Creating a Work Area in Application Composer


This demonstration shows how to create the work area for a custom object, a trouble ticket application in this example. You must create a work area to make a custom object visible to users. Work areas for custom objects consist of an overview page, a creation page, and an edit (details) page.

 

This is the fifth in a series of related demonstrations that use the example of a trouble ticket application to illustrate how to create a custom object and the related work area.

 

These demonstrations cover:

 

1. Creating a custom object

2. Adding a long text field to an object

3. Adding a fixed choice list field to an object

4. Adding a dynamic choice list field to an object

5. Creating a work area

6. Testing your work area

 


Steps:

  1. Begin by signing into the Application Composer as a user with an administrator job role and select the Pages node for the object.

    Step 1

  2. In the Trouble Ticket: Pages page click the Enterprise Pages tab.

    Step 2

  3. Click the Create Work Area link.

    Step 3

  4. The Configure Navigator Menu page appears.

     

    Here you create the menu entry that permits users to access the work area.

     

    Step 4

  5. Select the category heading where the menu entry will appear.

     

    Click the Menu Category list.

    Step 5

  6. The trouble ticket is a sales application, so select the Sales category.

    Step 6

  7. In the Menu Item Display Label field, enter the menu item text.

     

    Enter "Trouble Tickets".

    Step 7

  8. Click the Next button.

    Step 8

  9. The Configure Search page appears.

     

    Here you specify the fields users can use to search trouble ticket records on the work area's Overview page.

    Step 9

  10. A graphic shows the location of the search region on the page.

    Step 10

  11. Add the fields you want to display in the search region.

    Step 11

  12. Double-click the Abstract list item.

    Step 12

  13. Now repeat this process for the other fields you want to add.

    Step 13

  14. Click the Next button.

    Step 14

  15. The Configure Overview and Creation Pages page appears.

    Step 15

  16. In the Configure Summary Table region, select the fields to appear in the list of trouble tickets on the Overview page.

    Step 16

  17. Notice that Abstract is already selected for you.

    Step 17

  18. Double-click to select the Company field.

    Step 18

  19. Select the rest of the fields.

    Step 19

  20. In the Configure Creation Page region, add the fields that will appear when a user creates a trouble ticket.

    Step 20

  21. Click the Next button.

    Step 21

  22. The Configure Details Page Summary page appears.

     

    Here is where you configure the Edit page, also known as the details page, for your object.

    Step 22

  23. The top of the details page includes two regions.

     

    Step 23

  24. A summary region at the top.

    Step 24

  25. And an expandable detailed summary region, right underneath.

    Step 25

  26. Select the fields you want to appear in both of these regions.

    Step 26

  27. You can permit users to add attachments when they are editing the trouble ticket.

    Step 27

  28. Click the Allow Attachments option.

    Step 28

  29. Click the Save and Close button.

    Step 29

This completes the demonstration of creating a work area for the trouble ticket custom object.

 

In a related demonstration, we will test the work area to confirm that it behaves correctly at run time.

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