HowTo Guides

Bookmark this page: https://agileappscloud.info/aawiki-src/HowTo

For Users

These guides tell you how to get the most out of the platform.

Customize Your Interface

• HowTo:Create a Dashboard
• HowTo:Modify a Report
• HowTo:Customize Your Workspace

Manage Your Data

• HowTo:Import Data
• HowTo:Remove Recently Imported Records

For Designers

These guides tell you how to create and customize applications. You should be familiar with one or more of HTML coding, CSS formatting, or JavaScript, and be familiar with the Platform Interface.

Customize Platform Features

• HowTo:Create a Custom Sidebar

Build and Customize Applications

• HowTo:Quickly Build a Sample Order Processing System

Note:

• DONE FOR YOU: List view of records, forms to add and update data, basic reports

• HowTo:Calculate values using data in Related Records (grid sections)
• HowTo:Automate a standard business process by creating a Workflow
• HowTo:Send an email when a record is created or updated (Data Policy)
• HowTo:Automatically take action when Object data changes? (Data Policy)
• HowTo:Automatically take action on specified calendar dates? (Data Policy)
• HowTo:Create a Site that anyone can access

For Developers

These guides tell you how to take advantage of advanced platform features, by doing a little programming. You should be familiar with one or more of Java, JavaScript, or REST.

Set up a Basic Environment

• HowTo:Develop Safely Using Sandboxes (and use them for backups)
• HowTo:Deploy Your Work Using Packages (and use them for backups)
• HowTo:Do Unit Testing in the Platform

Tackle Development Projects

• Handle Incoming Emails Programmatically
• Use a SQL Query to List Records in a Custom Page
• HowTo:Use SQL Queries and Java Sets to Get the Inverse of a Complex Query

Notes:

• E.g. All orders last month that do not include product X. (No related OrderItems point to that product.)
• Easier to query for orders that do, set-subtract from all orders using HashSet(HashMap) constructors and the set.removeAll(set) method.
• Similarly: Use Set Intersection to find all orders that include product X and product Y, using the set.retainAll(set) method.

Do Advanced Development

• HowTo:Develop in Eclipse
• HowTo:Develop in Teams Using a Version Control System
• HowTo:Debug using Eclipse