Manage Organizers

Organizer: settings

You can edit item details, groups of details, categories or automatic code. ...read more

How to add an Organizer

You can create your own empty datasheet, or you can use one of our templates. ...read more

How to delete an Organizer

Deleting an Organizer is an irreversible process during which you lose all your data within the Organizer. ...read more

Item details: create, modify, delete

Details describe the characteristics of items in the datasheet, and they are defined for the whole datasheet. ...read more

Detail formats

You can use a wide range of formats in Aptien. ...read more

Item details: special formats

You can use special format details like a list, table, or connection. ...read more

Mandatory details

Turn on the mandatory field function, and users will not be allowed to save data without filling these required fields. ...read more

Groups of details: create, edit, delete

Create a group of details and add details that are related to each other. ...read more

How to display a Group of details for a specific category only

You can define different groups of details for different categories. ...read more

Category: settings

Your administrator can set or edit categories in the Organizer's menu. ...read more

New items: settings

The administrator can change the settings for the form that shows up while creating a new item. ...read more

How to create folders for Attachments

You can sort attachments into folders. Folders can be set to restrict access to certain roles. ...read more

Plugins (extensions)

You can activate additional extensions in your Aptien workspace. ...read more

Events and Meeting Minutes: activation and settings

The administrator can turn on activities, so you can record anything you do within your company. ...read more

What are managed documents

Managed documents extension is turned on for Policies and Procedures Organizer. ...read more

Charts on dashboard: settings

The administrator can turn on charts so you can use them on your dashboard. ...read more

Automatic code for new items

Use the automatic code to differentiate records in your datasheet easily. ...read more