Difference between revisions of "Aspects of an Object"

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(Redirected page to Objects#Aspects of an Object)
 
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#REDIRECT [[Objects#Aspects of an Object]]
When a {{type|}} is created or edited, the following options are available for customization:
 
:''Note:'' {{Type}}s may not include all of these options
 
{| border="1" cellpadding="5" cellspacing="0"
!Object Button
!Description
|-
|[[Object Properties|Properties]]||Define Object information.
{{Note|Click the arrow next to the object name to see which options have been choices. Click '''[Edit]''' to make changes and see the full range of choices.}}
|-
|[[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]])
|-
| [[Field Audit Log Settings]] || Enable logging of changes to data in selected fields.
|-
| 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 it first name, space, and last name, exactly as they appears in your personal account settings.
|}
 
 
{| border="1" cellpadding="5" cellspacing="0"
!Object Tab
!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
|-
| Data Policies || {{TBD| See http://lj.platformatyourservice.com/lj90/Data_Policies }}
|-
| Workflows || {{TBD|See See http://lj.platformatyourservice.com/lj90/Workflows }}
|-
|[[Document Templates]]||Document Templates (Print Templates) create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
|-
|[[Web Forms]]||Collect information from your company web site, and automatically add it to this object
|-
|[[Actions]]||Create custom actions that can be tied to a [[Component]], [[Page]] or JavaScript to execute an operation on a Record or group of Records   
|-
|[[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation
|-
| [[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.
|-
| [[Email Templates]] || {{TBD|Location TBD}}
|-
| [[Rules]] || {{TBD|Location TBD}}
|-
| [[Processes]] || {{TBD|Location TBD}}
|}

Revision as of 19:52, 10 April 2013

When a Custom Object is created or edited, the following options are available for customization:

Note: System Objects may not include all of these options
Object Button Description
Properties Define Object information.

Notepad.png

Note: Click the arrow next to the object name to see which options have been choices. Click [Edit] to make changes and see the full range of choices.

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)
Field Audit Log Settings Enable logging of changes to data in selected fields.
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 it first name, space, and last name, exactly as they appears in your personal account settings.


Object Tab Description
Fields Add/Edit/Delete Fields, or set Field Audit Log preferences
Forms Create data entry forms (Forms) and assign them to Roles
Validations Prevents bad data from being entered into the database
Data Policies __TBD: See http://lj.platformatyourservice.com/lj90/Data_Policies __
Workflows __TBD: See See http://lj.platformatyourservice.com/lj90/Workflows __
Document Templates Document Templates (Print Templates) create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
Web Forms Collect information from your company web site, and automatically add it to this object
Actions Create custom actions that can be tied to a Component, Page or JavaScript to execute an operation on a Record or group of Records
Indexes Define a unique identifier to improve search performance and prevent duplicate record creation
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.
Relationships View and manage relationships with other objects defined by Lookup fields.
Email Templates __TBD: Location TBD__
Rules __TBD: Location TBD__
Processes __TBD: Location TBD__