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Difference between revisions of "Creating a Database Application"

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'''Build the initial application:'''
'''Build the initial application:'''
# Go to '''[[File:GearIcon.png]] > Customization > Applications > [Create New Application]
# Go to '''[[File:GearIcon.png]] > Administration > Applications > [Create New Application]
# Choose '''Create by Import''' to start by importing data from a spreadsheet.
# Choose '''Create by Import''' to start by importing {{^CSV}} data exported from a spreadsheet.
# Or choose '''Create Using Wizard''' to create the application objects using the [[Application Construction Wizard]]:
#:'''Note:'''<br>Use this option only for a single object (a single-table spreadsheet).<br>For multiple object-tables that link to one another:
#* Specify up to 10 data fields for each object. (You can create more later.)
#:: a. Continue to the next step to set up the objects and the relationships between them.
#* Specify the object relationships, which creates the [[Lookup]] fields that connect objects to one another.
#:: b. Then use the ''Data Import Wizard'' to upload your spreadsheet data into those objects.
#::: ''Learn more:'' [[Import Data]]
# Choose '''Create Using Wizard''' to create the application objects using the [[Application Construction Wizard]]:
#* Define the objects, specifying singular and plural labels and creating up to 10 data fields for each. (You can create more later.)
#* Specify object relationships, which creates the [[Lookup]] fields that connect objects to one another.
#* Later, use the [[Object Construction Wizard]] to add additional objects and relationships.
#* Later, use the [[Object Construction Wizard]] to add additional objects and relationships.
#:
#:
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#:
#:
# Configure [[View Preferences]] for each Role:
# Configure [[View Preferences]] for each Role:
#* Select the [[Home Page]]
#* Select the [[Dashboard]]
#* Specify which records are shown in each object [[View]]
#* Specify which records are shown in each object [[View]]
#:
#:

Latest revision as of 23:56, 21 May 2015

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.
    • What data will they need to see?
    • What actions will they perform?

Build the initial application:

  1. Go to GearIcon.png > Administration > Applications > [Create New Application]
  2. Choose Create by Import to start by importing CSV data exported from a spreadsheet.
    Note:
    Use this option only for a single object (a single-table spreadsheet).
    For multiple object-tables that link to one another:
    a. Continue to the next step to set up the objects and the relationships between them.
    b. Then use the Data Import Wizard to upload your spreadsheet data into those objects.
    Learn more: Import Data
  3. Choose Create Using Wizard to create the application objects using the Application Construction Wizard:
    • Define the objects, specifying singular and plural labels and creating up to 10 data fields for each. (You can create more later.)
    • Specify object relationships, which creates the Lookup fields that connect objects to one another.
    • Later, use the Object Construction Wizard to add additional objects and relationships.
  4. Once the application is created, configure the Application Access settings to give yourself permission to access it.
    • 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 Dashboard
    • Specify which records are shown in each object View
  6. Customize Field settings. Add additional fields, as needed.
  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.
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