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Publishing the App

Once you are happy with your app, you can make it available to users by publishing.

Preview the App​

Click on the preview tab to make sure you are happy with how the app looks on desktop, tablet and mobile phone devices.

Default Columns​

When navigating the app users will see a summary of transactions. From the 'default columns' tab you can set the columns and order they appear in. The default columns are a mixture of fields on the app form and system items such as 'status', 'process started on' etc. You can set what columns the user sees for the tasks, drafts and other items tabs of the app and drag them up and down in the 'Current' box to set the order they appear in.

tip

Users can also set their personal preferences for this with the 'chose columns' button on the main app summary screen. This will override the default values you create here.

You are now ready to publish the app.

Publishing​

Click on the alt image publishing icon to publish the app. This makes it available to your users who can now start transactions and begin using the app. Publishing also saves the changes, so when you next edit the app it will be in line with the published version.

Custom help​

You can give your users access to a help document that you have created to support the app. To do this from the '...' icon at the top right of the main app screen select 'Upload App Help'. The help document must be in PDF format and a maximum of 6 MB in size. Once uploaded an 'App Help' button will appear, if you users click on this the help document will open in a new tab. To update siply re-upload the document at any time.