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Building Business Apps Introduction

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Business App webinar part 1

In this webinar we will show you how to build your own powerful Business Apps. Because the Business Apps bring you many opportunities it is split into two videos.

  • Building a Business App
  • Adjusting a Business App
  • Deleting a Business App

Business App webinar part 2

In this webinar we will show part two on the powerful Business Apps. 

  • Import and exporting Business App configurations
  • Creating Business App overviews
  • Templates and exporting data
  • Importing data into a Business App
  • Calculations in Business Apps

 

We always advice Business Apps to be build in alternative demo/production environments and not the direct customer environment. The Business Apps configuration can be applied on a customer environment via the export/import functionality.

Business Apps can be build in the Business App builder environment. For navigation to this builder environment, the Administrator needs to make an addition to the Workspace environment URL (:9988). Below an example:

Example Workspace 365 environment:
https://workspace365.net/newdayatwork

Example Business App Builder environment:
https://workspace365.net:9988/newdayatwork

Note: It could be that your Workspace 365 supplier decided to use a different port number than given in the example. If you cannot connect to the Builder environment using the example above, please contact your Workspace 365 supplier and ask for the Builder URL.

Navigate to the Builder environment of your specific Workspace and login with your known Workspace Administrator credentials. After the login you will encounter the following page:

Note: we advice you not to use other pages or buttons.

The following overview appears when the Administrator page is opened:

On this page, 2 buttons are important for the Administrator when starting to build:

 Entiteit designer:

    1. Building new Business Apps

 Entity overview::

    1. Overview of Business Apps
    2. Possibility to change or delete existing Business Apps
    3. Possibility to import and export Business Apps

The technical term for “Business App” which applies to this environment is “Entity”.

 

Designing Business Apps

After clicking “Entity designer” the following page appears

This is the starting point when building Business Apps. On the left side (1) you have your Builder package: all fields, link controls and lay out tools which can be used to build the Apps are to be found here.

On the right side of the Builder package you can find the Business App “Form” (2). Controls and fields which are needed in the Business App are to be placed in this form. This can be done by drag ‘n dropping the needed controls, fields and lay out tools to the form.

 

  1. The “Permissions” page does not have any value anymore, since permissions for Apps are assigned within the Workspace itself (see Apps Management page).
  2. The field “template location” does not have any value anymore, since “Templating” setup is now done within the Workspace itself (described in chapter 6).

 

Fields, link controls & lay-out tools

Below you can find a general description of the various fields, link controls and lay out tools currently existing in the Builder package:

  • Tab: Does not represent any value any more in case of applying lay out to forms and was needed in an earlier stage of the product. Building forms can be fully done without using tabs. We advice not to use this tool when building the Business App.
  • Autonumber: Ensures adding unique numbering for each Business App record that is created and saved. Most used as first field in Business App forms. The starting value, step size and structure of the numbering can be adjusted.
  • Single line text: text field of one line, you can enter any data you want using all kinds of characters. You can change label name and make it a required field (has to be filled in to save the record). Also, you can decide to display a standard (default) value when creating a new record.
  • Multiline text: Text field of multiple lines, you can enter any data you want using all kinds of characters. You can change label name and make it a required field (has to be filled in to save the record). Also, you can decide to display a standard (default) value when creating a new record.
  • Rich Text: Big text field with lots of layout options. You can change label name and make it a required field (has to be filled in to save the record). Also, you can decide to display a standard (default) value when creating a new record.

Note: This field is not suitable when you created multiple columns on the Business App form.

 

  • E-mail: Field that can be specifically used for registration of email addresses. When saving a Business App record, the format of the email address is checked and verified if it meets email address structure. Possibility to customize label name, make it a required field and display a standard value when creating a new record.
  • Date: This field can be used for registering dates and/or time. Possibility to customize label name, make it a required field and display a standard value when creating a new record.
  • Integer: Numeric field. Decimals cannot be applied. Possibility to customize label name, make it a required field and display a standard value when creating a new record.
  • Decimal: Numeric field. Decimals can be applied. Possibility to customize label name, make it a required field and display a standard value when creating a new record.
  • Percentage: Field in which a percentage can be set. Possibility to customize label name. Mostly used in combination with calculation fields.
  • Currency: Value & Currency field. Possibility to customize label name, make it a required field, adding a default starting value and currency type settings. 
  • Calculation: Calculation field in which it is possible to write out a formula (settings of field). Performing a calculation based on the selected fields (for example: Currency field x Percentage field). The outcome of this is shown in this field.
  • Dropdown menu: Drop down field in which the dropdown values have to be preconfigured by the Administrator (settings of field). Users can open the drop down en choose a preconfigured value. They cannot add new values or change existing ones. Possibility to customize label name, make it a required field and display a standard value when creating a new record.
  • Checkbox list: List of checkboxes that can be created. Each checkbox can be defined and also you can set your needed amount of checkboxes. Possibility to customize label name, make it a required field and display a standard value when creating a new record.
  • Combobox (parent): This box is a combination between a field and a link control, but should be seen as a field on the Business App form. Used when certain fields and values positioned in a different Business App has to be retrieved and registered in the current Business App (in field format). For example: Contacts which are created in a Contact App. Probably you want to connect these to Relations from a Relation App and show it here as well. Possibility to customize label name, choosing the connected Business app, make it a required field and display a standard value when creating a new record.
  • Gridview (child): Link control, making it possible to connect Business App records from various Business Apps. Connected records from other Business Apps will be showed in the overview of the current Business App, directly below the form.

Note: placing link controls must be done below a “Horizontal Divider” (below the last field in the first column of a Business App form).

  • E-mail Link: Link control, making it possible to connect emails to Business App records. These will be shown directly below the Business App form if linked.

Note: placing link controls must be done below a “Horizontal Divider” (below the last field in the first column of a Business App form).

  • Folder Link: Link control, making it possible to automatically create a folder on a designated location in SharePoint (Documents App) when a Business App record is created. This is then made visible at the bottom of the Business App record so that you are able to quickly see which files are connected to the Business App record. Possibility to change the name of the folder link, you can also configure the method used for naming the folder when it gets created (for example: a combination of field values existing in the created record, e.g. first name and last name).

Note: placing link controls must be done below a “Horizontal Divider” (below the last field in the first column of a Business App form).

  • User: This field is used when you want to assign an existing Workspace user to the Business App record. Works as a dropdown. For example: you created a Project App and need to assign a Workspace user (Project Assigned to: field). Possibility to customize label name, make it a required field and display a standard value when creating a new record.
  • Horizontal Divider: Lay out tool which can be used to generate a correct layout of the form. Should only be used in the first column of the form, below the lowest field. Link controls can be added below this divider.

Note: This is a minimum requirement when using both fields and link controls in a Business App.

  • Vertical Divider: Lay out tool which can be used to create a column structure on the form. When having placed field(s) in the first column of the form, the Vertical Divider can be added to create a second column for placing fields.

Note: 1 or 2 columns in Business App forms are supported.

  • Expander: Please do not use while building Business Apps. Technical changes in the product require us to delete this control from the Builder Package.

The various settings which can be applied to fields and link controls can be found by clicking this button (can be found next to specific field or control in the Builder environment):

 

Standard build-up of a Business App

Below you’ll find a step-by-step plan for building a Business app using the Entity Designer, seen from the Administrator perspective who wants to add all basic functionalities. It is always important to build Apps using the correct order in building the form.

  • Give the Business App a name by filling in the corresponding field
  • Select an image for the Business App
  • Add at least one field to the form by drag ‘n dropping it to the marked position in the example (1) below (this is the first column of the form)

  • Save the form (blue save button at the bottom of the page) 

The Business App is now saved. After saving an extra button appears: Overview.

You can change the name of created fields by opening the Settings button. We changed the label name to “Name” of the first field. You can fill in {{Labelname}} to the Title field, in this case {{Name}}. When having created a Record in the Workspace, this will be the title shown in the header above it when opened.

  • The tasks now are to add the desired fields, lay out tools and link controls to the form. Make sure all the fields are connected nicely to each other in the form.

Drag:

Drop:

  • With this example the aim is to make two columns, two fields per column and adding link controls. The first column is ready in case of adding the fields, now the lay out controls have to be applied as well. First, a “Horizontal Divider” has to be placed below the last field in the first column:

  

 

  • Now save the changes. Afterwards, add the “Vertical Divider” as well:

  • Save the changes. The lay out of the form is now finished, now we are able to finish adding all fields and controls (and applying specific settings to them):

 

  • All the fields are now named specifically (1) and the fields for the second column are added as well (2). Also, the title field (3) is updated because the label name of the first field was changed. When a Record is created, the header will now show the first and last name registered in the Record.

 

Link controls can now be added to the Business App form as well. Since there is no other Business App existing currently, only the email link and folder link control can be applied. At this point, it is wise to create the second Business App if needed. Navigate via the “bread crumbs” (1) to Workspace. After this, open the Entity Designer again. A new Business App can now be created:

 

  • Now there are 2 Business Apps in the environment which can be connected to each other. The names of the Apps will now be changed to “Company” and “Contact”. The link controls for connecting the Apps can now be added as well (child grid view). In this case, all link controls will be applied:

 

  • The link controls must all be added below the “Horizontal Divider” (1) in the first column. A “Grid View Link Control” (2) is added and configured to show linked Contacts below the Company form. Also, the relation type can be set in the Settings of this control:
    1. One-To-Many (Contact can be connected to one Company)
    2. Many-To-Many (Contact can be connected to multiple Companies)
  • The “E-mail Link Control” (3) is also added, which makes it possible to link emails to Company records. These will be shown as well when a Company record is opened.
  • The “Folder Link Control” (4) is added at the bottom. The control is called “Folders”, the option to automatically create a folder is enabled as well and folder name generation is set: the “Company Name” will be applied as the title of the created folder. The Business App configuration example is now finished and ready to be used. By navigating via the bread crumbs (Workspace) and then opening “Entities Overview”, a list of the currently existing Business Apps will be opened.

Important: The Business Apps can be added to the Workspace by navigating to Settings à Apps Management and clicking the Refresh Apps button when logged into the Workspace environment. It is also possible to set User Permissions when having opened the App at the Apps Management page.

 

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