Enterprise Customization Help
Welcome to the TeamConnect® Enterprise Customization Help.
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- Enterprise Customization Help
- Welcome to the TeamConnect® Setup and Development Help.
- Introduction to Customization
- Developing your custom TeamConnect design involves research and planning. Business analysts gather the requirements to represent your organization's business model, and technical analysts develop the corresponding functional specifications.
- Working with System Settings
- Most customization tasks involve creating or changing object definitions, search views, new custom pages, or other TeamConnect components, then modifying TeamConnect to use these new components. However, some tasks use existing TeamConnect pages and features primarily to configure or reconfigure the system's behavior settings.
- About Objects
- Objects in TeamConnect represent business entities and concepts. Each object has an object definition that determines how object records that store your organization's information are created, displayed, and maintained.
- Creating and Defining Objects
- Creating and defining objects is the core procedure of customization and developing a business solution in TeamConnect. The properties you define for each object are consistently applied to all of the object's records, which are then seen in page form by end users.
- Using Categories and Lookup Tables
- Categories and lookup tables allow you to organize information that displays on the end-user interface page.
- Creating Custom Pages
- You may define the following components of TeamConnect custom pages to determine the appearance of your organization's record pages:
- Creating Search Views
- To help users find records, you can create search views that define different combinations of search criteria fields and how the results appear.
- Creating Home Pages and Portal Panes
- A home page is the first page that users see after logging in to TeamConnect. It is the starting point for all users and can be customized to fit either individual or group user needs. The core functionality of a home page within TeamConnect is to display portal panes, which contain the actual content for the page.
- Using Global Navigation
- Global Navigation determines which tabs appear in the TeamConnect tab bar and which navigation items appear in the sub-tabs when you click on a tab. By making changes in the Global Navigation screen, you may reorganize existing navigation items. Navigation items link to these kinds of pages:
- Using Templates
- Templates define what information is automatically filled in for each type of record and which sub- object or related records are automatically created. You may use templates with wizards, pre- population rules, and custom action rules.
- Creating Wizards
- A wizard is a user-interface utility that helps users create valid records by guiding them through the data-entry process, executing rules, populating defined values, and saving the record on completion.
- Using Rules
- Rules allow you to automate your organization's business requirements within TeamConnect. Rules prevent records from being processed incorrectly or without proper approval by performing validations, security checks, and approval processes that control the flow of data. Rules eliminate the need for users to perform such checks and create a more reliable workflow.
- Conditional Expressions
- Conditions contain one or more expressions that point to records or other parts of TeamConnect. Conditions also contain a setting for the combination of expressions. Depending on this setting, the condition is true or false.
- Adding Custom Code to TeamConnect
- Once you have written and compiled your automated qualifier and/or automated action Java classes or finished writing your JavaScript and XML files, you must include them in TeamConnect. To do this, you need to upload the files to the appropriate folders in your system's Documents area, and define the rules.
- Localizing TeamConnect
- TeamConnect supports localization - the display of web pages in multiple languages and formatting styles.
- About Document Generator
- Document Generator is a tool that automatically generates customized letters and other documents from XML templates. You may design these documents according to your organization's needs and requirements.
- Using Document Template Headers
- The header section of a document template is where you define filter pages and input pages for the end user. A filter page prompts the user who is generating a document to select records, or possibly sub-objects, from which data should be retrieved. An input page prompts the user to enter information that will be included in the generated document.
- Using Document Generator Templates
- The content section of a document template consists of the following major components:
- Completing the Document Template
- After you have included all of the necessary tags in the content of the document template, you must do the following operations to finish creating the template:
- Using EasyDocs
- EasyDocs is a method of creating document templates, which has been built upon the Document Generator feature in TeamConnect. EasyDocs allows you to create Document Generator templates without having to manually code the XML tags.
- Document Template Samples
- Use the samples contained here as models for constructing tags in your document templates.
- Nesting to Navigate
- Retrieving Data through Contact-Centric Fields
- Automatically Retrieving Data from Related Objects
- Retrieving Data through Custom Fields of Type Custom Object
- Retrieving Data through Custom Fields of Type Involved
- Retrieving Data from Child Objects
- Using Qualifiers to Filter Sub-Objects
- Using tc:conditional
- Using Tag Attributes
- This appendix provides examples of XML tag attributes in TeamConnect that are commonly used to format fields and their labels on the screen. The attributes are grouped by the type of custom field each attribute affects. For details on the field and label tags, Block Tags.
- Using Object Navigator
- Object Navigator is a user interface tool you can use to specify a path to particular attributes in TeamConnect's object model for creating custom designs. End users generally do not have rights to Object Navigator or need to use it.
- Object Model: Read This First
- This appendix introduces a series of appendixes with reference tables to aid in the use of the TeamConnect object model. These tables provide information about objects, attributes and relationships in TeamConnect's object model, which you can use to create custom designs.
- Object Model: Projects
- The tables in this appendix provide information about the object model as it relates to projects.
- Object Model: Contact
- The tables in this appendix provide information about the object model as it relates to contacts.
- Object Model: Appointments
- The tables in this appendix provide information about the object model as it relates to appointments.
- Object Model: Accounts
- The tables in this appendix provide information about the object model as it relates to accounts.
- Object Model: Expenses
- The tables in this appendix provide information about the object model as it relates to expenses.
- Object Model: Tasks
- The tables in this appendix provide information about the object model as it relates to tasks.
- Object Model: Invoices
- The tables in this appendix provide information about the object model as it relates to invoices.
- Object Model: Histories
- The tables in this appendix provide information about the object model as it relates to histories.
- Object Model: Documents
- The tables in this appendix provide information about the object model as it relates to documents.
- Object Model: Common
- The tables in this appendix are not related specifically to one of TeamConnect's main T-tables. They have relationships to other objects in the object model and are referred to as common or general objects.
- Object Model: Workflow
- The tables in this appendix provide information about the object model as it relates to Workflow.
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