AgileApps Support Wiki

Difference between revisions of "Designers Index"

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<span style="font-family: Arial; font-size:120%;">''Basics''</span>
<span style="font-family: Arial; font-size:120%;">''Basics''</span>
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** [[Teams]]
** [[Teams]]
** [[Roles]]
** [[Roles]]
** [[Tab Preferences]]
** [[View Preferences]]
** [[Cases]] and [[Tasks]]
** [[Attachments]]
** [[Case States and Transitions]]
<p style="height:7px">&nbsp;</p><!--Spacer-->
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Design Concepts'''
*'''Design Concepts'''
:* [{{DOCHOST}}/articles/BuildCaseMgtApp_AgileApps_Live.pdf Build a Case Mgt App (pdf)]
:* [[Application Options]]
:* [[Application Architecture]]
:* [[Application Architecture]]
:* [[Application Design Guide]]
:* [[Application Design Guide]]
:* [[Localization]]
:* [[The Power of Objects|The Power of Objects]]
:* [[The Power of Objects|The Power of Objects]]
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Object Capabilities'''
:* [[Object Relationships]]
:* [[Object Relationships]]
:* [[Object Inheritance]]
:* [[Field Display Types]]
:* [[Field Display Types]]
:**  [[Computed Fields]]
:**  [[Computed Fields]]
:**  [[Formula Fields]]
:**  [[Formula Fields]]
:**  [[Lookup]] Fields
:**  [[Lookup|Lookup Fields]]
 
:* [[Validations]] for safety
:* [[Indexes]] for speed       
:* [[Record Locator]] for identifying records in searches and lookups
 
:* [[Subform]]s
:* [[Subform]]s
:**  [[Subform#Sorting Rows, Totaling Columns|Sorting Rows, Totaling Columns]]
:**  [[Subform#Sorting Rows, Totaling Columns|Sorting Rows, Totaling Columns]]
:**  [[Subform#Column-Total Adjustments|Adjusting Column-Totals]]
:**  [[Subform#Column-Total Adjustments|Adjusting Column-Totals]]
<p style="height:7px">&nbsp;</p><!--Spacer-->
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Interface'''
** [[Views]]
** [[Forms]]
** [[Custom Form Actions]]
** [[Web Tabs]]


*'''Global Resources'''
<p style="height:7px">&nbsp;</p><!--Spacer-->
**  [[Tasks]]
*'''Global Design Resources'''
**  [[Appointments]]
**  [[Documents]]
**  [[Global Picklists]]
**  [[Global Picklists]]
<!--**  [[Translation Workbench]]-->
<p style="height:7px">&nbsp;</p><!--Spacer-->
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''More Information'''
*'''More Information'''
:* [[HowTo Guides#For Users|User HowTo Guides]]
:* [[Sequential Topic Index]]<br>&nbsp; -- an A to Z introduction
:* [[HowTo Guides#For Application Designers|Designer HowTo Guides]]
:* [[HowTo Guides#For Application Designers|Designer HowTo Guides]]
:* [[Design Options]]
{{ #if: {{TrainingLink}} |:* {{Platform Training}} }}
{{ #if: {{TrainingLink}} |:* {{Platform Training}} }}
{{ #ifeq: {{SKIN}} | ATT |:* [http://paas.attplatform.com/tools/enablers/ Third Party Services APIs]}}
{{ #ifeq: {{SKIN}} | ATT |:* [http://paas.attplatform.com/tools/enablers/ Third Party Services APIs]}}
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<span style="font-family: Arial; font-size:120%;">''Design Elements</span>
<span style="font-family: Arial; font-size:120%;">''Design Elements</span>
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{| cellpadding="3" class="tight-rows vertical_left_bar"
{| cellpadding="3" class="tight-rows vertical_left_bar"
| colspan="3" | &nbsp; '''Data'''
|-
|-
| || [[Objects]]
| colspan="3" | &nbsp; '''Fundamental Capabilities'''
| Store data, define behaviors.
|-
|-
| || width="80px" | [[Object Inheritance]]
| || width="103px"| [[Case Management Objects]]
| Share common behaviors and attributes.
| The fundamental components of the case management system.
|-
|-
| || [[Indexes]]        
| || [[Case Types]]
| Speed up record access. Ensure uniqueness.
| Different kinds of cases sharing common functionality.
|-
|-
|  || [[Record Locators]]  
|  || [[Multi Step Tasks]]
| Help users identify records they're searching for.
| Ad Hoc processes created dynamically by users.
|-
|  || [[Reports]]       
| Summarize data in platform objects.  
|-
|-
| || [[Charts]]        
| || [[Application Branding]]
| Pie charts, bar charts, graphs.  
| Use your corporate logo and colors.
|-
|-
| || [[Database Views]]
| || [[Mobile Access]]
| Advanced reports using database queries and joins.
| Access an application on a mobile device.
|-
|-
| || [[SQL Browser]]
| || [[URL Addresses]]
| Do SQL Language queries on your platform data.
| Link to specific pages from emails and applications.


|-
|-
| colspan="3"| &nbsp; <!-- spacer row -->
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Presentation'''
| colspan="3"| &nbsp; '''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|Rules and Rule&nbsp;Sets]]
| Respond to record events, timer events, and scheduled events using if-condition-then-take-action procedures, with zero programming.
|-
|  || [[Processes]]
| Interactively design a flowchart of user tasks, approvals, and automated activities.
|-
|  || [[Web Services]]
| Automate data interchange with external web services
|-
|  || [[External Data Sources]]
| Use a Web Service to display related records retrieved from an external data store.
|-
|  || [[SLAs]]
| Define Service Level Agreements, specifying objectives and escalations.
|-
|  || [[Controlling Task-Assignment Notifications|Task Notifications]]
| Determine when a new task owner gets a notification message.
|-
|-
| || [[Forms|Forms]]
| || [[Application Testing]]
| How records are viewed and added.
| Test your automations to make sure they're working.
 
|-
|-
| || [[Views]]
| colspan="3"| &nbsp; <!-- spacer row -->
| Tables of records and other displays.
|-
|-
| || [[Dashboards]]
| colspan="3"| &nbsp; '''Channels'''
| Custom overview using a variety of [[Widgets]].
|-
|-
|  || [[Print Templates]]
|  || [[Email Channel]]
| Formatted output: HTML, PDF, Word, PowerPoint.
| Create cases and record comments from incoming messages. Reply with a click.
|-
|-
|  || [[Web Tabs]]
|  || [[Service Portal]]
| The tabs a user sees in the application.
| Allow registered users and guests to create cases, interact with your user community, and/or access your knowledge base.  
|-
|-
|  || [[Sidebars]]
|  || [[Facebook Channel]]
| The user's navigation pane.
| Create cases and respond using Facebook.
|-
|-
|  || [[Web Forms]]
|  || [[Web Forms]]
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| colspan="3"| &nbsp; <!-- spacer row -->
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Rules and Processes'''
| colspan="3"| &nbsp; '''Presentation'''
|-
|-
|  || [[Workflows]]
|  || [[Dashboards]]
| Automate processes. {{TBD| <nowiki>=></nowiki> Processes}}
| Custom overview using a variety of [[Widgets]].
|-
|  || [[Email Templates]]
| Pre-formatted messages with template variables.
|-
|-
|  || [[Data Policies]]
|  || [[Document Templates]]
| Take action on events.
| Formatted output: HTML, PDF, Word, PowerPoint.
|-
|-
|  || [[Validations]]
|  || [[Reports]]      
| Check incoming data.
| Summarize data in platform objects.
|-
|  || [[Charts]]       
| Pie charts, bar charts, graphs.
|-
|  || [[Database Views]] 
| Advanced reports using database queries and joins.


|-
|-
| colspan="3"| &nbsp; <!-- spacer row -->
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Logic'''
| colspan="3"| &nbsp; '''Learn More'''
|-
|  || colspan="2"| {{^Article Build a DCM App}}
|-
|  || colspan="2"| {{^Article Customize ServiceDesk}}
|-
|  || colspan="2"| [[Creating a Database Application]]
|-
|  || colspan="2"| [[Developers Intro]]
|-
|-
|  || [[Actions]]
|  || colspan="2"| [[Developers Index]]
| Buttons the user can press.
|-
|-
|  || [[Sites]]
|  || colspan="2"| [[Troubleshooting]]
| Access for customers and external users.
|-
|-
|  || [[Pages]]
|  || colspan="2"| Platform{{^Messages}}
| Custom HTML/JSP pages.
|-
|-
| || [[Static Resources]]
|
| Upload CSS and Javascript files.
<br>
<br>
<br>
<br>
<br>
<br>
|}


|}
</div>
</div>

Latest revision as of 09:30, 4 July 2019

Design Elements

  Fundamental Capabilities
Case Management Objects The fundamental components of the case management system.
Case Types Different kinds of cases sharing common functionality.
Multi Step Tasks Ad Hoc processes created dynamically by users.
Application Branding Use your corporate logo and colors.
Mobile Access Access an application on a mobile device.
URL Addresses Link to specific pages from emails and applications.
 
  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 Respond to record events, timer events, and scheduled events using if-condition-then-take-action procedures, with zero programming.
Processes Interactively design a flowchart of user tasks, approvals, and automated activities.
Web Services Automate data interchange with external web services
External Data Sources Use a Web Service to display related records retrieved from an external data store.
SLAs Define Service Level Agreements, specifying objectives and escalations.
Task Notifications Determine when a new task owner gets a notification message.
Application Testing Test your automations to make sure they're working.
 
  Channels
Email Channel Create cases and record comments from incoming messages. Reply with a click.
Service Portal Allow registered users and guests to create cases, interact with your user community, and/or access your knowledge base.
Facebook Channel Create cases and respond using Facebook.
Web Forms Send data from a remote site.
 
  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.
 
  Learn More
Building a Dynamic Case Management Application in the AgileApps Cloud (pdf)
Customizing the ServiceDesk application in the AgileApps Cloud (pdf)
Creating a Database Application
Developers Intro
Developers Index
Troubleshooting
PlatformMessages







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