Difference between revisions of "HowTo Guides"
From AgileApps Support Wiki
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Bookmark this page: {{SERVER}}{{SCRIPTPATH}}/HowTo | Bookmark this page: {{SERVER}}{{SCRIPTPATH}}/HowTo | ||
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==For Users== | ==For Users== | ||
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===Customize Your Interface=== | ===Customize Your Interface=== | ||
:* Future | :* Future Guide:Create a custom [[Dashboard]] (Home Page) to see things at a glance. | ||
<!--POSSIBLE: Add the [[Notes widget]] to the dashboard--> | <!--POSSIBLE: Add the [[Notes widget]] to the dashboard--> | ||
:* Future | :* Future Guide:Filter a Record [[View]] | ||
:* Future | :* Future Guide:Modify a [[Report]] | ||
:* Future | :* Future Guide:Customize Your [[Workspace]] | ||
===Manage Your Data=== | ===Manage Your Data=== | ||
:* Future | :* Future Guide:[[Import]] Data | ||
:* Future | :* Future Guide:Remove Recently Imported Records | ||
:* Future | :* Future Guide:Send an email when a record is created or updated, using a [[Data Policy]] | ||
===Specialized Operations=== | ===Specialized Operations=== | ||
| Line 40: | Line 40: | ||
===Customize the Application Interface=== | ===Customize the Application Interface=== | ||
:* [[HowTo:Create a Custom Sidebar Using Graphic Images|Create a Custom Sidebar Using Graphic Images]] | :* [[HowTo:Create a Custom Sidebar Using Graphic Images|Create a Custom Sidebar Using Graphic Images]] | ||
:* Future | :* Future Guide:Use a Custom Web [[Page]] to make a Personalized [[Widget]] | ||
::* Future | ::* Future Guide:Display the Widget in the [[Home Page]] / [[Dashboard]] | ||
::* Future | ::* Future Guide:Display the Widget in the [[Sidebar]] | ||
:* Future | :* Future Guide:Create a Custom Print Button <!--email--> | ||
:* Future | :* Future Guide:Collect Data from an External Web Site using [[Web Forms]] | ||
:* Future | :* Future Guide:Create a [[Site]] that anyone can access without logging into the platform | ||
=== Build and Customize Applications=== | === Build and Customize Applications=== | ||
When you create an application, much is done ''for'' you. The platform automatically constructs record views, forms for adding and updating data, and basic reports. From there, you can begin to customize the application. | When you create an application, much is done ''for'' you. The platform automatically constructs record views, forms for adding and updating data, and basic reports. From there, you can begin to customize the application. | ||
:* Future | :* Future Guide:Use the Application Wizard to Build a [[Sample Order Processing System]] | ||
:* [[HowTo:Create an Object|Create an Object]] | :* [[HowTo:Create an Object|Create an Object]] | ||
:* [[HowTo:Display Customer Data in an Order as a Read-Only Field|Display Customer Data in an Order as a Read-Only Field]] | :* [[HowTo:Display Customer Data in an Order as a Read-Only Field|Display Customer Data in an Order as a Read-Only Field]] | ||
<!--Revise to add the Source Object: Internet, Store, Catalog, ... (many to many)--> | <!--Revise to add the Source Object: Internet, Store, Catalog, ... (many to many)--> | ||
:* Future | :* Future Guide:Aggregate values for multiple [[Related Record|Related Records]] displayed a [[Subform]] | ||
:* Future | :* Future Guide:Automate a standard business process by creating a [[Workflow]] | ||
:* Future | :* Future Guide:Automatically take action when Object data changes (event-Based [[Data Policy]]) | ||
:* Future | :* Future Guide:Automatically take action on specified dates (calendar-Based [[Data Policy]]) | ||
=== Build Custom Web Pages === | === Build Custom Web Pages === | ||
| Line 66: | Line 66: | ||
===Set up Your Environment=== | ===Set up Your Environment=== | ||
:* Future | :* Future Guide:Develop using the [[Eclipse Plug-In]] | ||
:* Future | :* Future Guide:Use the [[Debug Log]] effectively | ||
<!-- | <!-- | ||
Marina wrote: | Marina wrote: | ||
| Line 83: | Line 83: | ||
- Add XML pretty printing. | - Add XML pretty printing. | ||
--> | --> | ||
:* Future | :* Future Guide:Use the Platform's [[Unit Test Framework]] | ||
:* Future | :* Future Guide:Debug using Eclipse | ||
:* Future | :* Future Guide:Develop Safely Using [[Sandboxes]] (and use them for backups) | ||
:* Future | :* Future Guide:Deploy Your Work Using [[Packages]] (and use them for backups) | ||
:* Future | :* Future Guide:Develop in Teams Using a Version Control System | ||
===Customize Applications=== | ===Customize Applications=== | ||
:* Future | :* Future Guide:Create a Simple JSP [[Page]] using Java | ||
:* Future | :* Future Guide:Create an HTML [[Page]] using [[JavaScript Functions]] and the [[REST API]] | ||
::* Future | ::* Future Guide:Make a JSP Page into a [[Web Tab]] | ||
::* Future | ::* Future Guide:Make a JSP Page into a [[Widget]] | ||
::* Future | ::* Future Guide:Use a JSP Page to Create a Custom [[Action]] Button <!--email--> | ||
:* [[HowTo:Create a JSP page and Java Controller|Create a JSP page and Java Controller]] | :* [[HowTo:Create a JSP page and Java Controller|Create a JSP page and Java Controller]] | ||
:* Future | :* Future Guide:Create a [[Component]] and a Java Controller | ||
:* Future | :* Future Guide:Create an external [[Site]] wired to a Java Controller | ||
:* [[HowTo:Use a SQL Query to List Records in a Custom Page|Use a SQL Query to List Records in a Custom Page]] | :* [[HowTo:Use a SQL Query to List Records in a Custom Page|Use a SQL Query to List Records in a Custom Page]] | ||
:* Future | :* Future Guide:Use SQL Queries and Java Sets to Get the Inverse of a Complex Query | ||
<!-- | <!-- | ||
:* E.g. All orders last month that do ''not'' include product X. (No related OrderItems point to that product.) | :* E.g. All orders last month that do ''not'' include product X. (No related OrderItems point to that product.) | ||
| Line 113: | Line 113: | ||
:* [[HowTo:Create a Data Handler to Add Data to a Package|Create a Data Handler to Add Data to a Package]] | :* [[HowTo:Create a Data Handler to Add Data to a Package|Create a Data Handler to Add Data to a Package]] | ||
:* [[HowTo:Write Java Code for Data Policies|Write Java Code for Data Policies]] | :* [[HowTo:Write Java Code for Data Policies|Write Java Code for Data Policies]] | ||
:* Future | :* Future Guide:Write Programs using the [[REST API]]s | ||
:* Future | :* Future Guide:Use the [[HttpConnection Class]] to access a web service | ||
<!-- | <!-- | ||
Marina wrote: | Marina wrote: | ||
| Line 120: | Line 120: | ||
E.g. A customer has some information that it don’t want/can’t keep on PaaS. The access to that information is via a gateway server that the company has (e.g. http get, SOAP, json, …). How do I access that gateway from PaaS? | E.g. A customer has some information that it don’t want/can’t keep on PaaS. The access to that information is via a gateway server that the company has (e.g. http get, SOAP, json, …). How do I access that gateway from PaaS? | ||
--> | --> | ||
:* Future | :* Future Guide:Programatically add an [[Activity]] or [[Add Note]] <!--NOTE object--> to a record | ||
Revision as of 19:06, 20 January 2012
Bookmark this page: https://agileappscloud.info/aawiki-src/HowTo
For Users
These guides tell you how to get the most out of the platform. You should be familiar with Navigating the User Interface.
Platform Access
Basic Operations
Customize Your Interface
Manage Your Data
- Future Guide:Import Data
- Future Guide:Remove Recently Imported Records
- Future Guide:Send an email when a record is created or updated, using a Data Policy
Specialized Operations
For Application Designers
These guides tell you how to create and customize applications. You should be familiar with one or more of HTML coding, CSS formatting, or JavaScript, and be adept at Navigating the User Interface.
Customize the Application Interface
- Create a Custom Sidebar Using Graphic Images
- Future Guide:Use a Custom Web Page to make a Personalized Widget
Build and Customize Applications
When you create an application, much is done for you. The platform automatically constructs record views, forms for adding and updating data, and basic reports. From there, you can begin to customize the application.
- Future Guide:Use the Application Wizard to Build a Sample Order Processing System
- Create an Object
- Display Customer Data in an Order as a Read-Only Field
- Future Guide:Aggregate values for multiple Related Records displayed a Subform
- Future Guide:Automate a standard business process by creating a Workflow
- Future Guide:Automatically take action when Object data changes (event-Based Data Policy)
- Future Guide:Automatically take action on specified dates (calendar-Based Data Policy)
Build Custom Web Pages
For Platform Developers
These guides tell you how to program the platform APIs to take advantage of advanced platform features. You should be familiar with one or more of Java, JavaScript, AJAX, SQL, and REST.
Set up Your Environment
- Future Guide:Develop using the Eclipse Plug-In
- Future Guide:Use the Debug Log effectively
- Future Guide:Use the Platform's Unit Test Framework
- Future Guide:Debug using Eclipse
Customize Applications
- Future Guide:Create a Simple JSP Page using Java
- Future Guide:Create an HTML Page using JavaScript Functions and the REST API
- Create a JSP page and Java Controller
- Future Guide:Create a Component and a Java Controller
- Future Guide:Create an external Site wired to a Java Controller
- Use a SQL Query to List Records in a Custom Page
- Future Guide:Use SQL Queries and Java Sets to Get the Inverse of a Complex Query
Tackle Advanced Projects
- Handle Incoming Emails Programmatically
- Create a Data Handler to Add Data to a Package
- Write Java Code for Data Policies
- Future Guide:Write Programs using the REST APIs
- Future Guide:Use the HttpConnection Class to access a web service
- Future Guide:Programatically add an Activity or Add Note to a record