Difference between revisions of "Object Aspects"
From AgileApps Support Wiki
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{| border="1" cellpadding="5" cellspacing="0" | {| border="1" cellpadding="5" cellspacing="0" | ||
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| colspan="3"|'''Fields and Forms''' | | colspan="3"|'''Fields and Forms''' | ||
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| colspan="3" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW --> | | colspan="3" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW --> | ||
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| colspan="3"|'''Automation''' | |||
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| || [[Rules and Rule Sets|Business Rules]] || Define Rules and Rule Sets to automate processing. | | || [[Rules and Rule Sets|Business Rules]] || Define Rules and Rule Sets to automate processing. | ||
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| colspan="3" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW --> | | colspan="3" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW --> | ||
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| colspan="3"|'''Communication Templates''' | |||
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| || [[Email Templates]] || Email Templates are mail-merge forms that can use [[Template Variables]] as placeholders for record-specific data. | | || [[Email Templates]] || Email Templates are mail-merge forms that can use [[Template Variables]] as placeholders for record-specific data. | ||
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| colspan="3" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW --> | | colspan="3" bgcolor="lightblue" style="height:7px" | <!-- SPACER ROW --> | ||
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| colspan="3"|'''Object Settings''' | |||
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| || [[Object Properties|Properties]]||Define Object information. Also provides access to: | | || [[Object Properties|Properties]]||Define Object information. Also provides access to: | ||
{| border="1" cellpadding="5" cellspacing="0" | {| border="1" cellpadding="5" cellspacing="0" | ||
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| [[Object Relationships|Relationships]] || View and manage relationships with other objects defined by [[Lookup]] fields. | | [[Object Relationships|Relationships]] || View and manage relationships with other objects defined by [[Lookup]] fields. | ||
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| [[Child Objects]] || Take advantage of inheritance to create variations of an object, while defining aspects that are common to all children in the parent object. | | [[Child Objects]] || Take advantage of inheritance to create variations of an object, while defining aspects that are common to all children in the parent object. | ||
|} | |} | ||
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| || [[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation | | || [[Indexes]]||Define a unique identifier to improve search performance and prevent duplicate record creation | ||
|- | |||
| || [[Field Audit Log Settings]]||Select fields for auditing. All changes to specified fields are then recorded in the [[Field Audit Log]]. | |||
|- | |||
| || [[Record Locator]] || Define the methods to locate records (define the fields to display in Lookup or Search results, create a unique [[Record Id]], or define fields to include in a [[Search]]) | |||
|} | |} |
Revision as of 19:48, 5 June 2013
Custom Objects provode the following options for customization.
- System Objects may not include all of these options
- See also: Composite Objects (for developers)
Fields and Forms | ||||||||
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 | |||||||
Automation | ||||||||
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. | |||||||
Communication Templates | ||||||||
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. | |||||||
Object Settings | ||||||||
Properties | Define Object information. Also provides access to:
| |||||||
Indexes | Define a unique identifier to improve search performance and prevent duplicate record creation | |||||||
Field Audit Log Settings | Select fields for auditing. All changes to specified fields are then recorded in the Field Audit Log. | |||||||
Record Locator | Define the methods to locate records (define the fields to display in Lookup or Search results, create a unique Record Id, or define fields to include in a Search) |