Difference between revisions of "Aspects of an Object"

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| [[Macros]] || Allow users to perform several actions with a single click.
| [[Macros]] || Allow users to perform several actions with a single click.
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| [[Processes]] ||  
| [[Processes]] || Select a process model, optionally mark it required, and specify the amount of time it is expected to take, in general.
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| [[Process Models]] ||
| [[Process Models]] || Define a series of tasks, who needs to accomplish them, and the flow between them.
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| [[SLAs]] ||  
| [[SLAs]] || Define Service Level Agreements and their objectives.
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| [[SLA Escalations]] ||
| [[SLA Escalations]] || Define escalation policies to send reminders and change record ownership, in order to meet SLA deadlines.


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| [[Email Templates]] ||  
| [[Email Templates]] || Email Templates are mail-merge forms that can use [[Template Variables]] as placeholders for record-specific data.
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|[[Document Templates]]||Document Templates (Print Templates) create a mail-merge forms to print a record (as an invoice, receipt, certificate, etc.)
|[[Document Templates]]||Document Templates are used like mail-merge forms to print a record as an invoice, a receipt, etc.


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Revision as of 00:01, 19 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)
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 first name, space, and last name, exactly as they appear in your personal account settings.
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 Generate a form that can be used on your company website to add a record 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 Define Rules and Rule Sets to automate processing.
Macros Allow users to perform several actions with a single click.
Processes Select a process model, optionally mark it required, and specify the amount of time it is expected to take, in general.
Process Models Define a series of tasks, who needs to accomplish them, and the flow between them.
SLAs Define Service Level Agreements and their objectives.
SLA Escalations Define escalation policies to send reminders and change record ownership, in order to meet SLA deadlines.
Email Templates Email Templates are mail-merge forms that can use Template Variables as placeholders for record-specific data.
Document Templates Document Templates are used like mail-merge forms to print a record as an invoice, a receipt, etc.
Properties Define Object information.
Indexes Define a unique identifier to improve search performance and prevent duplicate record creation