How to create dynamic apps ?

Created by Gayathri Daka, Modified on Thu, 08 Dec 2022 at 08:03 PM by Lakshmi Bhavani

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


  1. Report app
  2. 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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