An application is built by an app owner that provide rich business logic and workflow capabilities to transform your manual business operations into digital, automated processes. What's more, apps built using Yeeflow have a responsive design and can run seamlessly in browser and on mobile devices (phone or tablet).
Yeeflow "democratizes" the business-app-building experience by enabling users to create feature-rich, custom business apps without writing code. Yeeflow also provides extensible capabilities that lets pro developers programmatically interact with data and metadata, apply business logic, create custom connectors, and integrate with external data.
One application can include different type of components, like approval forms, data lists, document libraries and dashboards etc. You can custom apps for different business verticals (Order Management, Sales Management, Project and Task Management, Supplier and Vendor Relationship Management, Procurement, Inventory Management, Accounting and Billing, Admin and HR Management).
Determining which type of app to make
In Yeeflow, you can create different type of apps with one platform.
1. Internal collaboration apps
You may create an application to manage the internal business collaboration, like for project management, procurement management, asset management etc. Each application includes certain functionalities with different permissions. You can set the proper access permissions based on users, groups, and organizations etc. each user might have the user license to login and access those applications.
Sample App: Procurement Management
2. Apps as the external service portal
If you're creating an app to be used by your customers / partners or any other external users on the web, you can publish your application as the service portal. Each service portal will have a separate site domain, and includes multiple components you've created in this app. You can determine which part of functions you want to be published into the service portal.
Each application can only publish as one service portal. If you want to create multiple service portal for different business needs, you should create multiple applications and publish those application separately. For example: a service portal as customer portal which allow customers to login and access information. And another service portal for partners to login to get policy updates, track business opportunities etc.
Sample Service Portal: Partner Portal Site
External users will login with the site domain of each service portal with portal users' license and can only access the specified portal site.
3. Collect data from anonymous users
Sometimes, you might want to collect data from anonymous users. For example, as a marketer, you want to run a survey, or as a trainer, you might want to collect the feedback of a training. Then you can create a data list inside in one of your applications, and create public forms based on the data list. A public form can be shared with URL, QR Code, or can be embed to your other public website. users can then submit the form without login required.
Sample Public Form: Customer Satisfaction Survey
Building an end-to-end solution that uses multiple apps
Your business process might require more than one app.
For example, the marketing team needs to manage their marketing campaign and marketing content, collect data from website or survey from anonymous users. While, the sales team needs to manage customers, opportunities etc. And will also work together with legal and finance team to deal with contracts, PR/PO and payment etc. each business team has several task sets that are quite different, so we can consider making several apps. The data they use is the same, but the user experience will be tailored to the specific scenario and personas.
In this example scenario, you can see a combination of different type of apps. All the data can be centralized in one place.
Understand the application's layout structure
An application's layout includes 3 main parts:
1. The top site header: display the name of this application on the left, and the buttons of share this application, go to the application settings and the current user's profile.
2. The site menu navigation bar: show the main menus of this application which help users to navigate to different functions of this application. For system admin, and application owners, the "+ new component" button will show at the end of this menu navigation bar.
3. Components and contents area: show the content of the current component (like a data list, an approval form or a dashboard etc.).
Create new application
If you are a system administrator or a workspace owner/creator, you can create new applications in certain workspace. To learn how to create a new application, please refer: How to create an application?
Create and manage components
Each application is created with a suit of components. Please refer: How to add components an application? to know well about each component.
Customize the application styles and layout
You can change the colors, fonts, and layouts of any application to make it as your need. Please refer: Customize the application icon and color to learn more.
Set the navigation menu bar
You can set the menu items, group multiple items, change display name and display orders from the application settings page. Please refer: Set the Navigation Menu Bar to learn more.