Creating an Interactive Report Using the Create Application Wizard

Run the Create Application Wizard to create a new application that contains one or multiple interactive report pages.

To create an application that contains one or multiple interactive report pages:

  1. On the Workspace home page, click the App Builder icon.

  2. Click Create.

    The wizard prompts you to select a method of creating an application.

  3. Click Use Create App Wizard.

    The Create an Application page appears.

  4. Set Icon - Click Set Icon to select an application icon. The icon you select is used as the Favicon, the PWA icon, the Apple touch icon, and the App Builder icon.

  5. Name - Enter the name used to identify the application to developers.

  6. Appearance - Accept the default or click Set Appearance to change it.

  7. Click Add Page and select Interactive Report.

  8. On Add Report Page:

    1. Page Name - Enter a name for this page.

    2. Set Icon - Select an icon to display in the navigation menu for this page.

    3. Select the source for the report:

      • Table or View

      • SQL Query

      What you select determines what displays next. Follow the on-screen instructions. To learn more about an attribute, click the Help icon in the lower left corner.

    4. Select the report type Interactive Report.

    5. Include Form - Select Include Form to include a form page for creating or updating records.

    6. Lookup Columns - Expand to see attributes for defining a lookup to another table. Use Lookup Columns to replace identifiers with a display column, such as showing the department name instead of the department number. Specify the following:

      • Lookup Key - Select the column to change to output the display column.

      • Display Column - Select the column (from the lookup table) to be displayed.

      Tip: Lookup Columns only appear if the current page is based on a table and has foreign key constraints to another table.

    7. Advanced - Expand Advanced to configure these options:

      • Set as Home Page - Enable this to make this page the home page for the application.

      • Set as Administration Page - Enable this to have this page display under Administration.

      • Page Help - Enter text to be displayed when the user selects Page Help.

    8. Click Add Page.

  9. Features - Select features to include with the application. Features provide application-level functionality and can only be added once per application. To learn more, click the Help icon adjacent to Features.

  10. Settings - Specify settings used to generate this application. To learn more about an attribute, click the Help icon adjacent to Settings.

  11. Click Create Application.

See Also: Creating a Report Using the Create Page Wizard