This topic describes some general features of the Framework application and their functionality, including areas that are not fully supported in the Aptify Web interface.
Adding and Removing Applications and Services - Version 5.5.1 and Up
Applications or services available to a user in the Aptify Desktop client can also be used in Aptify. In addition, you can add or remove Applications or Services through the Settings option. See the Aptify Feature Guide for more details.
Using Attachments in Aptify - Version 5.5.1 and Up
Aptify 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.
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Supported and Unsupported Attachment Functions - Version 5.5.1 and Up
For version 5.51 and up, only adding and deleting an attachment is supported, and the delete function is only available to those users who have the appropriate permissions.
In addition, the following advanced attachment features are not available, broken down by release:
- Attachment Category Support (Version 5.5.1): Attachments that are added to categories other than the default will not display, as Version 5.5.1 does not include support for Attachment Categories.
- Attachment Category Support (Version 5.5.2): As long as user has permissions for a particular category attachment are accessible in Version 5.5.2. However, they are added to the default categories as Version 5.5.2 does not include support for Attachment Categories.
- Attachment Count (Version 5.5.1 and up): Attachment Count is not supported.
- Attachment Options (Version 5.5.1 and up): Attachment Options are not displayed or supported.
- Deleting Multiple Attachments (Version 5.5.1 and up): Attachments can be deleted individually, however deleting multiple attachments in a single action is not supported.
- Specific Attachment Permissions Not Supported (Version 5.5.1 and up): Attachment permissions are determined by the user's permission settings for the entity, not at the attachment or attachment category level.
- Attachments Exceeding Supported File Size (Version 5.5.1 and up): When an attachment is added that exceeds the file size limit, the file does not upload successfully. However no dialog is displayed.
- Attachments Exceeding Support Name Length (Version 5.5.1 and up): If you attempt to add an attachment to a record with long name over 180 characters in length , the file will not upload successfully, and no dialog is displayed.
- Adding Attachments on a Sub-Type (Version 5.5.1 and up): Adding Attachments to a sub-type record is not supported.
- Viewing Images (Version 5.5.1 and up): 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.
Comments (Version 5.5.1 and up)
The Comments functionality in Aptify works similarly to the existing function in the Aptify Desktop client. All records in Aptify include a Comments tab available from the expanded drop-down menu (shown below), allowing users to add comments to records as needed.
One difference to the Comments functionality in the Aptify Web interface is a modification to the HTML feature. In the Aptify Desktop client this function is available as a separate tab. In Aptify, this function includes a View HTML button on the main toolbar of the Comments window to display the HTML code for the comment text.
Selecting the View HTML button enables users to display the contents of the Comments tab in an HTML format, allowing for editing in a separate window.
Note:
For comments that do not contain edited HTML, the View HTML window will not contain any tags or markers.
Wizards (Version 5.5.1 and up)
The following are limitations or known issues related to wizards in this version.
- Code-Based Wizards: Are not supported. All code-based wizards will need to be translated into metadata wizards for use in the Aptify Web interface.
- Show Step List: The Show Step List 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 the Run From option on Wizards records. However, this option is not supported through the web interface and wizards can be accessed from all options in Aptify (including Global search), no matter the options selected.
- 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.