You can create custom apps in Orgzit to store, organize, and analyze data as per the particular needs of your organization. Here's how:
How to create a custom app
Custom apps can be added from the Manage Project page, accessed by clicking on the relevant project in your dashboard and then clicking the Manage Project button. Note: You need project administration rights to be able to access the Manage Project page.
Under the apps section of the Manage Project page, click on Create Custom App and submit app name, description, and general app attributes.
Applying general app attributes
Once you create a custom app, you will be taken to the Manage App page. This page can also be accessed by clicking on the gear symbol in the app page and selecting Manage app from the drop-down menu. The Manage App page allows you to edit the following general attributes for your app:
| General app attribute | Function |
| Name | Let's you give a title to your app. |
| Description | Allows you to describe the contents and purpose of your app. |
| Title Formula |
Helps you give a custom name to the record using simple combinations of fields in the app. For instance, for a digital marketing agency using Orgzit for lead tracking, a record title formula could consist of lead topic + closing date. Based on record data, this would generate record titles such as "Run Facebook Campaign - 2/28/2017". |
| Order by | Used to sort data on the basis of the values in a particular field. |
| Search fields |
Allows you to specify which fields you want the Orgzit search engine to look into when running a search query. |
| Record name | Used to provide a custom name for your records. For example, bug, lead, candidate etc. |
Adding fields
To add a field to your app, click on the Add Field + button on the Manage App page. Then add a field name, data type, and attribute.
Reordering fields
To change the order of fields, drag and drop them vertically on the Manage App page.
Creating reports
To create a report from your app data, click on the Create Report + button on the Manage App page. Fill in the fields to name and customize your report and hit create. You can view the report by clicking on the Reports button on the app page. To learn more about reports, click here.
Creating custom workflows
To create a workflow for your app data, click on the Create Workflow + button on the Manage App page. Fill in a workflow name and select when you would like the desired action to be triggered (Post Delete/Post Save/Pre Delete/Pre Save) and enter a condition. To learn more about workflows, click here.