Customizing Terminology
Solution No. 56
Because customization is going to be more technical, there are more terms that you will need to know. Below is a list of the more common terms that you'll come across. If you've used the Help Center before, you might see a few terms you are already familiar with, and some that you might recognize but have different meanings than you are used to.
Action: A command caused by an event that tells SaaSphalt to perform a particular function. Applied to controls individually or in sequence.
Action Result: The result of an action saved as a SaaSphalt variable which can be used in subsequent actions.
Action Set: A sequence of actions that can be set up on one control and called to by other objects.
App: A pre-built or custom program designed to perform a specific function in SaaSphalt. Has the ability to “talk to” other apps.
App ribbon: A unique object used to display data from related apps in SaaSphalt.
Active Record: A record that is actively in use and/or being displayed on a screen.
Base Table: Table upon which a screen is based during screen creation. Cannot be altered once specified.
Button: A clickable object that can be assigned one or more actions to take place after the click event.
Canvas: The space in the designer where sections, objects, and fields are dragged to build a screen.
Caption: Commonly the title ascribed to a control; can be hidden.
Cell: Individual unit found in sections; formed by the intersection of columns and rows. Similar to cells in Excel spreadsheets.
Column: A vertical separation of values in a grid or a section; combined with rows to form cells.
Contact: A unique type of record in SaaSphalt that can refer to a contacts as they related to a customer, employee, vendor, lead or other name.
Container: Dragged onto the canvas, used to contain and order objects. see: Section
Control: The general term used to describe things that can be dragged onto the designer canvas: includes objects, fields, and containers.
Customize: The act of modifying existing apps or building entirely new ones using a suite of tools in the Designer mode of SaaSphalt, based on criteria unique to your small business.
Database: A repository of information; made up of tables. Analogous to a filing cabinet.
Designer: A mode in SaaSphalt that allows users to manipulate elements of a screen and even build a screen from the ground up.
Dropdown: A field or object type that displays a data list. When used as a field it can create relationships with other tables.
Event: Something done by the user to trigger an action (e.g. click a button, load a screen).
Expression: A combination of values and operators that computes and produces an output.
Field: Used to store information in a table.
Filters: Used to selectively display information based on a set of predetermined criteria.
Focus: Term used to refer to a control actively being used by a user (e.g. if a user clicks into a text field, that field has gained focus, and when the user clicks away, the field has lost focus).
Grid: Unique object used to display information in a specific order. Similar to grids in Excel spreadsheets.
Icon: Picture or symbol object which can be dragged onto the designer (e.g. a floppy disc for “save”).
Linked Field: A field that references the data value of a field from related table. Note a relationship between the two tables must exist before this can happen.
Load State: The default state of a control when a screen is first loaded.
Object: Series of controls that can be dragged onto the canvas to add different functionality to a screen (e.g. a button, chart, date picker, etc.).
Padding: Added “white space” around a section, cell, or control.
Record: An entry within a table.
Record ID: The unique number (primary key) identifying an entry within a table.
Redirect: The act of automatically redirecting a user to a specified screen.
Required Field: A field that must contain a value in order for SaaSphalt to save the record.
Responsive: The act of auto-adjusting a screen’s size and layout depending on the device upon which it is being viewed (e.g. a tablet or smartphone).
Row: A horizontal separation of values in a grid or section; combined with columns to form cells.
Screen: Individual element of an app made up of sections and controls designed to perform a particular function; analogous to a page in a book (e.g. New Contact screen, Edit Contact screen).
Section: Unique control used to hold objects, fields, and other sections, and to manipulate space between controls on the screen.
Snapshot: A small tile found on the App’s main tile used to display pertinent information about the app and/or serve as a shortcut to a particular screen.
Starting Screen: The default screen that loads when an app is first opened.
Table: Stores information. Multiple tables combined to form a database.
Unique Field: Field that requires the value to be unique for that particular field within the table.
Version: A way to make changes to a version of a screen while the live version is running. Can also be used to test changes to a screen without interrupting live use.
Created by | Chris M. on | Mar-08-2016 |
Last modified by | Matt R. on | Nov-13-2016 |