AgileApps Support Wiki Pre Release

Creating a Database Application

From AgileApps Support Wiki
Revision as of 23:35, 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.
    • What data will they need to see?
    • What actions will they perform?

Build the initial application:

  1. Use the Application Construction Wizard to create the objects:
    • Go to [My Applications] > [Create New Application] > Create Using Wizard
    • Specify up to 10 data fields for each object. (You can create more later.)
    • Specify the object relationships, which creates the Lookup fields that connect objects to one another.
    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.)

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 Home Page
    • Specify which records are shown in each object View
  6. Customize Field settings, and add new ones.
  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.