Business Apps Building Blocks

Uploading Template File

You can easily upload a template by using the following:

Your file will appear in the dialogue below once it gets uploaded:

The system will detect your fields and display them as shown below:

You can start clicking on each field to set their dynamic data configuration. You will see the following screen:

In case you have previous blocks which contain data, which can be inserted, the screen will also contain those blocks:

You can drag-and-drop previous blocks, and select the data from them that you would wish to insert. In the example below we are selecting a previous block 'Form' (as shown above) inside the editor:

In our case, since we've dropped a data input form block, it provides with the forms fields for us to select the right one:

If we press the checkbox next to the 'Client Name' field, we will have that particular field inside the editor:

This means we will have the dynamic field inserted here during the execution, and it will end up inside the email message body. You can also insert time, date, and date with time by dragging and dropping either of the following blocks:

You can format your date/time as shown below:

Drag-and-drop the user block:

You will get the following dialog, containing users from your organization:

If you select 'During runtime insert user that executes this', then the system will insert whoever will be executing this business app. Otherwise, you can select a specific user. When dealing with end-users, you can specify which data you would like to be inserted into your email message body. You can for instance tick name, title, and the phone number. In case you have selected multiple data fields, at the bottom you have 2 more checkboxes, which specify how you would like to separate those fields. The first one allows separating the fields with a comma, while the second option allows separating your data fields with a new line.

If you are happy with your settings, click the 'Apply and Close' button:

If you would like to remove the field you've just selected, simply click on the X button:

Alternatively, you can press the 'Clear' button at the bottom of the dialogue:

Display

You can display the file your app is generating during run-time by enabling the following option:

You might need to enable this when a contract file is being generated, for instance, and the end-user needs to see it while executing the business app.

Replace Files?

In case you do not wish to keep the previous version of the file, enable the following option and the app will ensure that the previously generated version is replaced with the new one: