Design Basics


  • Quick Add Elements In Report

    There are several options in Report Designer that are helpful for providing quicker Report Designing. In this tutorial we are going overview these options. In the Report Designer we expand Data...

  • Creating your First Rule

    Reports are entities that collect, filter, organize and display data in different formats, such as a table, matrix, summary, or chart. Reportable data can be sourced from the system itself, flows, folders or integrated systems, and filtered according to the sources’ contents.

  • Creating your First Truth Table

    Truth tables are rules that compare the possible combinations of multiple inputs, allowing the user to arrive at different outcomes depending on the specific combination. A truth table can output...

  • Creating your First Dashboard

    A dashboard is a page that displays and organizes data so that it is easy to analyze. Dashboards use reports, charts and other components to allow users to quickly and easily interpret information. Customize...

  • Designers Overview

    The platform contains designers for forms, flows, pages, reports, text merges, and rules. Designers allow users to create and customize entities to build an application to meet a business need. Most...

  • Creating a Designer Folder

    Designer Folder are collections of entities (such as portal pages, reports, forms, and flows) within specially configured folders. These folders are designed to make building your project faster, easier...

  • Adding Forms, Flows, and Reports to a Designer Folder

    Every Designer folder contains buttons that allow you to create entities in that folder, such as forms, flows, or reports. To add an entity to a Designer Folder, navigate to its folder, click the respective...

  • Creating Your First Flow

    A Flow is a diagram of interconnected components that sequentially execute steps to accomplish a task. Almost all steps result in an outcome, such as true or false, and most output some type of data.

  • Creating Your First Form Flow

    A form displays controls that allow a user to perform an action, such as enter data, display a report or folder, or manage entities. You can create a flow that, when run, opens a form. Create a new...

  • Creating Your First Report

    Reports are entities that collect, filter, organize and display data in different formats, such as a table, matrix, summary, or chart. Reportable data can be sourced from the system itself, flows, folders or integrated systems, and filtered according to the sources’ contents.