Difference between revisions of "Designers Index"
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| Respond to record events, timer events, and scheduled events using 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. | ||
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| || | | || [[Process Models]] | ||
| Interactively design a flowchart of user tasks, approvals, and automated activities. | | Interactively design a flowchart of user tasks, approvals, and automated activities. | ||
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| || [[Email Channel]] | | || [[Email Channel]] | ||
| | | Create cases and record comments from incoming messages. Reply with a click. | ||
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| || [[Service Portal]] | | || [[Service Portal]] | ||
| | | 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]] | | || [[Twitter and Twitter Search|Twitter Channel]] | ||
| | | Create cases and respond using Twitter. | ||
|- | |- | ||
| || [[Facebook Channel]] | | || [[Facebook Channel]] | ||
| | | Create cases and respond using Facebook. | ||
|- | |- | ||
| || [[Web Forms]] | | || [[Web Forms]] | ||
Revision as of 02:12, 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 & Tasks | The things users interact with the most. | ||
| Cases Object & Tasks Object | The fundamental objects underlying those capabilities. | ||
| Case Types | Different kinds of cases sharing common functionality. | ||
| Multi-Step Tasks | Sequences of tasks and approval steps created dynamically by the user. | ||
| 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. | ||
| Process Models | Interactively design a flowchart of user tasks, approvals, and automated activities. | ||
| SLAs | Define Service Level Agreements, specifying objectives and escalations. | ||
| 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. | ||
| Twitter Channel | Create cases and respond using Twitter. | ||
| Facebook Channel | Create cases and respond using Facebook. | ||
| Web Forms | Send data from a remote site. | ||
| Interface | |||
| 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. | ||
| 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. | ||
| Object Aspects | |||
| Objects | Customizable entities to store data, define behaviors. | ||
| Fields | A wide variety of display types for data storage. | ||
| Object Relationships | Automatically handle one-to-many and many-to-many relationships. | ||
| Object 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. | ||
| Field Audit Log | Track changes to important data. | ||
| Learn More | |||
| System Development |
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