Here is quick video to show you how to create your own app -




Here is a brief overview with the steps to create an app - 

  1. Click on the Apps icon from the top bar 



  2. Click on the "New App" button from the left panel.

  3. You will now see a 3 step process to create an app




Step 1 : Basic Info

This screen will allow you to enter basic details about your app.

  • App Name - Name of your App as it will appear in the Left Panel. eg. Projects, Clients etc
  • Basic Unit / Item - What would a single data item of your app be called. eg. Project, Client
  • App Icon - Pick an icon that most suits your app. This will show up with the app name in the left panel

Step 2: Form Designer

This screen will let you design the data capturing form for your app. 

  • Click on the fields from the left tool box and it will appear on the canvas to its right.
  • Click on the field in the canvas to view the properties box and change the properties.
  • Drag the fields to change the order.


Step 3: Workflow Designer

This screen will let you create custom workflows for the app

  • New Record is Added - This event is called when you submit / add any record or data to the app. 
  • Record is Updated - This event is called when you modify / update a record or data in the app.
  • Record is Added or Updated - This event is called when you either add a new record or update an existing record.
  • Record is Deleted - This event is called when you delete a record or data in the app.
  • Comment in an Record - This event is called when you comment within a record.
  • Timed - These are timed events that can occur at a set interval of time specified in hours, days, weeks, months or years.

For each workflow you can specify your Criteria and Action. Currently, the Actions supported are:

  • Add Data to another app - This allows you to add data from the current app to another app within your account.
  • Update Data in another app - This allows you update data in another app based on specific conditions.
  • Request Approval - This allows you to request an approval from a user within CollaborateCloud.
  • Send out an Email - You could send out an email to one or more recipients with a specified Subject and Content.
  • Redirect to a Thank you Page - You could redirect the user to a thank you page on submit, update or delete of the record.
  • Redirect to an External URL - You could redirect the user to an external URL of your choice on submit, update or delete of the record.
  • Create a Task - You could create a task and assign it to one or more co-workers.
  • Call an External URL (Hooks) - You could call an external URL in the background to pass any data from the app or trigger an action in a third party application.

You could use the app data within workflows by using the field variables as {FIELD NAME}. This will get substituted with the actual value. You will find all the variables on the top of the workflow in a blue box.