Difference between revisions of "My Applications / App Center"

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<noinclude>'''[My Applications] > My Applications'''
<noinclude>'''[My Applications] > My Applications'''


This tab lists applications that installed and ready to use.
This tab lists applications that are installed and ready to use.
</noinclude>
</noinclude>
==Create an Application==
==Create an Application==
# Under '''My Applications''', click '''[Create New Application]'''
# Under '''My Applications''', click '''[Create New Application]'''
# Choose one of the application-creation options:
# Choose one of the application-creation options:
#:;Create Using Template: Select an application-template from the catalog, test drive it, and install it. Then customize it until it fits you perfectly.
{{Common:Object-Creation Options}}
#:;Create By Import: Paste data copied from a spreadsheet, or import it from a file.<br>Objects will be created from the data. You can then modify the objects however you like.
#:;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==
==Launch an Application==
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{{#if: {{ShowIsvInfo}} {{ShowMspInfo}} |
{{#if: {{ShowIsvInfo}} {{ShowMspInfo}} |
==Customizing the App Center Sidebar==  
==Customizing the App Center Sidebar==  
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:
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 the [[Service Provider Settings]] or [[MSP Settings]].
# Go to the [[Service Provider Settings]] or [[MSP Settings]].
# Navigate to the [[Registration Configuration]] section.
# Navigate to the ''Registration Configuration'' section.
# Provide HTML content for the <tt>&lt;div></tt> that constitutes the Sidebar.
# Provide HTML content for the <tt>&lt;div></tt> that constitutes the Sidebar.
}}
}}


== Application Settings ==
== View Application Settings ==
 
To see the application settings, click the '''[Manage]''' button next to the application.


===Application Information===
===Application Information===
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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.)
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 Workspace Display Order]''' to erase any customizations that users have made to their [[Workspace Preference]] pages. (This action ensures that the display order(s) you define are seen by all users, depending on their role, but does not preclude further customization.)


===Default View Preferences===
===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.  
Based on the user's Role, you can specify the default [[View]] to use for each object in the application, and for the application home page.
 
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.


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.
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.)
<noinclude>
<noinclude>


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

Latest revision as of 21:45, 26 February 2014

[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 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
  • An Object is created from the data. You can then modify the object however you like.
Note:
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 as many Objects as you need and specify the Relationships between them.

Launch an Application

To launch an application:

  • Under My Applications, click [Open]

Customizing the App Center Sidebar

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:

  1. Go to the Service Provider Settings or MSP Settings.
  2. Navigate to the Registration Configuration section.
  3. Provide HTML content for the <div> that constitutes the Sidebar.

View Application Settings

To see the application settings, click the [Manage] button next to the application.

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.)

Click [Reset Workspace Display Order] to erase any customizations that users have made to their Workspace Preference pages. (This action ensures that the display order(s) you define are seen by all users, depending on their role, but does not preclude further customization.)

Default View Preferences

Based on the user's Role, you can specify the default View to use for each object in the application, and for the application home page.

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.)