Screen layout
After successfully deploying trellispark and login, you should see a screen like the picture below.
The trellispark “out of box” user experience has the following consistent structure:
- Bookmarks are in the bottom left side of the left navigation panel. The Bookmarks feature is used to create a shortcut to any page in the application. This is very useful when you frequently want to go back to a particular location
- Applications are listed in the top left side of the navigation panel. It displays all the apps that you are allowed to access based on your user role
- Company Logo is displayed in the top left corner. Instructions to change the company logo are provided at the end of this article
- Navigation Breadcrumbs are just to the right of the company logo. They provide a way to quickly navigate to the parent form of the page you are viewing. You can select any level in the breadcrumbs to navigate to that location
- State or “status” of the record that is currently displayed. The default state is “Active”. This feature is useful to provide a visual queue when a record may have different workflow transitions.
- Workflow events dropdown located just below the navigation breadcrumbs in the command bar lists any workflow commands that are available to a user based on their role and permissions
- Command Bar provides common buttons that a user can perform on the displayed record, such as Delete, Save, Refresh / Undo, and Done. A button will be disabled if the user is not permitted to select it
- Delete = deletes the record
- Save = saves the record
- Refresh = updates the record to the latest saved version
- Undo = restores any data on the form to the last time it was saved
- Done = saves the record and navigates back to the parent form
- Utilities menu located just to the left of the Save button provides a list of advanced options, such as restoring an earlier saved version of the record or export the XML data structure
- User Profile Preferences are located top right corner, as well as sign-out and feedback
- Form with Tabs displays the desired information as you navigate through the application
trellispark essential concepts and functionality
There are some important terms and concepts you should understand when first starting to use the framework and administration tools.
Below is an illustration of the security boundaries and how different administration tools are organized.
When you install trellispark (the application services, database, etc.), conceptually this is referred to as a trellispark Server. For example, you may have separate trellispark servers for development, test, and production deployments.
A Workspace is a security context to manage data and user access. You can create different workspaces to isolate and protect your data.
Functionality defines everything that you can do in a user experience within trellispark. It includes definitions for applications, forms, fields, workflow, state transitions, form permissions, when a custom stored procedure or TSQL will be run, and other conditions of the user experience. You create new functionality with the UX Creator App.
After you install trellispark and login for the first time, your user account is granted the “Workspace Owner” and “Server Owner” user roles to the Server Owner Workspace. This is a very important workspace that contains all the administration functions available in the user experience. There is only one Server Owner Workspace for a trellispark Server. You must be logged into the Server Owner Workspace to create any new functionality and create other workspaces. The Server Owner Workspace includes the following applications:
- Managed Workspaces
- Systems Administration (includes Invite Users, User Administration, and Workspace)
- UX Creator
- Application Logs
- Alerts Manager
You can create your own workspace by using the Managed Workspaces application. Creating your own workspace is an important first step because you can use it to define the functionality that will be available to your users. Go to this article to learn about the Managed Workspaces app and how to create a new workspace:
Get Started: Managed Workspaces App
The Systems Administration apps provide administration tools to define how users join a workspace including the functionality they are allowed to see, manage users in a workspace, and the properties of the workspace (such as the Workspace ID and trellispark license). Go to this article to learn about Systems Administration apps:
Get Started: Systems Administration Apps
UX Creator application is where you can create all your functionality. Learn more about how to get started creating new user experiences with UX Creator here:
The Application Logs application is where any application events are logged. It is the best place to look first when you need to investigate a problem. Learn more about Application Logs in this article:
Get Started: Application Logs App
The Alerts Manager displays important trellispark system notifications, such as a warning that you have reached the maximum allowed number of active users in the workspace based on your trellispark license key.
