imported>Aeric |
imported>Aeric |
| (3 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
| |
| | |
| {{TBD| Not yet supported in the newest interface}}
| |
| | |
| {| border="1" cellpadding="5" cellspacing="0"
| |
| |-
| |
| | [[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]])
| |
| |-
| |
| | 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 first name, space, and last name, exactly as they appear in your personal account settings.
| |
| |-
| |
| | [[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.
| |
| |-
| |
| | [[Web Forms]] || Generate a form that can be used on your company website to add a record to this object.
| |
| |}
| |
| | |
| | |
| {| border="1" cellpadding="5" cellspacing="0"
| |
| ! align="left"| Aspect
| |
| ! align="left"| 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
| |
| |-
| |
| |[[Forms Assignment]]||Specify which [[Roles]] use which Forms
| |
| |-
| |
| |[[Custom Form Actions]]||Add custom buttons to a form that a user can click to perform a variety actions
| |
|
| |
| |-
| |
| | colspan="2" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW -->
| |
| |-
| |
| | [[Rules and Rule Sets|Business Rules]] || Define Rules and Rule Sets to automate processing.
| |
| |-
| |
| | [[Macros]] || Allow users to perform several actions with a single click.
| |
| |-
| |
| | [[Processes]] || Select a process model, optionally mark it required, and specify the amount of time it is expected to take, in general.
| |
| |-
| |
| | [[Process Models]] || Define a series of tasks, who needs to accomplish them, and the flow between them.
| |
| |-
| |
| | [[SLAs]] || Define Service Level Agreements and their objectives.
| |
| |-
| |
| | [[SLA Escalations]] || Define escalation policies to send reminders and change record ownership, in order to meet SLA deadlines.
| |
| | |
| |-
| |
| | colspan="2" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW -->
| |
| | |
| |-
| |
| | [[Email Templates]] || Email Templates are mail-merge forms that can use [[Template Variables]] as placeholders for record-specific data.
| |
| |-
| |
| |[[Document Templates]]||Document Templates are used like mail-merge forms to print a record as an invoice, a receipt, etc.
| |
| | |
| |-
| |
| | colspan="2" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW -->
| |
| |-
| |
| |[[Object Properties|Properties]]||Define Object information.
| |
| |-
| |
| |[[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation
| |
| | |
| |}
| |
