Articles
Applications Best Practices
Application name The best application names are short and simple. Try to pick a name that reflects the application's purpose. Application icon Choose an icon that provides clarity and aligns to your application name. The file types can be svg...
Boards Best Practices
Naming Conventions When choosing a board title, pick a title that is relevant to its use and what information you are presenting to your users. Use title case In title case, all major words are capitalized, while minor words are lowercased. e....
Calculations Best Practices
Calculations in reports If a calculation is used in a report, then any relationships that are followed in the calculations are internally converted to report nodes in the report. Similarly, any aggregates that appear in the calculation also get tur...
Charts Best Practices
Charts use the reporting engine. Running a pivoted chart is equivalent to running a rollup (grouped) report. Naming Conventions When choosing a chart title, pick a title that is relevant to its use and what information you are presenting to your ...
Calendar Best Practices
Naming Conventions When choosing a Calendar Name, pick a Name that is relevant to its use and what information you are presenting to your users. Use title case In title case, all major words are capitalized, while minor words are lowercased. e....
Forms Best Practices
This best practices article covers tips and tricks to make your forms appealing, easy to use, and improve performance.
Navigation Best Practices
Naming Conventions When choosing a navigation tab, pick a name that is relevant to its use. Use descriptive titles in the left navigation panel, especially if the purpose of a screen is to specifically create something. For example, Use title ca...
Objects Best Practices
Naming Conventions A singular noun Exception: Aggregate abstract objects (e.g. Owned Items, Approval Items etc.) The Script Name should match the Object name Use title case In title case, all major words are capitalized, while minor words ...
Relationships Best Practices
Naming Conventions Use title case In title case, all major words are capitalized, while minor words are lowercased. e.g. This is an Example of a Title Case on your fields and titles. When creating relationships, use unique names for the fol...
Reports Best Practices
Naming Conventions When choosing a report title, pick a title that is relevant to its use and what information you are presenting to your users. Use title case In title case, all major words are capitalized, while minor words are lowercased. e...
Security Rules Best Practices
The design of security rules can have an enormous impact on system responseness and scalability. Relationship Security Significant performance advantages can be achieved by judicious use of Security Relationships. Conversely, poorly configured sec...
Screens Best Practices
General Limit the number of forms, reports and charts on a screen. The fewer the resources, the faster the loading time. Consider creating smaller targeted screens. Naming Conventions When choosing a screen title, pick a title that is relevan...
Workflows Best Practices
General Single Application Avoid workflows that cross applications. Naming Conventions Use title case In title case, all major words are capitalized, while minor words are lowercased. e.g. This is an Example of a Title Case for your n...