diff --git a/custom/knowledge/architecture/page-design-must-match-bc-page-type-conventions.md b/custom/knowledge/architecture/page-design-must-match-bc-page-type-conventions.md index 4c1c8ba..3a0b85c 100644 --- a/custom/knowledge/architecture/page-design-must-match-bc-page-type-conventions.md +++ b/custom/knowledge/architecture/page-design-must-match-bc-page-type-conventions.md @@ -76,6 +76,14 @@ is asserted here. `API` pages are governed separately by related rules — do not extend an API page via a page extension; add a new API page instead. +## Design Process Best Practices + +Before wiring up controls, the design step itself should establish: +- Which user types will use the page, and which tasks they perform on it. +- The concrete list of fields, commands, and links the page needs — derived from those tasks, not copied from a similar page. +- The page type that best matches the content to be displayed (see taxonomy above) — chosen before the source table, not after. +- The source table set to the table holding the page's primary set of data, not a convenient related table. + ## Review Checklist 1. Which page type is this actually, based on structure and use — not the name someone already gave it? @@ -83,6 +91,9 @@ API page instead. 3. Does the page name carry the expected suffix for its type (`Card`, `List` vs. plural, `FactBox`, `Journal`, `Role Center`)? 4. If this is a List page for a Card-backed table, is `CardPageID` set? If this is a ListPart/CardPart, is `SubPageLink` actually filtering to the host record (see [[factbox-design]])? 5. Is a Worksheet or List page showing primary-key fields it shouldn't (Worksheet), or hiding them when it should show them (List)? +6. Is `UsageCategory` set, so the page is actually searchable from the Tell Me box? A page with no `UsageCategory` is invisible to search even if it's otherwise complete. +7. Are actions promoted to an appropriate group, sequence, and size, rather than left at whatever the `tpage` snippet generated? Are rarely-used fields (used in fewer than roughly 3 of 10 sessions) marked `Importance = Additional` (see [[fasttab-field-importance]]), and does the page show at most one to three FactBoxes by default (see [[factbox-design]])? +8. If this is a List page, has linking from the relevant RoleCenter profile(s) been considered? If this is a task page, has linking from the List pages it's useful from been considered? A page that mixes conventions from two types (for example, a "Card" page built on a table with a two-field primary key, or a "List" page with no