PerfectApps ® Help Guide

Layout Mode

The default view when opening a new or existing app. In this mode you can build or modify the layout of your app.

Mobile Layout Mode

The Mobile Design feature is used to optimize an app so that it's suitable for viewing on a mobile device.

Behavior Mode

In this mode you can add intelligent behavior into your app. Behaviors will be linked to events which are associated with the app, pages, groups or objects on the app.

To open behavior mode you would normally select a specific behavior event. Clicking on the behavior icon will open the previously selected behavior event or, if no events have been opened in this session, will open a blank behavior screen.

Workflow Mode

In this mode you can define your workflow logic.

Click the Right Double Arrows to maximize the navigation panel.

Click the Left Double Arrows to minimize the navigation panel.

Use the double line grab handles to drag the navigation panel open to you preferred size.

Use this option to search for an object by name. Partial searches are supported.

Use this option to search for an object by type. Select the type of object from the drop-down list.

Any matching objects found may be selected from the resulting list.

This button will add a new page onto your app.

These buttons will expand, or collapse, the subsections for the app and page details.

All Objects

Select All Objects to see all objects and related behaviors in the lists below.

Behaviors Only

Select Behaviors Only to see only those objects that have behaviors attached in the lists below.

View

(Only applicable if a mobile version of the app has been built.)

Select to preview your mobile app in 1 Column or 2 Column mode.

Mobile Design

Stage

Select a Stage (and optionally a Role) then click the State button or Mandatory button to view a matrix of app objects for that stage and state combination.

Adding Workflow

The Workflow Diagram

Limiting User Access to App Fields

Explanation of State Priority

Understanding the Default State

Role

Select a Role (and optionally a Stage) then click the State button or Mandatory button to view a matrix of app objects for that stage and state combination.

Limiting User Access to App Fields

Workflow Roles

Adding a Role

Objects Overview:

View State

Click State to load the object states overview. This dialog provides a matrix view of all app objects and their states as the user/roles will see them at the various stages. You can view the object states for any role/stage combination.

With field state management, you control access to individual objects on the app. You can prevent individual roles from changing, or even viewing, specific data or areas on the app.

Adding Workflow

The Workflow Diagram

Limiting User Access to App Fields

Explanation of State Priority

Understanding the Default State

Objects Overview:

View Mandatory

Click Mandatory to load the objects overview. This dialog provides a matrix view of all app input objects and indicates whether an answer is mandatory or not at the various stages. You can view the mandatory inputs for any role/stage combination.

Loading the Object States Overview

Marking as Mandatory

Mandatory Answer Property

Checking for Mandatory Fields