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1 - Getting Started With Round Infinity
Accounts Payable Automation
Appointments Scheduling
Billing
Call Center Automation
eSignatures
Expense Claims Automation
Field Service Automation
HR Workflows
Knowledge Management
KYC Automation
Marketing Automation
No-Code Custom Apps & Workflows
No-Code Custom Reports & Dashboards
No-Code Customer 360
No-Code External Systems Integration
No-Code Mobile Responsive Custom Self-Service Portal
Omnichannel Service Automation
Order Management
Payments Collection
Procure To Pay
Sales Automation
Users & Groups
Web Desktop
White-labeling


No-Code Custom Apps & Workflows


Overview:

Without any coding, create mobile responsive custom business applications & cross-functional workflows to meet your business specific needs. Click here to know more:  https://roundinfinity.com/no-code-custom-apps.html

For digitalization of your processes, you will feel the need to create your own custom business applications or modify out-of-box business applications to customize per your business needs. Round Infinity allows to do both i.e. create your own new custom applications from scratch or modify the out-of-box applications. The steps mentioned in this guide are applicable for both.

 

How It Works:

The business applications are created or modified using the Web Desktop. Each business applications are secured by groups. Records can be entered into the business applications using the mobile responsive self-service portal. As soon as you give access to a business application using groups, the business application is immediately availabe in the mobile responsive self-service portal for data entry. Only the users belonging to access groups can access & enter records in the application.

 

Create New Custom Business Applications:

Below are the steps to follow to create a new custom application.

  • Click on Applications > New Custom Application
  • Name: Enter the application name.
  • Description: Enter what the application is meant to do.
  • Owner: Only the owner of the application make configuration changes to the application.
  • Folder: Select the folder to which the applications belongs. A new folder can be created before creating the application using Applications > New Folder.
  • Application Type: The option you select here will change the way the application will behave, look, etc.
    • Data Entry: Select this option if you want to users to use the application for a single page data entry (no line items).
    • Data Entry With Line Items: Select this option if you want to users to use the application for a single page data entry (i.e. into the parent application) followed by data entry to multiple child records. For example, one Inspection Report application (parent application) can have multiple Inspection Report Documents line items (i.e. child application). If you select this option, you will have to
      • create a custom business application for each child application
      • attach child applications to the parent application using Setting > User Interface > Master-Detail Relationships after the parent and child applications have been created. Read about Master-Detail Relationships below for more details.
    • Data Entry With Line Items & Subtotals: Select this option if you want to users to use this application for a single page data entry followed by data entry to multiple child records and subtotals calculated using column values of line items.If you select this option, you will have to attach Line Items (i.e. other custom business applications) to the application using Setting > User Interface > Master-Detail Relationships after the application is created.