You can create a business object from templates which populate it with predefined attributes. You can then add additional attributes or modify some of the predefined ones. Of course some attributes can not be edited or deleted.
The following are the categories of templates available in AppBase.
These templates provide basic business objects for working with customers.
Template | Description |
|---|---|
Account | Description of real life potential use case |
ActivityEvent | Description of real life potential use case |
| ActivityTask | |
| Asset | |
| Campaign | |
| Case | |
| Contact | |
| Contract | |
| Lead | |
| Opportunity | |
| Product | |
| Solution | |
| User |
System templates differ from CRM templates in that they provide the minimum attributes for working with other components of the system. For example, you would use the Workitem template because it provides all the required attributes for keeping track of a piece of work in a workflow, including who owns it and what work needs to be completed to route it further.
Template | Description |
|---|---|
Action Table | Provides necessary attributes to be used in a Decision Table rule. Used primarily for Workflow AutoSend where you can set conditions for automatically routing workitems. |
Batch | An object that contains attributes that facilitate scanning and processing paper documents for a batch mode |
| Calendar | Provide necessary attributes for keeping track of calandar tasks. |
| Document | Provide necessary attributes for keeping track of documents either in the CMS or other sources. Especially useful when working with capture channels becasue it has attributes for check-out/check-in. |
| GenericObject | A generic object that contains a basic set of attributes that would meet many requirements of a business object. Use this object as a starting point and then modify it to suit your needs. |
| Workitem | Provides the necessary attributes for working with a workflow in AppBase. It keeps track of what workflow the workitem belongs too, where along that workflow it is and who is responsible for completing the work in the activity that it is in. |