Course Title
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Topics
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Beyond Basic Reporting
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- Review intermediate properties of reports like drilldown report settings, row colorization and report formulas
- Explore how reports can improve your forms by functioning as more powerful record pickers
- Explore how to display multiple reports on your forms
- Understand how reports can help you identify orphaned records and unused fields
- Learn how to control organization, usage of and access to reports
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Intro to Formulas
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- Learn the basics of formula operators, functions, and syntax
- Learn a handful of formula functions via workshop-style exercises
- Explore conditional formulas with three different functions
- Expand the functionality of buttons (formula URLs)
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Data Validation using Custom Data Rules
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- Review what custom data rules are
- Learn how to use text formulas inside of custom data rules
- Work through three exercises to create custom data rules to help with data validation
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Elevating Your Forms
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- Review a few form properties
- Explore the different types of form elements and how to use custom HTML in text elements
- Implement form rules for data validation, simplifying workflows, and maximizing form real estate
- More topics including the record title, custom record pickers, and forms for specific roles
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Lineage
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- Determine when a relationship is unnecessary
- Define “lineage,” a concept of using sequences of relationships in place of creating extra relationships
- Learn how to identify lineage in our apps
- Learn how share data between tables that aren’t directly related
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Conditional Dropdowns
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- Define what a conditional dropdown is
- Explore the extra relationships that need to be created to make conditional dropdowns work
- Learn how to create a conditional dropdown
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Many-to-Many Relationships
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- Learn how to recognize when you need a many-to-many relationship
- Show how to create a many-to-many relationship
- Discover how to adjust our forms to make apps with many-to-many relationships intuitive
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