Customize an existing microapp for a template integration

As with creating a new microapp, you can add new pages and notifications. In this case, you can also edit existing notifications and pages using the Microapps builder.

Follow these steps:

  1. Verify needed table entities. Add new entities if necessary.
  2. Add pages or notifications or both or open existing pages or notifications.
  3. Customize the pages and notifications using the builder.
  4. Manage access.
  5. 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.

Edit microapp schema

  1. From the Integrations page, select the menu next to the integration to which you want to add a microapp.
  2. Select Edit.

    The Tables page opens with an overview of how the database is divided into database tables.

  3. To find your required table, select Edit Schema, and filter for the required entity and confirm that it exists.

You are ready to customize your microapp.

Add new pages and notifications

After you verify needed entities, you need to create Action Pages or Notifications or both.

Add new page and notifications

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:

  1. Select the microapp to which you want to add a page.
  2. Select Pages, and Add New Page.
  3. Give the Page a name.
  4. Select a starting template for the page:
    • Detail
    • Form
    • Table
    • Static content

    The following screenshot shows what the New Page screen looks like:

    Add new page templates; Detail, Form, Table, Static content

  5. To set the table columns that you want your page to be prepopulated with, click Select Fields and select related field names.

  6. 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:

  1. Select the microapp to which you want to add an event.

  2. Select Create New Notification at the bottom of the page.
  3. Give the Notification a name.
  4. 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 Page screen looks like:

    New notification

  5. Verify the data source and select your data table.
  6. 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 Customize pages or Customize 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.