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How to create an application

There are 5 ways in HAP to create an application:

Application Building​

  1. Create an application and set the name, theme color, and icon
  2. Create required worksheets
  3. Create views in the worksheets
  4. Configure roles and permissions for users
  5. Configure the workflows
  6. Set charts and dashboard

I. Create an Application​

Click [+New App] > [From Scratch] in the upper right corner of the home page.

Set the application name, theme color and icon.

II. Create Worksheet and Custom Page​

You can create a worksheet and enter data manually or import an Excel file.

Worksheet​

Generally, an application consists of several worksheets.

For example, a purchase-sale-storage system requires customer worksheet, order worksheet, supplier worksheet, inventory worksheet, etc.

How to create and design worksheets

III. Configure Views in Worksheet​

A view is used to present the filtered data in worksheets.

For example, in the worksheet Order Management, you need to view unpaid orders. In this case, you can create a view named Unpaid. The data filtered by [Payment Status=Unpaid] in Order Management will be displayed in Unpaid, and other irrelevant data will be hidden. At least one view should be configured for a worksheet.

Detailed settings for views

IV. Configure Roles and Permissions​

The data in a worksheet can be managed according to roles and permissions. For example, some users can add, delete and modify; some can only view, but not add; some can view their newly-added data while others cannot. The scenarios mentioned can be fulfilled by configuring roles and permissions for users.

How to assign roles and permissions for users

V. Configure Workflows​

As long as there are fixed and regular operating processes, workflow can help you to realize the automated processing and flow of business data. For example, when the order is marked as [Paid], a reminder will be automatically sent to the boss to inform him of the order name and amount.

HAP provides 19 automated operating processes, which can help you avoid repetitive manual operations.

VI. Create Charts

The data collected and stored in the worksheet can be analyzed through charts.

There are 9 types of charts in HAP, including bar chart, line chart, biaxial chart, radar map, pie chart, funnel chart, pivot table, numerical graph, and administrative division to show you data trends and distribution.

According to the above, a complete application system can be built. Worksheets, views and roles and permissions are the key points in the initial stage of application building; workflows and charts can be completed later. It is recommended to refer to Get Started to quickly grasp product basics and learn how to build an application with a simple application Recruitment Management.

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