The Settings Section lets you update the settings for your App.  Scroll down to see the settings you can manage.


Name Settings


The Name Settings section lets you update the following:

  • Default Suffix -  You have the option to add a Default Suffix to App Items that are created.
  • Default Prefix -  You have the option to add a Default Prefix to App Items that are created.
  • Auto Increment -  If you enable Auto Increment,  every new App Item name will increase by 1 based on the Starting Value.
  • Starting Value - If you have Auto Increment enabled, you can designate a Starting Value for your App Items to Increment from.
  • Base Numbering On - You have the option to Base App Item Numbering on: None, Suffix or Prefix.




Description Settings


The Description Settings section lets you update the following:

  • Enable Description Auto-Fill -  Turning this on will let you configure Description Text to Auto-Fill with metadata tokens and static text.  
  • Update Dynamically Based on Current Values -  Selecting this option will dynamically update Metadata Token Text in the Description if the Metadata Field has been updated.
  • Populate Once on item Creation -  Selecting this option will Populate Metadata Token Text in the Description on Item Creation. If the Metadata Field Text updates,  the Description will not update in this instance.
  • Description Text -In the Description Text Field, you can combine Text and Metadata Tokens to show a description for each App Item.



Save Button Settings


The Save Button Settings section lets you update the following:

  • Do you want Save option to be displayed on form -  Selecting YES will display a Save Button on the Form.
  • Save and Close -  Selecting this Option will give you a 'Save and Close' option when you are saving your App Item.
  • Save  -  Selecting this Option will give you a 'Save' option when you are saving your App Item. 
  • Save Draft -  Selecting this Option will give you a 'Save Draft' option when you are saving your App Item. 
  • Save and New  -  Selecting this Option will give you a 'Save and New' option when you are saving your App Item. 
  • Save and Copy  -  Selecting this Option will give you a 'Save and Copy' option when you are saving your App Item. 
  • Auto Save on Tab Select -  Selecting this option will auto Save your changes on Mobile Tabs when you select a different Tab.
  • Always get latest data -Selecting this option will always show the latest data on Standard Views Grid Refresh.



Success Messages Settings


The Success Messages Settings lets you customize the Success Messages for the following actions:

  • OnCreate -  Editable success message when a Document is created.  Defaults to: 'Document created successfully'.
  • OnEdit -  Editable success message when a Document is Edited.  Defaults to: 'Document edited successfully'.
  • Default Item Print View  -  When Selecting the Default Item Print View,  you will see an editable success message.  Defaults to: 'Basic Print View'.
  • Custom Unique Key -  When selecting a Custom Unique Key,  you have the option to add Success Message.



Allow Anonymous create 

Allow Anonymous Create and List allows the anonymous users to either create a new item or view the created item for an App without login to the App.



Time Tracking Settings


The Time Tracking Settings lets you select IF and How you want to track time:

  • Do you want to track time -  Yes/No.  Defaults to 'No'. To Track Time in your App,  Set this to 'Yes'.
  • Tracking Mode: Stop Watch -  This is the Default Tracking Mode when Time Tracking is turned on.
  • Tracking Mode: Manual  - Selecting Manual Time Tracking lets you manually add time.  There are settings to not allow past or future dates for manual log. 
  • Tracking Mode: Both -  Selecting Both Time Tracking lets you manually add time or use the Stop Watch.  There are settings to not allow past or future dates for manual log.
  • Allow to update duration for Auto Log -  Checking this setting will allow updates to duration for Auto Log.


 

Help Settings


The Help Settings lets you add Help information to your App:

  • Enter Help Text Manually -  Type in the Text you would like in your Help Section.
  • URL Link - Link to External Help Documentation.
  • Upload PDF - Link to a Help Document PDF. 

 

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Last Updated: Oct-24-22