HowTo Guides

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Revision as of 23:37, 13 January 2012 by imported>Aeric (→‎Perform Basic Operations)

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For Users

These guides tell you how to get the most out of the platform. You should be familiar with the User Interface.

Perform Basic Operations

Perform Specialized Operations

Customize Your Interface

  • HowTo:Create a Dashboard
  • HowTo:Filter a Record View
  • HowTo:Modify a Report
  • HowTo:Customize Your Workspace
  • HowTo:Display a Widget in the Home Page
  • HowTo:Display a Widget in the Sidebar

Manage Your Data

  • HowTo:Import Data
  • HowTo:Remove Recently Imported Records
  • HowTo:Send an email when a record is created or updated, using a Data Policy

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 familiar with the Platform Interface.

Customize the Application Interface

Build and Customize Applications

Notes:
  • DONE FOR YOU: List view of records, forms to add and update data, basic reports
  • HowTo:Calculate values using data in Related Records (Subforms)
  • HowTo:Automate a standard business process by creating a Workflow
  • HowTo:Automatically take action when Object data changes with an Event-Based Data Policy
  • HowTo:Automatically take action on specified dates with a Calendar-Based Data Policy

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, or REST.

Set up Your Environment

  • HowTo:Develop Safely Using Sandboxes (and use them for backups)
  • HowTo:Deploy Your Work Using Packages (and use them for backups)
  • HowTo:Do Unit Testing in the Platform
  • HowTo:Develop in Eclipse
  • HowTo:Develop in Teams Using a Version Control System
  • HowTo:Debug using Eclipse

Customize Application Pages

  • HowTo:Create a JSP Page using Java, or JavaScript and REST
  • HowTo:Make a JSP Page into a Web Tab
  • HowTo:Make a JSP Page into a Widget
Notes:
  • E.g. All orders last month that do not include product X. (No related OrderItems point to that product.)
  • Easier to query for orders that do, set-subtract from all orders using HashSet(HashMap) constructors and the set.removeAll(set) method.
  • Similarly: Use Set Intersection to find all orders that include product X and product Y, using the set.retainAll(set) method.

Tackle Advanced Projects