Difference between revisions of "Applications"

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

Go to Configuration and click Help on the left navigation pane.
Click Marketplace.
Select an application category in the sidebar.
Click an Application package to view it's description, frequently asked questions, and other information to help guide your selection.
Click Install.
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:

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.

Create an Application

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

Modify Application Settings

To modify an application:

Go to > 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.

Customize an Application

To customize an application:

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.
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:

Go to > Administration > Applications
Click on the application you intend to delete.
The application settings page appears.
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.

@@ Line 1: / Line 1: @@
-<noinclude>'''[My Applications] > My Applications'''
+<noinclude>'''Configuration''' > '''Administration''' > '''Applications'''
-This tab lists applications that are installed and ready to use.
+This page lists applications that are installed and ready to use. It also lets you create and delete applications.
 </noinclude>
-==Create an Application==
+===Install an Application===
-# Under '''My 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.
-#:;Create By Import: Paste data copied from a spreadsheet, or import it from a file:
-#::* The wizard identifies the number of columns of data, and gives you an opportunity to specify the [[Field Display Type]] for each column
-#::* Objects are created from the data. You can then modify the objects however you like.
-#::* If the data contains any ''enumerated fields'' (a [[Picklist]], Radio Buttons, or [[Multiple Checkboxes]]), then a pie chart report is automatically constructed using the first enumerated field in the data. The [[Report]] is then automatically displayed in a [[Widget]] in the [[Application Home Page]].
-#:;Create Using Wizard: Define the [[objects]] that make up the application
-<!-- Intentionally Left Out. Not visible to all. Understood by those who can see it.
-# After it is created, review the [[#Application Settings|Application Settings]] shown below.
-==Modify Application Settings==
-# Under '''My Applications''', next to one of the existing applications, click '''[Settings]'''. <br>This button only appears if you have Develop permissions on the platform. <br>When clicked, the application's definition-information is displayed.
-# Click '''Edit''' to modify the settings.
-# Modify the [[#Application Settings|Application Settings]] shown below.
-# Click '''[Save]'''
--->
-==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'''.
+# Select an application category in the sidebar.
+# Click an Application package to view it's description, frequently asked questions, and other information to help guide your selection.
+# Click '''Install'''.
+# Click through the user agreement to install the package.
-{{#if: {{ShowIsvInfo}} {{ShowMspInfo}} |
+;Installing from the Application Catalog:
-==Customizing the App Center Sidebar==
+In some platform installations, enabling the Community Marketplace is impractical. In those installations, pre-defined packages are displayed in the application catalog:
-As an ISV or MSP, 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:
+# Go to '''Configuration''' > '''Administration''' > '''Applications'''.
-# Go to the [[Service Provider Settings]] or [[MSP Settings]].
+# Click '''Create New Application'''.
-# Navigate to the ''Registration Configuration'' section.
+# Click the tab: '''Create Using Template'''. A list of applications is displayed, along with their descriptions.
-# Provide HTML content for the <tt>&lt;div></tt> that constitutes the Sidebar.
+# Click the '''Install''' button adjacent to the package you want.
-}}
+# Click through the user agreement to install the package.
-== Application Settings ==
+===Create an Application===
+# Go to '''Configuration''' > '''Administration''' > '''Applications'''.
-===Application Information===
+# Click '''Create New Application'''.
-Click the '''[Edit]''' button at the top of the page to modify this information.
+# Choose one of the application-creation options:
+#* '''Create Using Template'''
-:;Name:
+#* '''Create By Import'''
-:: 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.
+#* '''Create Using Wizard'''
+#:''Learn more:''
-:;Objects:
+#:* [[What kind of application do you need?]]
-:: Select the [[objects]] to include in the application:
+#:* [[Application Construction Wizard]]
-::* Use the arrow buttons to move the objects to the '''Included Objects''' list.
-::* Once there, use the up and down arrows to change the order in which they appear.
-::* Select multiple objects at one time:
-::{{:Select Multiple Values in a Picklist}}
-:;Web Tabs:
-:: Select additional [[Web Tabs]] to display when the user opens the application:
-::* Use the arrow buttons to move the objects to the '''Included Web Tabs''' list.
-::* Once there, use the up and down arrows to change the order in which they appear.
-::* Select multiple Web Tabs at one time:
-:: {{:Select Multiple Values in a Picklist}}
-:;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.
-===Workspace Display Order===
-Based on the user's [[Role]], you can control which objects appear in the application's Workspace area at the top of navigation pane, and the order in which those objects appear.
-When the list of selections is empty, the default list of application objects is shown.
+=== Modify Application Settings ===
+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.
-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.)
+=== Customize an Application ===
+To customize an application:
+# 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.
+# 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.
-===Default View Preferences===
+===Delete an Application===
-Based on the user's Role, you can specify which [[Views]] are used for a given object, by default, as well as the application home page.
+To delete an application:
+# Go to '''[[File:GearIcon.png]] > Administration > Applications'''
+# Click on the application you intend to delete.
+#: The application settings page appears.
+# Click '''[Delete]'''
-To make use of this feature, you must have defined one or more Views to use. Note, too, that these are ''default'' settings. Users can also define their own views to display the information they have access to.
+===Programmatic Adjustments===
+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.
 <noinclude>
 [[Category:Applications]]
 </noinclude>

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