents of the user's navigation pane.
| Determine when a new task owner gets a notification message.
|-
|-
| || [[Web Forms]]
| || [[Application Testing]]
| Interact with the platform from a remote site.
| Test your automations to make sure they're working.


|-
|-
| colspan="3"| &nbsp; <!-- spacer row -->
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Rules and Processes'''
| colspan="3"| &nbsp; '''Channels'''
|-
|  || [[Email Channel]]
| Create cases and record comments from incoming messages. Reply with a click.
|-
|-
|  || [[Workflows]]
|  || [[Service Portal]]
| Automate business processes.
| Allow registered users and guests to create cases, interact with your user community, and/or access your knowledge base.  
|-
|-
|  || [[Data Policies]]
|  || [[Facebook Channel]]
| Automatically act when data is changed or viewed.
| Create cases and respond using Facebook.
|-
|-
|  || [[Validations]]
|  || [[Web Forms]]
| Make sure that incoming data is correct.
| Send data from a remote site.


|-
|-
| colspan="3"| &nbsp; <!-- spacer row -->
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Logic'''
| colspan="3"| &nbsp; '''Presentation'''
|-
|-
|  || [[Actions]]
|  || [[Dashboards]]
| Create buttons the user can press.
| Custom overview using a variety of [[Widgets]].
|-
|-
|  || [[Classes]]
|  || [[Email Templates]]
| Create Java classes for more sophisticated programming.
| Pre-formatted messages with template variables.
|-
|-
|  || [[Sites]]
|  || [[Document Templates]]
| Create pages for customers and external users.
| Formatted output: HTML, PDF, Word, PowerPoint.
|-
|-
|  || [[Pages]]
|  || [[Reports]]      
| Create custom Java Server (JSP) pages.
| Summarize data in platform objects.  
|-
|-
|  || [[Static Resources]]
|  || [[Charts]]        
| Upload additional CSS and Javascript files.
| Pie charts, bar charts, graphs.  
|-
|-
|  || [[Components]]
|  || [[Database Views]]
| Build custom controls for JSP pages.
| Advanced reports using database queries and joins.


|-
|-
| colspan="3"| &nbsp; <!-- spacer row -->
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Global Resources'''
| colspan="3"| &nbsp; '''Learn More'''
|-
|-
|  || [[Users]]
|  || colspan="2"| {{^Article Build a DCM App}}
| Manage users.
|-
|-
|  || [[Tasks]]
|  || colspan="2"| {{^Article Customize ServiceDesk}}
| Organize tasks.
|-
|-
|  || [[Appointments]]
|  || colspan="2"| [[Creating a Database Application]]
| Track appointments.
|-
|-
|  || [[Documents]]
|  || colspan="2"| [[Developers Intro]]
| Manage documents.
|-
|-
|  || [[Global Picklists]]
|  || colspan="2"| [[Developers Index]]
| Common choice-lists for use in any page.
|-
|  || colspan="2"| [[Troubleshooting]]
|-
|  || colspan="2"| Platform{{^Messages}}
|-
|
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<br>
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<br>
|}
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Latest revision as of 09:30, 4 July 2019

Design Elements

  Fundamental Capabilities
Case Management Objects The fundamental components of the case management system.
Case Types Different kinds of cases sharing common functionality.
Multi Step Tasks Ad Hoc processes created dynamically by users.
Application Branding Use your corporate logo and colors.
Mobile Access Access an application on a mobile device.
URL Addresses Link to specific pages from emails and applications.
 
  Automation
Macros Take multiple actions at the click of a button.
Quick Text Add snippets of text to an email. Include variables.
Rules and Rule Sets Respond to record events, timer events, and scheduled events using if-condition-then-take-action procedures, with zero programming.
Processes Interactively design a flowchart of user tasks, approvals, and automated activities.
Web Services Automate data interchange with external web services
External Data Sources Use a Web Service to display related records retrieved from an external data store.
SLAs Define Service Level Agreements, specifying objectives and escalations.
Task Notifications Determine when a new task owner gets a notification message.
Application Testing Test your automations to make sure they're working.
 
  Channels
Email Channel Create cases and record comments from incoming messages. Reply with a click.
Service Portal Allow registered users and guests to create cases, interact with your user community, and/or access your knowledge base.
Facebook Channel Create cases and respond using Facebook.
Web Forms Send data from a remote site.
 
  Presentation
Dashboards Custom overview using a variety of Widgets.
Email Templates Pre-formatted messages with template variables.
Document Templates Formatted output: HTML, PDF, Word, PowerPoint.
Reports Summarize data in platform objects.
Charts Pie charts, bar charts, graphs.
Database Views Advanced reports using database queries and joins.
 
  Learn More
Building a Dynamic Case Management Application in the AgileApps Cloud (pdf)
Customizing the ServiceDesk application in the AgileApps Cloud (pdf)
Creating a Database Application
Developers Intro
Developers Index
Troubleshooting
PlatformMessages







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