Difference between revisions of "HowTo Guides"
From AgileApps Support Wiki
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===Customize Your Interface=== | ===Customize Your Interface=== | ||
:* Future Guide:Create a custom [[Dashboard]] (Home Page) for an application, to see things at a glance. | <!--:* Future Guide:Create a custom [[Dashboard]] (Home Page) for an application, to see things at a glance.--> | ||
<!--POSSIBLE: Add the [[Notes widget]] to the dashboard--> | <!--POSSIBLE: Add the [[Notes widget]] to the dashboard--> | ||
:* Future Guide:Filter a Record [[View]] | <!--:* Future Guide:Filter a Record [[View]] | ||
:* Future Guide:Modify a [[Report]] | :* Future Guide:Modify a [[Report]] | ||
:* Future Guide:Customize Your [[Workspace]] | :* Future Guide:Customize Your [[Workspace]] | ||
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:* [[Integrating with SalesForce]] | :* [[Integrating with SalesForce]] | ||
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:* [[HowTo:Use the Application Wizard to Build a Simple Order Processing System|Use the Application Wizard to Build a Simple Order Processing System]] | :* [[HowTo:Use the Application Wizard to Build a Simple Order Processing System|Use the Application Wizard to Build a Simple Order Processing System]] | ||
:* [[HowTo:Import Data from an External System|Import Data from an External System]] | :* [[HowTo:Import Data from an External System|Import Data from an External System]] | ||
:* Future Guide:Remove Recently Imported Records | <!--:* Future Guide:Remove Recently Imported Records | ||
:* Future Guide:Send an email when a record is created or updated, using a [[Data Policy]] | :* Future Guide:Send an email when a record is created or updated, using a [[Data Policy]] | ||
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===Specialized Operations=== | ===Specialized Operations=== | ||
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:* [[HowTo:Add a Custom Print Button to a Form|Add a Custom Print Button to a Form]] | :* [[HowTo:Add a Custom Print Button to a Form|Add a Custom Print Button to a Form]] | ||
<!--Revise to add the Source Object: Internet, Store, Catalog, ... (many to many)--> | <!--Revise to add the Source Object: Internet, Store, Catalog, ... (many to many)--> | ||
:* Future Guide:Aggregate values for multiple [[Related Record|Related Records]] displayed in a [[Subform]] | <!--:* Future Guide:Aggregate values for multiple [[Related Record|Related Records]] displayed in a [[Subform]] | ||
:* Future Guide:Automate a standard business process by creating a [[Workflow]] | :* Future Guide:Automate a standard business process by creating a [[Workflow]] | ||
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;Advanced: | ;Advanced: | ||
These topics begin to take you into the realm of Java programming. | These topics begin to take you into the realm of Java programming. | ||
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:* [[HowTo:Use a Data Policy to Validate Incoming Data|Use a Data Policy to Validate Incoming Data]] | :* [[HowTo:Use a Data Policy to Validate Incoming Data|Use a Data Policy to Validate Incoming Data]] | ||
:* [[HowTo:Use a Data Policy to Mask Outgoing Data|Use a Data Policy to Mask Outgoing Data]] | :* [[HowTo:Use a Data Policy to Mask Outgoing Data|Use a Data Policy to Mask Outgoing Data]] | ||
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:* Future Guide:Automatically take action when Object data changes (event-Based [[Data Policy]]) | :* Future Guide:Automatically take action when Object data changes (event-Based [[Data Policy]]) | ||
:* Future Guide:Automatically take action on specified dates (calendar-Based [[Data Policy]]) | :* Future Guide:Automatically take action on specified dates (calendar-Based [[Data Policy]]) | ||
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===Customize the Application Interface=== | ===Customize the Application Interface=== | ||
These are intermediate-level customizations. | These are intermediate-level customizations. | ||
:* [[HowTo:Create a Custom Sidebar Using Graphic Images|Create a Custom Sidebar Using Graphic Images]] | :* [[HowTo:Create a Custom Sidebar Using Graphic Images|Create a Custom Sidebar Using Graphic Images]] | ||
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:* Future Guide: Add [[Widget]]s to a custom [[Sidebar]]. Assign them to applications, and display them depending on a user's role. | :* Future Guide: Add [[Widget]]s to a custom [[Sidebar]]. Assign them to applications, and display them depending on a user's role. | ||
:* Future Guide:Use a Custom Web [[Page]] to make a Personalized [[Widget]] | :* Future Guide:Use a Custom Web [[Page]] to make a Personalized [[Widget]] | ||
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:* Future Guide:Collect Data from an External Web Site using [[Web Forms]] | :* 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 | :* Future Guide:Create a [[Site]] that people can access without logging into the platform | ||
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=== Build Custom Web Pages === | === Build Custom Web Pages === | ||
These are advanced topics. | These are advanced topics. | ||
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===Set up Your Environment=== | ===Set up Your Environment=== | ||
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:* Future Guide:Develop using the [[Eclipse Plug-In]] | :* Future Guide:Develop using the [[Eclipse Plug-In]] | ||
:* Future Guide:Use the [[Debug Log]] effectively | :* Future Guide:Use the [[Debug Log]] effectively | ||
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<!-- | <!-- | ||
Marina wrote: | Marina wrote: | ||
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- Add XML pretty printing. | - Add XML pretty printing. | ||
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<!-- | |||
:* Future Guide:Use the Platform's [[Unit Test Framework]] | :* Future Guide:Use the Platform's [[Unit Test Framework]] | ||
:* Future Guide:Debug using Eclipse | :* Future Guide:Debug using Eclipse | ||
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:* Future Guide:Deploy Your Work Using [[Packages]] (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 | :* Future Guide:Develop in Teams Using a Version Control System | ||
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===Customize Applications=== | ===Customize Applications=== | ||
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:* Future Guide:Create a Simple JSP [[Page]] using Java | :* Future Guide:Create a Simple JSP [[Page]] using Java | ||
:* Future Guide:Create an HTML [[Page]] using [[JavaScript Functions]] and the [[REST API]] | :* Future Guide:Create an HTML [[Page]] using [[JavaScript Functions]] and the [[REST API]] | ||
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::* Future Guide:Make a JSP Page into a [[Widget]] | ::* Future Guide:Make a JSP Page into a [[Widget]] | ||
::* Future Guide:Use a JSP Page to Create a Custom [[Action]] Button <!--email--> | ::* Future Guide:Use a JSP Page to Create a Custom [[Action]] Button <!--email--> | ||
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:* [[HowTo:Protect Your Users by Ensuring that Data Never Executes as Code|Protect Your Users by Ensuring that Data Never Executes as Code]] | :* [[HowTo:Protect Your Users by Ensuring that Data Never Executes as Code|Protect Your Users by Ensuring that Data Never Executes as Code]] | ||
:* [[HowTo:Create a JSP page and Java Controller|Create a JSP page and Java Controller]] | :* [[HowTo:Create a JSP page and Java Controller|Create a JSP page and Java Controller]] | ||
<!-- | |||
:* Future Guide:Create a [[Component]] and a Java Controller | :* Future Guide:Create a [[Component]] and a Java Controller | ||
:* Future Guide:Create an external [[Site]] wired to a Java Controller | :* Future Guide:Create an external [[Site]] wired to a Java Controller | ||
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:* [[HowTo:Use a SQL Query to List Records in a Custom Page|Use a SQL Query to List Records in a Custom Page]] | :* [[HowTo:Use a SQL Query to List Records in a Custom Page|Use a SQL Query to List Records in a Custom Page]] | ||
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:* Future Guide:Use SQL Queries and Java Sets to Get the Inverse of a Complex Query | :* Future Guide:Use SQL Queries and Java Sets to Get the Inverse of a Complex Query | ||
<!-- | --><!-- | ||
:* E.g. All orders last month that do ''not'' include product X. (No related OrderItems point to that product.) | :* 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 <tt>HashSet(HashMap)</tt> constructors and the <tt>set.removeAll(set)</tt> method. | :* Easier to query for orders that do, set-subtract from all orders using <tt>HashSet(HashMap)</tt> constructors and the <tt>set.removeAll(set)</tt> method. | ||
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:* [[HowTo:Handle Incoming Emails Programmatically|Handle Incoming Emails Programmatically]] | :* [[HowTo:Handle Incoming Emails Programmatically|Handle Incoming Emails Programmatically]] | ||
:* [[HowTo:Create a Data Handler to Add Data to a Package|Create a Data Handler to Add Data to a Package]] | :* [[HowTo:Create a Data Handler to Add Data to a Package|Create a Data Handler to Add Data to a Package]] | ||
:* Future Guide:Write Programs using the [[REST API]]s | <!--:* Future Guide:Write Programs using the [[REST API]]s--> | ||
:* [[HowTo:Use the HttpConnection Class to access a web service|Use the HttpConnection Class to access a web service]] | :* [[HowTo:Use the HttpConnection Class to access a web service|Use the HttpConnection Class to access a web service]] | ||
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E.g. A customer has some information that it don’t want/can’t keep on PaaS. The access to that information is via a gateway server that the company has (e.g. http get, SOAP, json, …). How do I access that gateway from PaaS? | E.g. A customer has some information that it don’t want/can’t keep on PaaS. The access to that information is via a gateway server that the company has (e.g. http get, SOAP, json, …). How do I access that gateway from PaaS? | ||
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:* Future Guide:Programatically add an [[Activity]] or [[Add Note]] <!--NOTE object--> | <!--:* Future Guide:Programatically add an [[Activity]] or [[Add Note]] to a record--> <!--NOTE object--> | ||
Revision as of 23:28, 2 July 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
Manage Your Data
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.
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.
- Intermediate
- Advanced
These topics begin to take you into the realm of Java programming.
Customize the Application Interface
These are intermediate-level customizations.
- Create a Custom Sidebar Using Graphic Images
- 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 Custom Web Pages
These are advanced topics.
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
Customize Applications
-->
Tackle Advanced Projects