Difference between revisions of "Designers Index"

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| Send data from a remote site.
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| colspan="3"| &nbsp; '''Interface'''
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| The tabs a user sees in the application.
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| Advanced reports using database queries and joins.
| Advanced reports using database queries and joins.


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| colspan="3"| &nbsp; '''Learn More'''
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Revision as of 02:27, 16 May 2013

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.
 
  Learn More
System Development