levis/help365
1
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

update
All checks were successful
Deploy Static Site / deploy (push) Successful in 6m6s
Details

Browse Source
This commit is contained in:
koziavin
2025-05-29 16:42:45 +04:00
parent e217f89702
commit 00717a92fb
2681 changed files with 173810 additions and 0 deletions
Download Patch File Download Diff File Expand all files Collapse all files

218
platform/interface_settings.html Normal file
View File

@ -0,0 +1,218 @@
<!DOCTYPE html>
<html lang="en">
<head>
<title>Set up interfaces</title>
<meta name="generator" content="Help+Manual" />
<meta name="keywords" content="" />
<meta http-equiv="Content-Type" content="text/html; charset=UTF-8" />
<meta http-equiv="X-UA-Compatible" content="IE=edge" />
<meta name="viewport" content="width=device-width, initial-scale=1.0">
<meta name="description" content="BRIX&nbsp;offers low-code tools for interface customization of any level of complexity without programming. You can create app forms and pages with your own configuration to make it..." />
<meta name="picture" content="" />
<meta property="og:type" content="website" />
<meta property="og:title" content="Full documentation for BRIX365 platform. Low-code developer guide. User guide. Admin guide. Developer guide." />
<meta property="og:url" content="https://brix365.com/en/help" />
<meta property="og:image" content="" />
<link rel="icon" href="favicon.png" type="image/png" />
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@400;500;600;700&display=swap" rel="stylesheet" />
<link rel="stylesheet" href="./jquery-ui.min.css" />
<link rel="stylesheet" href="default.css" />
<link rel="stylesheet" href="./search-yandex.css" />
<link rel="stylesheet" href="./article.css" />
<link rel="stylesheet" href="./glossary.css" />
<link rel="stylesheet" href="./theme.css" />
<script type="text/javascript" src="jquery.js"></script>
<script type="text/javascript" src="helpman_settings.js"></script>
<script type="text/javascript" src="helpman_topicinit.js"></script>
<script type="text/javascript" src="highlight.js"></script>
<script type="text/javascript">
$(document).ready(function(){highlight();});
</script>
</head>
<body>
<script>!function(e,t,c,n,r,a,m){e.ym=e.ym||function(){(e.ym.a=e.ym.a||[]).push(arguments)},e.ym.l=1*new Date;for(var s=0;s<document.scripts.length;s++)if(document.scripts[s].src===n)return;a=t.createElement(c),m=t.getElementsByTagName(c)[0],a.async=1,a.src=n,m.parentNode.insertBefore(a,m)}(window,document,"script","https://mc.yandex.ru/metrika/tag.js"),ym(83179930,"init",{clickmap:!0,trackLinks:!0,accurateTrackBounce:!0,webvisor:!0})</script><noscript><div><img alt=""src=https://mc.yandex.ru/watch/83179930 style=position:absolute;left:-9999px></div></noscript>
<header class="header elma-365">
<div class="container">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-en.svg" alt="header logo">
</a>
<!-- <div class="hero__search-form" id="search-panel">
<form class="search-form" onsubmit="ym(83180416,'reachGoal','poisk')">
<label class="search-form__label">
<span id="reset-search" class="search__icon"></span>
<input class="search-form__input" type="text">
</label>
<input class="search-form__submit" type="submit" value="Submit">
</form>
</div> -->
<div class="hero__search-form" id="search-panel"> <form class="search-form"> <label class="search-form__label"> <span id="reset-search" class="search__icon"></span> <input class="search-form__input" type="text"> </label> <input class="search-form__submit" type="submit" value="Submit"> </form> </div>
<div class="hero__search">
<a href="#" id="search-icon" class="hero__search-icon">
<img src="search-icon-white.svg" alt="search string">
</a>
<a href="#" id="side-menu-icon" class="hero__side-icon">
<img src="side_menu.svg" alt="side menu">
</a>
</div>
<div class="header__navi">
<ul class="header__list"><li><span class="solution-select"><span class="solution-select__selected"></span><svg width="7" height="4" viewBox="0 0 7 4" fill="none" xmlns="http://www.w3.org/2000/svg"><path d="M1 1L3.5 3.5L6 1" stroke="white" stroke-linecap="round" stroke-linejoin="round"/></svg><ul class="solution-select__list"><li><a class="project-link" href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a class="project-link" href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a class="project-link" href="https://brix365.com/en/help/crm/crm_overview.html">CRM</a></li><li><a class="project-link" href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a class="project-link" href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li><li><a class="project-link" href="https://brix365.com/en/help/business_solutions/-elma365-store.html">Business Solutions</a></li></ul></span></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li><li><a href="https://tssdk.brix365.com/" target="_blank">SDK</a></li></ul>
</div>
</div>
</header>
<main class="main container">
<aside class="sidebar" id="sidebar">
<div class="sidebar__header">
<a class="header__logo" href="https://brix365.com/en/help">
<img src="./logo-light-en.svg">
</a>
<span class="sidebar__close elma-365-close" id="close"></span>
</div>
<div class="sidebar__wrapper" id="side-menu">
</div>
</aside>
<article class="article" id="article">
<div class="article-inner">
<div class="content">
<header class="article__header">
<div class="article__bread" style="display:flex; gap:10px;">
<span id="subcategory" class="search-res__item-category search-res__item-category_subcategory subcategory article__badge"></span>
<div class="topic__breadcrumbs">
<p>Low-code designer / Set up interfaces</p>
</div>
</div>
<div class="topic__title"><h1 class="p_Heading1"><span class="f_Heading1">Set up interfaces</span></h1>
</div>
</header>
<section class="article__content">
<div class="scroll-top-inner">
<a href="#h1-article" class="scroll-top"></a>
</div>
<!-- Placeholder for topic body. -->
<p class="p_Normal">&nbsp;</p>
<p class="p_Normal">BRIX<span style="color: #394149;"> offers <a href="https://brix365.com/en/products/low-code/" target="_blank" class="weblink">low-code tools</a> for interface customization of any level of complexity without programming. You can create app forms and pages with your own configuration to make it as easy as possible for your employees to interact with the system.</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><span style="color: #394149;">For example, it is essential for the marketing department to have the reports, the monthlys plan, and the overdue invoices at their fingertips. In the same way, the HR department needs to quickly check the schedule compliance, go to the candidate database, and add the interviews to the calendar. You can add all necessary functions to their work pages. That way, the employees won’t have to look for the data in different workspaces.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; margin: 19px 0 0 0;">Only the &nbsp;users in the <a href="360006871932.html" class="topiclink">Administrators</a> group <span style="color: #394149;">can create and customize the interfaces</span>.</p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<p style="text-align: justify; line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;">In <span style="font-weight: bold;">Administration &gt; Interfaces</span>, you can see all interface items created at the company, workspace, app, or page levels. These can be both system and custom <span style="color: #0000ff;"><a href="360029250931.html" class="topiclink">app forms</a></span> and widgets, including widgets of the <span style="color: #0000ff;"><a href="user_widgets.html#page" class="topiclink">Page</a></span> type.</p>
<p style="text-align: justify; line-height: 1.20; background: #ffffff; margin: 14px 0 0 0;"><img alt="set_interfaces_01" width="886" height="526" style="margin:0;width:886px;height:526px;border:none" src="set_interfaces_01.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;">You can:</p>
<ol style="list-style-type:decimal">
<li value="1" style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Go to the settings of an item in the <span style="color: #0000ff;"><a href="interface_designer.html" class="topiclink">interface designer</a></span> by clicking on its name.</li><li value="2" style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Select an action by clicking the three dots to the right of the app or widget form name:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Rename item.</li><li style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Create Copy. Use this action to create an item similar to an existing one.</li><li style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Move. This action allows you to move a widget of the <span style="font-weight: bold;">Page</span> type to another workspace or company interfaces. For example, there is a page in the workspace menu with a widget of the <span style="font-weight: bold;">Page</span> type added to it, which is created in another workspace. To make the <span style="color: #0000ff;"><a href="360007722171.html" class="topiclink">workspace export</a></span> available, move the widget.</li><li style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Delete item.</li><li style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Restore. This option allows you to restore a deleted widget. To display such widgets in the list of items, click <span style="font-weight: bold;">Show deleted</span> at the top of the page.</li></ul>
<ol style="list-style-type:decimal">
<li value="3" style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Go to creating the widget.</li></ol>
<p style="text-align: justify; line-height: 1.20; margin: 19px 0 0 0;">To learn how to create an app form, see <span style="color: #0000ff;"><a href="create_form.html" class="topiclink">Custom forms</a></span>.</p>
<h2 class="p_Heading2"><a id="widgets" class="hmanchor"></a><span class="f_Heading2">Create a widget</span></h2>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 8px 0;">Interfaces are created using widgets. By adding these elements to a <span style="color: #0000ff;"><a href="360027211631.html" class="topiclink">page</a></span> or <span style="color: #0000ff;"><a href="360029250931.html" class="topiclink">form</a></span>, you customize its appearance and functionality.</p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 8px 0;">You can use system widgets. You can also create <span style="color: #0000ff;"><a href="user_widgets.html" class="topiclink">your own widget</a></span> in the <span style="font-weight: bold;">Administration &gt; Interfaces</span> workspace and reuse it repeatedly to configure forms, pages, and other widgets.</p>
<p style="text-align: justify; line-height: 1.20; margin: 0 0 8px 0;">To create a widget:</p>
<ol style="list-style-type:decimal">
<li value="1" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 8px;">Go to <span style="font-weight: bold;">Administration &gt; Interfaces</span>.</li><li value="2" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 8px;">In the upper right corner, <span style="font-weight: bold;">click +Create</span> and select the option:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 8px;"><span style="font-weight: bold;">Widget</span>. To create a widget that can be added to an app form, page, or other widget in the interface designer.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 8px;"><span style="font-weight: bold;">Page</span>. To create a widget of the <span style="color: #0000ff;"><a href="user_widgets.html#page" class="topiclink">Page</a></span> type, which is used to configure menu pages. Read more about this in the <span style="color: #0000ff;"><a href="360027211631.html" class="topiclink">Add a widget to a page</a></span> article.</li></ul>
<ol style="list-style-type:decimal">
<li value="3" style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 8px;">When creating a widget of <span style="font-weight: bold;">Page</span> type, choose where you want to place it:</li></ol>
<ul style="list-style-type:disc">
<li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 8px;">In a specific <span style="color: #0000ff;"><a href="360007990371.html" class="topiclink">system workspace</a></span>. By using the widget to create pages in the menu of this workspace, you will be able to export the workspace in the future.</li><li style="text-align: justify; line-height: 1.20; margin-top: 0; margin-right: 0; margin-bottom: 8px;">In company interfaces. This option is convenient to use the widget to create pages in different workspaces that do not need to be exported.</li></ul>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">начало&nbsp;внимание</span></p>
<p style="line-height: 1.20; background: #ffffff; margin: 7px 0 16px 0;"><span style="color: #394149;">If a widget of the </span><span style="font-weight: bold; color: #394149;">Page</span><span style="color: #394149;"> type created in one workspace is used in another workspace, you &nbsp;won’t be able to </span><a href="360007722171.html" class="topiclink">export</a><span style="color: #394149;"> the workspace where you have created the page.</span></p>
<p class="p_CodeExample" style="page-break-inside: avoid;"><span class="f_CodeExample">конец&nbsp;внимание</span></p>
<ol style="list-style-type:decimal">
<li value="4" style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Save the widget settings. After that, the <span style="color: #0000ff;"><a href="interface_designer.html" class="topiclink">interface designer</a></span> will open.</li><li value="5" style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Configure the widget in the interface designer. Please note, that for a custom widget, you can enable <span style="color: #0000ff;"><a href="user-widgets-context.html" class="topiclink">additional options</a></span>, create a unique <span style="color: #0000ff;"><a href="user-widgets-context.html" class="topiclink">settings window</a></span>, and set <span style="color: #0000ff;"><a href="user_widgets.html" class="topiclink">default settings</a></span>.</li><li value="6" style="text-align: justify; line-height: 1.20; margin-top: 19px; margin-right: 0; margin-bottom: 0;">Publish the widget. The names of unpublished interfaces are highlighted in the <span style="font-weight: bold;">Administration &gt; Interfaces </span>workspace.</li></ol>
<h2 class="p_Heading2"><span class="f_Heading2">Workspace and App interfaces</span></h2>
<p class="p_Normal">You can proceed to interfaces by selecting <span style="font-weight: bold;">Interfaces</span> in the workspace or app settings.</p>
<p class="p_Normal"><img alt="set_interfaces_012png" width="483" height="369" style="margin:0;width:483px;height:369px;border:none" src="set_interfaces_012png.png"/></p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">The same </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="interface_settings.html" class="topiclink">actions</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> are available here as on the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Administration &gt; Interfaces</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> page.</span></p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">For example, in an app, you will see forms for viewing, creating, and editing app items. Click the form name to go to form </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; color: #0000ff;"><a href="360029250931.html#form_template" class="topiclink">settings</a></span><span style="font-family: 'Times New Roman',Times,Georgia,serif;"> in the interface designer.</span></p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">In a workspace, you can view and open in the interface designer both the forms of all apps in that workspace, as well as widgets of the </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">Page </span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">type that have been added to workspace pages.</span></p>
<p style="text-align: justify; line-height: 1.20; margin: 7px 0 16px 0;"><span style="font-family: 'Times New Roman',Times,Georgia,serif;">To create a widget at the workspace or app level, click </span><span style="font-family: 'Times New Roman',Times,Georgia,serif; font-weight: bold;">+Create</span><span style="font-family: 'Times New Roman',Times,Georgia,serif;">.</span></p>
<div class="bottom-nav">
<a id="prev-link" class="topic__navi_prev" href="display-widgets-in-reusable-template.html">
<span class="bottom-nav__arrow bottom-nav__arrow--prev"></span> <span
class="bottom-nav__link">display-widgets-in-reusable-template.html</span>
</a>
<a id="next-link" class="topic__navi_next" href="interface_designer.html">
<span class="bottom-nav__link">interface_designer.html</span> <span
class="bottom-nav__arrow bottom-nav__arrow--next"></span>
</a>
</div>
<!-- добавляет на страницу строку блок Была ли статья полезной? -->
<div class="feedback" id="feedback"><div class="feedback-help"><span><b>Was this helpful?</b></span><form action="" method="POST" class="feedback-form" id="feedback-form"><div class="feedback__popup feedback__popup-response" id="feedback__popup_thx" style="display: none;">Thanks for your feedback!</div><div class="feedback__popup" id="feedback__popup_why" style="display: none;"><div class="feedback__popup-header">Please specify why:</div><input type="radio" name="category" id="bad_recommendation" value="bad_recommendation"><label for="bad_recommendation">Recommendations did not help me</label><input type="radio" name="category" id="difficult_text" value="difficult_text"><label for="difficult_text">Article is hard to understand</label><input type="radio" name="category" id="no_answer" value="no_answer"><label for="no_answer">Didn`t answer my question</label><input type="radio" name="category" id="bad_header" value="bad_header"><label for="bad_header">Content does not match the topic</label><input type="radio" name="category" id="other_reason" value="other_reason"><label for="other_reason">Other</label></div><div class="feedback__popup" id="feedback__popup-other" style="display: none;"><div class="feedback__popup-header">How we can improve it?</div><textarea class="feedback__textarea" name="other" id=""></textarea><input type="submit" class="feedback__other-btn" value="Submit"></div><div class="feedback-form__btn-group"><input type="radio" name="useful" id="feedback__useful_yes" value="true"><label for="feedback__useful_yes"><img src="like.svg" class="small-img" alt="like"><spanclass="feedback-form__btn-group_yes-btn">Yes</spanclass="feedback-form__btn-group_yes-btn"></label><input type="radio" name="useful" id="feedback__useful_no" value="false"><label for="feedback__useful_no"><img src="dislike.svg" class="small-img" alt="dislike"><spanclass="feedback-form__btn-group_no-btn">No</spanclass="feedback-form__btn-group_no-btn"></label></div><select name="category"><option disabled="">Please specify why</option><option value="bad_recommendation" selected="">Recommendations did not help me</option><option value="difficult_text">Article is hard to understand</option><option value="no_answer">Didn`t answer my question</option><option value="bad_header">Content does not match the topic</option><option value="other_reason">Other</option></select><input type="submit"></form></div><div class="found_typo"><p style="margin: 0px; margin-top: 16px !important;"><span><b>Found a typo?</b></span> Select it and press <i>Ctrl+Enter</i> to send us feedback</p></div></div>
</section>
</div>
<aside class="article__sidebar" style="display:none">
<input type="checkbox" />
<div class="article__arrow"></div>
<div class="table-of-contents elma365-right" id="toc2Content">
<h3 class="h3-toc">In this topic</h3>
<nav id="toc2"></nav>
</div>
</aside>
</div>
</article>
</main>
<footer class="footer">
<div class="footer-container">
<div class="footer-mobile">
<ul class="footer-mobile__list"><li><a href="https://brix365.com/en/" target="_blank">BRIX</a></li><li><a href="https://tssdk.brix365.com/en/latest/" target="_blank">SDK</a></li><li><a href="https://api.brix365.com/en/" target="_blank">API</a></li></ul><ul class="footer-mobile__list"><li><a href="https://brix365.com/en/help/platform/get-trial.html">Platform</a></li><li><a href="https://brix365.com/en/help/ecm/ecm-functions.html">ECM</a></li><li><a href="https://brix365.com/en/help/service/service-functions.html">Service</a></li><li><a href="https://brix365.com/en/help/projects/projects-functions.html">Projects</a></li></ul>
</div>
<div class="footer-wrap">
<div><span class="mobile-question-popup">Send feedback</span><form method="POST" action class="question__popup question-xs" id="question__popup"><div class="question-wrap"><span class="close"></span><span class="title">Ask a question</span><label for="help_question" style="display: none;"></label><textarea name="help_question" id="help_question"></textarea><input type="submit" value="Send"></div></form><div class="hidden fade-in question-success-xs">Sent</div></div>
<div class="footer-flex-b">
<span class="footer-copy">&copy; 2025 BRIX</span>
<ul class="footer-list">
<li class="footer-item">
<a href="#" class="arrow-top" style="display: block;"></a>
</li>
</ul>
</div>
</div>
</div>
</footer>
<iframe name="hmnavigation" style="display:none!important"></iframe>
<script src="./jquery-ui.js"></script>
<!--script src="//cdn.jsdelivr.net/npm/featherlight@1.7.14/release/featherlight.min.js" type="text/javascript" charset="utf-8"></script-->
<script src="./jquery.tocify.min.js"></script>
<script src="./TypoReporter.min.js"></script>
<script src="./google-search.js"></script>
<script src="./main.js"></script>
</body>
</html>