Creating Applications - 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

An Application is a user-facing container with OnBase functionalities. It can be easily customized and adjusted to suit your needs.

Create the application by following the steps:

  1. In the App Builder tab, within the New group, select New Application.
    The Create Application wizard is displayed.
  2. Enter the title of the new application in the Title field.
    Note:

    The title can include only alphanumeric and international characters, and spaces.

    The System Name and Route fields are automatically populated with the value entered in the Title field.

  3. Modify the System Name field as needed. The system name is the name shown in the App Builder structure in the Repositories pane. It must be unique.
  4. Modify the Route field as needed.
    Note:

    The Route field represents the part of the URL that will be used to access the newly created application. In the example presented here, the address is: <web_server>/<virtual-dir>/Apps/<app-route> so an example address would be: https://myserver/AppNet/Apps/myapplication

    where the <web_server> is your server address, <virtual-dir> is the name of your virtual directory, and the <app-route> is the route you gave your application.

    The route accepts only lowercase alphanumeric characters, "-" and "_".

  5. In the Theming section, adjust the Theme Color and Font Color, using the buttons on the right. The theme color is set as the primary color for pages, such as headers. The font color is used as the foreground color.

    Theming allows to adjust the application to the specific color requirements of a brand and to distinguish multiple applications from each other.

    CAUTION:

    When changing colors, make sure that the items are displayed appropriately and are easy to read for the end user.

    Note:

    The theme will be displayed when appearance is set to the Light Mode. When set to the Dark Mode, the application uses the default Web Client theme.

  6. Click Next.
    The user group selection screen is displayed.
  7. Select a user group from the User Groups drop-down list.
    Tip:

    The scope of a persona-based application should be limited to the functionality that only the specific group need.

    If you need to separate functionalities (screens, actions, source groups) by user groups, verify whether you should break these functionalities out into multiple apps for multiple user groups.

  8. Click Add. The selected group is displayed under the Name column.
  9. When all required groups are added, click Next.A Summary screen is displayed.

    The Launch Create Screen Wizard box is checked by default. If you do not want to proceed directly to the Create Screen Wizard, uncheck the box. For details on screen configuration, see Creating Screens.

  10. If you are satisfied with your application, click Finish.
The newly created Application is displayed under the App Builder tab in the Repositories pane, and in the Properties tab.