Difference between revisions of "HowTo Guides"
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:* [[Integrating with SalesForce]] | :* [[Integrating with SalesForce]] | ||
===Manage Your Data=== | ===Manage Your Data=== | ||
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==For Application Designers== | ==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. | 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=== | ===Beginner=== | ||
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:* [[HowTo:Display Customer Data in an Order as a Read-Only Field|Display Customer Data in an Order as a Read-Only Field]] | :* [[HowTo:Display Customer Data in an Order as a Read-Only Field|Display Customer Data in an Order as a Read-Only Field]] | ||
:* [[HowTo:Add a Custom Print Button to a Form|Add a Custom Print Button to a Form]] | :* [[HowTo:Add a Custom Print Button to a Form|Add a Custom Print Button to a Form]] | ||
:* [[HowTo:Create Application-Specific Help|Create Application-Specific Help]] | |||
This one requires a bit of Java hacking: | This one requires a bit of Java hacking: | ||
Latest revision as of 06:51, 21 March 2018
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
Basic Operations
Customize Your Interface
Manage Your Data
Specialized Operations
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.
Intermediate
These guides may require a bit of JavaScript code. Familiarity is a plus.
This one requires a bit of Java hacking:
See the Java Code Samples for more great projects.
For Application Developers
These are advanced topics that require familiarity with Java code.