Backend A2

https://console.virtubox.io

Dashboard

Dashboard

Project Summary

Overview

The Project Summary section provides an overview of the project's basic information, current configuration, and usage statistics.


Project ID

The Project ID is a unique identifier assigned to the project. It is automatically generated by the system and is used to uniquely identify the project.


Project Name

The Project Name displays the name assigned to the project. This name is used throughout the system to identify the project.


Website

The Website field contains the URL of the website associated with the project. Selecting this link opens the project's website.


Owner

The Owner field displays the name and email address of the account that owns the project.


App Page

The App Page indicates which page is currently configured as the home page for the mobile application.


Web Page

The Web Page indicates which page is currently configured as the home page for the website.


Published

The Published status indicates whether the project has been published and is available for use.


Searchable

The Searchable status indicates whether the project can appear in search results.


Private

The Private status indicates whether the project is private.


Disc Space

The Disc Space field shows the amount of storage currently used by the project out of the default allocated storage limit of 50 MB.


Pages

The Pages field displays the total number of pages created within the project.

By default, a project can contain up to 5 pages.


Files

The Files field displays the total number of files uploaded to the project, including images, videos, audio files, documents, and other supported file types.


SKUs

The SKUs field displays the total number of Stock Keeping Units (SKUs) created within the project.


Bookmarks

The Bookmarks field displays the total number of bookmarks created in the project.


Addresses

The Addresses field displays the total number of addresses stored within the project.


Language

The Language field displays the language currently configured for the project.


Currency

The Currency field displays the currency currently configured for the project. This currency is used wherever monetary values are displayed throughout the project.

Dashboard

Project Settings

Overview

The Project Settings section allows you to configure the project's basic information and default settings.


Publish Status

The Publish Status option allows you to publish or unpublish the project.


The Logo field displays the logo currently assigned to the project. This logo is used to represent the project throughout the application.


The Edit Logo option allows you to upload and set a new logo for the project.


The Delete Logo option allows you to remove the currently assigned project logo.


Title

The Title field allows you to set or update the name of the project.


Slug

The Slug is a unique, URL-friendly identifier for the project. It is automatically generated by the system based on the project title and is used in the project's URL.


App Page

The App Page option allows you to select the page that will serve as the home page for the mobile application.


Web Page

The Web Page option allows you to select the page that will serve as the home page for the website.


Currency

The Currency option allows you to select the default currency used throughout the project for displaying monetary values.


Language

The Language option allows you to select the default language for the project.

The supported languages include:


Submit

The Submit button saves and applies all the changes made in the Project Settings section.

Pages

Pages

Pages

Overview

The Pages section allows users to manage and create pages for their project. Users can view existing pages, navigate between pages, and add new pages based on their requirements.


Access Path

To access the Pages section:

Leftside bar → Pages


Pages Overview

The Pages section provides the following options:

The page list displays information such as:


Add New Page

To create a new page, click the Add New button.

A new Add New Page window will appear.

Page Title

Enter the required name of the page in the Page Title field.

The page title should be clear and relevant to the content that will be added to the page.

Available For

The Available For option allows you to select the platforms where the page should be available.

Select the required platform option based on the intended usage of the page.


Save the Page

After entering the page title and selecting the required availability options:

  1. Enter the Page Title.
  2. Select the required Available For option.
  3. Click Save.
  4. The new page will be added to the Pages list.

Page Navigation

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


Page Management

Once a page is created, it can be managed from the Pages list. The list provides information about its publishing status and availability across different platforms.

The Copy Page option can also be used to create a copy of an existing page, which can then be configured separately.

Files

Files

Images

The Images section allows you to upload and manage image files used throughout the project.

Images can be added in either of the following ways:

After an image is uploaded, it becomes available for use in pages in all the layouts and other sections of the project where image assets are required.

Max Size of the image that can be uploaded is 150 Kb

Files

Animations

The Animations section allows you to upload and manage animation files used throughout the project.

Animation files can be added in either of the following ways:

After an animation is uploaded, it becomes available for use in pages, layouts and other sections of the project where animation assets are supported.

Max Size od the animation that can be uploaded is 15-20 MB

Files

Videos

The Videos section allows you to upload and manage video files used throughout the project.

Video files can be added in either of the following ways:

After a video is uploaded, it becomes available for use in pages, layouts and other sections of the project where video assets are supported.

Files

Audios

The Audios section allows you to upload and manage audio files used throughout the project.

Audio files can be added in either of the following ways:

After an audio file is uploaded, it becomes available for use in pages, layouts, and other sections of the project where audio assets are supported.

Files

Documents

The Documents section allows you to upload and manage document files used throughout the project.

Document files can be added in either of the following ways:

After a document is uploaded, it becomes available for use in pages and other sections of the project where document assets are supported.

Response Files

Response Files

Images

Overview

The Response Images section displays all image files that have been received as responses from a Form.

This section allows users to view and manage the response images generated within the project.

Copy to Project Files

Each response image includes a Copy option.

Clicking the Copy icon copies the selected response image to the project's Images section. Once copied, the image becomes available for use throughout the project, including pages, layouts, and other components that support image assets.

Response Files

Animations

Overview

The Response Animations section displays all animation files that have been received as responses from a Form.

This section allows users to view and manage the response animations generated within the project.

Copy to Project Files

Each response video includes a Copy option.

Clicking the Copy icon copies the selected response animations to the project's Animations section. Once copied, the animation becomes available for use throughout the project wherever animation assets are supported.

Response Files

Video

Overview

The Response Videos section displays all video files that have been received as responses from a Form.

This section allows users to view and manage the response videos generated within the project.

Copy to Project Files

Each response video includes a Copy option.

Clicking the Copy icon copies the selected response video to the project's Videos section. Once copied, the video becomes available for use throughout the project wherever video assets are supported.

Response Files

Audios

Overview

The Response Audios section displays all audio files that have been received as responses from a Form.

This section allows users to view and manage the response audio files generated within the project.

Copy to Project Files

Each response audio file includes a Copy option.

Clicking the Copy icon copies the selected response audio file to the project's Audios section. Once copied, the audio becomes available for use throughout the project wherever audio assets are supported.

Response Files

Pdfs

The Response PDFs section displays all PDF files that have been received as responses from a Form.

This section allows users to view and manage the response PDF files generated within the project.

Response Files

Documents

Overview

The Response Documents section displays all document files that have been received as responses from a Form.

This section allows users to view and manage the response documents generated within the project.

Copy to Project Files

Each response document includes a Copy option.

Clicking the Copy icon copies the selected response document to the project's Documents section. Once copied, the document becomes available for use throughout the project wherever document assets are supported.

Response Files

Presentations

The Response Presentations section displays all presentation files that have been received as responses from a Form.

This section allows users to view and manage the response presentation files generated within the project.

Response Files

Spreadsheets

The Response Spreadsheets section displays all spreadsheet files that have been received as responses from a Form.

This section allows users to view and manage the response spreadsheet files generated within the project.

Repository

Repository

Tags

Overview

The Tags section allows you to create and manage tags that can be assigned to pages. Tags help organize pages into categories, making it easier to filter and locate related content.

For example:

Once tags are assigned, pages can be filtered based on their associated tags.


Total Pages

The Total Pages field displays the number of pages that are currently associated with the selected tag.


Total Tags

The Total Tags field displays the total number of tags that have been created under the tag treating it as a parent tag within the project.


Title

The Title field is used to enter the name of the tag. The title should clearly describe the category that the tag represents.


Parent Tag

The Parent Tag option allows you to organize tags into a hierarchical structure by assigning a parent tag.

For example:

This helps group related tags together and improves content organization.


Visibility

The Visibility option determines whether the tag is publicly available or private.

Public

A Public tag is available for use throughout the project and can be assigned wherever tags are supported.

Private

A Private tag is restricted for internal use and is not publicly available.


Save

The Save button creates a new tag or saves any changes made to an existing tag.


Delete

The Delete option permanently removes the selected tag from the project.

Repository

SKUs

Overview

The SKUs section allows you to create and manage Stock Keeping Units (SKUs) within the project. An SKU represents an individual product or item along with its pricing, quantity limits, sale information, and availability.

The SKU list provides an overview of all products that have been created in the project.


Show Entries

The Show Entries option allows you to select the number of SKU records displayed on a single page.


The Search field allows you to quickly find an SKU by searching for its title or other relevant information.


Refresh

The Refresh button reloads the SKU list to display the most up-to-date information.


Add New

The Add New button opens the SKU configuration window, allowing you to create a new SKU.


Title

The Title column displays the name of the SKU.


Subtitle

The Subtitle column displays additional information or a secondary title associated with the SKU.


Published

The Published column indicates whether the SKU is published and available for use.


Icon

The Icon column indicates whether an icon has been assigned to the SKU.


Sale

The Sale column indicates whether the SKU is currently available at a sale price.


Min - Max Quantity

The Min - Max Quantity column displays the minimum and maximum quantity that can be selected or purchased for the SKU.

Example:


Regular Price

The Regular Price column displays the original price of the SKU before any discounts are applied.


Sale Price

The Sale Price column displays the discounted price of the SKU when a sale is active.


Price

The Price column displays the price currently applicable to the SKU.

If a sale is active, this value reflects the sale price; otherwise, it displays the regular price.


Sale Start Time

The Sale Start Time column displays the date and time when the sale becomes active.


Sale End Time

The Sale End Time column displays the date and time when the sale expires.


Rating

The Rating column displays the rating associated with the SKU, if available.


Count

The Count column displays the number of times the SKU has been used or recorded within the project.


Create New SKU

The Create New SKU window allows you to create a new product by entering its basic information, pricing, quantity limits, and sale details.


Title

The Title field is used to enter the name of the SKU.


Subtitle

The Subtitle field allows you to provide additional information or a secondary title for the SKU.


Description

The Description field is used to provide a detailed description of the SKU.


Minimum Quantity

The Minimum Quantity field specifies the minimum quantity that can be selected or purchased.


Maximum Quantity

The Maximum Quantity field specifies the maximum quantity that can be selected or purchased.


Regular Price

The Regular Price field is used to enter the standard selling price of the SKU.


Sale Price

The Sale Price field is used to enter the discounted price of the SKU.

If a sale price is specified, it will be applied during the configured sale period.


Sale Start Time

The Sale Start Time field specifies the date and time when the sale should begin.


Sale End Time

The Sale End Time field specifies the date and time when the sale should end.

After this time, the SKU will automatically revert to its regular price.


Save

The Save button creates the SKU and stores all the entered information.


Close

The Close button closes the SKU configuration window without saving any changes.

Repository

Bookmarks

Overview

The Bookmarks section allows you to create and manage bookmarks within the project. A bookmark consists of a title, an icon, and a URL that can be used to provide quick access to external websites or internal resources.


Show Entries

The Show Entries option allows you to select the number of bookmark records displayed on a single page.


The Search field allows you to quickly locate a bookmark by searching for its title or URL.


Refresh

The Refresh button reloads the bookmark list and displays the most recent data.


Add New

The Add New button opens the bookmark configuration window, allowing you to create a new bookmark.


Title

The Title column displays the name assigned to the bookmark.


Published

The Published column indicates whether the bookmark is active and available for use.


Icon

The Icon column displays the icon assigned to the bookmark.


URL

The URL column displays the web address associated with the bookmark. Selecting the URL opens the linked resource.


Add New Bookmark

The Add New Bookmark window allows you to create a new bookmark by specifying its title, icon, and destination URL.


Title

The Title field is used to enter the name of the bookmark. This title is displayed wherever the bookmark is used within the project.


Icon

The Icon option allows you to select an icon that visually represents the bookmark.

Click the Icon Picker button to browse and choose an icon from the available icon library.


URL

The URL field is used to enter the web address that the bookmark will open when selected.

The URL should be entered in a valid format, such as:


Save

The Save button creates the bookmark and stores the entered information for use within the project.

Repository

Push Channels

Overview

The Push Channels section allows you to create and manage notification channels within the project. A push channel represents a notification category that is associated with a ringtone or notification sound.

Each push channel uses an audio file selected from the project's Audios repository. These push channels are primarily used in the Broadcasts module, where a notification sound can be assigned to a broadcast to alert users when it is received.


Show Entries

The Show Entries option allows you to select the number of push channels displayed on a single page.


The Search field allows you to quickly locate a push channel by searching for its title.


Refresh

The Refresh button reloads the push channel list and displays the most recent information.


Add New

The Add New button opens the push channel configuration window, allowing you to create a new push channel.


Title

The Title column displays the name of the push channel.


Published

The Published column indicates whether the push channel is active and available for use.


Sound File

The Sound File column displays the audio file associated with the push channel. This sound is selected from the project's Audios repository and is played when the corresponding push channel is used in a broadcast notification.


Add New Push Channel

The Add New Push Channel window allows you to create a new push channel by assigning it a title and selecting a notification sound.

Push channels created here can later be selected while configuring Broadcasts, allowing different broadcasts to use different notification sounds.


Title

The Title field is used to enter the name of the push channel. The title should clearly identify the notification channel.


Sound File

The Sound File field allows you to select the audio file that will be used as the notification sound for the push channel.

The available audio files are populated from the project's Audios repository. Only audio files that have already been uploaded to the project can be selected.


Save

The Save button creates the push channel and makes it available for selection in the Broadcasts module.

Repository

Addresses

Overview

The Addresses section allows you to create and manage multiple addresses within a project.

Stored addresses can be displayed in the project using the Address Layout, making it easy to manage and update address information from a single location.


Show Entries

The Show Entries option allows you to select the number of address records displayed on a single page.


The Search field allows you to quickly locate an address by searching for its title or related information.


Refresh

The Refresh button reloads the address list and displays the most recent information.


Add New

The Add New button opens the address configuration window, allowing you to create a new address.


Address Card

Each address is displayed as a card containing the saved address details, including the title, contact information, and location.


View

The View button opens the complete details of the selected address.


Add New Address

The Add New Address window allows you to create a new address that can later be used throughout the project.


Address Title

The Address Title field is used to enter a name that uniquely identifies the address.

Example:


Country

The Country field allows you to select the country where the address is located.


State

The State field allows you to select the corresponding state or region.


City

The City field is used to enter the city of the address.


Pincode

The Pincode field is used to enter the postal or ZIP code of the address.


Address 1

The Address 1 field is used to enter the primary address information, such as the building number, street name, or locality.


Address 2

The Address 2 field is optional and can be used to enter additional address information, such as an apartment number, floor, suite, or nearby landmark.


Latitude

The Latitude field stores the geographical latitude of the address location.

This can be used for map integration and location-based features.


Longitude

The Longitude field stores the geographical longitude of the address location.

This can be used for map integration and location-based features.


Phone 1

The Phone 1 field is used to enter the primary contact number associated with the address.


Phone 2

The Phone 2 field is used to enter an alternate contact number for the address.


Email

The Email field is used to enter the email address associated with the location or contact.


Save

The Save button stores the address and makes it available for use throughout the project.

The saved address can later be displayed in the application or website using the Address Layout.


Close

The Close button closes the address configuration window without saving any changes.

Repository

Page Design

Overview

The Page Designs section allows users to create and manage reusable page design layouts. These designs can be mapped to pages and reused as required.


Access Path

Leftside Bar → Repository → Page Designs


Page Designs Overview

The Page Designs section provides the following options:


Page Design List

The page design list displays the following information:

Field Description
# Displays the serial number of the page design.
Title Displays the name of the page design.
Copy Page Design Allows users to create a copy of an existing page design.
Mapped Pages Displays the number of pages currently mapped to the page design.

Add New Page Design

To create a new page design:

  1. Navigate to Page Designs.
  2. Click Add New.
  3. Configure the required page design settings.
  4. Save the page design.

The newly created page design will appear in the Page Designs list.


Copy Page Design

The Copy Page Design option allows users to duplicate an existing page design.

To copy a page design:

  1. Locate the required page design.
  2. Click the Copy Page Design icon.
  3. Configure the copied page design as required.
  4. Save the changes.

This allows an existing design to be reused without creating the complete layout from scratch.


Mapped Pages

The Mapped Pages column displays the number of pages associated with each page design.

For example, if the value is 0, the page design is currently not mapped to any page.

Once a page design is mapped to one or more pages, the corresponding count is displayed in this column.


Page Design Management

Users can manage and reuse page designs based on their project requirements. Page designs can be created independently and mapped to the required pages.

Add-ons

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.
Add-ons

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.
Add-ons

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.

Add-ons

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.

Add-ons

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.
Add-ons

Script Groups

Add-ons

Script responses

Add-ons

~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.

Add-ons

Navigations

Add-ons

Integrations

Add-ons

Bulk Actions

Settings- General

Settings- General

Basic

Overview

The Basic settings section allows users to configure the general information, contact details, special pages, project availability, QR codes, and other basic configurations for the project.


Access Path

Leftside Bar → Settings → General → Basic


My Project

The My Project section contains the basic project information.

Title

Enter the name of the project in the Title field.

Slug

The Slug defines the unique identifier used for the project.

Only the following characters are allowed:

App Page

Select the page that should be used as the main App Page.

Web Page

Select the page that should be used as the main Web Page.

Currency

Select the currency used by the project.

Language

Select the language required for the project.

Click Submit to save the project information.


Contact

The Contact section allows users to configure the project's contact information.

Available fields include:

Enter the required contact details and click Submit to save the changes.


Special Pages

The Special Pages section allows users to assign specific pages to predefined system functions.

Available special page configurations include:

Select the required page from the corresponding dropdown for each special page.

This allows the system to use the selected page for the respective functionality.


Project Status

The project status section provides controls for changing project availability.

Published

The Published option controls whether the project is published.

Searchable

The Searchable option controls whether the project can be searched.

Click the respective button to change the required status.


Web QR Code

The Web QR Code section provides a QR code for sharing the project through the web.

The section includes:

Campaign

Enter a campaign identifier for the QR code.

Only lowercase alphanumeric characters, dashes (-), and underscores (_) are allowed.

Query Parameter

Enter the required query parameter for the QR code URL.

Only lowercase alphanumeric characters, dashes (-), and underscores (_) are allowed.

Color

Select the required QR code color.

Background

Select the required QR code background.

Download QR Code

Click Download QR Code to download the generated web QR code.


App QR Code

The App QR Code section provides a QR code for sharing the project through the application.

The section includes:

Campaign

Enter the campaign identifier for the App QR code.

Query Parameter

Enter the required query parameter for the App QR code.

Color

Select the required QR code color.

Background

Select the required QR code background.

Download QR Code

Click Download QR Code to download the generated App QR code.


Configurations

The Configurations section provides additional project-level configuration options.

Image Loader

The Image Loader setting controls the image loading behavior.

Select the required option from the dropdown and click Submit to save the configuration.


Basic Settings Workflow

  1. Navigate to Settings → General → Basic.
  2. Configure the My Project details.
  3. Add the required Contact information.
  4. Configure the required Special Pages.
  5. Set the Published and Searchable status.
  6. Configure the Web QR Code and App QR Code, if required.
  7. Configure the Image Loader setting.
  8. Click the respective Submit buttons to save the changes.
Settings- General

Style

Settings- General

Assets

Overview

The Assets section allows users to manage project-level assets such as the Project Logo and Image Loader.


Access Path

Left Sidebar → Settings → General → Assets


The Project Logo section allows users to add and manage the logo associated with the project.

Click Edit Logo to update the existing project logo.

Click the Delete icon to remove the currently configured project logo.


Image Loader

The Image Loader section allows users to configure an image loader for the project.

Add Image Loader

To add an image loader:

  1. Navigate to Assets.
  2. Click Add Image Loader.
  3. Configure the required image loader details.
  4. Save the configuration.

The configured image loader can be used to display a loading image while content is being loaded.


Asset Management Workflow

  1. Open the Left Sidebar.
  2. Navigate to Settings → General → Assets.
  3. Manage the Project Logo as required.
  4. Add or configure an Image Loader, if required.
  5. Update or remove existing assets using the available options.
Settings- General

Order Settings

Overview

The Order Settings section provides configuration options for managing the ordering process, cart behavior, address preferences, and order-related questions.

Access Path

Left Side Bar → Settings → Order Settings


Business Note

Use the Business Note field to add important information or instructions related to orders.

Example:

Orders are processed within 24 hours. Please ensure that the delivery address and contact details are correct before placing the order.

Click Save to apply the changes.


Minimum Order Price

The Minimum Order Price option allows you to define the minimum order value required for customers to place an order.

Example:

Currency: INR
Minimum Order Price: 500

With this configuration, customers must have an order value of at least ₹500 before they can place the order.

Click Save to apply the changes.


Cart

The Cart section allows you to customize the Add to Cart button displayed to users.

Add to Cart (Button Text)

Enter the text that should appear on the Add to Cart button.

Example:

Add to Cart

Click Save to apply the button text.

Add to Cart (Button Icon)

Add an icon that will be displayed along with the Add to Cart button.

Click Add Icon and select/upload the required icon.

Example:

🛒 Add to Cart


Preferred Address

The Preferred Address section allows you to select the address types that should be available during the ordering process.

Available options include:

Example Configuration:

Select the required options and click Save.


Order Profile Questions

The Order Profile Questions section allows you to add additional questions that users need to answer during the ordering process.

Select the required question type from the dropdown.

Available question types include:

Example:

Question Type
Full Name Short Text
Delivery Instructions Long Text
Email Address Email
Contact Number Phone
Number of Items Number

Select the required question type from the dropdown to add it to the order profile.

Note: Click Save after making changes to the respective configuration to ensure that the updated settings are applied.

Settings- General

Users

Overview

The Users section allows you to manage registered users and configure the profile information collected from them. It provides options to view users, manage common profile fields, and create custom profile fields.

Access Path

Left Side Bar → Settings → Users


User Management

The Users page displays the list of users registered in the project.

The user list includes the following information:

The page also provides:


Manage Profile

Click Manage Profile to configure the information collected in the user's profile.

The Manage Users Profile section contains two profile types:


Profile Question

Click Add New Question to add a new profile field.

Each profile question can be configured using the following options:

Type

Select the type of information that the user needs to provide.

Example:

Short Text

Other question types can be selected based on the required input.

Title

Enter the name or question that will be displayed to the user.

Example:

Full Name

Key

Enter a unique key for the profile field.

Example:

full_name

Note: The key should use valid characters such as letters, numbers, hyphens, underscores, and periods as supported by the system.

Placeholder

Enter placeholder text to guide the user about what information should be entered.

Example:

Enter your full name

Note

Add additional information or instructions related to the profile field.

Example:

Please enter your name as it appears on your ID.


Profile Field Options

The following options are available for configuring the profile field:

After configuring the profile field, click Update to save the changes.

To add additional profile fields, click Add New Question.

Note: Configure the profile fields according to the information required from users. Use clear titles, keys, placeholders, and notes to provide a consistent user experience.

Settings- General

Devices

Devices

The Devices section allows you to view and monitor devices associated with the project. It provides information about the device status, installation source, application version, and location details.

Access Path:

Left Side Bar → Settings → Devices

Show Entries:

10 | 25 | 50 | 100

# Online Install Source Version City Sub State State Country
1 — — — — — — —

The device list displays the following information:

Note: The number of devices displayed per page can be changed using the Show Entries dropdown.

Settings- General

Shares

Overview

The Shares module is used to view and monitor sharing activity within the VirtuBox backend. It provides information about campaigns, share activity, visitor interactions, and visitor device details.

The module includes campaign management, graphical reports, date filtering, and a table displaying available sharing records.

Navigation Path

Navigation Path: VirtuBox → Settings → General → Shares

Shares Page

The Shares page contains the following main sections:

  1. Shares
  2. Manage Campaign
  3. Date Filter
  4. Campaigns
  5. Visitors
  6. Sharing Activity Table

Manage Campaign

The Manage Campaign option allows users to access campaign management.

Click the Manage Campaign button to open the campaign management interface.

Campaigns can be used to organize and monitor sharing activities, depending on the available configuration.

Date Filter

The date filter allows users to select a specific date range for viewing sharing activity and visitor statistics.

Available Options
Option Description
Date Range Selects the start and end dates for the report.
Filter Applies the selected date range to the displayed information.
How to Apply a Date Filter
  1. Open the Shares page.
  2. Select the required date range.
  3. Click the Filter button.
  4. Review the updated campaign and visitor reports.
Campaigns

The Campaigns section displays a graphical representation of campaign click activity for the selected date range.

Available Information

This section helps users monitor campaign engagement over the selected period.

Visitors

The Visitors section displays a graphical representation of daily visitor clicks for the selected date range.

Available Information

This section helps users review visitor activity and understand engagement trends.

Sharing Activity Table

The sharing activity table displays available records related to campaign and sharing activity.

Available Fields
Field Description
# Displays the serial number of the record.
Time Displays the time associated with the sharing activity.
Campaign Displays the associated campaign name.
Share Displays the sharing information.
City Displays the visitor's city, when available.
State Displays the visitor's state, when available.
Country Displays the visitor's country, when available.
Platform Displays the visitor's platform information.
Browser Displays the browser used by the visitor.
OS Displays the visitor's operating system.
Device Displays the visitor's device information.
Show Entries

The Show Entries dropdown allows users to select the number of records displayed on a page.

The Search field allows users to search for records in the table.

Pagination

The pagination controls allow users to navigate through the available records.

Horizontal Scrollbar

The horizontal scrollbar allows users to view additional table columns when the table width exceeds the visible area.

How to View Sharing Activity

Follow these steps to review sharing activity:

  1. Log in to the VirtuBox backend.
  2. Navigate to Settings → General → Shares.
  3. Select the required date range.
  4. Click Filter to apply the date range.
  5. Review the Campaigns chart.
  6. Review the Visitors chart.
  7. Inspect the sharing activity table.
  8. Use the Search field to find specific records.
  9. Adjust the Show Entries option to change the number of displayed records.
  10. Use the pagination controls to navigate through the records.

Important Notes

Key Benefits

Conclusion

The Shares module provides a centralized interface for reviewing campaign performance, visitor activity, and sharing records. Users can apply date filters, analyze graphical reports, and inspect available visitor and sharing details to monitor engagement within VirtuBox.

Settings- General

User & Access

Overview

The Users and Access section allows you to manage users who have access to the project. You can add users by entering their email address, define the access expiry date, and manage their assigned roles and permissions.

Access Path:

Left Side Bar → Settings → Users and Access


Add User

To provide access to another user, enter the user's Email address and specify the Expiry Date for their access.

Email

Enter the email address of the user who should be given access.

Example:

user@example.com

Expiry Date

Set the date until which the user will have access to the project.

Example:

31-Dec-2026


Users

The Users section displays the list of users who have been granted access to the project.

Show Entries:

10 | 25 | 50 | 100

# Email Name Roles Expiry Status Action
1 — — — — — —

The user list contains the following information:

Note: The Users and Access section is used to provide and manage access for other users. Configure the appropriate role and expiry date according to the required level and duration of access.

Settings- General

Credentials

Overview

The Credentials section is used to configure external service credentials for the VirtuBox application. It provides configuration options for SMTP, SMS gateways, and payment gateways.

These settings allow administrators to configure the services required for email communication, SMS functionality, and payment processing.

Navigation Path

Navigation Path: VirtuBox → Settings → General → Credentials

Credentials Page

The Credentials page contains three main sections:

  1. SMTP
  2. SMS
  3. Payment Gateways

SMTP Configuration

The SMTP section allows administrators to configure the email server settings used for sending emails from the application.

Available Fields
Field Description
Host Specifies the SMTP server hostname or address.
Port Specifies the port used to connect to the SMTP server.
Username Specifies the username used to authenticate with the SMTP server.
Password Specifies the password used for SMTP authentication.
Encryption Specifies the encryption method used for the SMTP connection.
From Specifies the sender email address.
From Name Specifies the sender name displayed to email recipients.
Password Visibility

The Username and Password fields include an eye icon that allows users to show or hide the entered value.

How to Configure SMTP
  1. Navigate to Settings → General → Credentials.
  2. Locate the SMTP section.
  3. Enter the SMTP server address in the Host field.
  4. Enter the required Port.
  5. Enter the SMTP Username.
  6. Enter the SMTP Password.
  7. Configure the Encryption method.
  8. Enter the sender email address in the From field.
  9. Enter the sender name in the From Name field.
  10. Click Save to save the configuration.

SMS Configuration

The SMS section allows administrators to select an SMS gateway for sending SMS messages through the application.

Available Fields
Field Description
Select SMS Gateway Allows users to select the required SMS gateway from the available options.
How to Configure SMS
  1. Navigate to Settings → General → Credentials.
  2. Locate the SMS section.
  3. Open the Select SMS Gateway dropdown.
  4. Select the required SMS gateway.
  5. Click Save to save the configuration.

Payment Gateways Configuration

The Payment Gateways section allows administrators to select a payment gateway for processing payments through the application.

Available Fields
Field Description
Select Payment Gateway Allows users to select the required payment gateway from the available options.
How to Configure Payment Gateways
  1. Navigate to Settings → General → Credentials.
  2. Locate the Payment Gateways section.
  3. Open the Select Payment Gateway dropdown.
  4. Select the required payment gateway.
  5. Click Save to save the configuration.

Important Notes

Troubleshooting

Emails Are Not Being Sent
SMS Messages Are Not Being Sent
Payments Are Not Being Processed

Key Benefits

Conclusion

The Credentials section provides a centralized interface for configuring SMTP, SMS, and payment gateway settings in VirtuBox. Correct configuration helps ensure that the application's email, SMS, and payment integrations operate as expected.

Settings- VirtuApp

Settings- VirtuApp

Basic

Overview

The VirtuApp Basic section is used to configure the basic settings of the VirtuApp application. It allows administrators to define the application name and manage the application's public access, login screen, and login skip settings.

Access Path

Access Path: VirtuBox → Settings → VirtuApp → Basic

VirtuApp Basic Settings

The VirtuApp Basic page contains the following configuration options:

  1. App Name
  2. Public
  3. Login Screen Disabled
  4. Login Skip Enabled

App Name

The App Name field allows administrators to specify the name of the VirtuApp application.

How to Configure App Name
  1. Navigate to VirtuApp → Basic.
  2. Enter the required application name in the App Name field.
  3. Click the Save button.
  4. Verify that the application name is saved successfully.

Public

The Public option allows administrators to change the public access setting of the application.

Click the Public button to change the setting.

The exact behavior depends on the application's public access configuration.

Login Screen Disabled

The Login Screen Disabled option controls whether the application login screen is disabled.

Click the button to change the setting.

The current setting is displayed on the button.

Login Skip Enabled

The Login Skip Enabled option controls whether the application allows users to skip the login process.

Click the button to change the setting.

How to Configure VirtuApp Basic Settings

Follow these steps to configure the basic application settings:

  1. Open the VirtuBox backend.
  2. Navigate to Settings → VirtuApp → Basic.
  3. Enter the required application name.
  4. Click Save to save the application name.
  5. Configure the Public setting as required.
  6. Configure the Login Screen Disabled setting.
  7. Configure the Login Skip Enabled setting.
  8. Verify that the selected settings reflect the intended application behavior.

Important Notes

Conclusion

The VirtuApp Basic section provides the basic configuration options for the application name, public access, and login behavior. Administrators can use these settings to configure the application's accessibility according to their requirements.

Settings- VirtuApp

App- Menu

1. Overview

The App Menu section is used to configure menu items displayed in the VirtuApp application. It allows administrators to add menu items by selecting a type, defining a title, choosing an icon, and configuring background and icon images.

The section also provides a menu settings option to customize the appearance of the application menu.

2. Navigation Path

Navigation Path: VirtuBox → Settings → VirtuApp → App Menu

3. App Menu Page

The App Menu page contains three main sections:

  1. Menu
  2. Add New Item
  3. Settings

3.1 Menu

The Menu section displays the configured menu items.

When menu items have been added, they can be managed through the available interface.

4. Add New Item

The Add New Item section allows administrators to create a new menu item.

4.1 Available Fields

Field Description
Type Allows users to select the type of menu item.
Title Specifies the title displayed for the menu item.
Icon Allows users to select an icon using the Icon Picker.
Background Image Allows users to select a background image for the menu item.
Icon Image Allows users to select an image to use as the menu icon.
Save Saves the configured menu item.

5. Menu Item Types

The Type dropdown provides the following options:

The selected type determines the category or functionality associated with the menu item.

6. How to Add a New Menu Item

Follow these steps to create a new menu item:

  1. Navigate to VirtuApp → App Menu.
  2. Locate the Add New Item section.
  3. Select the required menu item type from the Type dropdown.
  4. Enter the menu item name in the Title field.
  5. Click Icon Picker to select the required icon.
  6. Select the required image from the Background Image dropdown, if applicable.
  7. Select the required image from the Icon Image dropdown, if applicable.
  8. Review the configured details.
  9. Click Save to save the menu item.
  10. Verify that the menu item appears in the Menu section.

7. Icon Picker

The Icon Picker allows administrators to select an icon for a menu item.

How to Select an Icon

  1. Click Icon Picker.
  2. Choose the appropriate icon from the available options.
  3. Confirm the selection.
  4. Save the menu item.

8. Background Image

The Background Image field allows administrators to select a background image for the menu item from the available options.

How to Configure a Background Image

  1. Open the Background Image dropdown.
  2. Select the required image.
  3. Save the menu item.

9. Icon Image

The Icon Image field allows administrators to select an image to represent the menu item.

How to Configure an Icon Image

  1. Open the Icon Image dropdown.
  2. Select the required image.
  3. Save the menu item.

10. Settings

The Settings section provides access to the menu appearance configuration.

Available Option

Option Description
Style Opens the style configuration interface for customizing the menu appearance.

How to Configure Menu Style

  1. Navigate to VirtuApp → App Menu.
  2. Locate the Settings section.
  3. Click Style.
  4. Configure the available style settings as required.
  5. Save the changes if a save option is provided.

11. Important Notes

12. Key Benefits

13. Conclusion

The VirtuApp App Menu section allows administrators to configure application menu items, select their types, customize their visual appearance, and manage menu styling. Proper configuration helps create a clear and consistent navigation experience for users.

Settings- VirtuApp

App- Footer

1. Overview

The section also provides a Style option to customize the appearance of the application footer.

2. Navigation Path

Navigation Path: VirtuBox → Settings → VirtuApp → App Footer

Administrators can use this section to manage the footer navigation items configured for the application.

4. Add New Item

The Add New Item section allows administrators to create a new footer menu item.

4.1 Available Fields

Field Description
Type Allows users to select the type of footer menu item.
Title Specifies the title of the footer menu item.
Icon Allows users to select an icon using the Icon Picker.
Icon Image Allows users to select an image to represent the footer menu item.
Save Saves the configured footer menu item.

The Type dropdown provides the following options:

The selected type determines the functionality associated with the footer menu item.

6. How to Add a Footer Menu Item

Follow these steps to create a new footer menu item:

  1. Navigate to VirtuApp → App Footer.
  2. Locate the Add New Item section.
  3. Select the required option from the Type dropdown.
  4. Enter the required name in the Title field.
  5. Click Icon Picker to select an appropriate icon.
  6. Select the required image from the Icon Image dropdown, if applicable.
  7. Review the configured details.
  8. Click Save.
  9. Verify that the footer menu item appears in the Footer section.

7. Icon Picker

The Icon Picker allows administrators to select an icon for a footer menu item.

How to Select an Icon

  1. Click Icon Picker.
  2. Select the required icon from the available options.
  3. Confirm the selection.
  4. Save the footer menu item.

8. Icon Image

The Icon Image field allows administrators to select an image to represent a footer menu item.

How to Configure an Icon Image

  1. Open the Icon Image dropdown.
  2. Select the required image from the available options.
  3. Save the footer menu item.

9. Settings

The Settings section provides access to the footer appearance configuration.

Available Option

Option Description
Style Opens the style configuration interface for customizing the footer appearance.

How to Configure Footer Style

  1. Navigate to VirtuApp → App Footer.
  2. Locate the Settings section.
  3. Click Style.
  4. Configure the available style settings as required.
  5. Save the changes if a save option is provided.

10. Important Notes

11. Key Benefits

12. Conclusion

The VirtuApp App Footer section allows administrators to configure footer menu items, select their functionality, assign icons, and customize the footer appearance. Proper configuration helps create a consistent and user-friendly application navigation experience.

Settings- VirtuApp

App- Header

1. Overview

The App Header section is used to configure the header displayed in the VirtuApp application. It allows administrators to customize the header title, subtitle, background image, and buttons displayed in the header area.

Administrators can also configure button positions, icons, and types to provide quick access to application features.

2. Navigation Path

Navigation Path: VirtuBox → Settings → VirtuApp → App Header

3. App Header Page

The App Header page contains three main sections:

  1. App Header
  2. Add Content
  3. Add Buttons
  4. Settings

4. App Header

The App Header section displays a preview of the configured header content.

The preview can display:

For example:

If no buttons have been configured, the preview displays the message No buttons added yet.

5. Add Content

The Add Content section allows administrators to configure the main header content.

5.1 Available Fields

Field Description
Title Specifies the main heading displayed in the application header.
Subtitle Specifies the supporting text displayed below the title.
Background Image Allows users to select a background image for the header.
Save Saves the configured header content.

5.2 How to Configure Header Content

  1. Navigate to VirtuApp → App Header.
  2. Locate the Add Content section.
  3. Enter the required text in the Title field.
  4. Enter the required text in the Subtitle field.
  5. Select a background image from the Background Image dropdown, if required.
  6. Click Save.
  7. Verify the updated content in the App Header preview.

6. Add Buttons

The Add Buttons section allows administrators to add buttons to the application header.

6.1 Available Fields

Field Description
Position Specifies where the button appears in the header.
Title Defines the button label.
Icon Allows users to select an icon using the Icon Picker.
Type Specifies the functionality associated with the button.
Save Saves the configured button.

6.2 Button Positions

The Position dropdown provides the following options:

6.3 Button Types

The Type dropdown provides the following options:

The selected type determines the functionality associated with the button.

6.4 How to Add a Header Button

  1. Navigate to VirtuApp → App Header.
  2. Locate the Add Buttons section.
  3. Select the required position from the Position dropdown.
  4. Enter the button label in the Title field.
  5. Click Icon Picker to select an appropriate icon.
  6. Select the required option from the Type dropdown.
  7. Review the configured details.
  8. Click Save.
  9. Verify that the button appears in the App Header preview.

7. Icon Picker

The Icon Picker allows administrators to select an icon for a header button.

How to Select an Icon

  1. Click Icon Picker.
  2. Select the required icon from the available options.
  3. Confirm the selection.
  4. Save the button configuration.

8. Background Image

The Background Image field allows administrators to select a background image for the header from the available options.

How to Configure a Background Image

  1. Navigate to the Add Content section.
  2. Open the Background Image dropdown.
  3. Select the required image.
  4. Click Save.
  5. Verify the header preview.

9. Settings

The Settings section provides access to the header appearance configuration.

Available Option

Option Description
Style Opens the style configuration interface for customizing the header appearance.

How to Configure Header Style

  1. Navigate to VirtuApp → App Header.
  2. Locate the Settings section.
  3. Click Style.
  4. Configure the available style settings as required.
  5. Save the changes if a save option is provided.
  6. Verify the updated header appearance.

10. Important Notes

11. Key Benefits

12. Conclusion

The VirtuApp App Header section allows administrators to customize the application header by configuring its content, background image, and buttons. Proper configuration helps create a consistent interface and provides users with convenient access to important application features.

Settings- VirtuApp

App- CTA

Overview

The App CTA section in VirtuApp is used to configure floating buttons and control their placement along the edges of the application interface.

1. Navigation Path

Settings → VirtuApp → App CTA

2. Add Floating Button

The Add Floating Button panel contains the following configuration fields:

Field Description Available Options
Edge Defines the screen edge where the floating button will appear. Left, Right, Top, Bottom
Position Defines the button's position along the selected edge. Start, Center, End

3. Configuration Steps

  1. Navigate to Settings → VirtuApp → App CTA.
  2. Under Add Floating Button, select the required Edge.
  3. Select the desired Position along the chosen edge.
  4. Complete any additional fields displayed by the interface, if applicable.
  5. Save the configuration, if a Save option is available.

4. Edge and Position Reference

Edge Position Expected Placement
Left Start Upper end of the left edge
Left Center Middle of the left edge
Left End Lower end of the left edge
Right Start Upper end of the right edge
Right Center Middle of the right edge
Right End Lower end of the right edge
Top Start Left end of the top edge
Top Center Middle of the top edge
Top End Right end of the top edge
Bottom Start Left end of the bottom edge
Bottom Center Middle of the bottom edge
Bottom End Right end of the bottom edge

5. Expected Behavior

Settings- VirtuApp

Style

Settings- VirtuApp

Assets

Overview

The Assets section in VirtuApp is used to manage and configure application assets, including app screen images, splash screen images, platform-specific app icons, splash screen videos, and app onboarding images.

1. Navigation Path

Settings → VirtuApp → Assets

2. Available Asset Sections

Section Description Available Action
App Screen Image Used to configure the image displayed on the application screen. Add Icon
Splash Screen Image Used to configure the image displayed during the application launch screen. Add Icon
Android App Icon Used to configure the application icon for Android devices. Add Icon
iOS App Icon Used to configure the application icon for iOS devices. Add Icon
Splash Screen Video Used to configure a video for the application splash screen. Add Video
App Onboarding Image Used to configure images displayed during the application onboarding process. Add Icon

3. Configuration Steps

  1. Navigate to Settings → VirtuApp → Assets.
  2. Identify the asset section you want to configure.
  3. Click Add Icon for image and app icon sections.
  4. Click Add Video to configure the splash screen video.
  5. Select or upload the required asset, depending on the available options.
  6. Complete any additional configuration fields displayed by the interface.
  7. Save the configuration if a Save option is available.

4. Expected Behavior

Settings- VirtuApp

Private Users

Overview

The App Users section allows users to manage Private Users and Test Users for a VirtuApp project. It provides options to add phone numbers, configure test user OTPs, and manage registered users. The project must be set to Private to use the Private Users feature.

App Users Navigation

Note: The project is currently not private. Please make your project private from Basic Settings.

1. Private Users

Phone Number

Field: Private Users Phone No*

Phone numbers must include the international country code.

Example: +91 XXXXX-XXXXX

Multiple phone numbers can be entered using commas (,), semicolons (;), or new lines.

Private Users Table

Phone Number OTP Delete
Registered phone number OTP associated with the user Option to delete the user

2. Test Users

Add New Test User

Phone Number

Required: Yes

Phone numbers must include the international country code.

Example: +91 XXXXX-XXXXX

OTP

Required: Yes

The OTP must contain at least 6 numeric characters.

Validation Rules

  1. Phone numbers must include the international country code.
  2. The OTP must contain only numeric characters.
  3. The OTP must be at least 6 digits long.

Conclusion

The App Users section provides separate options for managing Private Users and Test Users. Ensure that phone numbers follow the required international format and that test user OTPs contain at least 6 numeric digits.

Settings- VirtuWeb

Settings- VirtuWeb

Basic

Overview

The VirtuWeb Basic Settings section provides configuration options for managing the basic behavior and appearance of the VirtuWeb website. It allows users to control the login popup, add custom website metadata and JavaScript, and configure cookie consent messages and button text.

These settings help customize the website according to project requirements and provide greater control over the website's behavior and user experience.

Access Path

Hide Login Popup

The Hide Login Popup option allows you to control the visibility of the login popup on the VirtuWeb website.

Click Hide Login Popup to hide the login popup. Use this option when the login popup is not required on the website. Website Head Meta

The Website Head Meta field allows you to add custom metadata or supported HTML content to the

section of the website.

Example

Click Save to apply the changes.

Website Body JS

The Website Body JS field allows you to add custom JavaScript code to the website body.

Example console.log("GOOD MORNING");

Click Save to apply the changes.

Note: Ensure that the added content contains valid JavaScript code.

Example This website uses cookies to improve your browsing experience and provide better services.

Click Save to apply the changes.

Example Accept Cookies

Other examples:

Accept Allow Cookies

Click Save to apply the changes.

Configuration Summary

Setting Description Hide Login Popup Controls the visibility of the login popup. Website Head Meta Allows custom metadata or supported HTML content to be added to the website

. Website Body JS Allows custom JavaScript code to be added to the website body. Website Cookie Consent Message Defines the cookie consent message displayed to users. Website Cookie Consent Button Text Customizes the cookie consent button text.

Important: Click Save after making changes to each field to apply the updated configuration.

Available next action: Create a downloadable DOCX file here in this chat containing the editable prose above

Settings- VirtuWeb

Website- Header

Overview

The Website Header section allows you to configure the website header, navigation menu, and logo text displayed on the web application.

Access Path:

Left Side Bar → Settings → Website Header


Menu

The Menu section allows you to create and configure navigation items for the website header.

Add New Item

Click Add New Item to create a new menu item.

Type

Select the type of menu item from the available options:

Title

Enter the text that should be displayed for the menu item.

Example:

Home

Icon

Select or configure an icon for the menu item.

Example:

Home Icon

Page

Select the page that should be associated with the menu item.

Example:

Home Page

Page Section (#)

Specify the section number of the selected page if the menu item should navigate to a particular section.

Example:

1

Target

Select how the menu item should open:

Button

Use the Button option to configure the menu item as a button in the website header.


Settings

The Settings section provides options for customizing the text displayed in the website header.

App Logo Text

Enter the text that should be displayed as the application logo or branding text.

Example:

VirtuBox

Web Logo Text

Enter the text that should be displayed as the website logo or branding text.

Example:

My Website

Note: Configure the menu items and logo text according to the website's navigation and branding requirements.

Settings- VirtuWeb

Website- Footer

Overview

Access Path

Left Side Bar → VirtuWeb → Website Footer

Add Layout

Click the + button to add a new footer layout.

Available Layouts

LayoutDescription
**Addresses**Displays address information.
**Banners**Displays banner content.
**Banners2**Displays an alternative banner layout.
**Bookmarks**Displays bookmark content.
**Buttons**Displays button-based content.
**Cart**Displays cart information.
**Data Table**Displays data in table format.
**FAQ**Displays frequently asked questions.
**Form**Displays a form.
**Gallery**Displays gallery content.
**Links**Displays links.
**Login**Displays login content.
**Map**Displays map content.
**Map Page**Displays map page content.
**Map Point**Displays map point information.
**Map Track**Displays map track information.
**Markdown**Displays custom Markdown content.
**Order Details**Displays order details.
**Order History**Displays order history.
**Page Table**Displays page information in table format.
**Pages**Displays page content.
**Pricing**Displays pricing information.
**Profile**Displays profile information.
**Search**Displays search functionality.
**Services**Displays service information.
**SKUs**Displays SKU information.
**Table**Displays tabular content.
**Table2**Displays an alternative table layout.
**Tags**Displays tag information.
**Text**Displays text content.
**User Addresses**Displays user address information.
**Videos**Displays video content.
**Workflow**Displays workflow content.

Markdown Layout

The Markdown layout provides the following fields:

SettingDescription
**Title**Defines the title of the footer section.
**Bg Image**Allows a background image to be selected.
**Bg Video**Allows a background video to be selected.
**Text Engine**Defines the text rendering engine.
**ID**Defines the unique ID for the layout.
**HTML**Allows custom HTML content to be added.
**Header Title**Defines the header title.
**Header Description**Defines the header description.
**Markdown Code**Allows custom Markdown content to be added and formatted.
Settings- VirtuWeb

Style

Settings- VirtuWeb

Assets

Overview

The VirtuWeb Assets section is used to manage assets associated with the VirtuWeb website configuration. It provides an option to add a website favicon, which is displayed in the browser tab or other browser interface areas.

Navigation Path

Navigation Path: VirtuBox → Settings → VirtuWeb → Assets

Website Favicon

The Website Favicon section allows users to add a favicon for the website.

Available Options

Option Description
Website Favicon Displays the section for managing the website favicon.
Add Allows users to add a favicon to the website configuration.

How to Add a Website Favicon

Follow these steps to add a website favicon:

  1. Open the VirtuBox backend.
  2. Navigate to VirtuWeb → Assets from the left sidebar.
  3. Locate the Website Favicon section.
  4. Click the Add button.
  5. Select or upload the required favicon using the interface provided.
  6. Complete any additional required steps to save the favicon.
Left Sidebar Navigation

The left sidebar contains multiple configuration sections.

Important Notes
Conclusion

The VirtuWeb Assets section provides an option to add a website favicon and access other website asset settings. Proper configuration helps maintain consistent website branding and presentation.

Settings- VirtuWeb

SEO

Overview

The VirtuWeb SEO section provides configuration options for managing website SEO information and URL path redirects. It allows users to configure page metadata, Open Graph details, and redirects between existing and destination paths.

Access Path

Left Sidebar → Settings → VirtuWeb → SEO


SEO Configuration

Title

The Title field is used to define the title of the website or page.

Example:

VirtuBox - Digital Kiosk Solutions

Description

The Description field allows you to define a description for the website or page.

Example:

Explore VirtuBox digital kiosk solutions and interactive experiences for businesses.

Keywords

The Keywords field allows you to add relevant keywords associated with the website or page.

Example:

digital kiosk, interactive kiosk, VirtuBox, kiosk solutions

Open Graph: og:title

The Open Graph: og:title field defines the title displayed when the website or page is shared on supported platforms.

Example:

VirtuBox - Digital Kiosk Solutions

Open Graph: og:description

The Open Graph: og:description field defines the description displayed when the website or page is shared on supported platforms.

Example:

Discover interactive digital kiosk solutions with VirtuBox.

Path Redirects

The Path Redirects section allows you to configure redirects from an existing website path to another destination path.

Click Edit to configure or update path redirects.


Path Redirects CSV

The Path Redirects CSV option allows multiple path redirects to be configured using CSV-formatted data.

CSV Format

Each line represents one path redirect.

current-path,redirect-path

Example

products,products-list
about,company
contact,contact-us

Path Redirects Rules

The following rules must be followed while adding CSV data:

  1. Data must be provided in CSV format.
  2. Each new line is considered a separate path redirect.
  3. The Path and Redirect values must be strings or numeric values.
  4. The Path and Redirect must not start with /.
  5. The Path must not be empty.
  6. The Path and Redirect must be separated by a comma ,.

Valid Example

old-page,new-page
products,products-list
services,our-services

Click Save to apply the configured redirects.


Configuration Summary

Settings Descriptions
Title Defines the website or page title.
Descriptions Defines the website or page description.
Keywords Defines relevant keywords for the website or page.
Open Graph: og:title Defines the title used when the page is shared on supported platforms.
Open Graph: og:description Defines the description used when the page is shared on supported platforms.
Path Redirects Configures redirects between website paths.
Path Redirects CSV Allows multiple path redirects to be added using CSV format.
Settings- VirtuWeb

Sign Out

Overview

The Sign Out feature allows users to securely log out of the VirtuBox backend. It ends the user's current session and helps prevent unauthorized access to the account.

2. Access Path

Console VirtuBox Backend → VirtuWeb → Sign Out

3. How to Sign Out

Follow these steps to sign out of the application:

  1. Log in to the console VirtuBox backend.
  2. Locate the Sign Out option in the interface.
  3. Click Sign Out.
  4. Wait for the application to end the current session.
  5. Verify that you are redirected to the login page or another appropriate page.

4. Conclusion

The Sign Out feature helps protect user accounts by ending the active session and preventing unauthorized access after the user leaves the application.