Difference between revisions of "HowTo:Use the Application Wizard to Build a Simple Order Processing System"

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{{Orientation | audience | level | N}}
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</noinclude>It takes very little time to set up the skeleton for even a fairly sophisticated application. Here, you'll define the basic objects for an Order Processing system (Orders, OrderItems, and Customers), and establish the relationships between them.
:* Activate the noinclude block so it doesn't appear when Guides are aggregated.
 
:* audience = Users, Designers, Developers
===Preparation===
:* level = Beginner, Intermediate, Advanced
# Click '''[My Applications]'''
:* N = 1, 2, 5, 10, 15, 20, 30 (minutes)
# Check to see if the Order Processing application already exists.
===Heading===
# If it doesn't exist, go on to the next section.
Top level heads in HowTo Guides are H3's, so they can be combined into a big PDF, one day.
# If it does exist, you can remove it if you are its only user, or you can adjust the object names used in the remainder of this guide. For example, instead of creating "Orders", create "MyOrders".
 
===Use the Wizard to Create the Application===
You'll start by creating the two most critical objects in the application: Orders and OrderItems.
 
# Click '''[My Applications]'''
# Click "Create New Application"
# Click "Create Using Wizard"
#:
# Enter the name of the first object: Orders
# Click '''[Define Fields]'''
# Add the first fields for the Orders object:
#* '''Field Label:''' Order Number (note that the internal field name is created)
#* '''Field Type:''' Autonumber (note the many choices)
#: This field gets a new, unique number every time a record is added.
# Add one more field, to tell where the order came from:
#* '''Field Label:''' Source
#* '''Field Type:''' Picklist
#: The values field appears. Enter a comma-separated list of values of the dropdown that will appear for the user to pick from:
#:: Catalog,Internet, Store
#:
# Click '''[Add an Object]'''
# Enter the name of the second object: OrderItems
# Click '''[Define Fields]'''
# Add the initial OrderItems fields:
#*  
#:
# Click '''[Create this Application]'''
 
 
===Use the Wizard to Add and Object to the Application===
Here, you'll add another object to the application: Customers. You could have done that at the outset, of course. But the idea here is to see how to use the wizard to add objects to an existing application.
 
===Explore the Application===
...


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Revision as of 00:14, 8 May 2012

For:   Designers
Level: Beginner
Time:  15 minutes

See more:
    ◾ HowTo Guides

It takes very little time to set up the skeleton for even a fairly sophisticated application. Here, you'll define the basic objects for an Order Processing system (Orders, OrderItems, and Customers), and establish the relationships between them.

Preparation

  1. Click [My Applications]
  2. Check to see if the Order Processing application already exists.
  3. If it doesn't exist, go on to the next section.
  4. If it does exist, you can remove it if you are its only user, or you can adjust the object names used in the remainder of this guide. For example, instead of creating "Orders", create "MyOrders".

Use the Wizard to Create the Application

You'll start by creating the two most critical objects in the application: Orders and OrderItems.

  1. Click [My Applications]
  2. Click "Create New Application"
  3. Click "Create Using Wizard"
  4. Enter the name of the first object: Orders
  5. Click [Define Fields]
  6. Add the first fields for the Orders object:
    • Field Label: Order Number (note that the internal field name is created)
    • Field Type: Autonumber (note the many choices)
    This field gets a new, unique number every time a record is added.
  7. Add one more field, to tell where the order came from:
    • Field Label: Source
    • Field Type: Picklist
    The values field appears. Enter a comma-separated list of values of the dropdown that will appear for the user to pick from:
    Catalog,Internet, Store
  8. Click [Add an Object]
  9. Enter the name of the second object: OrderItems
  10. Click [Define Fields]
  11. Add the initial OrderItems fields:
  12. Click [Create this Application]


Use the Wizard to Add and Object to the Application

Here, you'll add another object to the application: Customers. You could have done that at the outset, of course. But the idea here is to see how to use the wizard to add objects to an existing application.

Explore the Application

...