Workspaces, applications and components
Organizing the Yeeflow workspaces, creating, customizing and managing applications with powerful components.
24 articles
Understand WorkspaceYeeflow workspaces organize apps for user groups, managed by admins, enhancing collaboration and departmental organization.
Understand ApplicationYeeflow applications enable no-code, responsive design app creation with rich business logic and workflow for digital automation.
Move and duplicate applicationsYeeflow allows moving or duplicating apps between workspaces, enabling flexible organization management without transferring records.
Export and import applicationsYeeflow supports exporting and importing applications to share and reuse across organizations, without including records.
Create a new applicationStart from a template, scratch, or import to create new Yeeflow apps, emphasizing customization and permission settings.
Create new componentsYeeflow lets admins add components like lists, forms, dashboards to apps, offering six types to enrich functionality.
Understand the permissions of workspaces and applicationsYeeflow assigns workspace and app permissions for role-based access, ensuring tailored management and secure collaboration.
Customize Global and Application StylesYeeflow allows both global and app-level customization of visual styles—colors, typography, and control designs.
Customize the appearance and global stylesYeeflow allows global customization of app appearance, including colors, fonts, header, and navigation styles, for a consistent look.
Set the Navigation Menu BarCustomize Yeeflow's navigation bar for app ease of use with organized, labeled access management.
Application users and access permissionsManage user permissions in an application, including adding, changing, and removing users, and assigning roles.
User group (Application admin only)Yeeflow guide for app admins: Manage user groups within applications—add, edit, delete, import/export users. Simple steps for access control
Application info managementmanage application information and oversee and modify various elements such as Approval Forms, Form Reports and so on.
Version Management for ApplicationsYeeflow’s version management lets you deploy and upgrade apps across environments, keeping production data safe while supporting UAT.
AI AgentAI Agent is an intelligent automation component that uses LLM-based reasoning to answer questions, process data, and execute actions such as querying lists, updating records, and triggering workflows.
Knowledge SourcesLearn how to create and manage Knowledge Sources and connect them to AI Agents to provide accurate, contextual business data in Yeeflow.
Query Items ToolEnables the AI Agent to query records from a selected data list using filters, fields, sorting, and pagination settings.
Add an item to a list toolCreates a new record in the selected data list when used by the AI Agent.
Update an item by ID toolUpdates specific fields of an existing record in a data list when used by the AI Agent.
Delete an item toolDeletes a specific record from a data list when used by the AI Agent.
Start a workflow toolStarts a predefined workflow process in the selected application when used by the AI Agent.
Run an agent toolAllows the AI Agent to call and execute another AI agent within the application.
AI Agent Integration GuideLearn the seven ways to integrate AI Agents into your business processes.
Usage and Differences Between “Dynamically fill with AI” and “Custom value” in AI Agent Tool InputsLearn the difference between “Dynamically fill with AI” and “Custom value” when configuring tool inputs, and understand how to choose the right method for building accurate and reliable AI Agent…