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]] | ** [[Attachments]] | ||
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*'''Design Concepts''' | *'''Design Concepts''' | ||
:* [{{DOCHOST}}/articles/BuildCaseMgtApp_AgileApps_Live.pdf Build a Case Mgt App (pdf)] | :* [{{DOCHOST}}/articles/BuildCaseMgtApp_AgileApps_Live.pdf Build a Case Mgt App (pdf)] | ||
:* [[Application Options]] | |||
:* [[Application Architecture]] | :* [[Application Architecture]] | ||
:* [[Application Design Guide]] | :* [[Application Design Guide]] | ||
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:* [[Sequential Topic Index]]<br> -- an A to Z introduction | :* [[Sequential Topic Index]]<br> -- 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" | '''Fundamental Capabilities''' | | colspan="3" | '''Fundamental Capabilities''' | ||
|- | |- | ||
| || width="103px"| [[ | | || width="103px"| [[Case Management Objects]] | ||
| | | The fundamental components of the case management system. | ||
|- | |- | ||
| || [[Case Types]] | | || [[Case Types]] | ||
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| || [[Application Branding]] | | || [[Application Branding]] | ||
| Use your corporate logo and colors. | | 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. | |||
|- | |- | ||
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| || [[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]] | | || [[Application Testing]] | ||
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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. | ||
|- | |- | ||
| || [[Facebook Channel]] | | || [[Facebook Channel]] | ||
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|- | |- | ||
| || colspan="2"| [[Developers Index]] | | || colspan="2"| [[Developers Index]] | ||
| | |- | ||
| || colspan="2"| [[Troubleshooting]] | |||
|- | |||
| || colspan="2"| Platform{{^Messages}} | |||
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Latest revision as of 09:30, 4 July 2019
Basics
- Fundamentals
- Design Concepts
- Object Capabilities
- Validations for safety
- Indexes for speed
- Record Locator for identifying records in searches and lookups
- Interface
- Global Design Resources
- More Information
- Sequential Topic Index
-- an A to Z introduction - Designer HowTo Guides
- Design Options
- Sequential Topic Index
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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