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SnapApp Fundamentals: Pages

on 02-20-2024 06:03 PM by Catherine Boxler

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Pages: The Fundamentals

Explore and manage your objects as described in the following sections:

What is a page?

Pages are dynamic web pages that contain text, assets (etc images, videos), views, forms and dashboards. Pages are built using SnapApp's drag and drop editor, PageBuilder.

Add a page

To add a page:

  1. Open settings from the User menu.
  2. Select Pages form the UX menu.
  3. Click +Add New in the top header of the pages list view to add a new page...
  4. Enter a name for your page in the name field
  5. Update the slug's name in the slug field. The slug is will be the name referenced in the address bar.
  6. Click Save in the top header. Once you click Save, you will be taken to the PageBuilder where you can build and edit your page.
Screenshot 2024-02-16 at 7.33.18 AM.png

Import HTML

To import existing HTML:

  1. From the PageBuilder, click the Import icon in the top right header of the page
  2. Enter your existing HTML and CSS into the Import Template
  3. Click Import at the bottom of the page

Add Content

To add content:

Are updates allowed?
  1. Open settings from the User menu.
  2. Open settings from the User menu.
  3. Select objects from the Data menu, and click the edit button to make configuration changes to the object.
  4. Configure the object settings.
    Setting Description
    Singluar Label This should be a noun and will be the singular label for the object (e.g. Product). We recommend using Title Case and choosing words that describe the records as specifically and concise as possible. Singular lables are used when referencing a record in an object.
    Plural Label The plural version of the label (e.g. Products). Plural labels are used when referencing a collection of records in an object or the object qas a whole.
    Table Name The name used to store the object in the underlying database. This is not visible anywhere in the application and can not be changed once set.
    Record Label Field This is set to 'id' by default and can be changed once you add fields. The record label field is used to identify a record through out the application. This field will be treated as the primary field on list views and displayed when a records is referenced on other objects. For example, if you set the record label field to product number, the product number would display instead of a big id throughout the application. This makes your records more recognizable and easier to use.
    Track Attachments Setting this to true will create a ref field relationship on the attachments object which will allow you to add attachments to records in this object. Attachments
    Track Notes Setting this to true will create a ref field relationship on the notes object which will allow you to add notes to records in this object. Notes
    Track Activties Setting this to true will create a ref field relationship on the activities object which will allow you to add activities (e.g. emails, tasks, sms, events) to records in this object. Learn more about Actvities.
    Track Tags (Not yet active)
    Track Favorites Enabling this setting will allow users to favorite records in this object. Favorited records can be retrieved using the favorites filter. Learn more about Favorites.
    Enable Feed Setting this setting to true, will enable Feeds on records in this object. A feed allows users to post messages related to the record to be shared with other users who have access to the record. Feeds facilitate real time collaboration and simplify communications. Learn more about Feeds.
    Feed Tracking Enabling feed tracking will allow you to automatically post changes to individual fields in the feed. If you enable feed tracking on the object, you will want to do the same for each field where you want to track changes on. This is done in the field settings.
    Permission Sets You must assign permission set access to the object to allow user roles to Create, Read, Update, Delete, and Clone records in the object.
    IMPORTANT: If you do not assign any permissions sets to an object, no one (including yourself) will be able to access this object. Learn more about Permission Sets.
  5. Click "Save" to save your configurations.

View the data in a object

To view the data in a object:

  1. Open settings from the User menu.
  2. Select objects from the Data menu.
  3. Select the object in the list that you want to preview.
  4. Click the view preview button.

This will open the object in the dynamic list-view and display the records in the object. Learn more about Views.

Delete an object

To delete a object:

  1. Open settings from the User menu.
  2. Select objects from the Data menu.
  3. Select the object in the list that you want to delete.
  4. Click the delete button. To see the delete button, you must have Delete options on the objects in one of the permission sets assigned to your user role.

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