How To

How to Edit an App
If you need to edit an existing app, simply open the App Studio, and double click on the app you want to edit. The app will open in the App Designer where y...
Mon, 14 Dec, 2020 at 10:02 AM
How to Add Fields to Your SmartApp
One of the most important parts of building your SmartApp is adding fields to the Layout section. When you edit an existing app or create a new app. The App...
Mon, 14 Dec, 2020 at 10:02 AM
How To Add Roles To Your App From The Designer
You can add security roles from both the Permission Groups option in the Project Menu and from the App Designer. In this help topic, we will cover adding an...
Mon, 14 Dec, 2020 at 10:03 AM
How To Add Stages To Your App
Adding Stages to your SmartApp allows you to define the transition points in the workflow process that has been configured in the SmartApp, and what collect...
Mon, 14 Dec, 2020 at 10:04 AM
How To Add Stage/Role Security To Your App
Once you have configured a Default stage and one or more Security Role(s) for your SmartApp, you can start configuring the Stage/Role Security for Security ...
Mon, 14 Dec, 2020 at 10:04 AM
Workflow 101
Adding Workflow to a SmartApp allows you to digitize your business process. The Workflow designer allows you to Drag and Drop required activities which are ...
Wed, 16 Dec, 2020 at 10:46 AM
How To Configure Work Planner Activities In Your Workflow
Once the App Designer is open, select the Workflow tab to navigate to the Workflow Designer area. For this example, we will be bui...
Fri, 11 Dec, 2020 at 1:44 PM