imported>Aeric |
imported>Aeric |
| (17 intermediate revisions by the same user not shown) |
| Line 1: |
Line 1: |
| When a {{type|}} is created or edited, the following options are available for customization:
| | #REDIRECT [[Object Aspects]] |
| | |
| :''Note:'' {{Type}}s may not include all of these options
| |
| | |
| {| border="1" cellpadding="5" cellspacing="0"
| |
| !Object Button
| |
| !Description
| |
| |-
| |
| |[[Object Properties|Properties]]||Define Object information.
| |
| {{Note|Click the arrow next to the object name to see which options have been choices. Click '''[Edit]''' to make changes and see the full range of choices.}}
| |
| |-
| |
| |[[Record Locator|Record Locators]]||Define the methods to locate records (define the fields to display in Lookup or Search results, create a unique [[Record Id]], or define fields to include in a [[Search]])
| |
| |-
| |
| | [[Field Audit Log Settings]] || Enable logging of changes to data in selected fields.
| |
| |-
| |
| | Delete || Use this option to delete the object and any records it contains. You'll be asked to provide your full name, for the log. Enter it first name, space, and last name, exactly as they appears in your personal account settings.
| |
| |}
| |
| | |
| | |
| {| border="1" cellpadding="5" cellspacing="0"
| |
| !Object Tab
| |
| !Description
| |
| |-
| |
| |[[Fields]]||Add/Edit/Delete [[Fields]], or set [[Field Audit Log]] preferences
| |
| |-
| |
| |[[Forms]]||Create data entry forms ([[Forms]]) and [[Forms Assignment|assign them to Roles]]
| |
| |-
| |
| |[[Validations]]||Prevents bad data from being entered into the database
| |
| |-
| |
| |[[Document Templates]]||Document Templates (Print Templates) create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
| |
| |-
| |
| |[[Web Forms]]||Collect information from your company web site, and automatically add it to this object
| |
| |-
| |
| |[[Actions]]||Create custom actions that can be tied to a [[Component]], [[Page]] or JavaScript to execute an operation on a Record or group of Records
| |
| |-
| |
| |[[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation
| |
| |-
| |
| | [[Child Objects]] || Take advantage of inheritance to create variations of an object, while defining aspects that are common to all children in the parent object.
| |
| |-
| |
| | [[Object Relationships|Relationships]] ||View and manage relationships with other objects defined by [[Lookup]] fields.
| |
| |-
| |
| | [[Email Templates]] || {{TBD|Location TBD}}
| |
| |-
| |
| | [[Rules]] || {{TBD|Location TBD}}
| |
| |-
| |
| | [[Processes]] || {{TBD|Location TBD}}
| |
| |}
| |
