New Runtime User Interface for AgileApps

Overview

You now have a new and improved user interface for AgileApps. With this revamped user interface, you have the following benefits:

• Accessibility - This interface conforms with the global accessibility standards.
• Browser support - This interface is supported on all the latest versions of Firefox, Chrome, and Internet Explorer Edge browsers.
• Security - The revamped user interface is more secure than its predecessor.
• RTL support - Right to left support is included to support locales where a user reads from right to left.
• Responsive application - The revamped UI is better equipped to support more devices and multiple screen resolutions.

For information about migrating from the legacy UI to the revamped UI, refer to the following:

• JavaScript Field Type Reference for Revamped AgileApps UI
• Post Selection JavaScript
• Field Scripts
• Form Scripts
• Custom Form Actions

Frequently Asked Questions for the Revamped AgileApps UI

1. How can I execute custom form actions on the record details page?

A: With the new UI, you can access the custom form actions as follows:

a. Open a record.

b. Click the vertical 3 dots next to the Save button at the top-right corner of the screen.

c. All the actions are grouped into the Actions section. Select the action you want to perform.

2. Where are the links for 'assign to user', 'assign to team', and 'claim' actions on record details page? Or how do I assign/claim records from record details page?

A: With the new UI, the “Assign to User” action is available as follows:

a. Open a record.

b. Click the People icon next to the record name .

c. Click Change next to the Owner name.

d. Select the Assignee and click Save.

3. Where are my dashboard views?

A: To access the dashboard views:

a. Login to the new UI for AgileApps.

b. Click faq_dashboard.png on the left hand side panel of the application.

c. In the Dashboard page, you will see the views available in the form of tabs.

d. Click the tab to select a view.

4. How do I execute macros on Records?

A: To execute macros on records:

a. Open a record.

b. Click the vertical 3 dots next to the Save button at the top-right corner of the screen.

c. All the macros are grouped into the Macros section. Click the macro you want to execute.

5. What is the 'lock' symbol beside the record title on record details page?

A: It allows you to set the visibility control. Using this you can set restrictions on who can view or not view the record.