AgileApps Support Wiki Pre Release

Difference between revisions of "Creating a Database Application"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
Line 6: Line 6:
# Determine the [[Roles]] that will be needed govern interactions with the application.
# Determine the [[Roles]] that will be needed govern interactions with the application.


Then build the initial application:
Build the initial application:
# Use the [[Application Construction Wizard]] to create the objects.
# Use the [[Application Construction Wizard]] to create the objects.
#* Specify the main data fields
#* Specify the main data fields
Line 18: Line 18:
# Configure [[Forms Assignment]] settings to assign the forms to specific roles
# Configure [[Forms Assignment]] settings to assign the forms to specific roles


Finally:
Further customize the application:
# Configure [[Tab Preferences]] to specify the objects that will appear for each role, and the order in which they appear
# Configure [[Tab Preferences]] to specify the objects that will appear for each role, and the order in which they appear
#:
#:
Line 24: Line 24:
#* Select the [[Home Page]]
#* Select the [[Home Page]]
#* Specify which records are shown in each object [[View]]
#* Specify which records are shown in each object [[View]]
#:
# Customize [[Field]] settings, and add new ones.
#:
# Further customize the [[Forms]] that will be seen when records are accessed or created
#:  
#:  
# Further customize object [[Forms]] and [[Fields]] that will be seen when records are accessed or created
# Explore other ways to [[Customize Objects]]
# Explore other ways to [[Customize Objects]]
#:
# Use the [[Application Access]] settings to specify other users who can access the application, and the roles they can play.
# Use the [[Application Access]] settings to specify other users who can access the application, and the roles they can play.

Revision as of 23:27, 22 October 2012

Start with a plan:

  1. Design your data structures.
    • What data tables do you need?
    • How do they relate to one another?
  2. Determine the Roles that will be needed govern interactions with the application.

Build the initial application:

  1. Use the Application Construction Wizard to create the objects.
    • Specify the main data fields
    • Specify the object relationships (which creates Lookup fields]]
    Note:
    Later, you can use the Object Construction Wizard to add additional objects and relationships.
  2. Configure the Application Access settings to give yourself permission to access the application. (Assign yourself the default role.)
  3. Create the application Roles
  4. For each object, create the Forms that will be used by each role
  5. Configure Forms Assignment settings to assign the forms to specific roles

Further customize the application:

  1. Configure Tab Preferences to specify the objects that will appear for each role, and the order in which they appear
  2. Configure View Preferences for each Role:
    • Select the Home Page
    • Specify which records are shown in each object View
  3. Customize Field settings, and add new ones.
  4. Further customize the Forms that will be seen when records are accessed or created
  5. Explore other ways to Customize Objects
  6. Use the Application Access settings to specify other users who can access the application, and the roles they can play.