Here you can learn how to create custom apps
Step 1: Login to your site with credentials in browser
example site address https://support.snovasys.io
Click on sign in button
Step 2: Go to App Store
below screen will be appeared
Step 3: Creating new apps
To create a new report app , follow these steps:
- Click on the “plus icon (+)” beside the search text field then the app app creation page will be opened
Here you can add two types of apps
- Report app
- Web app
1. Report App :
creating report app using Query
- Click on the “New report app” option
- New report pop-up will be opened
- In the pop-up enter the App name, roles(mentioned roles only can view this app), module, description and tags.
- If you enter query click on the query radio button then enter the query in query text area like below
- Click on the “next” button then you will be redirected to the second step of creating the report app process
- In second step, all the columns which are going to visible will be displayed
- Here, if you select the filter checkbox for the column then the filter will be present related to that column
- If you select a hidden checkbox of the column then that column will be hidden (can't be visible in the app result)
- Enter the width of the column and if you enter sub query select subquery type and enter in the subquery column
Note : You can skip this step and next step and click on the “next” button
- In third step, you can apply conditions like equals , starts with, contains ,etc., by using rule and rule set
- first of all select and/or button and select rule/ruleset and enter the data and click on “next” button to go to the next step.
- In the fourth step, select on the “add new visualization” at the top left corner of the screen then pop-up will be opened like below.
- Enter the appropriate details in the pop-up and click on “preview” button then result will be visible like below
- Here, If you select “IsDefault” checkbox then by default the app result will be table format only
- Click on the “update” button to update the visualization of the app.
- If you click on the “finish” button the app will be created like below
- If you click on the “Scheduling” button then scheduling phase will be displayed on the screen
- Enter the corn expression name , visualization type, and template and schedule the time(like daily, monthly, yearly ,etc.,).
- If you select the template as email the data has to be like the above figure.
- If you select the template as webhook , enter the webhook url in the webhook url field
- Click on the “finish button” to create an app and the result will come to the mentioned email as per schedule.
- Click on the “run now” button to run immediately.
creating report app using Proc
To create a new report app using proc , follow below steps
- Click on the “plus icon (+)” beside the search text field then the app creation page will be opened
- Click on the “New report app” option
- New report pop-up will be opened
- In the pop-up enter the App name, roles(mentioned roles only can view this app) ,module, description and tags.
- Click on the proc radio button the click on the “fetch” button then as related inputs will be displayed on the screen as like below:
- Enter the inputs and the click on the “add output” button then
- Enter column name ,data type and you can add another column in the output by clicking on “+”
- Click on “-” button to delete the column
- Click on the ”save” button to save inputs and click on the “next” button then you will go to the preview step.
- Here, Add visualization by clicking on the “add visualization” button at the left corner of the preview step then visualization pop-up will be displayed.
- In the visualization pop-up, enter the details of visualization type and name and click on the “preview” button then screen will be like below
- Click on the “update” button to update the visualization.
- If you select the “IsDefault” checkbox then by default the result will be the mentioned visualization type.
- Records will be visible at the right side.
- Click on the “finish” button to create an app.
- Click on the “scheduling “ button to go to the scheduling step of the app.
- In this step, Enter the corn expression name and required charts and template type and schedule the timing (like daily, monthly, yearly ,etc.,).
- If you select template as email give email Id in the email ID text field.
- If you select template as webhook give webhook url in the webhook url text field.
- Click on the “run now” button to run immediately.
- Click on the “ finish” to run the app as per schedule.
- Created App is like below
2. Web App :
To create a new web app , you can follow the bellow steps
- Click on the “plus icon (+)” beside the search text field then the app creation page will be opened
- Click on the “new web app” option
- web app pop-up will be opened
- Enter the details like app name, roles, description tags in the respective fields.
- Enter the “HTML” Code and click on the “preview ” button to view the result in preview like below figure.
- Click on the “save” button to create an app
- Created app will be as follows
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