AgileApps Support Wiki Pre Release

Creating a Database Application

From AgileApps Support Wiki
Revision as of 23:23, 22 October 2012 by imported>Aeric

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.

Then 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.)
  3. Create the application Roles
  4. For each object, create the Forms that will be used by each role
  5. Configure Forms Assignment settings to assign the forms to specific roles

Finally:

  1. Configure Tab Preferences to specify the objects that will appear for each role, and the order in which they appear
  2. Configure View Preferences for each Role:
    • Select the Home Page
    • Specify which records are shown in each object View
  3. Further customize object Forms and Fields that will be seen when records are accessed or created
  4. Explore other ways to Customize Objects
  5. Use the Application Access settings to specify other users who can access the application, and the roles they can play.