Aspects of an Object

From AgileApps Support Wiki
Revision as of 23:55, 18 April 2013 by imported>Aeric

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 __TBD: How does one delete an object?__ 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.
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
Process Models
SLAs
SLA Escalations
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