ReadiNow Documentation
Table of Contents
Table of Contents
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Home
Glossary
Getting Started for Users
Logging In
Landing Page
Navigation
Reports
Inline Editing
Charts
Forms
Screens
Calendar
Changing Password
Using Global Search
Browser Support
Browser Settings
Local Settings & Date Format
Training
Working with Resources
Reports
Report Builder
Creating and Editing Reports
Report Builder Menu
Report Columns
Sorting
Grouping
Totals
Analyser
Action Menus
Summarising Reports
Calculated Columns
Conditional Formatting
Value Formatting
Advanced Options
Report Properties
Relationship Columns
Report Diagnostics
Forms
Form Builder
Editing a Form
Action Buttons
Form Layout
Adding Fields to an Object
Adding Fields to a Form
Cascading Fields
Showing or Hiding Fields
Field Types
Field Properties
Text Fields
Text
Multiline Text
Rich Text
Numeric Fields
Number
AutoNumber Fields
Decimal
Currency
Date and Time Fields
Date and Time
Date
Time
Other Fields
Yes/No
Image
Calculation
Lookup
Relationship
Documents
Choice
Charts
Create a New Chart
Chart Builder
Chart Types Overview
Chart Targets
Chart Types
Line Chart
Area Chart
Column Chart
Bar Chart
Pie Chart
Donut Chart
Matrix Chart
Scatter Chart
Bubble Chart
Funnel Chart
Gauge Chart
Tree Map
Force Graph
Horizontal Tree
Radial Tree
Sunburst
Arrow Chart
Add Gridlines to Charts
Screens
Screen Builder
Creating and Editing Screens
Screen Layout
Hero Text
Action Buttons
Master Detail
Boards
Creating, Viewing and Editing Boards
Board Settings
Creating Records on a Board
Board Operations
Calendar
Calendar Types
Create a New Calendar
Configure Calendar Options
Security
Access Control
Record Access
Navigation Access
User Roles
Role Access
Role Nesting
User Accounts
Self Serve Reports
Password Policy
Administrative Roles
Metadata-Based Security
Security Relationships
Surveys
Surveys Overview
Responding to a Survey
Surveys in Workflows
Designing a Survey
Creating Surveys
Question Types
Importing Questions
Viewing Responses
Launching a Survey
Branching
Survey Security
Survey Layout
Outcomes
Analytics
Editing Surveys
Workflows
Calculations in Workflows
Workflow Analyser
Creating and Editing Workflows
Inputs
Outputs
Variables
Security
Activities Overview
Activities
Activity Settings
Data Activities
Create
Update
Delete
Clone
Change Type
Get Records
For Each
Gateway
User Activities
User Action
User Input
Send Email
User Message
Launch Person Campaign
Launch Target Campaign
System Activities
Assign to Variable
Run Workflow
Create Link
Log
End Event
Sequence to End
Integration Activities
Generate Document
Export To
FTP Fetch
FTP Put
Import Spreadsheet
Notify
API Callout
Triggers
Triggers Overview
Object Event Triggers
Schedule Triggers
Defining Schedules
Testing Workflows
Workflow Runs
Examine Run
Inbox Workflows to Run
Document Generation
Document Generation Overview
Document Templates
Sample Mail Merge Fields
Microsoft Word Mail Merge Fields
Generating Documents
Microsoft Word Interoperability
Calculations
Sample Calculations
Calculation Operators
Calculation Functions
General Functions
currentuser
context
convert
iif
isnull
link
Resource Function
Aggregate Functions
count
any
every
sum
avg
stdev
max
min
join
Date and Time Functions
dateadd
datediff
datefromparts
datename
datetimefromparts
day
dayofyear
getdate
getdatetime
gettime
hour
minute
month
quarter
second
timefromparts
week
weekday
year
List Functions
concat
distinct
first
last
reverse
skip
Logic Functions
Mathematical Functions
abs
ceiling
exp
floor
log
log10
power
round
sign
square
sqrt
rand
Text Functions
charindex
len
left
newguid
replace
right
substring
tolower
toupper
Calculation Keywords
case
in
let select
order by
where
Calculation Language Features
Comments
Markup Keywords
Text Templates
Names and Identifiers
Calculation Operators
Comparison Operators
Logic Operators
Mathematical Operators
String Operators
Data Types
Data Type Limits and Field Limits
Data types within calculations
Converting between data types
Dates, Times and Time Zones
Document Calculations
insert chart
list
Samples
Actionable Emails
Smart Email Handling
Managing Events and Invitations
Smart Survey Handling
Public Forms
Email Templates
Platform Capacities
Exporting and Importing Resources
Tenant Health Check
Troubleshooting
Classic Configuration
Getting Started
Welcome to the ReadiNow platform
Introduction to ReadiNowTerminology
Introduction to ReadiNow Application Components
Introduction to Objects
Introduction to Reports
Introduction to Forms
Introduction to Charts
Introduction to Calendars
Introduction to Screens
Introduction to Boards
Creating Components
Creating an Application
Creating an Object
Creating a Report
Creating a Form
Creating a Chart
Create a Calendar
Creating Relationships
Configuring Navigation
Nova Configuration
What Is a Nova Application?
What Is a Nova Application?
Creating a Nova application
Editing an Existing Nova Application
Properties of a Nova Application
Enabling and Disabling a Nova Application
What are Nova Pages?
What Are Nova Pages?
Creating a Nova Page
Page Properties
Configuring the Menu structure
Desktop/Tablet/Mobile
What are page components?
What are page components?
Horizontal & Vertical Container
Tab Container
Button
Image
Data Table
Chart
Hero Counter
Page Filter
Page Heading
Text
Binding
Selecting Page Elements
Creating a Shared Page
Creating a Shared Page
Shared Page Settings
Adding Fields/Relationships to a page
Creating a Multi-Step Page
Identifying Issues on the page
Identifying Issues on the page
AI Features
ReadiNow Responsible AI
Configuring and using AI Suggest
Tips for effective AI Suggest prompts
Best Practices
Applications Best Practices
Boards Best Practices
Calculations Best Practices
Charts Best Practices
Calendar Best Practices
Forms Best Practices
Navigation Best Practices
Objects Best Practices
Relationships Best Practices
Reports Best Practices
Security Rules Best Practices
Screens Best Practices
Workflows Best Practices
Administration
Auditing
Configuration Auditing
Record Auditing
Record Change Auditing
Record Audit Log
Event Log
Event Log Settings
Contextual Audit Log
Security Audit Log
Integration
Credentials
Scheduled Import
Scheduled Export
Import Spreadsheet
Import Runs
API Callouts
API Callouts Overview
Configuring an API Callout
API Callout in a Workflow
Processing List Responses
Authentication and Encryption
Connecting to Azure APIs
Azure Application Permissions
Azure Delegated Permissions
Open Weather Map API Example
Record APIs
Getting Started
Record Types
Reading Data
Record APIs - Creating And Modifying Data
Objects
Relationships
Resource Keys
Settings
Conditional Format Icons
Add a Document Type
Email Server Settings
General Settings
Image Settings
Inboxes
Notification Provider
Tenant Rollback
Text Field Patterns
Themes
Log Retention Policies
Thumbnail Sizes
Security
IP Ranges
Password Policy
Changing Password
Configure Single Sign On
SFTP Credentials
Tenant Health Check
Examining Workflow Runs
Requesting Tenant Refreshes
File Download Audit Report
Maintenance Periods
Notifications
Release Notes
Release Notes 2.193 (05 September 2024)
Previous Release Notes
Release Notes 2.192 (08 August 2024)
Release Notes 2.191 (11 July 2024)
Release Notes 2.190 (13 June 2024)
Release Notes 2.189 (16 May 2024)
Release Notes 2.188 (18 April 2024)
Release Notes 2.187 (21st March 2024)
Release Notes 2.186 (22nd February, 2024)
Release Notes 2.185 (25th January 2024)
Release Notes 2.184 (14th December 2023)
Release Notes 2.183 (16th November 2023)
Release Notes 2.182 (19th October 2023)
Release Notes 2.181 (21st September 2023)
Release Notes 2.180 (24th August 2023)
Release Notes 2.179 (27th July 2023)
Release Notes 2.178 (29th June 2023)
Release Notes 2.177 (1st June, 2023)
Release Notes 2.176 (4th May, 2023)
Release Notes 2.175 (6th April, 2023)
Release Notes 2.174 (9th March, 2023)
Release Notes 2.173 (9th February, 2023)
Release Notes 2.172 (12th January, 2023)
Release Notes 2.171 (1st December, 2022)
Release Notes 2.170 (3rd November, 2022)
Release Notes 2.169 (6th October, 2022)
Release Notes 2.168 (8th September, 2022)
Release Notes 2.167 (11th August, 2022)
Release Notes 2.166 (14th July, 2022)
Release Notes 2.165 (16th June, 2022)
Release Notes 2.164 (5th May, 2022)
Release Notes 2.163 (10th April, 2022)
Release Notes 2.162 (March, 2022)
Release Notes 2.161 (February, 2022)
Release Notes 2.160 (January, 2022)
Release Notes 2.159 (November, 2021)
Release Notes 2.158 (October, 2021)
Release Notes 2.157 (30th September, 2021)
Release Notes 2.156 (September, 2021)
Release Notes 2.155 (5th August, 2021)
Release Notes 2.154 (July, 2021)
Release Notes 2.153 (June, 2021)
Release Notes 2.152 (13th May, 2021)
Release Notes 2.151 (15th April, 2021)
Release Notes 2.150 (18th March, 2021)
Release Notes 2.149 (February 2021)
Release Notes 2.148 (January 2021)
Release Notes 2.147 (December 10th 2020)
Release Notes 2.146 (November 12th 2020)
Release Notes 2.145 (October 15th 2020)
Release Notes 2.144 (September 17, 2020)
Release Notes 2.143 (August 20th, 2020)
Release Notes 2.142 (July 23rd, 2020)
Release Notes for 2.141 (June 25th, 2020)
Release Notes for 2.140 (May 28th, 2020)
Release Notes for 2.139 (April 30th, 2020)
Release Notes for 2.138 (April 2nd, 2020)
Release Notes for 2.137 (March 5th, 2020)
Release Notes for 2.136 (February 6th, 2020)
Release Notes for 2.135 (9th January, 2020)
Release Notes for 2.134 (14th November, 2019)
Release Notes for 2.133 (17th October, 2019)
Release Notes for 2.132
Release Notes for 2.131
Release Notes for 2.130
Release Notes for 2.129
Release Notes for 2.128
Release Notes for 2.127
Release Notes for 2.126
Release Notes for 2.125
Release Notes for 2.124
Release Notes for 2.123
Release Notes for 2.122
Release Notes for 2.121
Release Notes for 2.120
Release Notes for 2.119
Release Notes for 2.118
Release Notes for 2.117
Release Notes for 2.116
Release Notes for 2.115
Release Notes for 2.114
Release Notes for 2.113
Release Notes for 2.112
Release Notes for 2.111
Release Notes for 2.110
Release Notes for 2.109
Release Notes for 2.108
Release Notes for 2.107
Release Notes for 2.106
Release Notes for 2.105
Release Notes for 2.104
Release Notes for 2.103
Release Notes for 2.102
Release Notes for 2.101
Release Notes for 2.100
Release Notes for 2.99
Release Notes for 2.98
Release Notes for 2.97
Release Notes for 2.96
Release Notes for 2.95
Release Notes for 2.94
Release Notes for 2.93
Release Notes for 2.92
Release Notes for 2.91
Release Notes for 2.90
Release Notes for 2.89
Release Notes for 2.88
Release Notes for 2.87
Release Notes for 2.86
Release Notes for 2.85
Release Notes for 2.84
Release Notes for 2.83
Release Notes for 2.82
Release Notes for 2.81
Release Notes for 2.80
Release Notes for 2.79
Release Notes for 2.78
Release Notes for 2.77
Release Notes for 2.76
Release Notes for 2.75
Release Notes for 2.74
Release Notes for 2.73
General Notices
End of Support for TLS versions 1.0 and 1.1
Withdrawal of Calendar Feature in Classic
Platform Information
Technical Architecture Overview
Tenant Isolation Model
Platform Security
Tenant Configurable Security Tools
Access Control Security
Capacity Management
HTTP/2 Support
Security & Policies
ReadiNow Policies
Backup & Retention Policy
Vulnerabilities
Spring4Shell (CVE-2022-22965)
Log4j Vulnerability (CVE-2021-44228)
Roadmap
Scheduled Maintenance & Upgrades
Contact us
Home
Classic Configuration
Getting Started
Creating Components