Object Aspects
From AgileApps Support Wiki
Revision as of 19:50, 5 June 2013 by imported>Aeric
Custom Objects provode the following options for customization.
- System Objects may not include all of these options
- See also: Composite Objects (for developers)
Fields and Forms | ||||||||
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 | |||||||
Automation | ||||||||
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. | |||||||
Communication Templates | ||||||||
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. | |||||||
Object Settings | ||||||||
Properties | Define Object information. Also provides access to:
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Indexes | Define a unique identifier to improve search performance and prevent duplicate record creation | |||||||
Field Audit Log Settings | Select fields for auditing. All changes to specified fields are then recorded in the Field Audit Log. | |||||||
Record Locator | 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) |