Template Center
Introduction
Feature(s)
To help you get familiar with building apps, Jodoo provides a template center for you. Installing and using a Jodoo template matching your work scenario can speed up the app-building process. In addition, you can also better understand the usage of Jodoo through these templates.
Application Scenario(s)
- In the case of customer relationship management, you can install the CRM System template to manage your customer interactions and analyze sales data.
- In the case of goods management, you can install the Order & Inventory Management template to track purchase orders and record all purchase information.
- In the case of remote work management, you can install the Remote Work Management template to effectively manage your remote teams and streamline communication.
Where to Set
Creating an App
You can click New App in the workspace and select Template Center.
In the template center, you can search for templates that meet your needs based on different usage scenarios:
Workspace
You can also click Help in the upper right corner of the workspace and select Template Center.
Installing Template(s)
When you enter the template center, you can click the template you need to preview its details. On the template details page, click Install app and data to install it. For example:
- Settings in the app during installation
When you install an app from the template center, the copy rules of the app are as follows:
In-App Settings | Copy Rules |
Automations | Copy the corresponding configurations of Automations. Automations will be turned on after the copy. |
Notifications | Do not copy configurations of Notifications. |
Webhook | Do not copy configurations of Webhook. |
Dashboard – Reminder | Do not copy configurations in Dashboard > Reminder. |
Notes
- When previewing templates, you can preview member/department fields and select member/department fields. The member field is automatically obtained as the current user after the template is installed, but the department field is not supported for getting the current user's department during preview/installation.
- When previewing templates, only system-defined permission sets can be previewed, and it is not possible to add default permission sets.
- When installing templates, the installer will be automatically added to the permission set.
- When installing templates, the node approver in the workflow form will be automatically adjusted to the workflow initiator.
Feedback
If you cannot find a suitable template in the template center, you can send requests for implementation service. Jodoo will update the template center according to your needs.