Manage Aptien Organizers

Topics

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 create blank organizer

In this article you will learn how to create a blank record ...read more

How to create a record from a template library

In this article you will learn how to create a record from a template library. ...read more

How to create an organizer from a file

You can create an organizer from a file that we will provide on request. ...read more

Library of organizer templates

In the library, you will find pre-made templates of organizers that you can use in your application. ...read more

How to save organizer settings

In this article, you will learn how you can save your organizer settings and create a template. ...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

How to change settings of order status

In this article, you will learn how you can set the order statuses according to your needs. ...read more

How to allow export to the spreadsheet

In this article you will learn how to enable the user to export to excel ...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

Organizer categories: settings

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

How to manage access and permission - attachments

Manage access rights to attachments or attachment folders ...read more

How to customize the "Add new" button

You can add more options to the plus menu by renaming the 'add item' button in your Organizers. ...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

Details: special format - Calculated number

In Aptien you can use the option to calculate the value from entered values. ...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

Adding a new field layout

You have a lot of options while creating a new field. ...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

New items: settings

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

How to add new minutes types

In this tutorial, we will show you how to create your own minutes type to extend the basic minutes types. ...read more

How to set different minutes types

In this article, you will find a tutorial that will guide you through changing the types of minutes in the organizers. ...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

How to create and share QR labels

Set up QR labels, print them out and stick them on any property where you'll have the information handy by scanning t... ...read more

How to setup notifications for changes in Organizers

A change alert keeps track of any changes that are made to an organizer. ...read more