Documentation

• Groups

  Create a group so that roles and group work reach the right people.

• How access works

  Tell someone's fixed account role apart from the roles and groups that grant record permissions, and find out why a person can or cannot do something.

• Roles and permissions

  Build a role that grants create, read, update or delete on each record type, and know what each permission lets someone do.

• Inviting and managing people

  Invite someone into the workspace, set their platform role, edit or remove them, and bring accounts in from the sign-in directory.

• Reading the audit log

  Find who changed what in your workspace, narrow the list by date, person and entity type, and read the trail kept on a single record.

• Workspace settings

  Set the currency every Amount field uses, and see which platform version this workspace runs.

• Amount (currency)

  Amount fields hold money in a single currency that is set once for the whole workspace.

• Choosing a field type

  Pick the type that fits what a field has to hold, and see which types a list view or a sort can use.

• Comments

  Give a record a comment thread instead of a single value.

• Date

  Hold a calendar date on a record, and use it behind a calendar or agenda view.

• Date and time

  Hold a date with a time on it, and know how the missing time zone affects what people read.

• Drop down

  Offer a fixed list of options for someone to pick one from, and use that field to drive a board or a grouped list.

• Duration

  Hold a length of time on a record, rather than a point in time.

• Email

  Hold one email address with its shape checked, and know what that check can and cannot catch.

• Link to record

  Point a record at another record instead of repeating its details.

• Long text

  Hold several lines of plain text on a record, and know when rich text is the better choice.

• Multi-select

  Let people pick several options from a fixed list, and know which views and sorting that rules out.

• Number

  Hold a numeric value, bound it with a minimum and maximum, and know when to use Amount instead.

• Phone

  Hold a telephone number, with a format check, and know why it is stored as text rather than as a number.

• Rich text

  Hold formatted text on a record, and know what is stored and where it cannot be used.

• Text

  Hold short text on one line, limit its length or shape, and know when a narrower type suits better.

• Web address (URL)

  Hold a link on a record, with a check that what is typed looks like a web address.

• Yes / No

  Hold a true-or-false answer on a record, and use it to split a list into collapsible groups.

• Signing in

  Sign in to your workspace with your email and password, and know what you can do when the sign-in does not go through.

• Finding your way around

  Read the Dashboard, use the Platform and Admin parts of the sidebar, and see which account role your sign-in has.

• Your profile

  Change your display name, check the roles and groups you have in this workspace, and understand what leaving the instance does.

• Approving and rejecting

  Read the Approvals inbox, see decisions already made, know who a decision was handed to, and send a record for approval.

• Working through your tasks

  Read the Tasks inbox: what is yours, what your groups can pick up, and how to see finished or workspace-wide tasks.

• Creating a module

  Create the module that will hold your record types and workflows, and know what about it is fixed from then on.

• Exploring, installing and upgrading

  Find the modules your workspace can bring in, on the Explore tab of the Modules screen.

• What a module is

  Modules are where your record types and workflows live, and where RADP versions and shares them between workspaces.

• Adding fields

  Work with a record type's fields on the Fields tab, and see which field types you can choose from.

• Setting up quick actions

  Choose the actions people can run straight from a row of the record list, and the order they appear in.

• Creating a record type

  Give a record type its label, description and number prefix on the Main tab of its configuration.

• Deleting a record type

  What has to be true before a record type can be deleted, and the cases where deleting one is refused.

• Allowing file attachments

  Turn attachments on for a record type so people can keep files on its records.

• Turning on extra list views

  Let people read a record type's records as a calendar, grouped table, board or agenda as well as the plain table.

• The settings every field offers

  Set a field's label and help text, mark it required or read-only, and choose where it shows up — the settings you meet on any field, whatever its type.

• Sortable and filterable fields, and the limit

  Mark the fields people need to sort and filter by, and manage the small number of marks a record type has.

• Platform record types

  Read how User, Group, Role, Task and Approval are set up, and know why none of it can be changed or deleted.

• Grouping fields into sections

  Move fields off the main form into their own tabs so people meet a short form first.

• Attaching files to a record

  Where files live on a record, the size limit, and why some records have no Attachments tab.

• Creating a record

  Fill in a create form, tell required fields from optional ones, and know what happens when the create is refused.

• Deleting a record

  Delete a record permanently, read what the confirmation is warning you about, and see what is left behind afterwards.

• Finding records in a list

  Open a record type's list, read its table and row actions, and narrow a long list with filters and paging.

• Calendar, agenda, grouped and board views

  Read a record list as a calendar, an agenda, collapsible groups or a board, where those views have been turned on for the record type.

• The number and the state of a record

  Why you cannot type a record's number or its state, what fills each one in, and where both are shown.

• Quick actions on a list

  Act on a record straight from a row of the record list, and work out why you may not see every action.

• Opening and editing a record

  Use a record's Details, Associations and Audit Log tabs, edit its values, and send it for approval.

• How validation works

  Where a field's validation settings live, which check decides, and what a person filling the form sees.

• Patterns and formats

  Check a text value against a pattern of your own, or choose a field type that checks an email address, web address or phone number for you.

• Minimum, maximum and length

  Bound how long a value may be or how large it may get, and know what a bound cannot catch.

• Required

  Make a field compulsory, know what counts as empty, and tell required from optional on a form.

• Unique

  Stop two records of the same type holding the same value.

• How a workflow runs

  Send a record for approval, and find the work a running workflow hands out in the Tasks and Approvals inboxes.

• Approval step

  Where a decision a workflow asks for turns up, and what an approval record carries.

• Task step

  Where a task a workflow hands out turns up, and what the task itself carries.

• Turning workflow on for a record type

  Where the Enable workflow setting lives, what it means while it is off, and which record types you can change it on.

• What a workflow is

  How a workflow attaches to a record type, and where the work it hands out reaches people.