Create a new microapp for a template integration
You can add a new microapp to suit your business needs. The template integration comes with a robust database connection. Ensure the required table entities are already available, then use the Microapps builder to create a microapp from scratch. Add new pages and notifications and then populate them.
Follow these steps:
- Verify needed table entities. Add new entities if necessary.
- Add the microapp.
- Add pages or notifications or both.
- Customize the pages and notifications using the builder.
- Manage access.
- Manage subscriptions.
Verify needed table entities and add new entities if necessary
Check an existing integration to ensure that the tables that you require exist already in Microapps. If you find a required table missing, you must add it. For more information, see Map database table entities.
- From the Integrations page, select the menu next to the integration to which you want to add a microapp.
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Select Edit.
The Tables page opens with an overview of how the database is divided into database tables.
- To find your required table, select Edit Schema, and filter for the required entity and confirm that it exists.
You are ready to add a microapp.
Add a microapp
Select from out-of-the-box microapps or create a microapp from scratch. Once you add a new microapp, it appears under the related integration on the Integrations page.
Before you begin, make sure you verified or added required table entities.
- From the Integrations page, select the menu next to the integration to which you want to add a microapp.
- Select Add Microapp.
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Choose one of the out-of-the-box microapps or select Blank Template to build your own microapp based on your business needs.
After you add the blank microapp, it appears under the related integration on the Integrations page.
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Return to the Integrations page and select Blank Microapp from the list under the integration.
The Properties page opens.
- Give it an appropriate name and description.
- Select Microapp Icon and choose an appropriate icon from menu. There are App Icons, Action and Notification Icons, and Microapps and Data icons from which you can select.
You are ready to add a Page or Notification.
Add new pages and notifications
After you have your microapp ready and database entities prepared, you need to create Action Pages or Notifications or both.
Add Action Pages
Add an action page for this microapp. Select from the starting templates, then customize the page in the builder.
Follow these steps:
- Select the microapp to which you want to add a page.
- Select Pages, and Add New Page.
- Give the Page a name.
- Select a starting template for the page:
- Detail
- Form
- Table
- Static content
The following screenshot shows what the New Page screen looks like:
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To set the table columns that you want your page to be prepopulated with, click Select Fields and select related field names.
- Select Set Columns, and Add.
The new page is added to the Pages list and is ready to be customized.
Add Event Notifications
Create triggers for events to be sent to the client application, such as new PTO request or notification that a record changed. Select from the template types, then customize the event in the builder.
Follow these steps:
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Select the microapp to which you want to add an event.
- Select Create New Notification at the bottom of the page.
- Give the Notification a name.
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Select your desired trigger and notification type from the following:
- New Records - Send notification when a new record is created.
- Changed records
- Matching record
- Delete records
- Periodic report
- Periodic notification (user action)
- Date reminder
The following screenshot shows what the New Notification screen looks like:
- Verify the data source and select your data table.
- Select Add.
The new notification is added to the Notifications list and is ready to be configured.
Customize the pages and notifications using the builder
For more information about customizing pages and notifications, see Page builder components and Build event notifications.
Manage subscriptions
Manage microapp subscribers to enable the microapps for specific users and user groups within your organization. For more information, see Assign subscribers.