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Difference between revisions of "Applications"

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<noinclude>'''[[File:GearIcon.png]] > Administration > Applications'''
<noinclude>'''Configuration''' > '''Administration''' > '''Applications'''
 
This page lists applications that are installed and ready to use. It also lets you create and delete applications.
This page lists applications that are installed and ready to use. It also lets you create and delete applications.
</noinclude>
</noinclude>
==Create an Application==
===Install an Application===
# Go to >'''[[File:GearIcon.png]] > Administration > Applications'''
# Click '''[Create New Application]'''
# Choose one of the application-creation options:
::;Create Using Template: Select an application-template from the catalog and install it. Then customize it until it fits you perfectly.
{{Common:Object-Creation Options}}


==Launch an Application==
;Installing from the Community Marketplace:
To launch an application:
# Go to '''Configuration''' and click '''Help''' on the left navigation pane.
:* Under '''My Applications''', click '''[Open]'''
# Click '''Marketplace'''.
{{#if: {{ShowIsvInfo}} |
# Select an application category in the sidebar.
==Customizing the App Center Sidebar==
# Click an Application package to view it's description, frequently asked questions, and other information to help guide your selection.
As an ISV, you can customize the App Center's navigation pane by configuring it with any HTML you like as part of the Registration Configuration for a tenant:
# Click '''Install'''.
# Go to the [[Service Provider Settings]].
# Click through the user agreement to install the package.
# Navigate to the ''Registration Configuration'' section.
# Provide HTML content for the <tt>&lt;div></tt> that constitutes the Sidebar.
}}
== View Application Settings ==


To see the application settings, click the '''[Manage]''' button next to the application.
;Installing from the Application Catalog:
In some platform installations, enabling the Community Marketplace is impractical. In those installations, pre-defined packages are displayed in the application catalog:
# Go to '''Configuration''' > '''Administration''' > '''Applications'''.
# Click '''Create New Application'''.
# Click the tab: '''Create Using Template'''. A list of applications is displayed, along with their descriptions.
# Click the '''Install''' button adjacent to the package you want.
# Click through the user agreement to install the package.


===Application Information===
===Create an Application===
Click the '''[Edit]''' button at the top of the page to modify this information.
# Go to '''Configuration''' > '''Administration''' > '''Applications'''.
# Click '''Create New Application'''.
# Choose one of the application-creation options:
#* '''Create Using Template'''
#* '''Create By Import'''
#* '''Create Using Wizard'''
#:''Learn more:''  
#:* [[What kind of application do you need?]]
#:* [[Application Construction Wizard]]


:;Name:
=== Modify Application Settings ===
:: Specify the name of the application.<br>The name will appear in the application list and in the title bar, when the application is running.
To modify an application:
# Go to '''[[File:GearIcon.png]] > Administration > Applications'''
# Click the application name.
# Modify it's settings:
#:;Name: The name appears in the application list and in the title bar, when the application is running.
#:;Description: Describe the application for prospective users.


:;Objects:
=== Customize an Application ===
:: Select the [[objects]] to include in the application:
To customize an application:
::* Use the arrow buttons to move the objects to the '''Included Objects''' list.
# Select it from the dropdown list of applications that appears next to your login name at the top of the page.
::* Once there, use the up and down arrows to change the order in which they appear.
#:The application begins running.
::* Select multiple objects at one time:
# Use entries in the [[Gear menu]] to make changes.
::{{:Select Multiple Values in a Picklist}}
#:The entries available to you depend on your privileges.
#:Any changes you make are immediately effective in the application.


:;Web Tabs:
===Delete an Application===
:: Select additional [[Web Tabs]] to display when the user opens the application:
To delete an application:
::* Use the arrow buttons to move the objects to the '''Included Web Tabs''' list.
# Go to '''[[File:GearIcon.png]] > Administration > Applications'''
::* Once there, use the up and down arrows to change the order in which they appear.
# Click on the application you intend to delete.
::* Select multiple Web Tabs at one time:
#: The application settings page appears.
:: {{:Select Multiple Values in a Picklist}}
# Click '''[Delete]'''
 
:;Visibility Control:
:: Set the [[Visibility]] control to define the Users, Teams. or Roles that can use this application.
 
:;Start Page:Optionally, pick a JSP [[Page]] you have created for the initial page of the application, or use the standard dashboard, by default.
 
===Tab Display Order===
Based on the user's [[Role]], you can control which objects appear at the top of navigation pane, and their order.  
 
When the list of selections is empty, the default list of application objects is shown.
 
When selections are made, only the selected objects are displayed. That way, objects remain hidden when they aren't needed by a user in a particular role. (You can still get to them, when you need to, using the '''All Items''' link in the application Workspace.)
 
Click '''[Reset Tab Display Order]''' to erase any customizations that users have made to their [[Workspace Preference]]. (This action ensures that the display order(s) you define are seen by all users, depending on their role. They can then customize the display further.)


===Default View Preferences===
===Programmatic Adjustments===
Based on the user's Role, you can specify the default [[View]] to use for each object in the application, and the user's default application [[Dashboard]].
Although it is unlikely that you will ever need it, the REST [[REST API:application Resource|application]] API can also be used to modify application settings.
 
To make use of this feature, you must have defined one or more Views. Note, too, that these are ''default'' settings. Users can also define their own views to display the information they have access to.
 
Click '''[Reset Default Views]''' to erase any default-views that users may have selected for objects in this application. (This action ensures that the view(s) you define are seen by all users, depending on their role, but does not preclude further customization.)
 
===Deleting an Application===
To delete an application:
# Click '''My Applications'''
# Click the application you intend to delete.
# Click on '''[[File:GearIcon.png]] > Administration > Applications > {application}'''
# Click '''[Delete Application Package]'''
<noinclude>
<noinclude>


[[Category:Applications]]
[[Category:Applications]]
</noinclude>
</noinclude>

Latest revision as of 09:44, 9 August 2023

Configuration > Administration > Applications

This page lists applications that are installed and ready to use. It also lets you create and delete applications.

Install an Application

Installing from the Community Marketplace
  1. Go to Configuration and click Help on the left navigation pane.
  2. Click Marketplace.
  3. Select an application category in the sidebar.
  4. Click an Application package to view it's description, frequently asked questions, and other information to help guide your selection.
  5. Click Install.
  6. Click through the user agreement to install the package.
Installing from the Application Catalog

In some platform installations, enabling the Community Marketplace is impractical. In those installations, pre-defined packages are displayed in the application catalog:

  1. Go to Configuration > Administration > Applications.
  2. Click Create New Application.
  3. Click the tab: Create Using Template. A list of applications is displayed, along with their descriptions.
  4. Click the Install button adjacent to the package you want.
  5. Click through the user agreement to install the package.

Create an Application

  1. Go to Configuration > Administration > Applications.
  2. Click Create New Application.
  3. Choose one of the application-creation options:
    • Create Using Template
    • Create By Import
    • Create Using Wizard
    Learn more:

Modify Application Settings

To modify an application:

  1. Go to GearIcon.png > Administration > Applications
  2. Click the application name.
  3. Modify it's settings:
    Name
    The name appears in the application list and in the title bar, when the application is running.
    Description
    Describe the application for prospective users.

Customize an Application

To customize an application:

  1. Select it from the dropdown list of applications that appears next to your login name at the top of the page.
    The application begins running.
  2. Use entries in the Gear menu to make changes.
    The entries available to you depend on your privileges.
    Any changes you make are immediately effective in the application.

Delete an Application

To delete an application:

  1. Go to GearIcon.png > Administration > Applications
  2. Click on the application you intend to delete.
    The application settings page appears.
  3. Click [Delete]

Programmatic Adjustments

Although it is unlikely that you will ever need it, the REST application API can also be used to modify application settings.

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