Knack Building intro with Maximo team

[dianamartin]

We thought it would be cool idea to build out the homeless encampment module in the OCE Knack app, but I might scale it back and do a basic build first with y'all.

Prep

• Create sandbox - Rebekka has a sandbox already 😉
  • [x] Rene - sandbox
  • [x] Adry - sandbox
  • [x] Peggy - sandbox
• [x] Write build notes for basic build
  • [x] Building an Object
  • [x] Building a Page
  • [x] How to Add Attachments
  • [x] How to Add Comments

    Extra credit for Knack build outs

  • Build an Inventory Manager App
  • Build an Orders App
  • Build a Warehouse Manager App
  • Build an Inventory Manager App
  • Other app walk throughs

Reference: Knack Builder Guide

[dianamartin]

5/2/2024

• Created sandboxes
• Added myself to sandboxes - so I can help if needed

Access

• Sign into Knack builder page
• Click "wrench" icon (App Builder)

Build Notes

Create new object table # 1: order

• click [+] icon to the right of "Tables" or [ + Add a Table] in the center of the page
• select "From Scratch"
• name table order
• click "+ Add Field"
  • [ ] Add Field Headings
  • ORDER_ID - Auto Increment
  • Name - Person
  • Order Date - Date/Time
  • Items - Multiple Choice
  • Burger
  • Chicken Sandwich
  • Fish Sandwich
  • Chicken Tenders
  • Sides
• French fries
• Tater tots
• Sweet Potato fries
• Fried pickles
• House salad
• Cesar salad
  • Want Condiments - Multiple Choice or Yes/No field
• Yes
• No
  • Condiments List - Multiple Choice
• ketchup
• mustard
• mayonnaise
• relish
  • Beverages - Multiple Choice
• Coffee
• Tea
• Water
• Soda
• Lemonade
• Fruit Punch
  • Pick up or Delivery?
• Pick up
• Delivery
  • Pick Up Date: Date/Time

Create object table # 2 - comments

• [ ] Add Field Headings
  • COMMENT_ID - Auto Increment
  • Comment - Short Text
  • Created By - Connection field - Accounts
  • Created Date - Date/Time
  • connection field to order

Create object table # 3 - attachments

• [ ] Add Field Headings
  • ATTACHMENT_ID - Auto Increment
  • Attachment - File
  • Attached By - Connection field - Accounts
  • Attached Date - Date/Time
  • connection field to order

Create page - Order Form

• [ ] Go to "Pages" section
• click [+] icon to the right of "Pages" or [ + Add a Page] in the center of the page
• select "Public Page"
• enter name of page "Order Form"
• click "Add Page"
• click "Form" on the left navigation menu
• select the object table you want the form to source from, order
• click "Add Form"
• click "Add Inputs"
• select the fields you want to add to the form
• click "pencil" icon to go to Edit Settings
• click "Rules">Record Rules
• [ ] set audit fields to capture Created By and Created Date
• [ ] set display rules so that your fields that are logic based can make certain field show or hide\
• [ ] set a "Submit Rule" to auto refresh your page
• [ ] Add a grid (table) to your page
• [ ] test your form to see if your form is working properly
• [ ] Add a "delete" button to table
  • [ ] deleted your record (if you want)
• [ ] Add a new form entry to see multiple lines of data

Create an "Order details" page to your data record

• From table, click "Add Columns"
• Click "Actions"
• Click "View Record Details"
• Configure Details Fields

Create an Attachment form (embedded)

• Click "Add Form"
• select the object table you want the form to source from, attachment

Create a Comment form (menu form/page)

• Click "Add Menu"
• Click "Link to New Page"
• select the object table you want the form to source from, attachment
• enter name of page "Comment", click "Add Page"
• Single page v. Modal Form

[dianamartin]

5/3/24

• [x] Set up a meeting with knack build discovery day participants
• [x] Recorded a basic app walked through with Rebekka, Rene, Peggy as a group
  • [x] Building an Object
  • [x] Building a Page
  • [x] How to Add Attachments
  • [x] How to Add Comments
• [x] 1:1 mini work session with Adry and did an app walked through
• [x] Walked through real project (OCE Encampment) build

[dianamartin]

New Discovery Day Pivot - Slack bot discovery

Slack Workflow Creation

Inspired by the Product team and their automated slack message bots. Thought the Apps team could use this automation.

Created workflows

Created App Sync Reminder workflow

Created App Retro Reminder workflow