Main Entity

• All main entities​
• Quick search records in entity​
• view records of entity
• Add records in entity​

All Entities

• Display list of complete entities available in app
• Add, Search, View records of entity quickly​

Home Tab

• Shows user information
• Shows user role
• Shows last login information
• Shows list of favourite items created by user

Graph Tab

• Shows graphs from all entities for quick analysis

Real Time Monitoring Tab

• Shows live graphs of record count in entities (for which it is enabled)

About Company Tab

• Shows information about your company / product

User features

• Change password
• Logout
• Mobile view
• application feedback

Grid Page

• List of all records
• Quick add​
• Full add
• Add wizard
• Import excel
• Export excel

• Copy records
• Graph
• Show/hide columns
• Filter records
• Bulk verb action, update and delete option
• Grid/table/list view

• Simple search
• Detailed search
• Faceted search
• Clear search
• Pagination
• Action button

Details Page

• Tabs for associated records
• Non-editable complete form​
• Edit button

Edit Page

• Workflow buttons
• Quick create records in dropdowns​
• Save/ Save and continue/ cancel buttons
• Accordion on bottom of page
• Copy entity button

• Action button (same as on grid)
• Add association button to add associations
• Single verbs​
• Collapse/expand all buttons

Users

• Create User
• Assign role
• Delete
• Lock/Unlock user

Roles

• Create
• Set Permissions
• Set Field Level Security
• Assign users
• Set role as default for new user
• Delete

User based security

• Save or reset
• Allow hierarchy (available only in self association)

Dynamic Role Mapping

• Allow permissions based on value of property

Business rules

• Rule Details
• Define Entity and roles
• When to evaluate
• Conditions on rule
• Actions

User Interface

• Set Default page for entity
• Set Company Profile
• User Defined Pages
• Themes

Application Configuration

• Configuration Settings
• Rest API Settings
• Third party settings
• Email Templates

Application Guides

• Common User Guide
• General Deployment Guide
• Security Guide
• Configuring business rules

• Database design document
• Current security settings
• Current business rules
• Troubleshooting Guide

Basic Information

• Add template
• Update/Delete
• Set Document Name
• Enter Entity Name
• File Upload

• Define Template Type
• Define Action Type
• Set Document Output Format
• Enable Download
• Give Permission to Roles

UI Information

• Display Type
• Display Order
• Tool Tip
• Background Colour
• Font Colour
• Disable Template

Manage notification (On Grid Page)

• List of all records
• Quick add
• Import excel
• Import csv

• Filter records
• Bulk verb action, update and delete option
• Grid/table/list view
• Simple search

• Detailed search
• Faceted search
• Clear search
• Pagination

Create Notification

• Set Notification Type
• Notified By
• Title
• Content

Set SMTP Details

• Set Company Information ​
• Change Icon​
• SMTP Details
• About Company
• Set Disclaimer​
• Add Footer Section

Manage Email Templates

• Edit/Delete Email Templates​
• Add Email Template Type​
• Add Template

Email to Users

• Select Roles​
• Define Subject​
• Email Content

Other

• Set Start/ End Date of a Notification
• Assign to Roles & Users

Create Data Metrics (On Grid Page)

• List of all data metrics
• Full add
• Import excels
• Export excels
• Filter data metrics

• Bulk verb action, update and delete option
• Simple search
• Faceted search
• Clear search

Metric Display Information

• Define Data Metric Type
• Create Query
• Set Aggregate
• Assign Roles

UI Information

• Set Background Colour
• Set Font Colour
• Hide UI information
• Set Display Order

Define Basic information

• Name
• Tooltip

Change Data Entity (On Grid Page)

• List of all change data
• Full add
• Quick Add
• Show/Hide Column
• Import excels

• Export excels
• Filter change data
• bulk verb action, update and delete option
• Simple search

• bulk verb action, update and delete option
• Simple search
• faceted search
• clear search

Enter Data

• Set Entity Name
• Set Entity Status
• Set Type

Sync Date

• Select Entity
• View
• Import Changes

Other

• Enable Sync data while launching an application
• Processed on Date/Time
• Define JSON Data