HowTo Guides

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For Users

These guides tell you how to get the most out of the platform. You should be familiar with Navigating the User Interface.

Platform Access

• Login When You Forgot Your Password
• Change Your Password
• Use Relay for Social Networking, to Monitor Data, and to Track Record Status

Basic Operations

• Search a View to Find Records
• Filter a View to Restrict the Records it Displays
• Generate Printable PDFs for Views, Records, and Reports

Customize Your Interface

• Integrating with SalesForce

Manage Your Data

• Use the Application Wizard to Build a Simple Order Processing System
• Import Data from an External System

Specialized Operations

• Create a Database View to Join Data from Related Objects
• Create a Report based on a Database View
• Create, Test, and Run an Email Campaign

For Application Designers

These guides tell you how to create and customize applications. You should be familiar with HTML coding and CSS formatting, have a basic understanding of JavaScript, and be adept at Navigating the User Interface.

Build and Customize Applications

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.

Beginner

• Create an Object
• Compute a Date Value in a View or Report

Intermediate

• Display Customer Data in an Order as a Read-Only Field
• Add a Custom Print Button to a Form

Advanced

These topics begin to take you into the realm of Java programming.

• Write Java Code for Data Policies
• Use a Data Policy to Validate Incoming Data
• Use a Data Policy to Mask Outgoing Data

Customize the Application Interface

These are intermediate-level customizations.

• Create a Custom Sidebar Using Graphic Images

Build Custom Web Pages

These are advanced topics.

• Use AJAX and REST in a Web Page to GET data
• Use AJAX and REST in a Web Page to POST data

For Platform Developers

These guides tell you how to program the platform APIs to create even more sophisticated applications. You should be familiar with one or more of Java, JavaScript, AJAX, SQL, and REST.

Customize Applications

• Basic Programming Exercises: A Simple JSP Page and a Java Controller
• Create a JSP page and Java Controller (more advanced)
• Use a SQL Query to List Records in a Custom JSP Page
• Protect Your Users by Ensuring that Data Never Executes as Code

Tackle Advanced Projects

• Handle Incoming Emails Programmatically
• Create a Data Handler to Add Data to a Package
• Use the HttpConnection Class to access a web service

Case Management

These guides are for users and designers of the Case Dynamics case-management application. You should be familiar with Navigating the Case Dynamics Interface.

• Designing a Case Dynamics Solution