Create an Application |
Initial Situation
At your company, computer hardware is (still) managed using Excel.
Your task is to conduct an inventory. The goal is to determine whether employees have a PC, a laptop, or a tablet.
Objective
You no longer want to use Excel. And you don't want to ask employees what devices they have. Instead, employees are expected to report which device they have.
Your application might look something like this (for illustrative purposes):
Your application is to be integrated into the corporate portal. It should be accessible from the "SELFSERVICE" menu.
Solution
Create an application using Intrexx. All the necessary components are available to you "out of the box."
Below you will find instructions that will guide you through the process of creating the application in ten steps.
In this process, you create an application "from scratch," meaning that all of the application's components are inserted onto blank pages.
If you don't want to start from scratch when creating an application, you can use the application templates provided by Intrexx.
Application Templates Intrexx includes a number of application templates. A wide range of features has already been implemented in it. Browse our templates. You may find that your requirements are already addressed there. Or customize the templates to bring all your ideas to life. The procedures described in this guide will be very helpful to you when customizing the templates.
As a first step, create an "Empty Application" in Intrexx. The "Blank Application" is part of the application templates provided by Intrexx.
Step-by-Step
Launch the "Applications" module.
Select "File > New Application..." (Ctrl+N).
The "Applications" ("Application Manager") dialog box appears.
Click next to "Empty Application."
This will take you to the so-called Application Designer. This is the graphical user interface that you use to create the web application.
You have now laid the technical foundation for the new application.
When creating the application, Intrexx automatically generated a (web) page named "Overview." This will be used later to display the data.
Give the application an appropriate name: "Manage Hardware"
Select the name of the application and press F2.
You can now edit the name.
Change the name to "Manage Hardware."
In the second step of the application, add a data group.
Data groups are used to store data. They correspond to a table in a database or—if you will—a data sheet in an Excel spreadsheet.
The data group itself is not displayed in the application. Later—in Step 9 - Add a view table " "—you will create a view table. It is responsible for displaying the data.
Step-by-Step
Next, you'll need an input page where you can place the input fields and buttons.
Step-by-Step
Select the "Hardware" data group and right-click.
Select "New > Input Page."
The "Input Page Properties dialogg box appears.
In the title field, enter "Enter Hardware." This title will be displayed later in the application.
Click "OK."
The input page appears.
Newly created pages are not immediately displayed in the portal or in the browser. They must first be added to the application menu.
Step-by-Step
Select the "Manage Hardware" application and right-click it.
Select "Properties."
The "Application Properties" dialog box appears.
Go to the "Application Menu" tab.
In the "Available Pages" section, select the "Record Hardware" entry.
Move the "Record Hardware" entry to the "Selected Pages" section.
To do this, click the "
" icon.Click "OK."
You will return to the Application Designer.
Next, we'd like to view the application for the first time in the portal or in the browser. (This way, we can check our progress.)
To do this, the newly created application must be published.
You can also wait to publish the application until you have finished developing it. If you'd like to do this, skip this step for now and perform it as Step 10.
When you publish an application for the first time, you will be prompted to specify where the application should be integrated into the portal menu.
In our case, the newly created "Manage Hardware" application (1) should be accessible under the main menu item "SELFSERVICE" (2).
Currently, there is no "SELFSERVICE" menu item on the portal. To add the "SELFSERVICE" menu item, we rename the default "SYSTEM" menu item to "SELFSERVICE."
Step-by-Step
In the main menu, click the "
" icon.The "Edit Menu" dialog box appears.
The "Edit Menu" dialog box appears automatically only the first time you publish the application. However, you can manually change the settings made here at any time by going to "Portal > Edit Menu Structure."
In the left pane, open the "Home" menu folder.
The newly created "Manage Hardware" application is currently located there.
Use drag-and-drop to move the "Manage Hardware" application to the "System" menu folder.

After moving it, the dialog box looks like this:
Click the "System" menu folder.
In the right-hand pane, change the title of the menu folder from "System" to "Self-Service."
Click "OK."
Click the "
" icon (Open the linked portal in your browser).The portal is displayed.
Click SELF-SERVICE > Manage Hardware.
The (still blank) "Overview" and "Manage Hardware" pages are displayed.
Step-by-Step
Select the "Enter Hardware" page.
Select the "Input Field" base control and drag and drop it onto the input page.
The "Properties - Input Field (New)" dialog box (1) appears.
Click "Next."
The "Properties - Input Field (New)" dialog box (2) appears.
In the "Title" field, enter "Name."
Click "Next."
The "Properties - Input Field (New)" dialog box (3) appears.
Click "Finish."
The input field is displayed with the field title on the input page.
Now you can use drag-and-drop to move the input field and the field title field to the desired location.

Add the "Position" input field in the same way.
Step-by-Step
Select the "Button" basic control and drag and drop it onto the input page.
The "Properties - Button (New)" dialog box (1) appears.
In the left pane of the dialog box, select the "Text" menu item.
In the right-hand pane of the dialog box, enter "Save" in the "Title" field.
Go to the "Actions" tab.
In the "Action Type" drop-down menu, select "Save."
At the bottom of the dialog box, select the "Create New Record" option.
Click "OK."
The Save button appears on the input page.
You can drag and drop the Save button to the desired location.
When adding a selection list, there are three distinct steps:
Adding the "Selection List" Element
Adding the selectable list items
Creating a data field in the data group. The user's selection is stored in this data field.
Data fields can be created using the context menu of the data group. However, they can also be created while adding an element.
In the following step-by-step guide, the second option is selected.
Step-by-Step
Adding the Element
Under "Basic Controls - Lists," select the "Drop-down List" item and drag and drop it onto the input page.
The "Properties - Drop-down List (New)" dialog box (1) appears.
In the "Title" field, enter "Hardware."
Select the "Show title in control" checkbox.
Click "Next."
The "Properties - Drop-down List (New)" dialog box (2) appears.
Add List Entries
Click the "
" icon (Add a new custom value).The "Properties - List Entry" dialog box appears.
In the "Displayed Value" input field, enter the text "PC."
The text in the "Saved Value" field is filled in automatically.
Click "OK."
Perform the same step for the list entries "Laptop" and "Tablet."
The dialog box then appears as follows:
Check the "Preselect" checkbox in the "PC" row.
Most employees have a computer. Therefore, it makes sense to display this value as a default selection. Most employees then just need to confirm this value by clicking "Save."
Click "Next."
The "Properties - Drop-down List (New)" dialog box (3) appears.
Add Data Field
Click the "
" icon (Create New Data Field).The "New Data Field" dialog box appears.
In the Title field, enter "Hardware Selection."
Click "OK."
You will return to the "Properties - Selection List (New)" dialog box.
The newly created data field is displayed.
Click "Next."
You will be taken to the next dialog box.
Click "Finish."
The drop-down list is displayed on the input page.
You can drag and drop the drop-down list to the desired location.
To display the data that has been entered and saved, we'll add a view table to the "Overview" page. There are two distinct steps involved:
Adding the "View Table" element
Specifying which data fields from the data group should be displayed in the view table
Step-by-Step
Adding the Element
Open the "Overview" page.
In the lower-left section, under "Overviews," select the "View Table" item and drag and drop it onto the page.
The "Properties - View Table (New)" dialog box (1) appears.
Select Data Fields
Click the "
" icon.Select "Data Field."
The "Select Column" dialog box will appear.
Select (while holding down the Control key) "Hardware Selection," "Name," and "Position."
Click "OK."
You will return to the "Properties - View Table (New)" dialog box.
The selected data fields are displayed.
Click "OK."
The view table is displayed on the "Overview" page.
You can drag and drop the view table to the desired location and resize it as well.
With this step, you have completed the application.
The application can now be published and used.
Next Steps
These could be further phases of your project:
For the procurement of new hardware, you could add another drop-down list containing the employees who are authorized to approve hardware purchases.
You could implement a procurement and approval workflow. A workflow like this is implemented in the free "Shop" app template. You can customize these to suit your needs.
Instead of manually entering employee information, you can, for example, connect your company's Active Directory to Intrexx.
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