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This simple page will create new Customers

Summary

This application will manager a list of clients. It will show the basics of Business Objects, Stores, and Pages. The process of building this app is:

  1. Create business object
  2. Deploy
  3. Create store
  4. Create page
  5. Create application
  6. Deploy

Step 0 - Create A Solution

We’ll start off by creating a Solution.

  1. On the top left where it says My Workspace, switch to System Setup.
  2. From the Navigation Menu, click on Solutions.
  3. Click New Solution with and name is First Solution then your name. For example “First Solution Jane”. And click Save.
  4. Click on the Manage Versions tab and click on the white icon with a pencil to enter Application Studio. 

Step 1 - Create A Client Business Object

 

We need to create a Business Object for holding a client’s information.

  1. From the Navigation Menu click on Data Management, and click on Business Objects.
  2. Click New Business Object.
    1. Name the Business Object Client.
    2. Select CRM under Catagories and select Contact under Templates.
    3. Click Save.
  3. From the Navigation Menu, click on Deployment Management and underneath it click on Deploy.
    1. Select the Environment.
    2. Click Preview
    3. Click Execute SQL. Wait till you get the green checkbox indicating everything was successful.
    4. Click Confirm.

Step 2 - Create A Page

This application will only have one page. On the left will be a list of all clients and the right will be a form for adding new ones.

 

  1. From the Navigation Menu, click on Presentations and then on Pages. Click on New Page.
    1. From Categories select General and from Templates select Blank. 
    2. Name the page Client Quick Add. 
    3. Click Save.
  2. Click on Page Builder button 
  3. Find the Data Sources tab
    1. Click the Add button and Add a Unified Store
    3. Set its ID to storeClients and click Create
    4. Make sure storeClients is selected and in the Properties panel at the right of the screen, click on Settings
      1. Set Data Source Type to Business Objects
      2. Set Data Source to Client
      3. Check the Create and List checkboxes
      5. Click Save

 

 

 

This application will manage a list of clients. It will show the basics of Business Objects, Stores and Pages. 

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