The ‘Apps Mode’ module shows you all the apps available in a particular project.  Users  will have access to different apps depending on the Industry and plan type you select while creating the Project.   

 

If you are an ‘Admin’, you will have access to all the Apps in a Project.  Other Roles in a Project may only be assigned access to certain apps.  The Apps you have access to are outlined in Grey and are clickable.  The apps you do not have access to are disabled and, yet visible.  When you click on a disabled app, you will see a toast message stating "The Role you have been assigned to in this project does not have access to this App".

 

How To Add a New Item in a SmartApp

 

To create a new item in a SmartApp from Apps Mode, you can hover your mouse over the app tile and the + button will show in the right corner of the ‘App Tile’ or you can select the SmartApp and then click the + button in the right corner of your screen or double click on the SmartApp tile, and click the + button in the right corner of your screen.

  

From App Tile

 

By Selecting SmartApp click + button

 

From App Grid

 

By performing any of the above options will open the properties page of a new item for that app. In order to save the item, you must first fill out all required fields. Required fields are marked with a red *. To save the item, click the button shown below:

 

Depending on how the app has been configured in the App Designer, you could have any of the following save options:

  • Save: This will save the item, but leave the properties page open.

  • Save & Close: This will save the item and close the properties page.

  • Save & New: This will save the item, close the properties page, and open a new item. properties page for you to fill out. This option is useful if you will be creating multiple items consecutively in the app.

  • Save & Copy: This will save the item, close the properties page, and open another item that has the same data as the item you copied.

  • Save Draft: This will save the item as a draft that is only visible to the person who created it and cannot be consumed anywhere else in the project until it is saved.

 

How To Sort, Group, & Filter the App Grid -


To sort the items in ascending or descending order in the App Grid, click on the column header. An arrow will show to indicate how the item is being sorted. If the arrow is pointing up, the items are being sorted in ascending order, if the arrow is pointing down, the items are being sorted in descending order.

 

 

To Group the app grid, right click on the column header you want to group by, and click the Group by this field option in the menu that shows.

 

The grid will be grouped by the value in that field in all the items showing in the grid.

 

To expand a group, click the + expand icon shown below.

 

 

To Remove the grouping, right click in the column header bar, and click the Group By Box option. A row will appear showing the columns you have as grouped.

 

To remove the grouping, right click on the grouped fields you want to ungroup, and click the Ungroup This Field option.

  

The grid will no longer show as grouped.

 

To close the Group By Box, right click and select the Group By Box option again.

 

 

To Filter items in the grid, right click and select the Filter Bar option.

 

Filter icons will display for each column.

 

Type in the area next to the filter icon and click the filter icon to choose the method of filtering. Click the Apply All Filters option to implement the filter.

 

 

To remove filters, select the Clear All Filters option.

 

To remove the filter fields in the columns, right click the column header area again and select the Filter Bar option.

 

 

How To Add Columns to the Grid & Create a Custom App Grid View

 

Double click on a SmartApp in Apps Mode, the App Grid will open. Here all the Smart items added to that SmartApp are visible. If you want to show more information about the data in the Smart items in the grid, you can add columns by clicking the field selector button shown below.

 

Add and remove grid columns by selecting or deselecting fields in the different collections in the app. You must click the Apply Changes menu option to save your selections.

 

The fields you selected will now show as columns in the App Grid.

 

To create a new Grid View with the fields that you have added, click the Save button in the toolbar and then click the Save As option.

 

The Save View As window will open, and you must give your Grid View a name, and you can also set the following additional options for your Grid View:

  • Filter by User Having Workflow: This will only show Smart items that you have workflow to perform

  • View Type: This will allow you to make your view Public or Private

  • Always Get Latest Data: If you check this option, your grid will always get the latest data without having to refresh.

Click the Submit button to finish creating your Grid View.

 

Your new Grid View will show in the Search drop-down.

 

How To Create AppGroups


In Apps Mode, you have the ability to create both Private and Public app groups. AppGroups allow you to focus on a subset of apps. This is very useful if you have access to many SmartApps in a project, but only tend to use some of them.

 

To create a new AppGroup, click the Manage AppGroups button shown below.

 

The Manage AppGroup window will open. To add a new AppGroup, click the Add Group button shown below.

 

The Add AppGroup window will open. Give your AppGroup a name, a description (optional), and choose if you want the AppGroup to be Public or Private. Public AppGroups can be seen and used by everyone in your project. Private AppGroups can only be seen by you.

 

Click the SAVE button to save your AppGroup.

 

The new AppGroup will show in the list. To add SmartApps to the AppGroup, select the AppGroup in the list, select one or more SmartApps to add to it, and click the SAVE button.

 

Your new AppGroup will appear in the Search Bar drop-down under Public if your AppGroup is a Public AppGroup, or under Private if your AppGroup is a Private AppGroup.

If you select the AppGroup you have created, only the SmartApps you have added to it will show.

 

How To Perform Workflow

 

If you see the following green gear on an item, that means you have a workflow activity to perform. To perform the workflow activity, click the green gear.

 

If you have 2 or more items with the same workflow activity to perform, you can select them in the grid, and perform a bulk workflow action by clicking the green gear in the toolbar shown below.

  

If you are on the item properties page, you can perform workflow by clicking the green gear button in the bottom right corner, or in the toolbar shown below.

 

Depending on the type of workflow activity you have received, click the correct workflow option to send the item to the next step in its workflow. In the below example, the user has a Scheduled Task workflow activity to perform.

 

 

 

 

 


Last Updated: Jul-28-22