Create an Application
The Create an Application section explains everything you need to know to build from scratch an eLegere application. The section explains all the concepts and tools that a Designer employ to build whatever application their workflows require. In particular, the section explains:
- How to define a source where to store and retrive data.
- The interface to build eLegere applications called Design Mode.
Sections
Define a Source to Store the Application’s Data: Storages¶
Applications require data sources called Storages to retrive, manipulate, and record data. The Storages store your workflow's data.
The Define a Source to Store the Application’s Data: Storages section explains what are the Storages and how to create o delete a Storage.
Subsections
What Are Storages and Why Do You Need Them?¶
What Are Storages and Why Do You Need Them? teaches you the basics about Storages: what are and why applications require Storages to work.
Create an Empty Storage to Be Filled¶
Create an Empty Storage to Be Filled teaches you how to create from scratch an empty Storage without loading pre-existing data outside eLegere.
Create a Storage from an External Source: Connections¶
Create a Storage from an External Source: Connections teaches you how to create a Storage starting from a data source outside eLegere. This is called Connections.
View Data from Different Storages: Logical Storages¶
View Data from Different Storages: Logical Storages teaches you how to create a Storage that displays and filters information from other two Storages.
How to Delete a Storage You Don’t Need Anymore¶
How to Delete a Storage You Don’t Need Anymore teaches you how to remove a Storage that you don't need anymore from eLegere.
Design an Application in the Design Mode¶
The Design Mode is a powerful interface that enables users with the proper permission to design application without any knowledge of coding.
The Design an Application in the Design Mode section covers all you need to master all the Design Mode's features and automate your workflow.
Subsections
- How to Create an Application Starting from a Storage?
- How to Customize an Application’s Table?
- How to Enable or Disable Operations on the Table
- How to Create a Custom Set of Filters for the Users: Properties
- How to Attach a Table with Further Information to a Row: Detail Tables
- Customize Saving Options
- Automate Actions and Calculations in the Application
- Restrict Automatically Who Can Add, View, and Edit the Rows
- Add a Link in the Application to an Another Application
- How to Send a Push or Email Notification When a Trigger Happens
- Create Links to the Application’s Rows
- How to Schedule an Action or Notification at a Certain Date and Time?
- How to Work Directly with the Database: Stored Procedures
- How to Embed Powershell Scripts in Your Application
- Design Your Own Custom Actions to Expand eLegere
- How to Integrate and View a Data Visualization Report
- Display the Data on a Geographical Map
How to Create an Application Starting from a Storage?¶
How to Create an Application Starting from a Storage? teaches you how to create an application starting from an existing Storage.
How to Customize an Application’s Table?¶
How to Customize an Application’s Table? teaches how you can customize any table within your application: from the appearance and layout to the column names and the data insertion forms.
- Change a Column’s Header Name Corresponding to a Field
- Clear the Column Name Corresponding to a Field
- Restore the Previous Column’s Name
- View the Field’s Name from the Storage
- Change the Table’s Name
- Define a Field Value as Label for the Rows: Row Identifiers
- Change the Format of a Numeric, Date or Date-Time Field
- Make Column Cells Editable
- Hide or Show a Field on the Table
- Enable or Disable Attachments for the Rows
- Setup the Attachment’s Maximum Size
- Change Table Headers or Cells Colors
- Choose an Icon for the Column’s Header
- Change the Position and Size of a Column in the Table
- Configure the Default Sorting for the Table
- Configure the Filtering, Sorting, and Search Options for a Column Field
- Configure the Filters to Display only Relevant Results: Cascade Filters
- Write Tooltips Describing the Content of Each Column
- How to Configure a Table Cell as a Drop-Down List
- Enable the Application to Track the History of Changes on the Table
- Customize the Form to Insert the Data on the Table: Input Form
- Add a Shortcut to Edit Data in Another Application from the Table: AppLinks
How to Enable or Disable Operations on the Table¶
How to Enable or Disable Operations on the Table teaches you how to enable or disable operations on the tables: Adding Rows, Editing, Removing, Exporting, and Recalculating Values.
- Enable or Disable Adding, Cloning, Recalculating or Removing Rows
- Enable or Disable the Export of the Application’s Data
- Decide the File Format to Export the Application’s Data
How to Create a Custom Set of Filters for the Users: Properties¶
How to Create a Custom Set of Filters for the Users: Properties teaches you to configure set of Properties and Groups. Properties are a powerful tool enabling the users to search the application's tables in a fine-grained way. Groups are custom sets of Properties.
- What are the Properties?
- How to Add a Property as a Filter
- How Do You Display Properties Values as Range or a List?
- How to Organize the Properties in Sets to Help the Navigation: Groups
- How Do You Hide a Property?
How to Attach a Table with Further Information to a Row: Detail Tables¶
How to Attach a Table with Further Information to a Row: Detail Tables teaches you how to create a Detail. Details are secondary tables that you can relate to a row on the main application's table. Each row can have one or more Details.
- What are the Details?
- How to Create a Detail and Attach It to a Row
- Customize the Detail Navigation’s Tab Appearance
- Display or Hide a Detail in the Application
- How to Display a Detail Only Under Certain Conditions
- How to Delete a Detail Table
Customize Saving Options¶
Customize Saving Options teaches you how to configure how eLegere applications handle the row's saving process.
- Save the Rows in a Single Save Process or through Multiple Save Processes
- Enable Changes Confirmation before Saving
Automate Actions and Calculations in the Application¶
Automate Actions and Calculations in the Application teaches you how to automate actions and calculations in the application. In particular, where to insert Formulas in the Design Mode to obtain the desired intelligent behavior.
- How to Configure a Default Value for New Entries’ Cells
- How to Calculate Values Automatically
- Configure Calculations Without the Necessity of Storage: Logical Columns
- Where to Insert Conditions for Changing the Table’s Appearance
Restrict Automatically Who Can Add, View, and Edit the Rows¶
Restrict Automatically Who Can Add, View, and Edit the Rows teaches you to configure conditions for cells, columns, and actions through the insertion of Formulas.
- How to Enable the User to Add, Edit, View, Remove or Clone Row If the Conditions Are Satisfied
- How to Make a Field Editable if the Conditions Are Satisfied
- How to Make a Row’s Cell Mandatory
- How to Restrict Who Can View, Upload, and Delete Attachments
- How to Show a Table Column If and Only If the Conditions Are Satisfied
Add a Link in the Application to an Another Application¶
Add a Link in the Application to an Another Application teaches you how to add a link to external application in the application you are designing.
How to Send a Push or Email Notification When a Trigger Happens¶
How to Send a Push or Email Notification When a Trigger Happens teaches you how to configure the application to send notifications when specific triggers happen.
Create Links to the Application’s Rows¶
Create Links to the Application’s Rows teaches you to enable an action that generates a link to the application's rows.
How to Schedule an Action or Notification at a Certain Date and Time?¶
How to Schedule an Action or Notification at a Certain Date and Time? teaches you how to configure actions in eLegere at certain times of the day, week or month.
How to Work Directly with the Database: Stored Procedures¶
How to Work Directly with the Database: Stored Procedures teaches you how to configure actions working directly with the database of eLegere. Stored Procedures work with the tables of the Storage without passing through the application's actions.
How to Embed Powershell Scripts in Your Application¶
How to Embed Powershell Scripts in Your Application teaches you how to configure actions to execute complex operations through a Powershell script.
Design Your Own Custom Actions to Expand eLegere¶
Design Your Own Custom Actions to Expand eLegere teaches you where to insert an eLegere Script to create you own Custom Actions. eLegere Script is the scripting language enabling the Designer to write their own features and automated actions.
How to Integrate and View a Data Visualization Report¶
How to Integrate and View a Data Visualization Report teaches you how to plug in the application a data visualization system to view a graphical representation of data (e.g. chart, diagrams, etc.)
Display the Data on a Geographical Map¶
Display the Data on a Geographical Map teaches you to represent your data on a world map when the rows containing data like addresses, latitude or longitude.