AdvoLogix Matter ManagementAdministrationAdministration Guide Other Considerations Customizing Matters, Timekeepers, & Other Custom Objects

Customizing Matters, Timekeepers, & Other Custom Objects

You can customize each of the cutom tabs and types of records, including adding custom fields and setting page layouts. You can also customize search, tagging, and user interface options for your organization.

This lesson explains how to customize the objects: Matters, Timekeepers and other custom objects.

Navigate to the Setup

1. Click on Your Name

2. Go to Setup

 

To customize: Matters, Timekeepers, and other Advologix Custom objects in the system

To customize: Matters, Timekeepers, and other Advologix Custom objects in the system

Under App Setup

Choose Create

Select Objects

Then Click the name of the Custom Object to customize:

~ Matters

~ Time

~ Timekeepers

~ Rates

~ Rate groups

~ Participant, etc.

Custom Object Definition page

Custom Object Definition page

Customize the user interface for your custom objects by:

Creating a custom tab; See Force.com's Documentation

Dev/Trial Users: Defining Custom Tabs

Active Users: Defining Custom Tabs

Creating custom fields and relationships; See Force.com's Documentation

Dev/Trial Users: Defining Custom Object Fields

Active Users: Defining Custom Object Fields

Adding customized buttons and links to perform actions or link to other pages or websites; See Force.com's Documentation

Dev/Trial Users: Defining Custom Buttons and Links

Active Users: Defining Custom Buttons and Links

Defining which fields display for users on record detail and edit pages; See Force.com's Documentation

Dev/Trial Users: Building Page Layouts for Custom Objects

Active Users: Building Page Layouts for Custom Objects

Specifying which fields display for users in search results, lookup dialogs, and in the key lists on custom object tabs; See Force.com's Documentation

Dev/Trial Users: Customizing Search Layouts for Custom Objects

Active Users: Customizing Search Layouts for Custom Objects

Creating record types to display different picklist values and page layouts to different users based on their profiles; See Force.com's Documentation

Dev/Trial Users: Creating Custom Object Record Types

Active Users: Creating Custom Object Record Types

Additional Details: