Difference between revisions of "Object Aspects"
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When a {{type|}} is created or edited, the following options are available for customization: | When a {{type|}} is created or edited, the following options are available for customization: | ||
:* {{Type}}s may not include all of these options | :* {{Type}}s may not include all of these options | ||
:* ''See also:'' [[Composite Objects]] (for developers) | :* ''See also:'' [[Composite Objects]] (for developers) |
Revision as of 21:36, 21 May 2013
When a Custom Object is created or edited, the following options are available for customization:
- System Objects may not include all of these options
- See also: Composite Objects (for developers)
Aspect | Description | ||||||||
---|---|---|---|---|---|---|---|---|---|
Fields | Add/Edit/Delete Fields, or set Field Audit Log preferences | ||||||||
Forms | Create data entry forms (Forms) and assign them to Roles | ||||||||
Validations | Prevents bad data from being entered into the database | ||||||||
Forms Assignment | Specify which Roles use which Forms | ||||||||
Custom Form Actions | Add custom buttons to a form that a user can click to perform a variety actions | ||||||||
Business Rules | Define Rules and Rule Sets to automate processing. | ||||||||
Macros | Allow users to perform several actions with a single click. | ||||||||
Processes | Select a process model, optionally mark it required, and specify the amount of time it is expected to take, in general. | ||||||||
Process Models | Define a series of tasks, who needs to accomplish them, and the flow between them. | ||||||||
SLAs | Define Service Level Agreements and their objectives. | ||||||||
SLA Escalations | Define escalation policies to send reminders and change record ownership, in order to meet SLA deadlines. | ||||||||
Email Templates | Email Templates are mail-merge forms that can use Template Variables as placeholders for record-specific data. | ||||||||
Document Templates | Document Templates are used like mail-merge forms to print a record as an invoice, a receipt, etc. | ||||||||
Properties | Define Object information. Also provides access to:
| ||||||||
Indexes | Define a unique identifier to improve search performance and prevent duplicate record creation |