Add-ons

Orders

Overview

The Orders section allows users to view and manage order information generated from packages configured in the system.

When a package is added through Order Settings, any order placed for that package is recorded in the Orders section. Users can view the details of placed orders and generate order reports when required.

Access Path

Leftside → Add on → Orders

Order Configuration

Before orders can be received, the required package should be added through Order Settings.

Once a package is configured, users can place orders for the available package.

View Orders

When an order is placed, its information is displayed in the Orders section.

The order details can be used to review the information associated with the placed order.

Reports

The Reports option allows users to view or generate reports related to the orders.

To access order reports:

  1. Go to Orders.
  2. Click Reports.
  3. View the available order report information.

Refresh

The Refresh button can be used to refresh the Orders section and retrieve the latest order information.

Order Workflow

The overall order workflow is:

  1. Configure the required package in Order Settings.
  2. Make the package available for ordering.
  3. A user places an order for the package.
  4. The placed order is recorded in the Orders section.
  5. Open Orders to view the order information.
  6. Use Reports to review the order report when required.

Broadcast

Overview

The Broadcasts section allows users to create and manage broadcast messages. A broadcast can be configured with a title, message, page, and bookmark.

Access Path

Leftside Bar → Add on→ Broadcasts

Create a New Broadcast

To create a new broadcast, use the New Broadcast section.

Title

Enter the name or title of the broadcast in the Title field.

Message

Enter the message that needs to be broadcast in the Message field.

Page

Select the page where the broadcast should be associated or displayed.

The available pages are shown in the Page dropdown.

Bookmark

Select the required bookmark from the Bookmark dropdown.

Bookmarks can be used to associate the broadcast with a specific bookmarked location or content.

Submit Broadcast

After entering all the required details:

  1. Enter the Title.
  2. Enter the Message.
  3. Select the required Page.
  4. Select the required Bookmark.
  5. Click Submit.

The broadcast will be created and added to the Broadcasts list.

Broadcasts List

The Broadcasts section displays the created broadcasts in a list.

The list includes:

Field Description
# Displays the serial number of the broadcast.
Title Displays the title of the broadcast.
Created At Displays the date and time when the broadcast was created.

Search and Refresh

Use the Search field to quickly find a specific broadcast from the list.

Refresh

Click Refresh to reload the Broadcasts list and view the latest records.

Pagination

When multiple broadcasts are available, use the pagination controls at the bottom of the list:

Broadcast Workflow

The basic broadcast workflow is:

  1. Navigate to Broadcasts.
  2. Enter the Title and Message.
  3. Select the required Page.
  4. Select the required Bookmark, if applicable.
  5. Click Submit.
  6. The created broadcast appears in the Broadcasts list.
  7. Use Search or Refresh to manage and view the available broadcasts.

Custom Layouts

Overview

The Custom Layouts section is used to manage custom layouts for the project. It provides a dedicated area where configured custom layouts can be accessed and managed.

Access Path

Leftside Bar → Add on → Custom Layouts

Custom Layouts Overview

The Custom Layouts section displays the available custom layout configurations associated with the project.

Custom layouts can be used when a project requires a layout structure beyond the standard page layouts.

Layout Management

To access Custom Layouts:

  1. Navigate to VirtuBox.
  2. Open Custom Layouts from the Add-ons section.
  3. The Custom Layouts panel will be displayed.
  4. Manage the available custom layout configurations as required.

Purpose

Custom Layouts provide a dedicated area for handling customized layout structures within the project. This allows layouts to be maintained separately from the standard page configuration.

Form

Overview

The Forms section allows users to create and configure forms by adding pages, questions, and different question types. Forms can be configured with various options and rules based on the project requirements.

Access Path

Leftside Bar → Add on→ Forms

Form Configuration

After opening a form, the form configuration screen provides multiple options for managing the form:

Create Form Pages

A form can contain multiple pages.

To add a new page:

  1. Open the required form.
  2. Go to the Draft section.
  3. Click Add New Page.
  4. Configure the page as required.

Each page can contain multiple questions.

Add Questions

Questions can be added to each form page using the Add New Question option.

To add a question:

  1. Select the required page.
  2. Click Add New Question.
  3. Select the required Question Type.
  4. Enter the question details.
  5. Configure the available options.
  6. Save the question.

Different question types can be configured according to the form requirements.

Question Configuration

The question configuration provides various fields and options depending on the selected question type.

For example, a question can include:

The available configuration options may vary depending on the selected question type.

Multiple Choice Questions

For a Multiple Choice question, users can add multiple options.

Each option can be configured with:

Additional options can be added using the + Option button.

The + Other option can also be enabled when users should be allowed to provide an additional response.

Form Preview

The Draft Preview option allows users to preview the form before publishing it.

Use the preview to verify:

Make Live

Make Live is mandatory after any changes are made to the form.

Whenever you add, remove, or modify any page, question, option, or form configuration, click Make Live to publish the latest changes.

Important: If the form changes are not made live, the latest changes will not be reflected in the live form.

  1. Make the required changes in Draft.
  2. Review the changes using Draft Preview.
  3. Click Make Live.
  4. Verify the updated form.

Form Submission

The After Form Submission section can be used to configure what happens after a user submits the form.

Configure the required post-submission behavior according to the project requirements.

Form Rules

The Form Rules section allows users to configure rules and conditions for the form.

Rules can be used to control form behavior based on the configured requirements.

Form Workflow

The general form configuration workflow is:

  1. Open Forms.
  2. Select the required form.
  3. Create or configure form pages.
  4. Add questions to each page.
  5. Configure question types and options.
  6. Configure Form Rules and After Form Submission, if required.
  7. Review the form using Draft Preview.
  8. Click Make Live.
  9. Verify the changes in the live form.

Note: Always click Make Live after making any changes to ensure the latest form configuration is published.

Form responses

Overview

The Form Responses section allows users to view and manage responses submitted through the configured forms. Users can filter responses based on tags, forms, and response type.

Access Path

Leftside Bar → Add on→ Form Responses

Form Responses Overview

The Form Responses section provides filters and options to help users find specific form submissions.

Available Filters

Filter Description
Tags Filter responses based on the selected tag.
Forms Filter responses for a specific form.
Type Filter responses based on their status/type.
Search Search for a specific response or record.

The Type filter provides the following options:

Response List

The response list displays information about submitted forms.

Available columns include:

Refresh

Click Refresh to reload the Form Responses section and retrieve the latest response records.

Show Entries

The Show Entries dropdown allows users to select how many response records should be displayed in the list.

Search Responses

Use the Search field to quickly find a specific form response.

Filter Form Responses

To filter responses:

  1. Open Form Responses.
  2. Select the required Tag, if applicable.
  3. Select the required Form.
  4. Select the required Type:
    • Live
    • Test
  5. Use the Search field if required.
  6. Review the filtered response records.

Pagination

When multiple response records are available, use the pagination controls:

Form Response Workflow

  1. Create and configure the required form under Forms.
  2. Make the form Live when the configuration is ready.
  3. Users submit the form.
  4. Submitted responses are recorded in Form Responses.
  5. Use Tags, Forms, and Type filters to find specific responses.
  6. Review the response details from the response list.

Script Groups

Script responses

~Workflows

Overview

The Workflows module allows users to create and manage structured workflows.

A workflow can contain:

Excel Planning
↓
Create Workflow
↓
Create Stages
↓
Create Database Columns
↓
Create Inputs
↓
Create Input Forms
↓
Add Questions
↓
Configure Input Order
↓
Configure Access
↓
Configure Config / Models / Display
↓
Configure Triggers
↓
Configure Templates
↓
Test Workflow
↓
Publish Workflow

Workflow Planning Using Excel

Before creating the workflow in the application, prepare an Excel planning sheet.

The Excel sheet should be used as the master planning document for the complete workflow.

Column Description
Workflow Name Name of the workflow
Stage Order Sequence of the stage
Stage Name Name of the workflow stage
Input Name Name of the required input
Question Question displayed to the user
Question Type Type of question/input
Database Column Database column where the response is stored
Mandatory Whether the field is mandatory
Input Order Sequence of questions
Access User/role having access
Trigger Trigger required for the workflow
Trigger Condition Condition for the trigger
Action Action to be performed
Template PDF/Email template requirement
Expected Result Expected workflow behavior
Remarks Additional information

Create a New Workflow

Navigation

Left Sidebar → Add-ons → Workflows → Add New

Steps

  1. Open Workflows.
  2. Click Add New.
  3. Enter the workflow name in the Title field.
  4. Click Save.
  5. Open the newly created workflow.

Fields

Field Description
Title Name of the workflow
Save Creates the workflow
Close Cancels the operation

Workflow Configuration

After creating a workflow, the following sections are available:

1. Content Sections

Create Workflow Stages

Stages define the different steps or phases of a workflow.

Navigation

Workflow → Stages → Add New

Steps

  1. Open Stages.
  2. Click Add New.
  3. Enter the stage name.
  4. Click Save.
  5. Repeat the process for all required stages.

Example

Workflow Stage List

Field Description
# Stage serial number
Title Stage name
Updated At Date and time when the stage was last updated
Published Publication status
Closed Indicates whether the stage is closed
Action Available actions

Create Database Columns

Database columns define where workflow information and form responses are stored.

Navigation

Workflow → Content → Database Column

Steps

  1. Open Database Column.
  2. Review the Excel planning sheet.
  3. Identify all required data fields.
  4. Create the required database columns.
  5. Use meaningful and unique column names.
  6. Map the relevant form inputs/questions to the appropriate database columns.

Example

Form Field Database Column
Employee Name employee_name
Employee ID employee_id
Department department
Request Type request_type
Description description
Approval Status approval_status

Use simple and consistent database column names.

Create Workflow Inputs

Inputs define the information that needs to be collected during the workflow.

Navigation

Workflow → Inputs → Add New

Steps

  1. Open Inputs.
  2. Click Add New.
  3. Enter the input title.
  4. Click Add.
  5. Repeat the process for all required inputs.

Example

Workflow Inputs List

Field Description
# Input serial number
Title Input name
Updated At Date and time when the input was last updated
Published Publication status
Action Available actions

Create Input Forms

Input Forms are used to present inputs and questions to users.

Navigation

Workflow → Content → Input Forms

Steps

  1. Open Input Forms.
  2. Create the required form.
  3. Add the required inputs/questions.
  4. Configure each question.
  5. Set mandatory or optional fields.
  6. Map questions to the appropriate inputs.
  7. Map responses to the relevant database columns.
  8. Save the form.

Add Questions to Input Forms

After creating the form, add questions according to the Excel planning sheet.

Employee Details Form

  1. Enter Employee Name
  2. Enter Employee ID
  3. Select Department

Request Details Form

  1. Select Request Type
  2. Enter Description

Approval Form

  1. Select Approval Status
  2. Enter Approval Comments

Question Configuration

Property Purpose
Question Text displayed to the user
Input Associated workflow input
Type Type of response
Required Makes the question mandatory
Database Column Stores the response
Default Value Optional predefined value
Display Controls visibility

Configure Input Order

Input Orders control the sequence in which inputs/questions are displayed.

Navigation

Workflow → Content → Input Orders

Steps

  1. Open Input Orders.
  2. Select the required inputs/questions.
  3. Arrange them according to the Excel planning sheet.
  4. Verify the sequence.
  5. Save the configuration.

Example

  1. Employee Name
  2. Employee ID
  3. Department
  4. Request Type
  5. Description
  6. Approval Status

Configure Access

Access controls determine which users or roles can access the workflow and its components.

Navigation

Workflow → Content → Access

Steps

  1. Open Access.
  2. Identify the required users or roles.
  3. Assign the required access.
  4. Configure permissions according to the workflow requirements.
  5. Save the configuration.
  6. Verify access using the appropriate user/role.

Example

Stage User/Role Access
Employee Details Employee Create/Edit
Request Details Employee Create/Edit
Manager Approval Manager Review/Approve
Final Approval Admin Review/Approve
Completed Employee View

Manage Workflow

The Manage section is used to update workflow information and publication status.

Navigation

Workflow → Content → Manage

Manage Title

  1. Open Manage.
  2. Enter or update the workflow title.
  3. Click Save.

Publication Status

The workflow publication status is displayed in the Manage section.

The workflow should normally be published only after configuration and testing are completed.

Config

The Config section is used for workflow-specific configuration.

Navigation

Workflow → Content → Config

Steps

  1. Open Config.
  2. Review the available configuration options.
  3. Configure the required settings.
  4. Save the configuration.
  5. Verify the configuration during testing.

Models

The Models section is used to configure the models/data structures required by the workflow.

Navigation

Workflow → Content → Models

Steps

  1. Open Models.
  2. Review the available models.
  3. Configure the required model/data structure.
  4. Save the configuration.
  5. Verify the model during workflow testing.

Display

The Display section controls how workflow information is presented.

Navigation

Workflow → Content → Display

Steps

  1. Open Display.
  2. Configure the required display settings.
  3. Save the configuration.
  4. Verify the displayed information during testing.

Configure Triggers

Triggers are used to automate workflow behavior based on conditions or events.

Navigation

Workflow → Triggers → Add New

Steps

  1. Open Triggers.
  2. Click Add New.
  3. Enter the trigger title.
  4. Configure Watchers.
  5. Configure Events.
  6. Configure the IF Condition.
  7. Configure the required Action.
  8. Click Add.

Configure Trigger Watchers

Watchers define which workflow component the trigger monitors.

Steps

  1. Open the Watchers section.
  2. Select the required workflow component.
  3. Click Add More + if additional watchers are required.
  4. Add all required watchers.
  5. Verify the selected watchers.

Configure Trigger Events

Events define what should happen when a trigger condition is satisfied.

Click Add More Event + to add additional events.

Each event contains:

IF Condition → Action

Configure IF Condition

The IF condition contains the following fields:

Field Description
Select Select the condition source
Choose Data Select the data to evaluate
Choose Op Select the comparison operator

Example

IF Status = Approved

The available options depend on the workflow configuration.

Configure Trigger Action

After configuring the condition, configure the required action.

Field Description
Action Type Defines the action to perform
Enable Enables or disables the selected action

Additional options may include:

Templates

Templates are used when the workflow requires generated documents or automated emails.

Navigation

Workflow → Templates

Available sections:

Template Configuration

The Configuration section allows you to configure the workflow timezone.

Navigation

Workflow → Templates → Configuration

Timezone

  1. Open the Timezone dropdown.
  2. Select the required timezone.
  3. Click Update.
  4. Verify the configured timezone.

Create PDF Template

PDF templates can be created when the workflow requires PDF documents.

Navigation

Workflow → Templates → PDF Template → Add New

Steps

  1. Open PDF Template.
  2. Click Add New.
  3. Configure the template according to the workflow requirements.
  4. Add the required workflow data/content.
  5. Save the template.
  6. Test PDF generation.
  7. Verify the generated PDF.

Create Email Template

Email templates can be configured for automated workflow communication.

Navigation

Workflow → Templates → Email Template → Add New

Steps

  1. Open Email Template.
  2. Click Add New.
  3. Configure the email template.
  4. Add the required content/data.
  5. Save the template.
  6. Test the email functionality.
  7. Verify the generated email.

Tasks

The Tasks section allows users to view and manage workflow tasks.

Task Filters

Select Stage

Use Select Stage to filter tasks according to a specific workflow stage.

Select Type

Tasks can be filtered by:

Task List

The task table contains the following fields:

Field Description
ID Unique task identifier
Download Download option where available
Type Live or Test
Title Task title
Workflow Stage Associated workflow stage
User Name Associated user name
User Email Associated user email
User Phone Associated user phone
Created Task creation date and time
Updated Last update date and time

Task Actions

Available actions include:

Workflow Testing

Before publishing the workflow, perform complete functional testing.

Testing Flow

Create Test Task
↓
Start Workflow
↓
Verify Stage 1
↓
Submit Form
↓
Verify Database Data
↓
Move to Next Stage
↓
Verify Access
↓
Verify Trigger
↓
Verify Notifications/Templates
↓
Complete Workflow

Workflow Testing Checklist

Test Area Verification
Workflow Workflow created successfully
Workflow Title Correct workflow name
Stages All required stages created
Stage Order Correct stage sequence
Inputs All required inputs created
Input Forms Forms created correctly
Questions All required questions added
Question Type Correct question/input type
Mandatory Fields Required fields working correctly
Database Columns Responses stored correctly
Input Order Questions displayed in correct order
Access Correct users/roles have access
Config Configuration works correctly
Models Required models work correctly
Display Data is displayed correctly
Triggers Conditions and actions work correctly
PDF Template PDF generated correctly
Email Template Email generated/sent correctly
Tasks Test tasks work correctly
Publication Correct publication status

Publish Workflow

The workflow should be published only after successful testing.

Pre-Publication Checklist

After all checks are completed, publish the workflow.

Complete End-to-End Workflow

The complete workflow creation process is:

  1. Prepare Excel Planning Sheet
  2. Create Workflow
  3. Create Workflow Stages
  4. Create Database Columns
  5. Create Workflow Inputs
  6. Create Input Forms
  7. Add Questions
  8. Configure Input Order
  9. Configure Access
  10. Configure Config
  11. Configure Models
  12. Configure Display
  13. Configure Triggers
  14. Configure Templates
  15. Create Test Task
  16. Test Complete Workflow
  17. Verify Database Data
  18. Verify Access
  19. Verify Triggers
  20. Publish Workflow

Quick Reference

Step Module Action
1 Excel Plan complete workflow
2 Workflows Create workflow
3 Stages Create workflow stages
4 Database Column Create database columns
5 Inputs Create workflow inputs
6 Input Forms Create input forms
7 Input Forms Add questions
8 Input Orders Arrange questions
9 Access Assign permissions
10 Config Configure workflow
11 Models Configure models
12 Display Configure display
13 Triggers Configure automation
14 Templates Configure PDF/Email
15 Tasks Create test task
16 Testing Test complete workflow
17 Manage Publish workflow

Final Workflow Structure

Workflow

The Excel Master Sheet should always be prepared first.

The workflow should then be configured in the following order:

PLAN → CREATE → CONFIGURE → MAP → GIVE ACCESS → AUTOMATE → TEST → PUBLISH

This sequence helps maintain consistency between the planned workflow and the actual application configuration and reduces configuration errors.

Navigations

Integrations

Bulk Actions