Difference between revisions of "Designers Index"
From AgileApps Support Wiki
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| colspan="3" | '''Fundamental Capabilities''' | | colspan="3" | '''Fundamental Capabilities''' | ||
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| || width="90px" | [[Cases]] | | || width="90px" | [[Cases]] & [[Tasks]] | ||
| The things users interact with the most. | | The things users interact with the most. | ||
|- | |- | ||
| || [[Cases Object]] | | || [[Cases Object]] & [[Tasks Object]] | ||
| The fundamental objects underlying those capabilities. | | The fundamental objects underlying those capabilities. | ||
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| Compose if-condition-then-take-action procedures, with zero programming. | | Compose if-condition-then-take-action procedures, with zero programming. | ||
|- | |- | ||
| || [[Processes]] | | || [[Processes]] & [[Process Models]] | ||
| Interactively design a flowchart of user tasks, approvals, and automated activities. | | Interactively design a flowchart of user tasks, approvals, and automated activities. | ||
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| || [[Objects]] | | || [[Objects]] | ||
| | | Customizable entities to store data, define behaviors. | ||
|- | |- | ||
| || [[Object | | || [[Fields]] | ||
| A wide variety of display types for data storage. | |||
|- | |||
| || [[Object Relationships]] | |||
| Automatically handle one-to-many and many-to-many relationships. | |||
|- | |||
| || [[Object Inheritance]] | |||
| Share common object behaviors and attributes. | | Share common object behaviors and attributes. | ||
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| || [[Validations]] | | || [[Validations]] | ||
| Check incoming data. | | Check incoming data. | ||
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| || [[Field Audit Log]] | |||
| Track changes to important data. | |||
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Revision as of 02:05, 16 May 2013
Basics
- Design Concepts
- Global Design Resources
- More Information
- Sequential Topic Index
-- an A to Z introduction - Designer HowTo Guides
- Sequential Topic Index
Design Elements
Fundamental Capabilities | |||
Cases & Tasks | The things users interact with the most. | ||
Cases Object & Tasks Object | The fundamental objects underlying those capabilities. | ||
Case Types | Different kinds of cases sharing common functionality. | ||
Multi-Step Tasks | Sequences of tasks and approval steps created dynamically by the user. | ||
Automation | |||
Macros | Take multiple actions at the click of a button. | ||
Quick Text | Add snippets of text to an email. Include variables. | ||
Rules and Rule Sets | Compose if-condition-then-take-action procedures, with zero programming. | ||
Processes & Process Models | Interactively design a flowchart of user tasks, approvals, and automated activities. | ||
SLAs | Define Service Level Agreements, specifying objectives and escalations. | ||
Channels | |||
Email Channel | xx. | ||
Service Portal | xx. | ||
Twitter Channel | xx. | ||
Facebook Channel | xx. | ||
Web Forms | Send data from a remote site. | ||
Interface | |||
Views | Tables of records and other displays. | ||
Forms | How records are viewed and added. | ||
Custom Form Actions | Buttons the user can press. | ||
Web Tabs | The tabs a user sees in the application. | ||
Presentation | |||
Dashboards | Custom overview using a variety of Widgets. | ||
Email Templates | Pre-formatted messages with template variables. | ||
Document Templates | Formatted output: HTML, PDF, Word, PowerPoint. | ||
Reports | Summarize data in platform objects. | ||
Charts | Pie charts, bar charts, graphs. | ||
Database Views | Advanced reports using database queries and joins. | ||
Object Aspects | |||
Objects | Customizable entities to store data, define behaviors. | ||
Fields | A wide variety of display types for data storage. | ||
Object Relationships | Automatically handle one-to-many and many-to-many relationships. | ||
Object Inheritance | Share common object behaviors and attributes. | ||
Indexes | Speed up record access. Ensure uniqueness. | ||
Record Locators | Help users identify records they're searching for. | ||
Validations | Check incoming data. | ||
Field Audit Log | Track changes to important data. | ||
Learn More | |||
System Development |
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