AgileApps Support Wiki

Difference between revisions of "Aspects of an Object"

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imported>Aeric
imported>Aeric
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:''Note:'' {{Type}}s may not include all of these options
:''Note:'' {{Type}}s may not include all of these options


{{TBD| These items do not appear in the current interface}}
{| border="1" cellpadding="5" cellspacing="0"
{| 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]])
|[[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]])
|-
|-
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|-
|-
| 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.
| 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.
|-
| [[Rules]] || {{TBD|Location TBD}}
|-
| [[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.
|-
|[[Web Forms]]||Collect information from your company web site, and automatically add it to this object
|}
|}


{| border="1" cellpadding="5" cellspacing="0"
{| border="1" cellpadding="5" cellspacing="0"
!Object Tab
!Aspect
!Description
!Description
|-
|-
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|[[Validations]]||Prevents bad data from being entered into the database
|[[Validations]]||Prevents bad data from being entered into the database
|-
|-
|[[Document Templates]]||Document Templates (Print Templates) create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
|[[Forms Assignment]]||Specify which [[Roles]] use which Forms
|-
|-
|[[Web Forms]]||Collect information from your company web site, and automatically add it to this object
|[[Actions|Custom Form Actions]]||Add custom buttons to a form that a user can click to perform a variety actions   
|-
|-
|[[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   
| [[Rules and Rule Sets|Business Rules]] ||  
|-
|-
|[[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation
| [[Macros]] ||  
|-
|-
| [[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.
| [[Processes]] ||  
|-
|-
| [[Object Relationships|Relationships]] ||View and manage relationships with other objects defined by [[Lookup]] fields.
| [[Process Models]] ||
 
|-
| colspan="2" bgcolor="lightblue" style="height:7px" |  <!-- SPACER ROW -->
|-
|-
| [[Email Templates]] || {{TBD|Location TBD}}
| [[Email Templates]] ||  
|-
|-
| [[Rules]] || {{TBD|Location TBD}}
|[[Document Templates]]||Document Templates (Print Templates) create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
 
|-
|[[Object Properties|Properties]]||Define Object information.
|-
|-
| [[Processes]] || {{TBD|Location TBD}}
|[[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation
 
|}
|}

Revision as of 21:14, 17 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

__TBD: These items do not appear in the current interface__

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.
Rules __TBD: Location TBD__
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.
Web Forms Collect information from your company web site, and automatically add it to this object
Aspect 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
Forms Assignment Specify which Roles use which Forms
Custom Form Actions Add custom buttons to a form that a user can click to perform a variety actions
Business Rules
Macros
Processes
Process Models
Email Templates
Document Templates Document Templates (Print Templates) create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
Properties Define Object information.
Indexes Define a unique identifier to improve search performance and prevent duplicate record creation
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