Security Features
Setting up users, roles, privileges and related considerations
Tag: Architect
Guide 1 - Build a CRM
Building a number of applications to form a CRM system
Security and Compliance
Security features - users, roles and privileges. Policies and procedures
Users
Adding, viewing and removing users
Relational Database Concepts
Useful concepts to understand prior to building applications
Roles
Organising users into groups for better management
Privileges
The different types of privilege and how they can be assigned
Adding, editing and removing
The basics of working with tables
Exporting
Allowing users to export data to spreadsheet
Fields
Table fields
Common Options
Options common to all fields of any type
Field Types
A list of field types, the purposes and options of each
Reporting
Viewing, querying and reporting on log data
Table layouts
Customise a table’s form on-screen
Usage Monitoring
Viewing usage statistics relating to users, tables and views
Views
Views allow the user to search and manipulate data
Field Options
Customise the behaviour and display of fields
Hierarchy Navigation
Customising how the user navigates an application
Basic Field Types
Text, number, date/time, auto-generated number sequence and checkbox fields
Text Field Options
Options specific to text fields
Joins
Using joins to merge data from multiple sources into one view
Relation Field Options
Options specific to relation fields, which determine how tables link together
Tabs
Tabs allow navigation from a parent record to a related child record
To grandchild records
agileBase automatically exposes three-tier navigation structures
Sensitive data
Options relevant to storing commerically sensitive or personal data
Special Field Types
Separators, comment feeds, referenced data, file uploads, automatic fields
Calculations
Adding calculations to a view
Date Field Options
Options specific to date fields
Separators
Separators are used to group fields into blocks
Upwards Navigation
Relations allow navigation from a child record to its parent
Data Integrity Checks
Enforcing the correctness of data entered into the system
Options
Options which alter table behaviour
Workflow
Running a workflow whenever a record is added
Calculation Examples
Some examples of useful calculations for each type of field (text, number etc.)
Types of Join
Left outer, inner and cross joins
Checkbox Field Options
Options specific to checkbox (true/false) fields
Comment Feeds
Comment feeds allow collaboration between users of a system
Referenced data
Embed data or charts from elsewhere in the system into a form
Adding Help
How to add inline help to aid users of your applications
Usage
Shows which users are viewing data from this table
Special Uses
Creating application functionality using views
Number Field Options
Options specific to numeric fields
Automatically present fields
Metadata fields created and managed by the system
Document templates
Templates allow the automatic generation of PDF documents, or printouts
File fields
Allow people to upload or generate documents, images and other file types
File fields
Allow people to upload or generate documents, images and other file types
Sequence Field Options
Options specific to auto-generated numeric sequence fields
Options
Many options affect how views look and behave
Separator Options
Options specific to separators, which form groups of fields into blocks
APIs
Using a view to create an API
Display Options
These options control how data is displayed
Behaviour Options
These options affect the behaviour of a view
Referenced Data Panels
Using views to embed data from other parts of the system into a data entry form
Cross Reference Field Options
Options specific to cross-reference panel fields
Creating a POST API
A powerful automation feature that can allow a third party system to POST data in to agileBase.
File Field Options
Options specific to file fields, including for generating documents
Creating a PUSH API
A powerful automation feature that can send data to third party systems.
Tabs
Showing data in a form tab
Creating a PULL API
Control how third party systems read data from agileBase
Controlling Form User Interfaces
Using a view to control a form - hiding/showing different areas, locking data and expanding/contracting blocks of fields on screen
Related Record Chooser
Using a view to choose a record for a relation field
PUSH API worked example - Zapier
A worked example to send agileBase data to a third party text messaging service using Zapier
Complete API worked example
A more complex API example showing a real world integration consisting of multiple steps
Exporting to spreadsheet
The data in each view can be exported when the requisite privileges are granted
Slack integration
Allows comments posted in agileBase to be shared as Slack notifications