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Creating an application

 
Gear icon with a blue background that leads to the initial step, where the process or form is configured. Diagram icon with a blue background that leads to the creation step, where an application is created. Released user icon with a white background that leads to the release step, where access to the application is released.
Window icon with a right arrow and a white background that leads to the instance step, where an instance is created through the application. Add icon with a white background that leads to the registration step, where items are registered through the application. Pencil icon with a white background that leads to the final step, where the records are managed.

Prerequisites

  • Access to the App builder (AB001) menu.
  • Table previously created in SoftExpert Form.
  • Process previously created in SoftExpert Process.

 

Introduction

The creation of applications and menus is centered on a single menu.

As an example, we will create the "Travel request" application, with a menu for the travel request process and another for the table in which the origin and destination cities will be recorded.

See how to create the application:

 

Creating an application

1. Access the App builder (AB001) menu.

2. Click on the Create button.

3. In the Icon field, select an image to represent the application in the system component menu.

4. Enter a name for the application.

5. Select the user responsible for the application.

6. If necessary, enter a description.

7. Click on the Save button to enable the other configurations.

User following the steps described above to create an application.

8. After saving, it is possible to add the menus and configure which columns will be available. Watch the video below for more details:

The security configurations of the application are performed through permission profiles. Click here to learn more about the profiles and how to use them.

See how to configure the application translation.

The options available for columns and filters of menus based on SoftExpert Form tables vary according to the fields recorded in the Field tab of the selected table. Only fields that have the Display in the list of records option enabled will be available for selection.

 

 

Conclusion

All done! The application will be properly configured and may be released for use.


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