Index

Speaking of application...

The platform allows users to open any type of application, such as: Word, Excel, browsers, as well as ERPs, such as Protheus, EMS, Logix.

In order for the platform to allow access to several applications, they must be previously registered and parametrized in Apps.

The first step to use applications within the platform is to define the information for the adapter that will be required for running the application and its command line for execution. In the second step, the application parameters are defined.

The definition of these parameters is required for the platform to send information that allows access to the application, such as user and password, work directory definition, etc.

Create new application

^{To perform this action, the user must have write permission at the chosen location.}

01. In the location where you wish to create an application, click on New, located in the action bar on the top left of the window.

02. Click on Application.

Clicking on this option opens the window in which you can add an application.

03. Enter a description that identifies the new application.

04. Enter the requested information in the General information tab.

Most of the information requested in this tab is common in all documents, so it can be checked in the Document properties documentation.

05. Click on the Security tab and define the security criteria for the application.

For detailed information about the procedure, see Define security criteria for folder or document.

06. Click on Confirm.

Access application

01. Find and click on the name of the application you wish to access.

02. View the application.

Request additional permission for an application

^{This option is presented only to users who are not administrators.}

01. Find the application for which you wish to request additional permissions.

02. Place the mouse over the document name.

03. Click on Request additional permissions, located in the table displayed with the document's general information.

Clicking on this option opens a window in which you can request additional permissions for the application. For more information, see Request additional permission for a folder or document.

Define priority for an application

^{To perform this action, the Priority column must be displayed. If it is not, check the View priority of folder content item.}

01. Find the application for which you wish to define priority.

02. In the Priority column, click on the space corresponding to priority.

03. Enter a numeric priority for the application and press the Enter key on the keyboard.

The prioritization of folders or documents is used exclusively to sort them by priority in the documents browsing. You can define the priority for all document types that can be posted.

To view the content of a folder sorted by its priority, simply click on the Priority column.

Perform a social action for an application

^{To perform this action, the user must have read permission at the chosen location.}

01. Find the application for which you wish to perform a social action.

02. Click on the icon corresponding to the desired social action, located in the social actions area, to the right of the application name.

For more information about social actions that can be performed for an application in document browsing, see Support folder or document, Comment on folder or document and Share folder or document.

Follow application

01. Find the application that you wish to follow.

02. Click on the Notify icon, located after the social actions area to the right of the application name.

For more information on the Follow feature, see Follow document.

Define application as favorite

01. Find the application that you wish to define as a favorite.

02. Click on the Add favorite icon, represented by a star, located below the application name.

For more information about the Favorites feature, see Define folder or document as favorite.

Rename application

^{You need to have modify permission for the folder in order to rename it.}

01. Find the application that you wish to rename.

02. Click on More options, located to the right of the application name.

03. Click on Rename.

Clicking on this option opens a window in which you can rename the document.

Remember that there are several types of documents, such as an extension file supported by the platform, an article, an external document, and others. In case of a file, you can only change its name, not its extension.

Edit application

01. Find the application that you wish to edit.

02. Click on More options, located to the right of the application name.

03. Click on Properties.

Clicking on this option opens a window in which you can edit the application. For more information, see Create new application..

Copy application

01. Find and select the application you wish to copy to another location.

02. Click on Copy, located in the action bar on the top left of the window.

For more information on how to perform this action, see Copy and paste folder or document.

Cut application

01. Find and select the application you wish to cut to another location.

02. Click on Cut, located in the action bar on the top left of the window.

For more information on how to perform this action, see Cut and paste folder or document.

Mirror application

01. Find and select the application for which you wish to create a mirror document.

02. Click on Mirror, located in the action bar on the top left of the window.

Clicking on this option opens a window in which you can finish creating a mirror document of the application. For more information, see Mirror document.

Delete application

01. Find and select the application you wish to delete.

02. Click on More, located in the action bar on the top left of the window.

03. Click on Delete.

Clicking on this option opens a message stating that the application has been deleted. However, it is only deleted from the document browsing structure, and will remain in the Bin. When Quota control is active, the space occupied by the document in the folder will be freed only when the document is deleted from the Bin. For more information on how to restore or definitively delete the document from the platform, go to the Bin.

Please note!

This documentation is valid as of the Lake (1.7.0) update. If you use a previous update, it may contain information different from what you see on your platform.

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Platform ❙ Application