The Smart App Builder application is a master tool with which several dynamic applications can be created with the required customizations in a seamless fashion. The key advantage of this application is that the essential ERP applications can be constructed by the end-users using a simple drag and drop functionality and it doesn't require any programming knowledge.
No and Low Code Automation
Build Numerous Applications (Web/Mobile)
No/Low Code Automation
Whitepaper
www.chainsys.com
Table of Contents
1 Introduction 2
2 Login 3
3 Design 5
Objects Configuration 5
Object Creation 6
Objects deployment 9
Build Action 10
Deploy Action / Version Choosing 11
Layouts Configuration 12
Applications 14
Application Creation 14
Object Assignments 15
Layout Assignments 16
Menu Structure 17
Side Menu 17
User Assignments 18
Application Deployment 20
Publish Action / Version Choosing 20
Publish Status 21
4. USE APP 24
Mobile App Installation and Configuration 24
appM Installation from App Store/ Play Store 25
Configuring appM to Connect Chainsys Platform 26
Web Application 32
Login 32
Application Switcher 32
Data Sync 33
Menu Explanation 34
2
Introduction
The Smart App Builder application is a master tool with which several dynamic applications can be created
with the required customizations in a seamless fashion. The key advantage of this application is that the
essential ERP applications can be constructed by the end-users using a simple drag and drop functionality
and it doesn't require any programming knowledge.
Login
Enter the User name and Password in the respective fields so that the home page will be displayed
as shown below.
Smart App Builder™
3
Click on the Menu icon from the top left, so that the menu options will be displayed on the left
pane as shown below.
4
Design
Login
Application AAssssiiggnnmmeenntt
Creation
Assignment Object Creation
User
Assignment Layout Creation
Builder Publish
Mobile & Web
Application
Objects Configuration
An Object is a collection of attributes and the function created to accomplish a specific task.
Smart App Builder™
5
Object Creation
Click on Object from the left pane of the home page, so that the Objects Definition form will be
displayed as shown below.
Double click on the Enter Object Name from the top and enter a new name for the object created.
(Ex: Employee Master Info)
The Name entered in the top will automatically reflect in the Object Properties form in the right.
Description - Enter a brief description of the object.
6
Drag and drop the required fields towards the right as shown above.
Once a field is dragged and dropped, it should be renamed with a unique name only then the text
fields will be allowed to be chosen.
Smart App Builder™
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Once the fields are chosen, enter the required values in the field property form that appears in
the right
Label - The name entered over the field will be displayed automatically.
Name - Enter a name, so that a column will be created against the respective label
in the database.
Click on the Prominent List icon to make the respective field a prominent one.
The fields that are made prominent can be filtered and fetched separately during
layout designing.
Note - Only five fields can be marked under a prominent list.
Length - Enter the length of the respective field created. However, the decimal 30
will be displayed by default.
Description - Enter a brief description of the field.
Help Text - Enter a tooltip for the respective field.
Add the following fields in the ‘Employee Master Info’ object,
Field Name Field Type
First Name Single-Line
Last Name Single-Line
Date Of Birth Date
Mobile Number Number
Email Email
Address Multi-Line
Country Drop Down
Once the information is entered, save the form, so that the fields created under the object will be
displayed as shown below.
8
Objects deployment
Once an object is created and all the required settings are made to it, it has to be marked with a Deploy
status, so that it will be considered for execution.
To deploy the object, we need to build the object. When an object is builded, a table will be created at
the backend and all the records will be moved to it, which makes it accessible by the application.
Follow the below steps to build and deploy the object.
Smart App Builder™
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Build Action
Once an object is created and required settings are made to it. Click on the Build button from the
top right, so that a table will be created at the back end in which all the records inserted from the
published application will be stored.
Once the Build button is clicked, the status of the respective object will be changed to ‘Build
Successful’ click for deploy options as shown below.
10
Deploy Action / Version Choosing
Click on the Deploy button, so that the Version Upgrade page will be displayed as shown below.
Slide the toggle key against the required version.
Major - On selecting this option, the application will be versioned in the whole number.
Ex - 12.0 - 13.0
Major - On selecting this option, the application will be versioned in decimals.
Ex - 12.0 - 12.01
Once the version settings are done, click on the Deploy button under it, so that the status
Deployed will be displayed with the version number.
11
Layouts Configuration
The Layout is an interface in which all the created objects and fields can be sorted and viewed. Here,
the positions of the respective fields and actions can also be rearranged as per requirement.
We can create the layouts by drag and drop the required fields after selecting the object. In this
workbook we are going to use the default layout which was generated automatically at the time
of object build.
We already created the “Employee Master Info” object, for this object system already generated the
following list of layouts at the time of object build.
employeemasterinfo_Entry
employeemasterinfo_View
employeemasterinfo_Web_List
employeemasterinfo_Mobile_List
employeemasterinfo_Mobile_Search_List
Smart App Builder™
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Smart App Builder™
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Applications
The Application is the outermost layer or the external shell of the group of objects and layouts that are
assorted to accomplish a specific functionality.
Application Creation
Application Name - Enter a unique name for the application.
Display Name - Enter a display name for the application. The name entered here will be
displayed on the front end.
Upload Logo - Upload an image with a unique logo for the application.
Description - Enter a brief description of the application.
Access In - Select an option using the radio button.
Web - On selecting this option, the application can be accessed via the web. Here, two
different web applications can be created. Namely:-
Instant Render - On selecting this option, a dynamic web application will be created,
which can be accessed within the organization’s platform.
Deployed Node - The web application will be deployed in a server so that it can be
universally accessed.
Device - On selecting this option, the application can be accessed using the following
mobiles and devices.
Once the information is entered in the above fields, save the form, so that a new application
will be created and the following settings can be done.
14
Object Assignments
The Objects can be assigned to an existing application or to a new application by following the
steps below.
Navigation: appDESIGNER -> Application Creation -> Object Assignment
Click on Objects drop-down menu and select an object from the list of options.
Once the object is chosen, save the form, so that it will be assigned against the selected application.
Clicking on the Filter icon to expand other object assignment options as shown below
User Assignment - The object can be directly assigned to the users in object form.
Dependent Assignment - When a parent object is added, the respective application will be
assigned to the child objects by default.
Reference Assignment - The application to which the object is assigned will also be assigned
to the object that is used as a reference in it.
Layout Assignment - If only the layouts are assigned to the application, the object against
which the layout is created will also be assigned by default.
Smart App Builder™
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Layout Assignments
The layouts can be assigned to an existing application or to a new application by following the steps below.
Navigation: appDESIGNER -> Application Creation -> Layout Assignment
Click on the Layouts drop-down menu and select a layout from the list of options.
Once the layout is chosen, save the form, so that it will be assigned against the selected application.
16
Menu Structure
The menu structure is created using various layouts and objects so that the end-user can access the
application through it. In this form, the created menu groups can also be assigned to various
roles and users.
Navigation: appDESIGNER -> Application Creation -> Menu Group
Side Menu
Click on Side Menu from the top right to create a menu option on the side menu.
Menu Group Name - Enter a name for the menu group.
Display Name - Enter a display name for the menu group.
Click on the Layouts button, so that the layouts that are chosen under the object will be
displayed as shown below.
Enter a Display Name for the menu group and save the form.
Smart App Builder™
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User Assignments
Using this functionality, the application can be assigned to users, so that the application can be
accessed by them. The assignments can be performed in three different methods. Namely:-
Individual - An application can be assigned to a single user so that the respective user can
access the application.
Group - Multiple users can be assembled in a single group and the application can be
assigned to it so that all the users within the group will be able to access the application.
Responsibilities - An application can be assigned to a responsibility, therefore anybody
who is assigned to the respective responsibility will be able to access the application.
Navigation: appDESIGNER -> Application Creation -> User Assignments
Smart App Builder™
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Click and choose the required tab from the User Assignment form.
Group
Individual
Responsibility
Click on the lookup field and select a name from the list so that the application will be assigned to it.
Once the application is assigned, save the form, so that the assigned name will be displayed as
shown below.
19
Application Deployment
Publish Action / Version Choosing
Post the application creation and user assignment, this application can be published so that it will be
deployed on a server from where the user can access it.
Once the application is created, click on the Make Ready For Publish button from the top right of
the above screen, so that the Version Upgrade form will be displayed as shown below.
20
Choose the required version by sliding the toggle key.
Major - On selecting this option, the application will be versioned in the whole number.
Ex - 12.0 - 13.0
Minor - On selecting this option, the application will be versioned in decimals.
Ex - 12.0 - 12.01.
Once the version settings are done, click on the Publish button under it, so that the status
Published will be displayed with the version number.
Publish Status
During the publishing process, the application will go through various stages as shown below.
Inqueue
When the above status is shown, the process can be aborted by clicking the Force Stop button.
Smart App Builder™
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Build In Progress
Once the process is complete, the status will be displayed as Published as shown below.
Smart App Builder™
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Click on the Build Log icon to check the complete log of the build.
Click on Build History icon to check the complete history of the build.
23
Use App
To check the outcome of the above processes in a mobile device, perform the following steps.
Mobile App Installation and Configuration
Click on the appM from the menu group on the left pane so that the form will be displayed
as below.
Open the App Store or Play Store from your mobile device and install the appM application.
After installing the appM application in the mobile device, scan the above QR code from the
desktop computer to log in to the application.
When the QR code is not accessible, the login process can also be performed by following
the steps below.
24
appM Installation from App Store/ Play Store
Open the App Store/Play Store application in your IOS/Android mobile and search for appM.
Press the Install button so that the application will be downloaded and installed on your
android phone.
Smart App Builder™
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Configuring appM to Connect Chainsys Platform
Open the appM application, and scan the QR code which is explained in the 4.1 section.
Once you scanned the QR code you will get the form as shown below. Here
enter the credentials.
User Name - Enter your username.
Password - Enter your password.
Press the Connect button, so that the entered credentials will be saved in the application and
the connection will begin to establish.
26
Once the connection is established and synced, the screen will be displayed as shown below.
During the sync process, the apps assigned to the user using Smart App Builder will be
downloaded to the mobile device.
Smart App Builder™
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Click on the Get Started button, so that all the applications will be displayed as shown below.
Smart App Builder™
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Press the required application, so that the data associated with it will be synced and made
available in the mobile device. So that it can also be used offline (when there is no connection
to the server) and it will be displayed as shown below.
Smart App Builder™
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You will get the side menus as configured, click the menu to view the associated layout.
Press the Add New + icon to include more details to the specific record.
Press any specific record, so that all the information associated with it can be viewed and
edited as shown below.
30
Smart App Builder™
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Web Application
Login
Enter the following link in your browser and login using Username and Password.
https://dev.chainsys.com/apps/
Application Switcher
32
Once logged in, the form will display all the assigned applications as shown above.
Click on any to the required application to access it.
Data Sync
Once the application is clicked, it will go through a process and fetch the associated information
from the backend. During which the form will be displayed as shown below.
Menu Explanation
Once the Sync process is complete, the homepage will be displayed as shown below.
Smart App Builder™
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The menu groups assigned in the application will be displayed in the left pane.
Click on the Employee’s menu from the left pane, so that it will navigate to the employees list page.
34
Click on the Add New icon to include a new record to the menu.
Click on an existing record, so that the details associated with it will be displayed as shown below.
Click on Edit icon from the top right, so that any information on the page can be modified.
Smart App Builder™
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Supported Endpoints ( Partial )
Oracle Sales Cloud, Oracle Marketing Cloud, Oracle Engagement Cloud,
Oracle CRM On Demand, SAP C/4HANA, SAP S/4HANA, SAP BW, Cloud
SAP Concur, SAP SuccessFactors, Salesforce, Microsoft Dynamics 365, Applications
Workday, Infor Cloud, Procore, Planview Enterprise One
Oracle E-Business Suite, Oracle ERP Cloud, Oracle JD Edwards,
Oracle PeopleSoft, SAP S/4HANA, SAP ECC, IBM Maximo, Workday, Enterprise
Microsoft Dynamics, Microsoft Dynamics GP, Microsoft Dynamics Nav, Applications
Microsoft Dynamics Ax, Smart ERP, Infor, BaaN, Mapics, BPICS
Windchill PTC, Orale Agile PLM, Oracle PLM Cloud, Teamcenter, SAP PLM,
SAP Hybris, SAP C/4HANA, Enovia, Proficy, Honeywell OptiVision, PLM, MES &
Salesforce Sales, Salesforce Marketing, Salesforce CPQ, Salesforce Service, CRM
Oracle Engagement Cloud, Oracle Sales Cloud, Oracle CPQ Cloud,
Oracle Service Cloud, Oracle Marketing Cloud, Microsoft Dynamics CRM
Oracle HCM Cloud, SAP SuccessFactors, Workday, ICON, SAP APO and IBP, HCM & Supply
Oracle Taleo, Oracle Demantra, Oracle ASCP, Steelwedge Chain Planning
Oracle Primavera, Oracle Unifier, SAP PM, Procore, Ecosys, Project Management
Oracle EAM Cloud, Oracle Maintenance Cloud, JD Edwards EAM, IBM Maximo & EAM
OneDrive, Box, SharePoint, File Transfer Protocol (FTP), Oracle Webcenter, Enterprise Storage
Amazon S3 Systems
HIVE, Apache Impala, Apache Hbase, Snowflake, mongoDB, Elasticsearch,
SAP HANA, Hadoop, Teradata, Oracle Database, Redshift, BigQuery Big Data
mangoDB, Solr, CouchDB, Elasticsearch No SQL Databases
PostgreSQL, Oracle Database, SAP HANA, SYBASE, DB2, SQL Server,
MySQL, memsql Databases
IBM MQ, Active MQ Message Broker
Java, .Net, Oracle PaaS, Force.com, IBM, ChainSys Platform Development
Platform
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One Platform for your
End to End Data Management needs
Data Migration Data Quality Management Data Analytics
Data Reconciliation Data Governance Data Catalog
Data Integaration Analytical MDM Data Security & Compliance
www.chainsys.com
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