Custom Apps give you the freedom and flexibility to design a customized workflow within Projectmates, outside of what is provided within our standard modules for your projects. These apps provide the ability to manage rights by roles, attach files, set up an approval workflow at various stages, create logs, and can be maintained as part of a template for use in all projects.
Helpful Hint: All of the entry fields for Custom Apps can be configured as required or optional fields. Additionally, the text box fields can validate data as alpha-numeric, numeric only, integers, or currency. Selection data for drop-down lists, radio buttons, and check boxes are configured based on your requirements.
To create a new Custom App:
- Click the red slider icon on the right-hand side of the page to open Site Admin Settings.
Helpful Hint: If you don't see the red slider icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.
- Under "Module Info," click Custom App.
- Click + App in the top-right corner.
- Enter a Name and Description for the app.
Leave the Hidden? toggle OFF.
Select the app Type.
Helpful Hint: The default selection is Multi-instance, meaning that the form can be filled out more than one time within a project. However, if this is meant to be a single-entry form, per project, toggle to change it to Single Instance.
Click Save.
On the Build App screen, click + Section & enter a Section name.
Click Save in the top-right corner.
Helpful Hint: Sections indicate a page within the form. You can create the entire form within one section, or have it separated into multiple sections - which will create a tab within the form for each section.
Click +Field to start building the form content.
Helpful Hint: Field Types and details have been outlined after the steps below.
Use the Preview Form button at any time to get an idea of how the form will look within a project.
Click Save in the top-right corner once the form build-out is complete.
Custom App Field Types:
All field types have the option to select a Width; "Half" or "Full". Half means that 2 fields can fit within the width of that line on the form, Full means that the field will take up the entire width of the form.
Read-Only Fields
Heading (read-only text as a header for the fields below it)
Horizontal Line (line that acts as a page break on the form)
Data Entry Fields
Helpful Hint: Data entry fields have additional options to make a field Required, or add Instructions for the field.
Single Line (alpha-numeric entry with 200 character limit)
Helpful Hint: This field type requires a type of Data Validation (ex. Open, Whole Number, Decimal, or Currency)
Multi Line (large text box space; alpha-numeric entry with 200 character limit)
Date (date-selection)
URL (website URL entry)
- File Attachments
List Fields
Helpful Hint: List fields need a Label, List Options, and the option to Include 'If Other'? or Instructions for the field.
Single Select (drop-down menu with single-select)
Multi Select (drop-down menu with multi-select)
Radio Button List (visible display options with single-select)
Project-specific Fields
Project Info
Helpful Hint: This field type requires the selection of which Project Info Field will be pulled into the form. This is done automatically based on the project's entered data within Project Info, and is not editable by the user. This field can be used more than once to pull into different Project Info data to be included in the form.
Users Drop down (drop-down menu of project users; with single-select)
Users Multi Select (drop-down menu of project users; with multi-select)
To add a Custom App to a project:
- Go to My Projects and select the project to add in the Custom App.
- From inside the project, click the red gear icon on the right-hand side of the page to open Project Admin Settings.
Helpful Hint: If you don't see the red gear icon, then you do not have access to make this change. Please check with your Site Admin to get the changes made that you need.
- Under" "Modules", click Custom Apps.
- Click the name of the Custom App you just created (ex. Vendor Scorecard).
- Click + Thread in the top-right corner.
- Enter a Thread Name (ex. Vendor Scorecard).
Helpful Hint: This will display within the project, on the left-hand menu under Custom Apps. This will be at the bottom of the Project Management modules.
- Under Manage Access Rights, select the appropriate permissions for each user role within the project (i.e. None, View, Create, Edit, Delete).
Helpful Hint: Below are the descriptions for each level of access:
- View: View log and forms
- Create: Create forms
- Edit: Edit forms
- Delete: Delete forms
- Click Save in the top-right corner.