Sources organizing - Application Builder - Foundation 23.1 - Foundation 23.1 - Ready - OnBase - Essential - Premier - Standard - external - Standard - Essential - Premier

Application Builder

Platform
OnBase
Product
Application Builder
Release
Foundation 23.1
License
Standard
Essential
Premier
  • Organize sources

    There are different ways to make sources available to users. You can either create one master detail page with many different groups and sources or you can break the sources out into more pages with less source groups.

  • Single Source pages

    The first source on a page will be loaded by default. It allows you to highlight important sources (such as a Dashboard) by giving them their own page and easily navigate to it.

  • HUB pages

    If users have access to multiple applications, create an application that pulls them all together like a hub. Create a quick access page with actions that link to other applications.

  • Multiple personas with overlapping tasks

    If you have multiple personas with similar or overlapping task, you can organize the content in several ways. An example could be an HR Generalist and a Supervisor. The Supervisor may do many of the same tasks the Generalist does, but may need some extra ‘admin’ functionalities. You can choose one of the following options:

    • Duplicate an application by exporting it and import it back under a new name with a different route. Then add additional functionalities that the supervisor needs to the imported application.

    • Both personas use the same applications for day to day functionality. Break the admin features out into a seperate application that just the supervisor has access to. You can use the ‘Open URL’ action to allow the supervisor to navigate between the apps.