App Instances list
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Edit Apps > Overview
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Displays a complete list of app instances that exist for your apps. To filter based only on one specific app, choose an app from the drop-down.
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App Instances list
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Edit Apps > App Details
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Provides access to app instances for that app. This is only available to the app owner.
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App Instances node
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Edit Apps tree
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Displays in the tree view all app instances that the user is involved in.
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App is Active check box
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Edit Apps > App Details
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The app owner can inactivate the app entirely by un-checking the Active box. This will prevent anyone from accessing both the app design and app instances, without the dangers of deleting an app and its instances all together.
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Clear Lock Button
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Edit Apps > Open/Closed instance details
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The Clear Lock button can be used to unlock an app instance. Instances are locked when a user opens it and will remain locked if the instance is closed abnormally; usually by closing the browser window.
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Create New App Button
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Apps Workspace
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This button will create a new app either from scratch or from one of the available templates.
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Data History button
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Edit Apps > App instance details
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The Data History button displays an audit record containing data snapshots at the point of each data submission for the app. See Accessing the Data History of an App Instance.
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Delete app button
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Edit Apps > App Details
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This will present you with the option to delete the app in its entirety, delete the mobile design, delete only the previous versions of the app (while keeping the current version), delete previous mobile versions, or delete all draft instances of the app.
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Delete instance button
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Edit Apps > Open/Closed instance details
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This button will allow you to delete an individual, or group, of instances for an app. Note that instance may also be deleted directly from the Edit Apps view using delete from your keyboard or the Delete button.
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Design button
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Edit Apps > App Details
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Click the Design button to edit the app in the App Designer.
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Details button
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Edit Apps > Open/Closed instance details
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Click the Details button to view the app instance details (notifications, submission dates, stages and more) for the app instance selected in the list.
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Favorites
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Edit Apps > Overview
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Double click on an app in the favorites list to view the details for that app.
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Import button (Apps)
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Apps Workspace & Overview
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To import a PerfectApps app (.PA or .PF), click the Import button under the Apps Workspace. Locate the .PA or .PF file on your PC. This will be uploaded and added into your Private or Shared Apps folder. You can upload apps that have been exported from another account or downloaded from the PerfectApps Web site.
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Latest Version and Published Version
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Edit Apps > App Details
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Even after publishing an app you will often find that you need to make changes to the app to accommodate changes to your business process or data collection requirements. Once an app is deployed and you have started to fill in apps, you still have the ability to make changes to the app without invalidating previously completed app instances.
For a complete explanation of version control options, see Publishing and Deploying Your App.
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Link button
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Edit Apps > App Details
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This provides URL and HTML links to a published app. For a complete explanation of the Link button options, see Publishing and Deploying Your App.
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Map Versions
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Edit Apps > Open/Closed instance details
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Click this button to point app instances created under one published version of an app to another version. For more information, see Mapping App Instances to Another Version of the App.
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Migrate button
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Edit Apps > App Details
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This will load a dialog that allows you to import an app file (.PA or .PF), export your app design, export app data to a local file or transfer ownership of your app to another designer. See Exporting Apps and App Data.
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Migrate button
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Edit Apps > App Details > Data History
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For Data History, the Migrate button allows you to save the data history in CSV or XML format locally.
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Mobile App is active
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Edit Apps > App Details
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The app owner can inactivate the mobile version of the app, if one exists, by un-checking the Mobile App is active box. This will prevent anyone from accessing the mobile version of the app but will not affect the standard, non-mobile, version.
See Mobile Design for more details.
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Name
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Edit Apps > App Details
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The name of the app as shown in the tree in the left panel and elsewhere. It can be changed here as well as in the App Designer. It must be unique within all apps owned by that user but it can have the same name as an app created by another user.
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New button
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Apps Workspace & Overview
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In the Apps Workspace, clicking the New button displays a drop-down menu that shows app-related actions including New App and New Folder. Selecting New > App will launch a new blank app in the App Designer. Selecting New > Folder creates a new folder in the selected node of the Apps tree.
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New Instance button
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Edit Apps > App Details
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This will create a new (and real) instance of the app. The button will only be enabled once the app has been published.
Draft instance of a 'minor version' app can be used for testing. See Testing Your App Using Draft Instances.
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Permissions section
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Edit Apps > App Details
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Allows the owner to specify who is able to create new app instances. If it is a shared app, it also allows further permissions (editing, reporting etc.) to be set.
For a complete explanation of permissions options, go to Granting App Permissions.
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Private Apps node
Shared Apps node
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Edit Apps tree
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When you create a new app, it is only visible and editable by the user who created it. However, you can share the app by selecting it from the tree or the recently edited list and then clicking the Share button at the bottom of the App Details area.
Once an app is shared, it will be moved from the Private Apps top level node of the tree to the Shared Apps top level node. Within the Shared Apps node are the names of any users who have shared apps. A shared app will be moved into the tree node with the name of its creator. A shared app can be returned to the Private Apps node by clicking the Unshare button.
See Allowing Others to Edit Your App
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Publish button
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Edit Apps > App Details
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This publishes a production version of the app. Once the app has been published, it can be deployed and accessed by respondents.
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Recent Edits list
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Edit Apps > Overview
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Click on an app in the recently edited list to view the details for that app.
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Related
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Edit Apps > App Details
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The related section lists associated items within the PerfectApps account. Related items will include connections and any apps or reports linked using the ‘Show App,’ ‘Show Report,’ ‘Get field from other instance,’ or ‘Set field in other instance’ behavior commands.
If there are no related items, this section will not appear.
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Search (by App Name)
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Apps Workspace & Edit Apps > Overview
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Enter search criteria to find a specific app. Use this search if you want to locate a specific app by its name.
Partial name searches are supported.
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Share/Unshare button
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Edit Apps > App Details
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Toggles an app between Shared and Private permission settings. Once an app is shared, it will be moved from the Private Apps top level node of the tree to the Shared Apps top level node. Within the Shared Apps node are the names of any users who have shared apps. A shared app will be moved into the tree node with the name of its creator. A shared app can be returned to the Private Apps node by clicking the Unshare button.
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Status (Filter)
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Apps Workspace
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Filter the list of apps by their status.
Choose from: Published, Draft.
To clear an existing filter, click it again from the list.
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Update Date (Filter)
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Apps Workspace
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Filter the list of apps by their last updated dates.
Choose from: Last Week, Last 30 Days, Last 3 Months, Last 6 Months, Last Year.
To clear an existing filter, click it again from the list.
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Version Section
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Edit Apps > App Details
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To revert to a previous version of the app, select the desired version (Latest, Published or Draft) from the Version section.
For a detailed explanation of version control options, see Working with Versions.
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View button
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Edit Apps > Open/Closed Instance details and App Instance details
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Click the View button to see the actual app instance.
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