Summary of configuration stages

Connect to services.

Connect to external email notifications.

Group and role security to control access to forms and object data.

Default records to control the information for new objects. This information includes the description, status, security, context information, notes, and attachments.

Symbols for adding attributes and capabilities to objects. This includes extension fields, attached documentation categories, sets, status and approval codes, reference codes.

System codes to categorize information about objects and classify users into groups.

Parameters to track measurable properties of formula and items.

Equations and constants to calculate parameters of formulas and items.

Units of measure for display and calculations.

Context information to describe the end-use of the formula.

Enumerated lists to provide relevant information for drop-down lists in forms.

Sets categorize objects to control where they are displayed.

Labs to use specific profiles, equations, constants, and parameters.

Advanced security to make the relationship between individuals and object instances more precise.

Role Templates for data to display.

Filters to reduce lists.

Secure Lookups.

Set Templates to configure attributes.

Layouts to show the columns in tabs.

Extension tables for the Extension Tables tab of object forms.

Workflow custom buttons.

Structure and content for views, references, search results, lookups.

Labels in forms, error messages, menus.

Regional settings