Setting up the Application

The easiest way to show you how it works is to demonstrate building an actual application. In this demo, we will create a simple project management application that allows for multiple Projects with multiple Tasks.

First we need to create the Materials for our application. So we need to add Project and Tasks.

Go to Configuration > Materials in menu where you will see the current Materials list for your application. You will see a Users material that is common to every application that cannot be deleted.

Now, click on button  <Add material> to add new material with name "Project"

A Project can have many Tasks so we need to establish that relationship between the Materials.  To do this find the   icon which will allow you to a  related Material.  Now add a new material called "Tasks".


 

You should now have three Materials:  User Groups, Project and Tasks .

Now we need to add some Fields to our Materials.

Go to Configuration > Project > Fields menu where you can add fields to Project. We will add three fields:  Name, Description and Attachments. 

Mouse over to icon to help you decide on the content of each box. Each material should have one heading field so when you create field "Name" set  the option "Is Heading".

Now go to Configuration > Task > Fields menu and create the same fields for material Task. Don't forget to set the heading! 

Filters allows you to add fields with preset values. For example, a field called Status could define whether a Project or Task is open or closed.

Go to Configuration > Project > Filters menu to add filters to Project.

Create a filter called Status then click on the filter name and add with values: Open, Closed.  

Go to Configuration > Task > Filters and do the same for Task but this time add values:  Open, Done?, Closed.

Our database is now set up.

It's time to define the data entry forms and report listings we need to maintain and display our data.

Go to Configuration > Project > Form and see the default view.

We can change the order of fields using drag and drop.  

Now go to and  Configuration > Project > Listing

Here we will decide to exclude attachments and the description fields to create a simple Project list.

But we will add the Product ID and who created it as well as when it was created.

Now our application is defined we canstart adding data.

You can add new Projects by clicking on the Project link in the top menu.

Once you add a Project, you can then add Tasks to the Projects. Project and Tasks can also have Comments. 

Users and Users Groups

Sometimes you want to restrict what users have access to: what they can see and what they can change. We do this by putting users into user groups and then defining what that group can do for each Material. There are 5 options:

1. Full Access - they have full access to the application
2. Manage Own Only - they can add, edit, move and delete data they are related to
3. View Only - they can see all data but cannot change anything
4. View Own Only - they can see data they are related to but cannot change anything
5. Hide - they don't see it at all.

If you set Only View then that view can be further restricted in terms of Comments, Reports, Search and Filters.