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Overview

To create an application as quickly and easily as possible, Resolver recommends that Administrators follow the process outlined below.

User Account Requirements

The user must have Administrator permissions to create an application. 

Creating Applications

1. Create users, user groups, and roles.
2. Create an application.
3. Create an activity.
4. Create object types.
5. Create object type groups.
6. Configure the object types by adding fields, relationships, formulas, roles, and inferred permissions, and configuring the workflow states, triggers, transitions, conditions, and actions.
7. Add object types to roles by configuring the workflow permissions for each state on each object type added to the role.
8. Create forms and data visualizations for the object types.
9. Configure the activities’ actions, roles, and views.

The steps to complete the above process are discussed in detail in the remainder of this guide.