Basics of App Features
App features enable you to create database for storing and sharing information with team members, such as sales information, customer information, and To-Dos. Before you begin creating apps, you should first understand the basics of apps.
Records and Fields
In apps, data is managed under the unit "record". If we use customer information as an example, one case of customer information would be one record. And, any item such as customer ID, customer name, address, or telephone number that comprises customer information is referred to as "field".
In apps, data is saved in the following list view:
In one row, one record of customer information is saved. And in one column, one field (items comprising customer information) is saved. Data can be added, edited, and deleted for each record.
Forms and Views
When you create an app, configure "Form" and "Views".
Form is a screen used to enter data in apps. On the form, create and place desired fields where data is to be entered, including text boxes, drop-down lists, and radio buttons.
Data you enter on the form is saved as a record on the app.
View also acts as a display format for displaying the list of records added to the app. You can select one of the following display formats:
- List view
Displays a list of records in the same format as data saved in the app. You can select fields to be displayed and the order in which they are displayed.
- Calendar view
Displays a list of records in calendar format.
You can customize the record list by writing HTML codes.
Multiple views can be configured to one app. App users can select the desired view for displaying records from the list of configured views.
Editing by Multiple Users Simultaneously
Data can be edited for each record, and therefore multiple users can simultaneously edit different customer information.
When multiple users try to edit the same customer information at the same time, the operation in which a user edited and saved first is prioritized. When the subsequent editing is saved, the editing user receives the following error message and thus cannot save the editing:
"Please refresh the record. Another user updated the record during your editing. "
Extracting and Summarizing Data
You can quickly extract required information from data stored in apps according to your purpose. Stored data can be summarized and used for graphs, which enables visual and simple representation of data status.
In apps, there are various features that allow you to use database more conveniently. You can choose necessary features and customize them for your business.
|Comment||This is a feature used to post comments to records. This feature allows you to exchange your opinion and make contacts among team members.
Posting Comments to Records
|History||This is a feature used to track change history in records. This feature allows you to check when and what changes to a record were made, and by whom. You can also use this to restore records to the former status.
|Graph creation||This is a feature used to create graphs for data in apps. This feature allows you to summarize the sum of all numbers, the number of records, and so on. You can also use this to display the summarized result in list view or graph view.
|Notification and Reminder||This is a feature used to notify users when a record is edited or a comment is posted to a record.
|Automatic Calculation||This is a feature used to perform automatic calculation using values in fields.
|Process management||This is a feature used to configure processes (workflow) to allow multiple users edit and review records.
Setting Process Management
|Category||This is a feature used to categorize records. Enabling the category feature allows you to specify a category for each record.
|Access permissions||This is a feature used to set user permissions. For example, you can set permissions as follows:
|Action||This is a feature used to duplicate record data and create new records in a specified app.
Setting App Actions
|Localization||You can specify an app name or a field name in Japanese, English, and Simplified Chinese respectively. For example, if you specify an app name in both English and Japanese, the app name is displayed in English for English user interface, and in Japanese for Japanese user interface.
App Localization Settings
|Plug-in||This is a feature used to expand functions of an app by using plug-ins. This feature is available only for Kintone Standard Course.
Adding Plug-Ins to an App