Day 7: ¿Que entendiste de: Process Modeling 101: Automate Your Business Processes?
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Apply Security
Learning Objectives
After completing this lesson, you should be able to:
Create Security Rules
You can create security rules for different users in your application. You will learn how to set up these rules based on
Note that users must have at least Initiator permissions to the action's underlying process model.
Lesson Summary
In this lesson, you learned that you need to set up security for the record type and other objects it is related to, such as a process model, to ensure users can view intended data. Finally, you learned how security can be applied to show or hide sections of your record.
You have now completed the Records course. You should be able to:
Course Objectives
After completing this course, you should be able to:
Lesson Objectives
In this lesson, you learned how to create your first record type relationship inside a record type object. You learned how to review your relationships with the record type relationship diagram. Then you learned how to edit relationships and add suggested relationships. You also learned how to use two record types in the same interface to show an enterprise view of your data. Finally, you learned how to customize your record search.
In this lesson, you learned several ways to set up the aggregate related record fields, custom record field. You also learned how to filter a custom record field, and in what scenarios it may be useful. Finally, you learned how to add a custom record field to an interface.
DEFAULT FILTER: To display a subset of records from the data source, based on filter criterio, ES UNA PRESELECCIÓN…
Next, save your record type. This will prompt the first sync of your record type data which means it is creating a cache of data from your database.
In this lesson, you learned how to use a reference table from Acme Auto’s relational database and apply source filters to create several new record types. You also learned how to reference the related data in a read-only grid.
After you complete this course, you’ll be able to:
Explain what sites and portals can do for your app users
Determine which one is the right fit for your business use case
Create, configure, and secure a site
Create, configure, and publish a portal