Guide 1 - Build a CRM
Building a number of applications to form a CRM system
Tag: Junior Software Architect
Junior Software Architect
Building more advanced functionality
5. Cross References and Automations
Introducing more advanced features such as cross referencing data and building a utomations
6. Security and Access Control
A look at the inbuilt security model and how to use it to control access
Special Field Types
Separators, comment feeds, referenced data, file uploads, automatic fields
Business Intelligence
Visualising data in third party Business Intelligence tools
Calendar
Using the built in calendar and integrating with third party calendars
Types of Join
Left outer, inner and cross joins
Referenced data
Embed data or charts from elsewhere in the system into a form
Special Uses
Creating application functionality using views
Automatically present fields
Metadata fields created and managed by the system
Document templates
Templates allow the automatic generation of PDF documents, or printouts
Integrations
Using the API and other data IO options to extract data from Agilebase and/or connect with third party systems
Workflows
A powerful set of automation features
Types of Workflow Actions
Each workflow can perform a single specific action
APIs
Using a view to create an API
Workflows
Using a view to create a workflow
Altering Data
Workflows can be used to alter data within the system
Referenced Data Panels
Using views to embed data from other parts of the system into a data entry form
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.
Send an email
Workflows can be used to send an email
Creating a PULL API
Control how third party systems read data from Agilebase
Send a Chaser email
Chasers are dedicated functionality that use email to ask third parties for relevant information
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
Send to Document Generator
Workflows can be used to automatically create a PDF document based on a template
Exporting to spreadsheet
The data in each view can be exported when the requisite privileges are granted
Advanced information on Workflows
Further information about Agilebase automation features
Chaining Workflows
Chaining Workflows
Recursive Workflows
Recursively Firing Workflows
Running on record creation or load
How to run a workflow every time a new record is created, or optionally, opened
Workflows Buttons
How to setup a Workflow to fire from a Button