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Adding and Removing Applications and Services
Applications or services available to a user in the Aptify Desktop client can also be used in the Aptify web interface. In addition, you can add or remove Applications or Services using the Applications and Services menu.
Working with Form Tabs
The tabs in Aptify forms as seen in the Desktop client are available in the Aptify web interface, but the implementation is different. This section provides an overview of the differences in the following sub-sections:
Accessing Form Tabs in the Web InterfaceThe tabs for forms can be accessed from the bar beneath the last field on a form. Clicking on the drop-down arrow to the right of the tab name displays the full list of tabs available for this form, as shown in the example below:
Image Added
The tabs to the right of the drop-down arrow are generated by Aptify's Suggested Tabs feature and Relevancy service, which were added in Aptify 5.5.3. For more information on the Relevancy service and the Suggested Tabs feature, see Adding a Relevancy Service and Suggested Tabs.
Using AttachmentsThe Aptify web interface includes support for adding and removing attachments. The attachment function is available via the toolbar, located in the center of a record. The first figure below illustrates how to access the Attachments tab. The second is an example of a record with an attachment.
 Image Modified | 
Image Removed Image Added |
Supported Functions
The following table contains attachments functions are supported and unsupported functions in the web interface, broken down by release:
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| id | prodsupp |
|---|
| direction | horizontal |
|---|
| Supported Functions | Unsupported Functions |
|---|
| Aptify 5.5. |
...
| 5 | - Adding attachments
- Deleting attachments, available only to those users who have the appropriate permissions
|
...
- Saved attachments can be assigned to categories.
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...
- An attachment can be moved into one of the available categories by clicking MOVE and selecting the desired category from the dialog box.
- Filtering by category, using the drop-down list box next to the ATTACHMENTS button.
- Users can access attachments in categories based upon their category permissions.
|
| Auitabspage |
|---|
| id | 553prodsup |
|---|
| title | Aptify 5.5.3 |
|---|
|
- Adding attachments
- Deleting attachments, available only to those users who have the appropriate permissions
- Users can access attachments in categories based upon their category permissions.
- Any attachments added to a record in the web interface are assigned to the default category. Currently only the default category is supported.
|
...
- Adding attachments to a sub-type record.
- Attachment count
| - Attachment Options are not displayed or supported.
- Deleting multiple attachments in a single action is not supported.
- Attachment permissions are determined by the user's permission settings for the entity, not at the attachment or attachment category level.
- When an attachment is added that exceeds the file size limit, the file does not upload successfully. However no dialog is displayed.
- If you attempt to add an attachment with long name over 180 characters in length to a record, the file will not upload successfully, and no dialog is displayed.
- In the Aptify Desktop client, the Pictures tab allows users to add and view images to a Persons record (this control can be added to other forms but appears on the Persons record by default). In addition, any images added to the record also appear on the Attachments tab. In the Aptify Web interface, users can view images individually on the Pictures tab, however any images must be added via the Attachments tab. The Aptify Web interface does not include support for adding or navigating images on the Pictures tab.
|
| Aptify 5.5.4 | - Adding attachments
- Deleting attachments, available only to those users who have the appropriate permissions
|
...
| Auitabspage |
|---|
| id | 551prodsup |
|---|
| title | Aptify 5.5.1 |
|---|
|
- Adding attachments
- Deleting attachments, available only to those users who have the appropriate permissions
|
Unsupported Functions
The following attachments functions are not supported in the web interface, broken down by release:
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| id | produnsup |
|---|
| direction | horizontal |
|---|
...
- Saved attachments can be assigned to categories. An attachment can be moved into one of the available categories by clicking MOVE and selecting the desired category from the dialog box.
- Filtering by category, using the drop-down list box next to the ATTACHMENTS button.
- Users can access attachments in categories based upon their category permissions.
| - Attachment Count is not supported.
- Attachment Options are not displayed or supported.
- Deleting multiple attachments in a single action is not supported.
- Attachment permissions are determined by the user's permission settings for the entity, not at the attachment or attachment category level.
- When an attachment is added that exceeds the file size limit, the file does not upload successfully. However no dialog is displayed.
- If you attempt to add an attachment with long name over 180 characters in length to a record, the file will not upload successfully, and no dialog is displayed.
- Adding Attachments to a sub-type record is not supported.
- In the Aptify Desktop client, the Pictures tab allows users to add and view images to a Persons record (this control can be added to other forms but appears on the Persons record by default). In addition, any images added to the record also appear on the Attachments tab. In the Aptify Web interface, users can view images individually on the Pictures tab, however any images must be added via the Attachments tab. The Aptify Web interface does not include support for adding or navigating images on the Pictures tab.
|
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| Aptify 5.5.3 | - Adding attachments
- Deleting attachments, available only to those users who have the appropriate permissions
- Users can access attachments in categories based upon their category permissions.
- Any attachments added to a record in the web interface are assigned to the default category. Currently only the default category is supported.
| - Attachment Count is not supported.
- Attachment Options are not displayed or supported.
- Deleting multiple attachments in a single action is not supported.
- Attachment permissions are determined by the user's permission settings for the entity, not at the attachment or attachment category level.
- When an attachment is added that exceeds the file size limit, the file does not upload successfully. However no dialog is displayed.
- If you attempt to add an attachment with long name over 180 characters in length to a record, the file will not upload successfully, and no dialog is displayed.
- Adding Attachments to a sub-type record is not supported.
- In the Aptify Desktop client, the Pictures tab allows users to add and view images to a Persons record (this control can be added to other forms but appears on the Persons record by default). In addition, any images added to the record also appear on the Attachments tab. In the Aptify Web interface, users can view images individually on the Pictures tab, however any images must be added via the Attachments tab. The Aptify Web interface does not include support for adding or navigating images on the Pictures tab.
|
...
| Aptify 5.5.2 | - Adding attachments
- Deleting attachments, available only to those users who have the appropriate permissions
- Users can access attachments in categories based upon their category permissions.
- Any attachments added to a record in the web interface are assigned to the default category. Currently only the default category is supported.
| - Attachment Count is not supported.
- Attachment Options are not displayed or supported.
- Deleting multiple attachments in a single action is not supported.
- Attachment permissions are determined by the user's permission settings for the entity, not at the attachment or attachment category level.
- When an attachment is added that exceeds the file size limit, the file does not upload successfully. However no dialog is displayed.
- If you attempt to add an attachment with long name over 180 characters in length to a record, the file will not upload successfully, and no dialog is displayed.
- Adding Attachments to a sub-type record is not supported.
- In the Aptify Desktop client, the Pictures tab allows users to add and view images to a Persons record (this control can be added to other forms but appears on the Persons record by default). In addition, any images added to the record also appear on the Attachments tab. In the Aptify Web interface, users can view images individually on the Pictures tab, however any images must be added via the Attachments tab. The Aptify Web interface does not include support for adding or navigating images on the Pictures tab.
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| Aptify 5.5.1 | - Adding attachments
- Deleting attachments, available only to those users who have the appropriate permissions
| - Attachments that are are in categories other than the default are not displayed, as the web interface not include support for attachment categories.
- Attachment Count is not supported.
- Attachment Options are not displayed or supported.
- Deleting multiple attachments in a single action is not supported.
- Attachment permissions are determined by the user's permission settings for the entity, not at the attachment or attachment category level.
- When an attachment is added that exceeds the file size limit, the file does not upload successfully. However no dialog is displayed.
- If you attempt to add an attachment with long name over 180 characters in length to a record, the file will not upload successfully, and no dialog is displayed.
- Adding Attachments to a sub-type record is not supported.
- In the Aptify Desktop client, the Pictures tab allows users to add and view images to a Persons record (this control can be added to other forms but appears on the Persons record by default). In addition, any images added to the record also appear on the Attachments tab. In the Aptify Web interface, users can view images individually on the Pictures tab, however any images must be added via the Attachments tab. The Aptify Web interface does not include support for adding or navigating images on the Pictures tab.
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Using CommentsThe Comments functionality in the web interface works similarly to the existing function in the Aptify Desktop client. All records in the web interface include a Comments tab available from the expanded drop-down menu (shown below), allowing users to add comments to records as needed.
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| Note |
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For comments that do not contain edited HTML, the View HTML window will not contain any tags or markers. |
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Limitations and Known Issues for Wizards
The following are limitations or known issues related to wizards in this version.
- Code-Based Wizards: Are not supported. All All code-based wizards will need to be translated into metadata into metadata wizards for use in the Aptify web interface.
- Show Step List: This option, which is used to include a step list on its left side that indicates each step in the wizard, is not supported.
Wizards Can Be Run From Anywhere: There are certain cases when running a wizard from a particular area of the system is not appropriate. For example, running a wizard that requires a set of records from the entity browser. This is controlled
by using the Run From
option on options in the Scope tab in Wizards records. However,
this option is these options are not supported through the web interface and wizards can be accessed from all options in Aptify (including Global search), no matter the options selected.
| Info |
|---|
As of Aptify 5.5.5, the Aptify web interface supports the Run From options that control where a wizard can be run. See Defining the Wizard Scope Tab for more information on these settings. |
- Run Prompted View: You must select one or more records. If your view has multiple pages, selecting all records on the first page will only run the wizard against the records on the first page. You have to run the wizard against the first page, then navigate to the following pages, select all records and run the wizard again.