Home
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
Entity
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
Admin Section
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
Document Template
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
Notification
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
Data Metrics
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
Data Sync
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