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]]


<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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{| cellpadding="3" class="tight-rows vertical_left_bar"
{| cellpadding="3" class="tight-rows vertical_left_bar"
|-
|-
| colspan="3" | &nbsp; '''Fundamental Capabilities'''
| colspan="3" | &nbsp; '''Fundamental Capabilities'''
|-
|-
|  || width="90px" | [[Cases]] & [[Tasks]]
|  || width="103px"| [[Case Management Objects]]
| The things users interact with the most.
| The fundamental components of the case management system.
|-
|-
|  || [[Cases Object]] & [[Tasks Object]]
|  || [[Case Types]]
| The fundamental objects underlying those capabilities.
| Different kinds of cases sharing common functionality.
|-
|-
|  || ''Case Types''
|  || [[Multi Step Tasks]]
| Different kinds of cases sharing common functionality.
| Ad Hoc processes created dynamically by users.
|-
| || [[Application Branding]]
| Use your corporate logo and colors.
|-
| || [[Mobile Access]]
| Access an application on a mobile device.
|-
|-
| || ''Multi-Step Tasks''
| || [[URL Addresses]]
| Sequences of tasks and approval steps created dynamically by the user.
| Link to specific pages from emails and applications.


|-
|-
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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]]
| Compose 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.
|-
|-
|  || [[Processes]] & [[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.


|-
|-
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|-
|-
|  || [[Email Channel]]
|  || [[Email Channel]]
| xx.
| Create cases and record comments from incoming messages. Reply with a click.
|-
|-
|  || [[Service Portal]]
|  || [[Service Portal]]
| xx.
| 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]]
| xx.
|-
|-
|  || [[Facebook Channel]]
|  || [[Facebook Channel]]
| xx.
| Create cases and respond using Facebook.
|-
|-
|  || [[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; <!-- spacer row -->
| colspan="3"| &nbsp; <!-- spacer row -->
|-
|-
| colspan="3" | &nbsp; '''Object Aspects'''
| colspan="3"| &nbsp; '''Learn More'''
|-
|-
| || [[Objects]]
| || colspan="2"| {{^Article Build a DCM App}}
| Customizable entities to store data, define behaviors.
|-
|-
| || [[Fields]]
| || colspan="2"| {{^Article Customize ServiceDesk}}
| A wide variety of display types for data storage.
|-
|-
| || [[Object Relationships]]  
| || colspan="2"| [[Creating a Database Application]]
| Automatically handle one-to-many and many-to-many relationships.
|-
|-
| || [[Object Inheritance]]
| || colspan="2"| [[Developers Intro]]
| Share common object behaviors and attributes.
|-
|-
| || [[Indexes]]        
| || colspan="2"| [[Developers Index]]
| Speed up record access. Ensure uniqueness.
|-
|-
|  || [[Record Locators]]  
|  || colspan="2"| [[Troubleshooting]]
| Help users identify records they're searching for.
|-
|-
|  || [[Validations]]
|  || colspan="2"| Platform{{^Messages}}
| Check incoming data.
|-
|-
| || [[Field Audit Log]]
|
| Track changes to important data.
<br>
 
<br>
|-
<br>
| colspan="3"| &nbsp; <!-- spacer row -->
<br>
|-
<br>
| colspan="3"| &nbsp; '''Learn More'''
|-
|  || colspan="2"| [[System Development]]
| <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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