Difference between revisions of "Object Aspects"
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Revision as of 19:44, 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)
Aspect | Description | |||||||||
---|---|---|---|---|---|---|---|---|---|---|
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 | |||||||||
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 |