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. You should be familiar with the Agent Portal.

Platform Access

• Login When You Forgot Your Password
• Change Your Password

Basic Operations

• Search a View to Find Records
• Filter a View to Restrict the Records it Displays
• Generate Printable PDFs for Views, Records, and Reports

Customize Your Interface

• Integrating with SalesForce

Manage Your Data

• Use the Application Wizard to Build a Simple Order Processing System
• Import Data from an External System

Specialized Operations

• Create a Database View to Join Data from Related Objects
• Create a Report based on a Database View

For Application Designers

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. These guides tell you how to do that. Ideally, you should be familiar with HTML coding and CSS formatting, and be adept at Using the Agent Portal.

For information on design options and step-by-step instructions, that you can use as a template when building your own applications, see Article Index.

Beginner

These guides do not require you to write any code.

• Create an Object
• Compute a Date Value in a View or Report
• Case Creation from Mobile Devices
• Send Messages to Multiple Recipients

Intermediate

These guides may require a bit of JavaScript code. Familiarity is a plus.

• Display Customer Data in an Order as a Read-Only Field
• Add a Custom Print Button to a Form
• Create Application-Specific Help

This one requires a bit of Java hacking:

• Send Notification Messages to Followers

See the Java Code Samples for more great projects.

For Application Developers

These are advanced topics that require familiarity with Java code.

Build Custom Web Pages

• Use AJAX and REST in a Web Page to GET data
• Use AJAX and REST in a Web Page to POST data

Customize Applications

• Basic Programming Exercises: A Simple JSP Page and a Java Controller
• Classes, APIs, and Naming Conventions
• Create a JSP page and Java Controller (more advanced)
• Use a SQL Query to List Records in a Custom JSP Page
• Protect Your Users by Ensuring that Data Never Executes as Code

Tackle Advanced Projects

• Use a Java Method to Validate Incoming Data
• Create a Data Handler to Add Data to a Package
• Use the HttpConnection Class to access a web service