HowTo Guides

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Revision as of 19:44, 19 January 2012 by imported>Aeric (→‎Build and Customize Applications)

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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

  • Future:Create a custom Dashboard (Home Page) to see things at a glance.
  • Future:Filter a Record View
  • Future:Modify a Report
  • Future:Customize Your Workspace

Manage Your Data

  • Future:Import Data
  • Future:Remove Recently Imported Records
  • Future: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

  • Future:Create a Custom Print Button
  • Future:Collect Data from an External Web Site using Web Forms
  • Future:Create a Site that anyone can access without logging into the platform

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.

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

  • Future:Develop Safely Using Sandboxes (and use them for backups)
  • Future:Deploy Your Work Using Packages (and use them for backups)
  • Future:Develop in Teams Using a Version Control System

Customize Application Pages

  • Future:Make a JSP Page into a Web Tab
  • Future:Make a JSP Page into a Widget
  • Future:Use a JSP Page to Create a Custom Action Button
Future:Use SQL Queries and Java Sets to Get the Inverse of a Complex Query
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