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This document is intended to be used as a reference guide, so you can dip in and out of it as and when required. However, it can also be read from start to finish to give you a working understanding of the Starter Packs.
The following table describes important conventions used throughout
this document when talking about Starter Packs
and their components.
| Conventions | |
Term |
Description |
| Starter Packs | This refers to an entire application and all of its tools and components; entities, formulas, lookups, screens, documents, workflow, and processes. Starter Packs may be also referred to as "the application" to improve readability. When talking about Starter Packs this always refers to the current version, unless stated otherwise |
| Common terms | Process. A process
orchestrates a series of tasks and creates tasks when it requires
you to something in order for it to progress.
Task. An activity that must be completed in order to progress a matter, e.g. entering an estate agent. |
| Fields and button names | Field and button names are shown in bold, so that it is easier
to identify them. Example:
In Name, type a name and click OK |
| Menus and commands | Menus and commands are shown in bold, so that it is easier
to identify them. Example:
Click File > Open |
| Notes | Notes (including general
notes, cautions, tips, and warnings) are used to call your attention
to important advisory. Example:
|
| Click and press | Click refers to choosing a command or option. Press refers
to pressing a key on the keyboard to initiate an action. Example:
Click OK Press Ctrl |
| Select and clear | Select refers to clicking a check box to place a tick in it.
Clear refers to clicking a check box to clear a tick from it.
Example:
Select the Primary key check box Clear the Encrypt check box |