HowTo Guides

Bookmark this page: https://agileappscloud.info/aadev-src/HowTo

For Users

These guides tell you how to get the most out of the platform.

Customize Your Interface

• HowTo:Create a Dashboard
• HowTo:Modify a Report
• HowTo:Customize Your Workspace

Manage Your Data

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

For 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.

Customizing Platform Features

• HowTo:Create a Custom Sidebar

Application Building and Customization

• HowTo:Build a Sample Order Processing System
• HowTo:Calculate values using data in Related Records (grid sections)
• HowTo:Create a Workflow to model a business process
• HowTo:Send an email when a record is created or updated (Data Policy)
• HowTo:Automatically take action when Object data changes? (Data Policy)
• HowTo:Automatically take action on specified calendar dates? (Data Policy)

For Developers

These guides tell you how to take advantage of advanced platform features, by doing a little programming. You should be familiar with one or more of Java, JavaScript, or REST.

Basics

• HowTo:Develop Safely Using Sandboxes (and use them for backups)
• HowTo:Deploy Your Work Using Packages (and use them for backups)

Development Projects

• Handle Incoming Emails Programmatically

Advanced Development

• HowTo:Develop in Eclipse
• HowTo:Develop in Teams Using a Version Control System
• HowTo:Do Unit Testing in the Platform
• HowTo: Debug using Eclipse