Tutorials

As the subscription owner, you have the flexibility to register new users based on your subscription limits.

Dropdown fields are a convenient way to allow users to make selections from a predefined list, helping to prevent typing errors.

Cascading dropdowns allow you to create selection lists that dynamically change based on another dropdown's selection.

A sub-table is essentially a reference to your main table. Let's say you have an "Invoices" data table, and for each invoice, you need to add various records for the services you've sold. This is where a sub-table comes into play.

The Kanban view provides boards that simplify state changes through easy drag and drop functionality.

When adding a new record, you have two options: Batch Mode and Form Mode. Batch Mode is for editing data within the data table, while Form Mode is for editing data in a form. You can also customize the layout and appearance of the form fields.

When saving or updating a field, you have the option to define an initial or default value.

You can control the visibility and required status of a field based on the values of other fields.

You can apply various validation criteria to ensure that users enter valid data. For example, you may require users to input only capital letters.

Field Access Rights define permissions for all fields within a table. These rights can be assigned to profiles or workflow steps, allowing you to control which users can edit or view specific fields.

Once you've defined your field rights, you can assign them to specific user profiles.

Workflows are a crucial aspect of this application. They offer several key functions, such as enabling users to complete form fields, facilitating record approvals for review or further editing by the next assigned users, and providing control over user permissions to limit their ability to edit or view specific fields.

Workflow steps define the current status of a process, and within each step, you can designate users, known as assignees. These assignees are the individuals to whom the process will be assigned when it reaches this specific step.

Instead of specifying individual users, you have the option to assign profile(s) to workflow steps. This means that when the process reaches a particular step, it will be assigned to the profiles defined for that step. Assigning profiles allows a group of individuals with the same profile to collectively review, edit, and approve the process. This ensures that if one user is unavailable, another user with the same profile can continue with the process.

It's a common requirement to tailor field permissions for different workflow steps. For example, in the initial step, you might allow the editing of five specific fields and approval, while in the subsequent step, new assignees should only have viewing access to the fields entered in the first step and be able to edit a different set of five fields.

You can set up actions that trigger after a step is approved, rejected, or upon reaching specific approval or rejection steps.

Reports and analysis are invaluable tools for gaining insights into your processes, user performance, and workloads. These features allow you to monitor, evaluate, and optimize your operations.

Dashboard charts offer a powerful means to gain insights at a glance. You can visualize various analysis charts right on your dashboard, allowing you to quickly assess process performance, evaluate user efficiency, and identify potential work overload.

Quick fields simplify the process of creating commonly used fields. You can effortlessly create fields, including User, Status, User Comments, Creator, Last Modifier, Creation Date, and Modify Date.

Automations empower you to manage events within your data table, allowing you to execute actions based on specific events. For example, you can send an email to a manager when a new item is created.

Template documents enable you to generate dynamic PDF or DOCX files based on the data from your table's records.

Formula fields are calculated fields that allow you to show calculation of different number fields.