Difference between revisions of "HowTo Guides"

From AgileApps Support Wiki
imported>Aeric
imported>Aeric
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:* [[HowTo:Use Relay for Social Networking, to Monitor Data, and to Track Record Status|Use Relay for Social Networking, to Monitor Data, and to Track Record Status]]
:* [[HowTo:Use Relay for Social Networking, to Monitor Data, and to Track Record Status|Use Relay for Social Networking, to Monitor Data, and to Track Record Status]]
:* [[HowTo:Create a Database View to Join Data from Related Objects|Create a Database View to Join Data from Related Objects]]
:* [[HowTo:Create a Report based on a Database View|Create a Report based on a Database View]]


===Customize Your Interface===
===Customize Your Interface===
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===Specialized Operations===
===Specialized Operations===
:* [[HowTo:Create a Database View to Join Data from Related Objects|Create a Database View to Join Data from Related Objects]]
:* [[HowTo:Create a Report based on a Database View|Create a Report based on a Database View]]
:* [[HowTo:Create, Test, and Run an Email Campaign|Create, Test, and Run an Email Campaign]]
:* [[HowTo:Create, Test, and Run an Email Campaign|Create, Test, and Run an Email Campaign]]
:* [[HowTo:Create a Project|Create a Project]]
:* [[HowTo:Create a Project|Create a Project]]

Revision as of 00:54, 24 January 2012

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

For Users

These guides tell you how to get the most out of the platform. You should be familiar with Navigating the User Interface.

Platform Access

Basic Operations

Customize Your Interface

  • Future Guide:Create a custom Dashboard (Home Page) to see things at a glance.
  • Future Guide:Filter a Record View
  • Future Guide:Modify a Report
  • Future Guide:Customize Your Workspace

Manage Your Data

  • Future Guide:Import Data
  • Future Guide:Remove Recently Imported Records
  • Future Guide:Send an email when a record is created or updated, using a Data Policy

Specialized Operations

For Application Designers

These guides tell you how to create and customize applications. You should be familiar with HTML coding and CSS formatting, have a basic understanding of JavaScript, and be adept at Navigating the User Interface.

Customize the Application Interface

  • Future Guide:Create a Custom Print Button
  • Future Guide:Collect Data from an External Web Site using Web Forms
  • Future Guide:Create a Site that people can access without logging into the platform

Build and Customize Applications

When you create an application, much is done for you. The platform automatically constructs record views, forms for adding and updating data, and basic reports. From there, you can begin to customize the application.

Build Custom Web Pages

For Platform Developers

These guides tell you how to program the platform APIs to create even more sophisticated applications. You should be familiar with one or more of Java, JavaScript, AJAX, SQL, and REST.

Set up Your Environment

  • Future Guide:Develop Safely Using Sandboxes (and use them for backups)
  • Future Guide:Deploy Your Work Using Packages (and use them for backups)
  • Future Guide:Develop in Teams Using a Version Control System

Customize Applications

  • Future Guide:Make a JSP Page into a Web Tab
  • Future Guide:Make a JSP Page into a Widget
  • Future Guide:Use a JSP Page to Create a Custom Action Button

Tackle Advanced Projects