AgileApps Support Wiki Pre Release

Difference between revisions of "Creating a Database Application"

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imported>Aeric
imported>Aeric
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Start with a plan:
'''Start with a plan:'''
# Design your data structures.
# Design your data structures.
#* What data tables do you need?
#* What data tables do you need?
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# Determine the [[Roles]] that will be needed govern interactions with the application.
# Determine the [[Roles]] that will be needed govern interactions with the application.


Build the initial application:
'''Build the initial application:'''
# Use the [[Application Construction Wizard]] to create the objects.
# Use the [[Application Construction Wizard]] to create the objects.
#* Specify the main data fields
#* Specify the main data fields
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# Configure the [[Application Access]] settings to give yourself permission to access the application. (Assign yourself the default role.)
# Configure the [[Application Access]] settings to give yourself permission to access the application. (Assign yourself the default role.)


Customize the application:
'''Customize the application:'''
# Create the application [[Roles]]
# Create the application [[Roles]]
#:
#:

Revision as of 23:31, 22 October 2012

Start with a plan:

  1. Design your data structures.
    • What data tables do you need?
    • How do they relate to one another?
  2. Determine the Roles that will be needed govern interactions with the application.

Build the initial application:

  1. Use the Application Construction Wizard to create the objects.
    • Specify the main data fields
    • Specify the object relationships (which creates Lookup fields]]
    Note:
    Later, you can use the Object Construction Wizard to add additional objects and relationships.
  2. Configure the Application Access settings to give yourself permission to access the application. (Assign yourself the default role.)

Customize the application:

  1. Create the application Roles
  2. For each object, create the Forms that will be used by each role
  3. Configure Forms Assignment settings to assign the forms to specific roles
  4. Configure Tab Preferences to specify the objects that will appear for each role, and the order in which they appear
  5. Configure View Preferences for each Role:
    • Select the Home Page
    • Specify which records are shown in each object View
  6. Customize Field settings, and add new ones.
  7. Further customize the Forms that will be seen when records are accessed or created
  8. Explore other ways to Customize Objects
  9. Use the Application Access settings to specify other users who can access the application, and the roles they can play.