Object Properties
Needs to be meaningful and descriptive so that it can easily be referenced for API and other parts of the platform
What is the system name?
The first checkpoint for data visibility performed by the system.
What is Active Location?
Use this to ensure record numbers are unique and prevent issues during data migration.
What is a Unique Identifier Business Rule?
This messaging feature in Workflow Setup should not be enabled if there is no explicit requirement for it.
What is 'Enable Comments'?
As a rule of thumb, follow this general best practice when creating Detail or Inventory views.
What is "Removing everything unnecessary"?
Traditionally used to consolidate parameters for multiple objects, this can also prevent the creation of child objects to avoid redundant source code.
What is "Base Object" setting?
A crucial step in configuring security to ensure intentional view, create, edit, and delete permissions. This must be done 100% of the time.
What is Enabling Security?
When debugging an issue triggered on update or create, having too many of these—especially without clear descriptions—makes it harder to trace execution order and impacts performance.
What are Multiple Context Action Handlers?
With no real criteria for triggering this setting, this will likely be considered spam in your customers' inbox in 6 months post go-live.
What is "Start Notification"?
What is GridSection?
Often causes issues in recovering archived data, and training the client on how to properly use the feature. It is not recommended for content management type objects.
What is "Soft Delete"?
Adding too many of these can make loading reports with thousands of records painfully slow.
What are permission sources?
Disabling and re-enabling multiple business rules and action handlers during troubleshooting can be time-consuming. Instead, this technique helps refine conditions to trigger only when necessary.
What is using ISCHANGED() conditions in business rules and action handlers?
This feature, in conjunction with the use of a non-default view should be considered as a historical data import strategy.
What is "Disable Condition"?
To avoid code duplication and simplify maintenance, this technique allows developers to define reusable UI components that can be included in multiple views, reducing redundancy and improving consistency.
What is Fragment Views?
This feature in the Intelex platform helps reduce redundancy, simplify report generation, and streamline configuration, but if overused, it can negatively impact performance and complicate the data model.
What is object inheritance?
A container of permissions across many objects. When configured, users getting permissions through this method will unconditionally have these permissions for all records.
What are Rights/ User-based security?
A common mistake developers make when trying to change a relationship field by using a string or appending .ID
What is modifying the .ID of the related record instead of the relationship itself?
This setting can be enabled as a way to future proof the solution in case the client wants to close 1000 incomplete tasks. Or close all the records from a certain year.
What is 'Date Not Required'?
While SortBy can improve performance when used correctly, this equally well known source code tag can slow down inventory views, especially with large data sets.
What is Grouping/ GroupBy?
Best practice to ensure minimum amount of information is captured to create a record in the object.
What are required fields?
Allows to be very precise in customizing the permission for each and every Record, which will impact performance on large tables.
What is record / inheritance based security?
Nesting too many conditional statements inside one another makes impacts these two pillars of best practices
What is Readability and Maintainability?
This method prevents the creation of strong dependencies, allowing for greater flexibility and easier maintenance of the system in the long term.
What is setting expressions instead of simple fields for Person Responsible?
The costly use of "LikePredicate" and "Type=Contains" can be replaced by "Thispredicate" and "Type=this".
What is "CommonPredicate" and "Equal"?