OneVizion Applets are a collection of Tabs designed to collect data to accomplish a business purpose. An applet is automatically created when you create a Trackor Type and has a General Info tab. Trackors can have more than one Applet to avoid having too many tabs on the main Applet and consolidate relevant Tabs to a team or department. To access this Application Page, use the Quick Search Bar from the Menu Application.

Accessing the Applets Application Page

Open

This will open the Define Applets Application Page. Use the Trackor Browser View Options, Trackor Browser Filters, and the Quick Search to obtain the Trackor Type to add an Applet.

Applets Page

Open

Users may 'Pin' features to their command bar by using the ellipsis menu.

Adding an Applet

Every Trackor Type has at least one Applet defaulted to the same name as the Trackor Type. This Applet is created by default when a Trackor Type is created, similar to General Info Tab that gets created by default for a Trackor Type.
To create an additional Applet, click the Add Icon. This will open the Add App Applet on the General Tab.

Add App Applet 

General Tab

The General Tab contains general information for the Applet.  Once the required information is filled out (denoted by an *), and the Applet is saved, the Add  App Applet will change to the Edit App Applet, and additional Tabs may appear.

General Tab

Tabs Tab

The Tabs Tab contains all the Tabs that are assigned to the current Applet. Here users will use the Applet Designer to create/edit tabs.

Applet Designer

Users have the ability to add/create, assign, unassign Tabs in the Applet Designer. The Applet Designer is displayed in 2 columns. Trackor Types/Tabs are displayed in the left column. Selected Tabs are displayed in the right column. 

Users may add Tabs from the current Trackor Type as well as any parent Trackor Types. Use the Home Icon to show all Trackor Types that Tabs may be chosen from.

In the example below, we have chosen the Trackor Type "Accounts" and the "Tabs" associated with the Trackor Type are listed in the left column. The "Tabs" listed in the right column will be displayed on the Applet.

Applet Designer 

When users double-click on the Tab in the left panel, it will be automatically placed on the bottom position of the form. Users may also drag and drop the Tabs onto the tab. The form will become highlighted where the field is going to be placed.

To toggle between a Summarized Tab view and the Detailed Tab view select the Switch View Mode Icon.

An example of Detailed Tab View is shown below.

Detailed Tab View

Users may make edits to the Tab by clicking on the Pencil Icon when hovering over the Tab. 

Multiple Tabs can be added at once to the Form by using “SHIFT + Left Mouse Click” . 

Create New Tab

Users may add new Tabs from the Applet Forms Designer page. Click on the Create Tab Icon.

Cloning A Tab from the Applet Admin form

Admins have the ability to clone tabs directly on the applet admin form. Added the Clone tab button for tab entries. This functionality supports the cloning of config tabs and external tabs.

Click here for a Video Tutorial on Cloning a Tab within the Applet Form

Role Privs Tab

The Role Privs tab contains the Security Privileges for each Security Role for the Tab. To edit the Privileges assigned to a Security Role click the check box in the columns. Only change the privileges of the roles that would need to use the Tab, therefore, do not change every role's privilege unless every role needs to use the tab.

Role Privs Tab

To mass assign the Privilege Option click the All Privs Icon.

A Confirm Pop-Up Window will appear where the user must click "OK" to verify the change.

Confirm Pop-Up Window

Trackor Classes Tab

Trackor Classes can be set here as well as on the Class X-Ref page. A Trackor Classis an optional classification that enables users to group Tabs and Applets that relate to specific types of Trackor Records for a particular Trackor Type.  Trackor Classes are useful if users will need specific Tabs for specific types of data. 

OneVizion Pages Tab

The OneVizion Pages Tab contains the Application Pages that can use the Applet. Users may apply the current Applet to these Application Pages by selecting the appropriate checkbox.

Assigning Components Package

A trackor type or rule or DB package can be assigned to multiple Component Packages. For example, Account will need to be part of Case Management System and Professional Services Automation.

Components Audit Log Tab

The Components Audit Log Tab records all changes made to the Applet Components. This tab will only appear for initialized Applets. 

Components Audit Log Tab

Publishing Applets

Cloning an Applet

To quickly copy an existing Applet, click the Clone Icon. The Add Applet will open with the same field values as the original fields. Users can keep the fields the same or edit as needed.

Editing an Applet

Select the Applet and click the Edit Icon.  This will open the Edit Applet where any necessary changes can be made.

Deleting an Applet

Once the desired Applet is highlighted, click the Delete Icon. Deleting an Applet permanently removes it from the system. 

Users will not be able to delete the Master Applet, this is denoted in the Application Grid as shown below.

Clicking the Delete Icon will prompt a delete confirmation pop-up, users must click "OK" to confirm.

Delete Confirmation Pop-up

Export Listing of Tabs Assigned to Applets

To export click on the Export Icon.

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