Navigating an Application

 

Overview

In UDesigner, you access and organize app elements in your application at the Application level. App elements include modules, workflows, and Data Collections. These elements are what you use to build apps. Inside your application, you can also connect shared elements to your application.

Here's where the Application Level is on the Workspaces map:

A static image displaying Unqork's environment, app, and app element level architecture.

Once inside your app, you can open your app elements. Opening a workflow, module, or reference data opens the element in edit mode.

Application is also known as an app. You might see these terms used interchangeably across the Documentation Hub. Both words refer to an Unqork application.

Accessing an Application

Applications can be accessed from your homepage, or in workspace that contains the application.

Access an Application from the Homepage

If you recently worked on an Application, and want to return to it. Use the Recents tab on the homepage to access the application.

From the Udesigner homepage:

1. Navigate to the My Recents List
2. In the row of the application you want to open, click View.

Access an Application from the Starred List

If you've starred an application, access it any time from your Homepage's Starred list. To start an application, Click the (star Starring elements stores them in the Starred tab of your UDesigner homepage for quick access. You can star any element, regardless if it's yours or belongs to another team member.) next to an application's name

From the Udesigner homepage:

1. Next to My Recents, click Starred.
2. In the row of the application you want to open, click View.

Navigating an Application

The Application page displays a list of module and provides the option to view, edit, create, or delete modules in the workspace.

A static image displaying the application page.

  Setting Description

1

Application Name

The application's  name.

Click the (star Starring elements stores them in the Starred tab of your UDesigner homepage for quick access. You can star any element, regardless if it's yours or belongs to another team member.) next to the workspace name to display the application in the Starred tab of your UDesigner homepage.

2

···

Click to edit the application's name, description, and user permissions.

3

(Comments)

Opens the Comments panel for the application.

4

+ Create New

Click this button to create a module or data collection in this application.

5

Application Description

Clicking this button opens a modal A modal is a window that appears on top of the content you are currently viewing. to modify the workspace description.

6

+ Add Bookmark

Click to create hyperlink bookmarks for your team.

7

Search

Use this field to search for applications or record collections in your workspace.

8

Modified By

Sort applications and record collections by the following:

  • Last Modified by Anyone: Sorts applications by the date and time they were last modified.

  • Last Modified by Me:Filters and sorts applications by the date and time they were last modified by you.

9

Filter By

Filter by element type. You can filter by the following:

  • Module

  • Workflow

  • Data Collection

  • Data Schema

10

Search Method

Set the search method to search for application elements, or component values. After selecting an option, click the Search button to update the grid.

  • Search Application Elements: Search for modules or data collections.

  • Search Values within Components: Search for individual values in components.

Search values must be four or more characters.

By default, this setting is set to Search Application Elements.

 

Application Element / Values Location list

Displays the search results. From this list, you can view, star, edit settings, or delete an element from the application

By default, the list is set to Application Element.

11

Application Element

The name of the application or record collection in the workspace.

Click the (star Starring elements stores them in the Starred tab of your UDesigner homepage for quick access. You can star any element, regardless if it's yours or belongs to another team member.) next to the workspace name to display the element in the Starred tab of your UDesigner homepage.

12

Type

The element type. Elements can be Modules, Workflows, or Data Collections.

13

Description

The Creator's description of the application or record collection.

14

Last Modified

The last time the application or record collection was modified, and the user who made the change.

15

Actions

Lists the possible actions for the module or data collection.

Actions include:

  • View: Opens the element in a new browser tab.

  • ···: Displays a menu of additional settings, including:

    • Settings: Opens the element's settings modal A modal is a window that appears on top of the content you are currently viewing..

    • Preview: Opens module elements in Express View, or opens a data collection element's data collection page.

    • Duplicate (module only): Opens the Duplicate Element modal.
      Copy and modify the settings of an existing module element.

    • Move (module only): Opens the Move Element modal.
      Module elements can move to other workspaces and applications.

    • Delete (module only): Clicking this button opens the Delete Module modal. Confirm deletion of the module. Click Yes, Delete to delete the module from the application.

 

Resources

 

Overview

When you open an application, you're at the Application Level. This is where you'll access and organize app elements in your application. App elements include modules, workflows, and Data Collections. These elements are what you use to build apps. Inside your application, you can also connect shared elements to your application.

Here's where the Application Level is on the Workspaces map:

A static image displaying Unqork's environment, app, and app element level architecture.

Once inside your app, you can open your app elements. Opening a workflow, module, or reference data opens the element in edit mode.

Application is also known as an app. You might see these terms used interchangeably across the Documentation Hub. Both words refer to an Unqork application.

What You'll Learn

In this article, you'll learn how to navigate to the App level, explore your app's workflows, modules, and Data Collections, as well as what actions you can perform on your app elements.

Accessing an Application

To access the App level of Workspaces, you must first open a workspace.

3. Click Workspaces at the top right of the page.
4. Click the workspace name in the tile header of the workspace you want to access.
5. Click the app name in the tile header of the application you want to access.

You can also search for an app by clicking the (Search) icon in the navigation menu.

Navigating an App's Side Menu

Once inside your app, you can access and organize app elements. Depending on the type of app you selected, two or three tabs are visible in the menu to the left. For module-type apps, you'll see Module Icon Modules and Data Collections Icon Data Collections. For workflow-type apps, you'll see Workflow Icon Workflows, Module Icon Modules, and Data Collections Icon Data Collections.

Setting Description

Workflow Icon Workflows

Click this tab to display all workflows in your app.

Module Icon Modules

Click this tab to display all modules in your app. This is the default page.

Data Collections Icon Data Collections

Click this tab to display all Data Collections in your app.

Here's how the Workflow Icon Workflows page looks:

A static image displaying the app's workflow elements with the Workflows tab selected.

Here's how the Module Icon Modules page looks

A static image displaying the app's module elements with the Modules tab selected.

Here's how the Data Collections Icon Data Collections page looks:

A static image displaying the app's Data Collection elements with the Data Collections tab selected.

Navigating the App Level

Regardless if you access a module-type app, a workflow-type app, or your app's Data Collection, there are various actions you can take at the App Level. Here are descriptions of what you'll see inside your application:

Attribute Description

(Library)

Only available on the Modules and Data Collections pages. Opens the Library Modules or Library Data Collections panel to the right of the page. From here, you can search for elements, add them directly to your app, and configure their settings.

Manage ▾

Use this drop-down to see a list of administrative actions you can perform on your application.

  • Settings: Opens the App Settings modal A modal is a window that appears on top of the content you are currently viewing. where you can:

    • Modify the App Name* and App Path*.

    • Add or modify Header Modules, Footer Modules, Login Modules, and Footer Modules.

    • Add or modify app styles.

    • Add an App Description to make it easier to onboard team members or hand off projects.

  • Duplicate: Only available for module-type apps. All app elements in the original app duplicate as a copy of the app. App elements duplicated include the module type and tags. Selecting this option displays a modal where you can change the module name and path, add a description, and select module type.

  • Move: Moves the application to a different workspace. Any shared elements in the app share with both the original workspace and the destination workspace.

  •  Data Model: This link opens the application's Data Model page. Data models are visual representations of an application's data.

  • Promotion: Opens the App Promotion page to promote your app to the next environment stage.

    To learn more about promoting applications, see our Promoting Applications article.

  • Export CSV: Creates a CSV file of your application. The exported file contains the modules and the components in your app.

  • Delete: Deletes the application.

+ Create New

Create a new app element. Depending on what page you're on at the App Level, you can create a new workflow, module, or Data Collection.

Filter Tags

Use this field to filter your app elements by the tags you created in your app elements.

To learn about adding tags to module and workflow-type apps, see our Working With Module-Type Apps and Working With Workflow-Type Apps articles.

Recently Modified

Choosing a drop-down option arranges your workspaces, apps, or app elements. You can arrange by Last Modified, Created Date, or Title. Choosing an option a second time reverses its order. You'll see an arrow icon next to your chosen Sort by option. The arrow icon points up (ascending order (A to Z)) or down (descending order (Z to A)) depending on your Sort by order.

Element Tiles

Element tiles contain the following:

  • The app element name at the top of the tile. Clicking the element tile opens your element in edit mode.

  • If the app element is locked or not.

  • Information on when the app element was last modified and by whom.

Element Tile Options

You can also perform specific actions to individual app element tiles. Each tile includes an ... (ellipsis) that lets you access the element's settings, share it to the Library, and so on. Options available are dependent on the element type.

Workflow Tiles

The following options are available when clicking the ... (ellipsis) button on workflow tiles:

A static image displaying the ellipsis options for a workflow tile.

Option Description

Settings

Opens the App Settings modal A modal is a window that appears on top of the content you are currently viewing. where you can:

Modify the App Name* and App Path*. Add or modify app styles. Add or modify Header Module, Footer Module, Login Module, and Footer Module. Add an App Description to make it easier to onboard team members or hand off projects.

Preview

To preview your application from the workspace page:

1. Open your workspace.
2. In the  Applications tab, click Inline image of an ellipsis icon. (ellipsis) on the application tile you want to preview. The application settings menu displays.

Image showing the Application Settings menu open on the workspaces page.

3. Select Preview to preview your application in Express View Express View is how your end-user views your application. Express View also lets you preview your applications to test your configuration and view the styling. This is also the view your end-users will see when interacting with your application. After configuring a module, click Preview in the Module Builder to interact with the module in Express View..

To preview your application from the application page:

These instructions assume you have already created an application in your workspace.

1. Open the application you want to preview.
2. Click Manage ▾.
3. Select Preview to preview your application in Express View.

Image showing the Application Settings menu open on the application page.

You can also view an application preview in Express View using the following application URL path: https://www.{your-environment}unqork.io/app/{appPath}#/display/{moduleId}/{submissionId}/{moduleId}.

For example, an application named application-settings was created in the training environment. The moduleId of the application is 6517325819f7fec671368ff4 and has no submissionId. So, the Express View preview of this application uses the following URL: https://trainingx.unqork.io/app/application-settings#/display/6517325819f7fec671368ff4.

Module Tiles

The following options are available when clicking the ... (ellipsis) button on module tiles:

A static image of the ellipsis options for a module tile.

Option Description

Settings

Opens the App Settings modal A modal is a window that appears on top of the content you are currently viewing. where you can:

Modify the App Name* and App Path*. Add or modify app styles. Add or modify Header Module, Footer Module, Login Module, and Footer Module. Add an App Description to make it easier to onboard team members or hand off projects.

Preview

To preview your module from the workspace page:

1. Open your workspace.
2. In the  Applications tab, click Inline image of an ellipsis icon. (ellipsis) on the application tile you want to preview. The application settings menu displays.

Image showing the Application Settings menu open on the workspaces page.

3. Select Preview to preview your application in Express View Express View is how your end-user views your application. Express View also lets you preview your applications to test your configuration and view the styling. This is also the view your end-users will see when interacting with your application. After configuring a module, click Preview in the Module Builder to interact with the module in Express View..

To preview your application from the application page:

These instructions assume you have already created an application in your workspace.

1. Open the application you want to preview.
2. Click Manage ▾.
3. Select Preview to preview your application in Express View.

Image showing the Application Settings menu open on the application page.

You can also view an application preview in Express View using the following application URL path: https://www.{your-environment}unqork.io/app/{appPath}#/display/{moduleId}/{submissionId}/{moduleId}.

For example, an application named application-settings was created in the training environment. The moduleId of the application is 6517325819f7fec671368ff4 and has no submissionId. So, the Express View preview of this application uses the following URL: https://trainingx.unqork.io/app/application-settings#/display/6517325819f7fec671368ff4.

Duplicate

Only available for module-type apps. All app elements in the original app duplicate as a copy of the app. App elements duplicated include the module type and tags. Selecting this option displays a modal where you can change the module name and path, add a description, and select module type.

Move

Moves the application to a different workspace. Any shared elements in the app share with both the original workspace and the destination workspace.

Share to Library

Converts the app element into a shared element that you can use across various workspaces.

To learn more about Library Elements, see our Unqork Library Elements article.

Delete

Deletes the application.

Data Collections Tiles

The following options are available when clicking the ... (ellipsis) button on Data Collection tiles:

A static image displaying the ellipsis options for a Data Collections tile.

Option Description

Reload CSV

Lets you upload a new or modified CSV file to the Data Collection. It's important to note that uploading another CSV file will replace the existing one. Ensure the file won't break any application dependencies you might have.

Export CSV

Creates a CSV file of your application. The exported file contains the modules and the components in your app.

Move

Moves the application to a different workspace. Any shared elements in the app share with both the original workspace and the destination workspace.

Share to Library

Converts the app element into a shared element that you can use across various workspaces.

To learn more about Library Elements, see our Unqork Library Elements article.

Delete

Deletes the application.

Resources