Creating an Application Form Definition

Within the trellispark framework, applications are assigned to a user to give them an entry point to a business function with a set of related tasks.

An example Form Definition page for an Application is shown below:

Application form definition overview page, showing the form name, type, purpose, tabs, attached files, application category, and icon URL

The Form Type will be set to “Application” and each Application will need a unique Form Name that identifies what functionality will be provided. An Application may have a series of Tabs that will display on the page in the same way as a Concept.

Applications appear at the top of the left-hand navigation in alphabetical order unless grouped by Category in which case they appear as sub items within the Category.

The data model for an application will typically consist of child lists:

Application form definition data model tab, displaying the field definitions table

These child lists will show up within the application as a set of tables to allow the user to choose which records they will be working with, listing the various records that the user has access to. Multiple child lists can be added to each application and on the various tabs.

By default, a user who has been assigned to the Workspace’s Administration Group can see all the records within the workspace. If this is not the desired behaviour, then you can modify the T-SQL used to populate the list must restrict the user’s view based on any criteria. For example, you could:

  • create Teams and Groups to restrict access to records to users
  • create business rules so that users can only see records that match defined conditions
  • list recently updated records
  • list records in a defined state
  • add Search Criteria to the list to prefilter the records based on any set of parameters

Applications do not need Form Permissions as users are not allowed to Save or Delete the workspace data directly. This also means that data field types should not be created on Application forms.

Applications do not need state transition diagrams or a series of state transition workflow of their own as they are not discrete identities within the workspace.

Previous article: Using Concept Subforms

Updated on November 1, 2022

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