Designers Index

Basics

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• Fundamentals
  • Users
  • Teams
  • Roles
  • Tab Preferences
  • View Preferences
  • Cases and Tasks
  • Attachments
  • Case States and Transitions

 

• Design Concepts

• Build a Case Mgt App (pdf)
• Application Options
• Application Architecture
• Application Design Guide
• Localization
• The Power of Objects

 

• Object Capabilities

• Object Relationships
• Object Inheritance

• Field Display Types
  • Computed Fields
  • Formula Fields
  • Lookup Fields

• Validations for safety
• Indexes for speed
• Record Locator for identifying records in searches and lookups

• Subforms
  • Sorting Rows, Totaling Columns
  • Adjusting Column-Totals

 

• Interface
  • Views
  • Forms
  • Custom Form Actions
  • Web Tabs

 

• Global Design Resources
  • Global Picklists

 

• More Information

• Sequential Topic Index
    -- an A to Z introduction
• Designer HowTo Guides
• Design Options

Design Elements

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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