Applications

[My Applications] > My Applications

This tab lists applications that are installed and ready to use.

Create an Application

1. Under My Applications, click [Create New Application]
2. 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 Checkboxes), then a pie chart report is automatically constructed using the first enumerated field in the data. The report is then displayed in the Application Home Page using a [{Report Widget]].

   Create Using Wizard

   Define the objects that make up the application

Launch an Application

To launch an application:

• Under My Applications, click [Open]

Application Settings

Application Information

Click the [Edit] button at the top of the page to modify this information.

Name

Specify the name of the application.
The name will appear in the application list and in the title bar, when the application is running.

Objects

Select the objects to include in the application:

• 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:

• To select multiple elements from a list that are not adjacent, press and hold the CTRL key and click each element individually (CTRL-click)
• To select a series of adjacent elements, click an element at the beginning of a series, press and hold the SHIFT key, then click the last element in the series (SHIFT-click)

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:

• To select multiple elements from a list that are not adjacent, press and hold the CTRL key and click each element individually (CTRL-click)
• To select a series of adjacent elements, click an element at the beginning of a series, press and hold the SHIFT key, then click the last element in the series (SHIFT-click)

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.

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.)

Default View Preferences

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 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.