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PerfectApps™ Help Guide

The Apps Workspace allows full users to create apps, import app files (.pa or .pf) and edit existing apps that they own or that have been shared with them.

 

Apps Workspace

 

Use the orange buttons to create new apps or to open the quick help feature

 

Object

Details

Create New App

Universal - Create New App button

Use the Create New App button to create a new app in your account.

Quick Help

Universal - Quick Help button

Use the Quick Help (?) button to open the quick help menu

 

Choose from: Get to Know the Dashboard, Create an App, Edit an App, View Apps, Use a Template or open the Help Center

 

Use the Search and Filter options to find specific apps in your account.

 

Object

Details

Search by App Name

Universal - Search by app name

Use the Search by App Name option to look for specific apps in your account.

Filter by Update Date

Universal - Search by update date

Use the Filter by Update Date to look for apps that have been updated recently.

 

Choose from: Last Week, Last 30 Days, Last 3 Months, Last 6 Months, Last Year

Toggle filters on and off using a single click.

Filter by Status

Universal - Search by status

Use the Filter by Status option to look for apps by their status.

 

Choose from: Published, Draft

Toggle filters on and off using a single click.

 

Use the available icons to manage your apps.

 

Icon

Details

Design

Universal - Design button

Click the design icon to open the app in the App Designer.

Publish

Universal - Publish button

Click the Publish icon to publish the app.

Get Link

Universal - Get link button

Click the Get Link icon to find the links needed to create instances of the app.

Favorite

Universal - Favorite button

Click the Favorite icon to mark the app as a favorite, or to un-mark the app as a favorite.

More Options

Universal - More options button

Click the More Options icon to open a menu of other actions that can be performed.

 

Choose from: Design, Publish, New Instance, Link, Share, Permissions, Migrate, Delete

 

Click on Edit Apps in the left panel to open the Apps Overview screen. This screen offers an alternative way to find and select individual apps within your account or other designer's apps that have been shared with you.

 

Apps Overview

 

Selecting an app from the workspace or overview screen will open the individual app details screen that allows you to view details of the app and it's instances.

 

App Instance Details

 

App Dashboard Overview

Apps Workspace Overview

(3 min)

Almost all of the management options for apps and their instances is initiated from the Apps Workspace. Watch this tutorial to see an overview of the Apps Workspace before watching the more detailed tutorials.