How to create a new App from Template?

  • Admin shall have access to create new applications in the platform.
  • Click on “Design tools” as shown below.
  • In “Apps” section, All the existing applications of the platform will be displayed for the admin.
  • Click on “3 dots” icon to carry out multiple functions of the existing application as shown below.
  • To create an App: Click on “Create” button as shown below to create a new application. It will display 3 options such as New App, From Excel and From Template.
  • From Template: If you have Template of already created App in the form of Excel. Then to create an App, click on CREATE icon drop down and select From Template. Select the required template file and click on Open button.
  • Provide your Application Name and Application Type as shown below. Click on “Continue” button to land in App Designer page.
  • Collaboration App: All user/groups in the app have access to view and edit all records in that particular app. For example, In Inventory Management application, all agents shall be able to view and edit all asset information only if they have the access.
  • Company App: All users in the app have access to view only their records in that particular app. For example, In Ticketing application, each user shall be able to view and edit only the tickets created by them without giving any explicit access to users.
  • Team App: All user/groups in the app have access to view only their records in that particular app. For example, In Ticketing application, each user shall be able to view and edit only the tickets created by them by giving access to users.
  • In the picture below (in red box) are the list of data controls which helps you to create and design an app. For detailed information on Data controls, please refer the article on ‘How to use data controls/form fields’
  • Each of the data control has multiple sub-controls.
  • Before getting to know each of the data control in detail, for familiar feel you should get to know few of the prerequisites.
  • The Delete option shown in below picture deletes that particular data control.
  • The double arrow button in the below picture is used to move that particular data control up and down in the page.
  • If you click on the arrows in the below picture, you will find all the sub controls of that particular data control you have selected.
  • You can find the properties of each data sub-control in the right corner as shown in picture below.
  • Common properties for most of the data controls are as follows:
  • Required: If you checkbox this property, which means this field is mandatory.
  • Deprecated: If you checkbox this property, which means this field is ignored at the time of record creation/editing.
  • Help message: You can write a help message in this field, which helps user to create record with supported text accordingly.
  • Field Place Holder: If you want any data to be displayed, you can use this property. E.g. Enter your name.
  • Read Only: If you checkbox this property, which means you cannot enter any details in this field at record creation/edit time.
  • Hide: If you checkbox this property, which means you can hide the data the user has entered in that particular field
  • Allow to import data: If you checkbox this property, which means you can import data using Excel into this field.
  • One Time Entry: If you checkbox this property, which means you can allow the user to enter the data only once. If the user wants to change the data after s(he) saves the record, the system does not allow them.
  • For detailed information on Data controls, please refer the article on ‘How to use data controls/form fields’