Difference between revisions of "Designers Index"
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{| cellpadding="3" class="tight-rows vertical_left_bar" | {| cellpadding="3" class="tight-rows vertical_left_bar" | ||
|- | |- | ||
| || [[ | | colspan="3" | '''Fundamental Capabilities''' | ||
| | |- | ||
| || [[Cases]] and [[Tasks]] | |||
| The things users interact with the most. | |||
|- | |||
| || [[Cases Object]] and [[Tasks Object]] | |||
| The fundamental objects underlying those capabilities. | |||
|- | |||
| || ''Multi-Step Tasks'' | |||
| Dynamically create a sequence of tasks and approval steps. | |||
|- | |||
| colspan="3"| <!-- spacer row --> | |||
|- | |||
| colspan="3"| '''Interface Design''' | |||
|- | |- | ||
| | | | || [[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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|- | |- | ||
| || [[Macros]] | | || [[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]] | | || [[Rules and Rule Sets]] | ||
| | | Compose if-condition-then-take-action procedures, with zero programming. | ||
|- | |- | ||
| || [[Processes]] | | || [[Processes]] | ||
| | | Interactively design a flowchart of user tasks, approvals, and automated activities. | ||
|- | |- | ||
| || [[SLAs]] | | || [[SLAs]] | ||
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| Send data from a remote site. | | Send data from a remote site. | ||
|- | |- | ||
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| || [[Document Templates]] | | || [[Document Templates]] | ||
| Formatted output: HTML, PDF, Word, PowerPoint. | | Formatted output: HTML, PDF, Word, PowerPoint. | ||
|- | |- | ||
| || [[Reports]] | | || [[Reports]] | ||
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| || [[Database Views]] | | || [[Database Views]] | ||
| Advanced reports using database queries and joins. | | Advanced reports using database queries and joins. | ||
|- | |||
| colspan="3"| <!-- spacer row --> | |||
|- | |||
| colspan="3" | '''Object Aspects''' | |||
|- | |||
| || [[Objects]] | |||
| Store data, define behaviors. | |||
|- | |||
| || width="90px" | [[Object Inheritance|Inheritance]] | |||
| Share common object behaviors and attributes. | |||
|- | |||
| || [[Indexes]] | |||
| Speed up record access. Ensure uniqueness. | |||
|- | |||
| || [[Record Locators]] | |||
| Help users identify records they're searching for. | |||
|- | |||
| || [[Validations]] | |||
| Check incoming data. | |||
|- | |- |
Revision as of 01:54, 16 May 2013
Basics
- Design Concepts
- Global Design Resources
- More Information
- Sequential Topic Index
-- an A to Z introduction - Designer HowTo Guides
- Sequential Topic Index
Design Elements
Fundamental Capabilities | |||
Cases and Tasks | The things users interact with the most. | ||
Cases Object and Tasks Object | The fundamental objects underlying those capabilities. | ||
Multi-Step Tasks | Dynamically create a sequence of tasks and approval steps. | ||
Interface Design | |||
Views | Tables of records and other displays. | ||
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. | ||
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 | Compose if-condition-then-take-action procedures, with zero programming. | ||
Processes | Interactively design a flowchart of user tasks, approvals, and automated activities. | ||
SLAs | Define Service Level Agreements, specifying objectives and escalations. | ||
Channels | |||
Email Channel | xx. | ||
Service Portal | xx. | ||
Twitter Channel | xx. | ||
Facebook Channel | xx. | ||
Web Forms | Send data from a remote site.
| ||
Presentation | |||
Dashboards | Custom overview using a variety of Widgets. | ||
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.
| ||
Object Aspects | |||
Objects | Store data, define behaviors. | ||
Inheritance | Share common object behaviors and attributes. | ||
Indexes | Speed up record access. Ensure uniqueness. | ||
Record Locators | Help users identify records they're searching for. | ||
Validations | Check incoming data.
| ||
Learn More | |||
System Development |
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