Customize everything related to your App, from its name to its layout, in App Configuration you are in control.
Edition Qualifier: This feature is available in all FreeAgent Editions.
User Permissions: Only administrators can customize Apps.
This tutorial will cover the following topics:
You have the option to change the name of the elements in the navigation. You can click on the name in your Apps lists or go to App Setup and click on the name of the app. Then make sure you are under 'App Configuration'.
Here you can:
- Select an Icon for your App.
- Rename it.
- Customize your App's title.
- Limit access to it based on your user roles, as described in the 'Access Roles' section of this tutorial.
- Choose between our 1 column or 2 columns layout.
- Enforce Individual Access*.
- Define the Template to publish your records via PDF.
If you enable the 'Enforce Individual Access' checkbox, it will restrict access to this app for those users with individual access. This means that they will be able to see only the records they own. Once you are ready, click the 'Save' button.
It allows you to customize the Name shown at the page level for your Apps. All you need to do is select from one of the available fields. Only Text & ID field types are available.
Note: This will also change the information displayed in the dropdown for the Reference fields to the App.
It is also possible to limit access to certain elements on the menu based on the 'User Roles'. Once you have your roles, all you need to do to use them to restrict access.
Click the 'Access Roles' box in order to display the available options. Select the role or roles that should have access to the navigation element. If a role is not added here, the users that have that role assigned will not be able to see that element under the menu.
This is especially useful for those Apps that have sensitive data that only some users should have access to. Please note that you will need to assign the users to the 'Access Role' specified in this step in order for them to have access to it.
1 column or 2 columns layout
This will determine the form layout in your records, as it can be displayed as a single column or a double column layout.
The single-column layout is recommended for those apps where you have a small number of fields.
However, if you have multiple active fields for an app, we recommend switching to the 2 columns layout, as it will divide them into those two columns, giving you better access to all your information.
Generate PDF Template
Here is where you upload the template you will use to enable your team to download records as PDFs. To learn more about PDF Template, please visit the following tutorial:
Publish via PDF Template