AgileApps Support Wiki Pre Release

Difference between revisions of "Object Aspects"

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#REDIRECT [[Aspects of an Object]]
When a {{type|}} is created or edited, the following options are available for customization:
 
:''Note:'' {{Type}}s may not include all of these options
 
{{TBD| Supported only for Cases in the newest interface}}
{| border="1" cellpadding="5" cellspacing="0"
|-
| [[Web Forms]] || Generate a form that can be used on your company website to add a record to this object.
|}
 
 
{| border="1" cellpadding="5" cellspacing="0"
! align="left"| Aspect
! align="left"| Description
|-
|[[Fields]]||Add/Edit/Delete [[Fields]], or set [[Field Audit Log]] preferences
|-
|[[Forms]]||Create data entry forms ([[Forms]]) and [[Forms Assignment|assign them to Roles]]
|-
|[[Validations]]||Prevents bad data from being entered into the database
|-
|[[Forms Assignment]]||Specify which [[Roles]] use which Forms
|-
|[[Custom Form Actions]]||Add custom buttons to a form that a user can click to perform a variety actions 
 
|-
| colspan="2" bgcolor="lightblue" style="height:7px" |  <!-- SPACER ROW -->
|-
| [[Rules and Rule Sets|Business Rules]] || Define Rules and Rule Sets to automate processing.
|-
| [[Macros]] || Allow users to perform several actions with a single click.
|-
| [[Processes]] || Select a process model, optionally mark it required, and specify the amount of time it is expected to take, in general.
|-
| [[Process Models]] || Define a series of tasks, who needs to accomplish them, and the flow between them.
|-
| [[SLAs]] || Define Service Level Agreements and their objectives.
|-
| [[SLA Escalations]] || Define escalation policies to send reminders and change record ownership, in order to meet SLA deadlines.
 
|-
| colspan="2" bgcolor="lightblue" style="height:7px" |  <!-- SPACER ROW -->
 
|-
| [[Email Templates]] || Email Templates are mail-merge forms that can use [[Template Variables]] as placeholders for record-specific data.
|-
|[[Document Templates]]||Document Templates are used like mail-merge forms to print a record as an invoice, a receipt, etc.
 
|-
| colspan="2" bgcolor="lightblue" style="height:7px" |  <!-- SPACER ROW -->
|-
|[[Object Properties|Properties]]||Define Object information. Also provides access to:
{| border="1" cellpadding="5" cellspacing="0"
|-
| [[Record Locator|Record Locators]] || Define the methods to locate records (define the fields to display in Lookup or Search results, create a unique [[Record Id]], or define fields to include in a [[Search]])
|-
| [[Object Relationships|Relationships]] || View and manage relationships with other objects defined by [[Lookup]] fields.
|-
| '''Delete''' || Click this button to delete the object and any records it contains. You'll be asked to provide your full name, for the log. Enter first name, space, and last name, exactly as they appear in your personal account settings.
|-
| [[Child Objects]] || Take advantage of inheritance to create variations of an object, while defining aspects that are common to all children in the parent object.
|}
|-
|[[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation
 
|}

Revision as of 23:59, 23 April 2013

When a Custom Object is created or edited, the following options are available for customization:

Note: System Objects may not include all of these options

__TBD: Supported only for Cases in the newest interface__

Web Forms Generate a form that can be used on your company website to add a record to this object.


Aspect Description
Fields Add/Edit/Delete Fields, or set Field Audit Log preferences
Forms Create data entry forms (Forms) and assign them to Roles
Validations Prevents bad data from being entered into the database
Forms Assignment Specify which Roles use which Forms
Custom Form Actions Add custom buttons to a form that a user can click to perform a variety actions
Business Rules Define Rules and Rule Sets to automate processing.
Macros Allow users to perform several actions with a single click.
Processes Select a process model, optionally mark it required, and specify the amount of time it is expected to take, in general.
Process Models Define a series of tasks, who needs to accomplish them, and the flow between them.
SLAs Define Service Level Agreements and their objectives.
SLA Escalations Define escalation policies to send reminders and change record ownership, in order to meet SLA deadlines.
Email Templates Email Templates are mail-merge forms that can use Template Variables as placeholders for record-specific data.
Document Templates Document Templates are used like mail-merge forms to print a record as an invoice, a receipt, etc.
Properties Define Object information. Also provides access to:
Record Locators Define the methods to locate records (define the fields to display in Lookup or Search results, create a unique Record Id, or define fields to include in a Search)
Relationships View and manage relationships with other objects defined by Lookup fields.
Delete Click this button to delete the object and any records it contains. You'll be asked to provide your full name, for the log. Enter first name, space, and last name, exactly as they appear in your personal account settings.
Child Objects Take advantage of inheritance to create variations of an object, while defining aspects that are common to all children in the parent object.
Indexes Define a unique identifier to improve search performance and prevent duplicate record creation