AgileApps Support Wiki

Difference between revisions of "Designers Index"

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** [[Teams]]
** [[Teams]]
** [[Roles]]
** [[Roles]]
** [[Tab Preferences]]
** [[View Preferences]]
** [[Cases]] and [[Tasks]]
** [[Cases]] and [[Tasks]]
** [[Attachments]]
** [[Case States and Transitions]]
** [[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-->
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Object Capabilities'''
*'''Object Capabilities'''
:* [[Object Relationships]]
:* [[Object Relationships]]
:* [[Object Inheritance]]
:* [[Object Inheritance]]
<p style="height:7px">&nbsp;</p><!--Spacer-->


:* [[Field Display Types]]
:* [[Field Display Types]]
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:**  [[Formula Fields]]
:**  [[Formula Fields]]
:**  [[Lookup|Lookup Fields]]
:**  [[Lookup|Lookup Fields]]
<p style="height:7px">&nbsp;</p><!--Spacer-->


:* [[Validations]] for safety
:* [[Validations]] for safety
:* [[Indexes]] for speed         
:* [[Indexes]] for speed         
:* [[Record Locators]] for searching
:* [[Record Locator]] for identifying records in searches and lookups
<p style="height:7px">&nbsp;</p><!--Spacer-->


:* [[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]]


<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''Global Design Resources'''
*'''Global Design Resources'''
**  [[Global Picklists]]
**  [[Global Picklists]]
**  [[Translation Workbench]]
<!--**  [[Translation Workbench]]-->
 
<p style="height:7px">&nbsp;</p><!--Spacer-->
<p style="height:7px">&nbsp;</p><!--Spacer-->
*'''More Information'''
*'''More Information'''
:* [[Sequential Topic Index]]<br>&nbsp; -- an A to Z introduction
:* [[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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| colspan="3" | &nbsp; '''Fundamental Capabilities'''
| colspan="3" | &nbsp; '''Fundamental Capabilities'''
|-
|-
|  || [[Cases Object]] & [[Tasks Object]]
|  || width="103px"| [[Case Management Objects]]
| The fundamental objects underlying those capabilities.
| The fundamental components of the case management system.
|-
|-
|  || ''Case Types''
|  || [[Case Types]]
| Different kinds of cases sharing common functionality.
| Different kinds of cases sharing common functionality.
|-
|-
|  || ''Multi-Step Tasks''
|  || [[Multi Step Tasks]]
| Sequences of tasks and approval steps created dynamically by the user.
| 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.


|-
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Automation'''
| colspan="3"| &nbsp; '''Automation'''
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| Add snippets of text to an email. Include variables.
| Add snippets of text to an email. Include variables.
|-
|-
|  || [[Rules and Rule Sets]]
|  || [[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.
| Respond to record events, timer events, and scheduled events using if-condition-then-take-action procedures, with zero programming.
|-
|-
|  || [[Process Models]]
|  || [[Processes]]
| Interactively design a flowchart of user tasks, approvals, and automated activities.
| 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]]
|  || [[SLAs]]
| Define Service Level Agreements, specifying objectives and escalations.
| Define Service Level Agreements, specifying objectives and escalations.
|-
|  || [[Controlling Task-Assignment Notifications|Task Notifications]]
| Determine when a new task owner gets a notification message.
|-
| || [[Application Testing]]
| Test your automations to make sure they're working.


|-
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3"| &nbsp; '''Channels'''
| colspan="3"| &nbsp; '''Channels'''
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|  || [[Service Portal]]
|  || [[Service Portal]]
| Allow registered users and guests to create cases, interact with your user community, and/or access your knowledge base.  
| Allow registered users and guests to create cases, interact with your user community, and/or access your knowledge base.  
|-
|  || [[Twitter and Twitter Search|Twitter Channel]]
| Create cases and respond using Twitter.
|-
|-
|  || [[Facebook Channel]]
|  || [[Facebook Channel]]
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|  || [[Web Forms]]
|  || [[Web Forms]]
| Send data from a remote site.
| Send data from a remote site.
|-
| colspan="3"| &nbsp; <!-- spacer row -->
|-
| colspan="3"| &nbsp; '''Interface'''
|-
|  || [[Views]]
| Tables of records and other displays.
|-
|  || [[Forms|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.


|-
|-
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| colspan="3"| &nbsp; '''Learn More'''
| colspan="3"| &nbsp; '''Learn More'''
|-
|-
|  || colspan="2"| [[System Development]]
|  || colspan="2"| {{^Article Build a DCM App}}
| <br>
|-
|  || colspan="2"| {{^Article Customize ServiceDesk}}
|-
|  || colspan="2"| [[Creating a Database Application]]
|-
|  || colspan="2"| [[Developers Intro]]
|-
|  || colspan="2"| [[Developers Index]]
|-
|  || colspan="2"| [[Troubleshooting]]
|-
|  || colspan="2"| Platform{{^Messages}}
|-
|
<br>
<br>
<br>
<br>
<br>
<br>
<br>
|}
|}
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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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