Overview of Custom Apps in Zoho Connect
Overview
Most organizations spend a considerable amount of time and resources on data collection and building apps for everyday use cases like cab requests, appointment booking, and onboarding applications. But with custom apps, these processes can be simplified.
What are custom apps?
Custom apps are simple, form-based applications that can be used to collect data and automate workflows. From getting the details of new hires to managing inventory to booking appointments, you can create customized applications for your specific needs.
A custom app has three main components:
Forms: To collect and store the data
Reports: The data collected through the forms
Pages: Customized HTML pages to present the data in a visual format
There are two types of user roles in custom apps:
Owner: The member who created the app
Users: Members who can access the app
Click here to learn more about the basics of custom apps.
Example
Let’s say you're building a custom app to collect volunteer information for organizing events. This app can have the following forms:
Events: To enter the details of upcoming events
Registration: To register as a volunteer
Volunteer opportunities: To submit the details of available opportunities
Using this app, users can list the details of upcoming events or volunteer requirements, and interested people can use the app to search for opportunities and register themselves. This makes the entire process of getting volunteers easy.
How do I enable custom apps for my network?
- Click the gear icon [
] in the right menu.
- Select Settings from the dropdown.
- In the Settings page, click Manage Apps under Apps and Features.
- Scroll to Custom Apps and toggle the button next to it.
You can disable custom apps using the same steps mentioned above.
How do I enable or disable custom apps for a particular group or the company wall?
The admin of a group can choose whether they'd like to use custom apps in it. To do this, follow these steps:
- Navigate to the required group or the company wall.
- Click the ellipsis (...) next to the company wall/group name in the header.
- Select Settings from the dropdown.
- In the Settings pop-up, switch to the Apps tab.
- Scroll to Custom Apps and toggle the button next to it.
How do I choose who can create custom apps in a group or company wall?
A group admin can choose whether they'd like to use custom apps in the group. To do this, follow these steps:
- Navigate to the required group or the company wall.
- Click the ellipsis (...) next to the company wall/group name in the header.
- Select Settings from the dropdown.
- In the Settings pop-up, switch to the Permissions tab.
- Scroll to "Who can create Custom Apps?" and select the preferred option.
Understanding the sections within custom apps
In the extended left menu, you'll find custom apps listed under different tabs.
Company Apps: Custom apps created at the company level will be listed here.
Favorites: Custom apps that you've added to your favorites list will be displayed here.
Group Custom Apps: Custom apps created at a group-level in groups you're part of will be listed here.
If you have any questions related to custom apps, please write to us at support@zohoconnect.com.
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