Creating Components

Login to your tenant using your administrator credentials. After successfully logging in, you will be redirect to your tenant landing page. Turn on configuration mode by clicking on the spanner  on top right. This will enable the "New Applicatio...

There are two methods of creating an object. Option 1: After creating your application, you will be presented with a blank canvas. Ensure that configuration mode is on. (The green spanner  icon on the top right is enabled.)   locate the  butt...

Note: When an object is created, the system will automatically create a default report for this object. If you intend to create additional reports, please follow the steps below. Navigate to the Application Menu  on the top right of your screen a...

Note: When an object is created, the system will automatically create a default form for this object. If you intend to create additional forms, please follow the steps below. Navigate to the Application Menu  on the top right of your screen and ...

Note: When an object is created, the system will automatically create a default form and a default report for this object. But a default chart will not be created automatically. Navigate to the Application Menu  on the top right of your screen a...

Using Form Builder Navigate to the Application Menu  on the top right of your screen and select Administration . Navigate to   Resources > Forms Search for your form > Right click > Edit   Locate the +  to add a field / relationship C...

Creating Tabs Ensuring that the configuration mode is ON  with the green spanner  icon on the top right is enabled Locate the  button and click once. This will load the create new tab dialog box. Add a tab name and description. Ensur...