Designers Index
From AgileApps Support Wiki
Basics
- Fundamentals
- Design Concepts
- Object Capabilities
- Validations for safety
- Indexes for speed
- Record Locator for identifying records in searches and lookups
- Interface
- Global Design Resources
- More Information
- Sequential Topic Index
-- an A to Z introduction - Designer HowTo Guides
- Design Options
- Sequential Topic Index
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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