HowTo Guides

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Revision as of 23:08, 18 January 2012 by imported>Aeric (→‎Customize Application Pages)

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For Users

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

Perform Basic Operations

Perform Specialized Operations

Customize Your Interface

  • HowTo:Create a Dashboard to see things at a glance
  • 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 adept at Navigating the User Interface.

Customize the Application Interface

  • Display the Widget in the Home Page
  • Display the Widget in the Sidebar
  • HowTo:Create a Custom Print Button
  • HowTo:Collect Data from an External Web Site using Web Forms
  • HowTo:Create a Site that anyone can access without logging into the platform

Build and Customize Applications

Note: DONE FOR YOU: List view of records, forms to add and update data, basic reports

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, 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 Simple JSP Page using Java
  • HowTo:Create an HTML Page using JavaScript and REST
  • HowTo:Make a JSP Page into a Web Tab
  • HowTo:Make a JSP Page into a Widget
  • HowTo:Use a JSP Page to Create a Custom Action Button
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