Backend A2
- Dashboard
- Pages
- Files
- Response Files
- Repository
- Add-ons
- Orders
- Broadcast
- Custom Layouts
- Form
- Form responses
- Script Groups
- Script responses
- ~Workflows
- Navigations
- Integrations
- Bulk Actions
- Settings- General
- Settings- VirtuApp
- Settings- VirtuWeb
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.
- Yes – The project is published.
- No – The project is not published.
Searchable
The Searchable status indicates whether the project can appear in search results.
- Yes – The project is searchable.
- No – The project is hidden from search results.
Private
The Private status indicates whether the project is private.
- Yes – The project is accessible only to authorized users.
- No – The project is publicly accessible, subject to other project settings.
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.
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.
- Published – The project is live and available for use.
- Unpublished – The project is not publicly available.
Logo
The Logo field displays the logo currently assigned to the project. This logo is used to represent the project throughout the application.
Edit Logo
The Edit Logo option allows you to upload and set a new logo for the project.
Delete Logo
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:
- English
- Hindi
- German
Submit
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:
- Search – Search for an existing page.
- Refresh – Refresh the page list.
- Add From Template – Create a new page using an existing template.
- Add New – Create a new page manually.
- Previous / Next – Navigate between multiple pages when the page list contains more than one page.
The page list displays information such as:
- Page Number
- Page Title
- Page URL
- Copy Page
- Published Status
- Icon
- Web Availability
- App Availability
- Kiosk Availability
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:
- Enter the Page Title.
- Select the required Available For option.
- Click Save.
- 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:
- Previous – Move to the previous page of the list.
- Next – Move to the next page of the list.
- Page Number – Select a specific page directly.
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
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:
- Drag and Drop – Drag one or more image files from your computer and drop them into the upload area.
- Choose from Computer – Click the upload area or the Choose Files button to browse and select image files from your computer.
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
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:
- Drag and Drop – Drag one or more animation files from your computer and drop them into the upload area.
- Choose from Computer – Click the upload area or the Choose Files button to browse and select animation files from your computer.
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
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:
- Drag and Drop – Drag one or more video files from your computer and drop them into the upload area.
- Choose from Computer – Click the upload area or the Choose Files button to browse and select video files from your computer.
After a video is uploaded, it becomes available for use in pages, layouts and other sections of the project where video assets are supported.
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:
- Drag and Drop – Drag one or more audio files from your computer and drop them into the upload area.
- Choose from Computer – Click the upload area or the Choose Files button to browse and select audio files from your computer.
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.
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:
- Drag and Drop – Drag one or more document files from your computer and drop them into the upload area.
- Choose from Computer – Click the upload area or the Choose Files button to browse and select document files from your computer.
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
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.
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.
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.
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.
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.
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.
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.
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
Tags
Overview
For example:
Total Pages
The Total Pages field displays the number of pages that are currently associated with the selected tag.
Total Tags
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:
- Food
- Veg
- Non-Veg
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
Delete
The Delete option permanently removes the selected tag from the project.
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.
Search
The Search field allows you to quickly find an SKU by searching for its title or other relevant information.
Refresh
Add New
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.
- Published – The SKU is active.
- Unpublished – The SKU is inactive.
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:
1 - 101 - 100
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
Close
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.
Search
The Search field allows you to quickly locate a bookmark by searching for its title or URL.
Refresh
Add New
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.
- Published – The bookmark is active.
- Unpublished – The bookmark is inactive.
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:
https://example.comhttps://www.google.com
Save
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.
Search
The Search field allows you to quickly locate a push channel by searching for its title.
Refresh
Add New
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.
- Published – The push channel is active.
- Unpublished – The push channel is inactive.
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
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.
Search
The Search field allows you to quickly locate an address by searching for its title or related information.
Refresh
Add New
Address Card
Each address is displayed as a card containing the saved address details, including the title, contact information, and location.
View
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:
- Head Office
- Branch Office
- Warehouse
- Store Location
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.
The Email field is used to enter the email address associated with the location or contact.
Save
The saved address can later be displayed in the application or website using the Address Layout.
Close
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:
- Refresh – Refresh the list of available page designs.
- Add New – Create a new page design.
- Search – Search for a specific page design.
- Show Entries – Select the number of page designs displayed in the list.
- Copy Page Design – Create a copy of an existing page design.
- Previous / Next – Navigate between multiple pages of page designs.
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:
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:
- Locate the required page design.
- Click the Copy Page Design icon.
- Configure the copied page design as required.
- 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
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:
- Go to Orders.
- Click Reports.
- View the available order report information.
Refresh
Order Workflow
The overall order workflow is:
- Configure the required package in Order Settings.
- Make the package available for ordering.
- A user places an order for the package.
- The placed order is recorded in the Orders section.
- Open Orders to view the order information.
- 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:
- Enter the Title.
- Enter the Message.
- Select the required Page.
- Select the required Bookmark.
- 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
Search
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:
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:
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:
- Draft – Configure and edit the form.
- Manage – Manage the form configuration.
- After Form Submission – Configure the behavior after the form is submitted.
- Form Rules – Configure rules for the form.
- Draft Preview – Preview the form before making it live.
- Manage Template – Manage the form template.
- Make Live – Publish the latest form changes.
Create Form Pages
A form can contain multiple pages.
To add a new page:
- Open the required form.
- Go to the Draft section.
- Click Add New Page.
- 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:
- Select the required page.
- Click Add New Question.
- Select the required Question Type.
- Enter the question details.
- Configure the available options.
- 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:
- Question Type
- Question Title
- Label
- Slug
- Options
- Reset Label
- Shuffle
- First Shuffle
- Last Shuffle
- Only Image
- Grid
- Width
- Hide Header
- Required
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:
- Option text
- Option type
- Image, where applicable
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:
- Page structure
- Question placement
- Question options
- Form appearance
- Required fields
- Overall form behavior
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.
Recommended Workflow
- Make the required changes in Draft.
- Review the changes using Draft Preview.
- Click Make Live.
- 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:
- Open Forms.
- Select the required form.
- Create or configure form pages.
- Add questions to each page.
- Configure question types and options.
- Configure Form Rules and After Form Submission, if required.
- Review the form using Draft Preview.
- Click Make Live.
- 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:
- Live – View responses submitted through the live form.
- Test – View responses generated during form testing.
Response List
The response list displays information about submitted forms.
Available columns include:
- # – Serial number of the response.
- Form – Name of the form from which the response was submitted.
- Created At – Date and time when the response was created.
- Type – Indicates whether the response is Live or Test.
- Source – Displays the source of the submission.
- Submit Time – Displays the time when the form was submitted.
- User Name – Displays the name of the user who submitted the form.
- Tags – Displays tags associated with the response.
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:
- Open Form Responses.
- Select the required Tag, if applicable.
- Select the required Form.
- Select the required Type:
- Live
- Test
- Use the Search field if required.
- Review the filtered response records.
Pagination
When multiple response records are available, use the pagination controls:
Form Response Workflow
- Create and configure the required form under Forms.
- Make the form Live when the configuration is ready.
- Users submit the form.
- Submitted responses are recorded in Form Responses.
- Use Tags, Forms, and Type filters to find specific responses.
- 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:
- Tasks
- Content
- Stages
- Inputs
- Triggers
- Templates
- Database Columns
- Input Forms
- Input Orders
- Access
- Models
- Display
Recommended Workflow Creation Flow
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.
Recommended Excel Columns
| 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
Steps
- Open Workflows.
- Click Add New.
- Enter the workflow name in the Title field.
- Click Save.
- 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:
- Tasks
- Content
- Stages
- Inputs
- Triggers
- Templates
1. Content Sections
- Manage
- Creator
- Database Column
- Config
- Models
- Access
- Input Forms
- Input Orders
- Display
Create Workflow Stages
Stages define the different steps or phases of a workflow.
Navigation
Workflow → Stages → Add New
Steps
- Open Stages.
- Click Add New.
- Enter the stage name.
- Click Save.
- Repeat the process for all required stages.
Example
- Stage 1: Employee Details
- Stage 2: Request Details
- Stage 3: Manager Approval
- Stage 4: Final Approval
- Stage 5: Completed
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
- Open Database Column.
- Review the Excel planning sheet.
- Identify all required data fields.
- Create the required database columns.
- Use meaningful and unique column names.
- 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 |
Recommended Naming Convention
Use simple and consistent database column names.
employee_nameemployee_iddepartmentrequest_typedescriptionapproval_statuscreated_dateupdated_date
Create Workflow Inputs
Inputs define the information that needs to be collected during the workflow.
Navigation
Workflow → Inputs → Add New
Steps
- Open Inputs.
- Click Add New.
- Enter the input title.
- Click Add.
- Repeat the process for all required inputs.
Example
- Employee Name
- Employee ID
- Department
- Request Type
- Description
- Approval Status
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
- Open Input Forms.
- Create the required form.
- Add the required inputs/questions.
- Configure each question.
- Set mandatory or optional fields.
- Map questions to the appropriate inputs.
- Map responses to the relevant database columns.
- Save the form.
Add Questions to Input Forms
After creating the form, add questions according to the Excel planning sheet.
Employee Details Form
- Enter Employee Name
- Enter Employee ID
- Select Department
Request Details Form
- Select Request Type
- Enter Description
Approval Form
- Select Approval Status
- 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
- Open Input Orders.
- Select the required inputs/questions.
- Arrange them according to the Excel planning sheet.
- Verify the sequence.
- Save the configuration.
Example
- Employee Name
- Employee ID
- Department
- Request Type
- Description
- Approval Status
Configure Access
Access controls determine which users or roles can access the workflow and its components.
Navigation
Workflow → Content → Access
Steps
- Open Access.
- Identify the required users or roles.
- Assign the required access.
- Configure permissions according to the workflow requirements.
- Save the configuration.
- 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
- Open Manage.
- Enter or update the workflow title.
- 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
- Open Config.
- Review the available configuration options.
- Configure the required settings.
- Save the configuration.
- 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
- Open Models.
- Review the available models.
- Configure the required model/data structure.
- Save the configuration.
- Verify the model during workflow testing.
Display
The Display section controls how workflow information is presented.
Navigation
Workflow → Content → Display
Steps
- Open Display.
- Configure the required display settings.
- Save the configuration.
- 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
- Open Triggers.
- Click Add New.
- Enter the trigger title.
- Configure Watchers.
- Configure Events.
- Configure the IF Condition.
- Configure the required Action.
- Click Add.
Configure Trigger Watchers
Watchers define which workflow component the trigger monitors.
Steps
- Open the Watchers section.
- Select the required workflow component.
- Click Add More + if additional watchers are required.
- Add all required watchers.
- 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:
- Delete Action
- Delete Event
- Add More Event
Templates
Templates are used when the workflow requires generated documents or automated emails.
Navigation
Workflow → Templates
Available sections:
- Configuration
- PDF Template
- Email Template
Template Configuration
The Configuration section allows you to configure the workflow timezone.
Navigation
Workflow → Templates → Configuration
Timezone
- Open the Timezone dropdown.
- Select the required timezone.
- Click Update.
- 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
- Open PDF Template.
- Click Add New.
- Configure the template according to the workflow requirements.
- Add the required workflow data/content.
- Save the template.
- Test PDF generation.
- Verify the generated PDF.
Create Email Template
Email templates can be configured for automated workflow communication.
Navigation
Workflow → Templates → Email Template → Add New
Steps
- Open Email Template.
- Click Add New.
- Configure the email template.
- Add the required content/data.
- Save the template.
- Test the email functionality.
- 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:
- Live
- Test
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:
- Refresh
- Export
- Search
- Show Entries
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
- Workflow Name Verified
- All Stages Created
- Stage Sequence Verified
- Database Columns Created
- Inputs Created
- Input Forms Created
- Questions Added
- Question Types Verified
- Mandatory Fields Verified
- Input Order Verified
- Access Configured
- Config Verified
- Models Verified
- Display Verified
- Triggers Configured
- Triggers Tested
- PDF Template Tested
- Email Template Tested
- Test Tasks Completed
- Database Data Verified
- Access Verified
- Final Workflow Review Completed
After all checks are completed, publish the workflow.
Complete End-to-End Workflow
The complete workflow creation process is:
- Prepare Excel Planning Sheet
- Create Workflow
- Create Workflow Stages
- Create Database Columns
- Create Workflow Inputs
- Create Input Forms
- Add Questions
- Configure Input Order
- Configure Access
- Configure Config
- Configure Models
- Configure Display
- Configure Triggers
- Configure Templates
- Create Test Task
- Test Complete Workflow
- Verify Database Data
- Verify Access
- Verify Triggers
- 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
-
Planning
- Excel Master Sheet
-
Workflow
- Workflow Title
-
Tasks
- Live
- Test
-
Content
- Manage
- Creator
- Database Column
- Config
- Models
- Access
- Input Forms
- Input Orders
- Display
-
Stages
- Stage 1
- Stage 2
- Stage 3
- Stage 4
- ...
-
Inputs
- Input 1
- Input 2
- Input 3
- ...
-
Triggers
- Watchers
- Events
- IF Condition
- Action
-
Templates
- Configuration
- Timezone
- PDF Template
- Email Template
- Configuration
Recommended Implementation Rule
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
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:
- Lowercase letters (
a-z) - Numbers (
0-9) - Dash (
-) - Underscore (
_)
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:
- Phone
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:
- Cart
- Login
- Map
- Map Point
- Map Track
- Order Details
- Order History
- Profile
- Search
- User Addresses
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:
- Project sharing URL
- QR Code
- Download QR Code button
- Campaign
- Query Parameter
- Color
- Background
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:
- App sharing URL
- QR Code
- Download QR Code button
- Campaign
- Query Parameter
- Color
- Background
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
Style
Assets
Overview
The Assets section allows users to manage project-level assets such as the Project Logo and Image Loader.
Access Path
Project Logo
The Project Logo section allows users to add and manage the logo associated with the project.
Edit Logo
Click Edit Logo to update the existing project logo.
Delete 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:
The configured image loader can be used to display a loading image while content is being loaded.
Asset Management Workflow
- Open the Left Sidebar.
- Navigate to Settings → General → Assets.
- Manage the Project Logo as required.
- Add or configure an Image Loader, if required.
- Update or remove existing assets using the available options.
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:
- Shipping Address – Used for delivering the order.
- Billing Address – Used for billing and payment-related information.
Example Configuration:
- Shipping Address: Enabled
- Billing Address: Enabled
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:
- Short Text – For short responses such as Name or Company.
- Long Text – For detailed responses such as Address or Additional Instructions.
- Email – For collecting an email address.
- Phone – For collecting a contact number.
- Number – For collecting numerical information.
Example:
| Question | Type |
|---|---|
| Full Name | Short Text |
| Delivery Instructions | Long Text |
| Email Address | |
| 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.
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:
- Name – Displays the user's name.
- Phone – Displays the user's registered phone number.
- Created On – Shows when the user account was created.
- Status – Displays the current status of the user.
- Action – Provides available actions for managing the user.
The page also provides:
- Show Entries – Select the number of users displayed per page.
- User Status – Filter users based on their status.
- Admin Notes – Filter users based on admin notes.
- Search – Search for a specific user.
Manage Profile
Click Manage Profile to configure the information collected in the user's profile.
The Manage Users Profile section contains two profile types:
- Common Profile – Configure commonly used profile fields.
- Custom Profile – Create additional profile fields according to project requirements.
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:
- Required – Makes the field mandatory for the user.
- Editable – Allows the user to edit the field after providing the information.
- Moderated – Enables moderation for the profile field.
- Subtitle – Allows a subtitle to be displayed with 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.
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:
- Online – Shows whether the device is currently online.
- Install Source – Displays the source from which the application was installed.
- Version – Shows the application version installed on the device.
- City – Displays the city associated with the device.
- Sub State – Displays the relevant sub-state or regional information.
- State – Displays the state associated with the device.
- Country – Displays the country associated with the device.
Note: The number of devices displayed per page can be changed using the Show Entries dropdown.
Shares
Overview
The module includes campaign management, graphical reports, date filtering, and a table displaying available sharing records.
Navigation Path
Shares Page
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
Campaigns
The Campaigns section displays a graphical representation of campaign click activity for the selected date range.
Available Information
- Campaigns Clicks: Represents campaign click activity.
- Chart: Displays the available campaign click data graphically.
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
- Visitors Daily Clicks: Represents daily visitor click activity.
- Chart: Displays the available visitor click data graphically.
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.
Search
The Search field allows users to search for records in the table.
Pagination
The pagination controls allow users to navigate through the available records.
- Previous: Moves to the previous page.
- Page Number: Displays the current page.
- Next: Moves to the next page.
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:
- Log in to the VirtuBox backend.
- Navigate to Settings → General → Shares.
- Select the required date range.
- Click Filter to apply the date range.
- Review the Campaigns chart.
- Review the Visitors chart.
- Inspect the sharing activity table.
- Use the Search field to find specific records.
- Adjust the Show Entries option to change the number of displayed records.
- Use the pagination controls to navigate through the records.
Important Notes
- The displayed reports depend on the selected date range and available activity data.
- Visitor and sharing details may be unavailable when no corresponding records exist.
- The screenshot shows an empty table with
1 of 0, indicating that no records are currently displayed for the selected filters. - Campaign and visitor charts may appear empty when no relevant activity data is available.
- Visitor information depends on the data collected by the application.
Key Benefits
- Provides an overview of sharing activity.
- Displays campaign click statistics.
- Shows daily visitor click activity.
- Provides available visitor platform, browser, operating system, and device details.
- Supports date-based filtering and record searching.
- Allows users to navigate and review available sharing records.
Conclusion
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.
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
| # | Name | Roles | Expiry | Status | Action | |
|---|---|---|---|---|---|---|
| 1 | — | — | — | — | — | — |
The user list contains the following information:
- Email – Displays the email address of the user.
- Name – Displays the user's name.
- Roles – Shows the roles or permissions assigned to the user.
- Expiry – Displays the access expiry date.
- Status – Shows the current access status.
- Action – Provides available actions for managing the user's access.
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.
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
Credentials Page
The Credentials page contains three main sections:
- SMTP
- SMS
- 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
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
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
Important Notes
- Enter the correct SMTP server details before saving the configuration.
- Ensure that the SMTP username and password are valid.
- Select the appropriate encryption method supported by the SMTP server.
- Select an SMS gateway that is available and supported by the application.
- Select a payment gateway that is available and supported by the application.
- Verify that the configurations are saved successfully.
- Do not share SMTP passwords or other sensitive credentials with unauthorized users.
Troubleshooting
Emails Are Not Being Sent
- Verify the SMTP Host and Port.
- Check the Username and Password.
- Confirm that the Encryption method matches the SMTP server requirements.
- Verify the sender email address.
- Check the SMTP server connectivity and configuration.
SMS Messages Are Not Being Sent
- Verify that the correct SMS gateway is selected.
- Confirm that the selected gateway is configured and operational.
- Check the gateway credentials and service availability, if applicable.
Payments Are Not Being Processed
- Verify that the correct payment gateway is selected.
- Confirm that the payment gateway is configured and operational.
- Check the gateway credentials and integration settings, if applicable.
Key Benefits
- Centralizes external service configuration.
- Supports SMTP email configuration.
- Provides SMS gateway selection.
- Provides payment gateway selection.
- Helps administrators manage communication and payment integrations.
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
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:
- App Name
- Public
- Login Screen Disabled
- Login Skip Enabled
App Name
The App Name field allows administrators to specify the name of the VirtuApp application.
How to Configure App Name
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.
- Enabled: The login screen is disabled.
- Disabled: The login screen is not disabled.
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.
- Enabled: Login can be skipped, subject to the application's configuration.
- Disabled: Login skipping is not enabled.
How to Configure VirtuApp Basic Settings
Follow these steps to configure the basic application settings:
- Open the VirtuBox backend.
- Navigate to Settings → VirtuApp → Basic.
- Enter the required application name.
- Click Save to save the application name.
- Configure the Public setting as required.
- Configure the Login Screen Disabled setting.
- Configure the Login Skip Enabled setting.
- Verify that the selected settings reflect the intended application behavior.
Important Notes
- Save the application name after making changes.
- Review the login settings carefully before enabling or disabling them.
- Public access and login settings may affect how users access the application.
- Verify the application behavior after changing the configuration.
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.
App- Menu
1. Overview
The section also provides a menu settings option to customize the appearance of the application menu.
2. Navigation Path
3. App Menu Page
3.1 Menu
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:
7. Icon Picker
The Icon Picker allows administrators to select an icon for a menu item.
How to Select an Icon
- Click Icon Picker.
- Choose the appropriate icon from the available options.
- Confirm the selection.
- 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
- Open the Background Image dropdown.
- Select the required image.
- 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
- Open the Icon Image dropdown.
- Select the required image.
- 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
11. Important Notes
- Select the correct menu item type before saving.
- Enter a meaningful title so users can identify the menu item.
- Choose appropriate icons and images for a consistent interface.
- Available image options depend on the assets configured in the application.
- Verify that the menu item is saved and displayed correctly.
- Menu item behavior depends on the selected type and its configuration.
12. Key Benefits
- Allows administrators to create application menu items.
- Supports multiple menu item types.
- Provides options for configuring titles and icons.
- Supports background and icon image selection.
- Provides access to menu appearance customization.
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.
App- Footer
1. Overview
The section also provides a Style option to customize the appearance of the application footer.
2. Navigation Path
3. App Footer Page
3.1 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. |
5. Footer Menu Item Types
The Type dropdown provides the following options:
- Back
- Search
- Addresses
- Bookmark
- Broadcasts
- Cart
- Form
- Hamburger
- Home
- Listing
- Map-points
- Map-track
- Maps
- Order-history
- Page
- Page-share
- Profile
- Settings
- Share
- Workflow
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:
7. Icon Picker
The Icon Picker allows administrators to select an icon for a footer menu item.
How to Select an Icon
- Click Icon Picker.
- Select the required icon from the available options.
- Confirm the selection.
- 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
- Open the Icon Image dropdown.
- Select the required image from the available options.
- 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
10. Important Notes
- Select the appropriate footer menu item type before saving.
- Use a meaningful title for each footer menu item.
- Choose suitable icons to make footer navigation easy to understand.
- Available icon images depend on the assets configured in the application.
- Verify that the footer menu item is saved and displayed correctly.
- The functionality of a footer item depends on its selected type and configuration.
11. Key Benefits
- Allows administrators to configure footer navigation items.
- Supports multiple footer menu item types.
- Provides icon selection and icon image configuration.
- Supports footer appearance customization through the Style option.
- Helps provide consistent navigation within the VirtuApp application.
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.
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
3. App Header Page
The App Header page contains three main sections:
- App Header
- Add Content
- Add Buttons
- Settings
4. App Header
The App Header section displays a preview of the configured header content.
The preview can display:
- Title: The main heading displayed in the header.
- Subtitle: Additional text displayed below the title.
- Buttons: Configured header buttons, when available.
For example:
- Title:
Hello, - Subtitle:
Welcome Back
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
6. Add Buttons
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:
- Back
- Search
- Addresses
- Bookmark
- Broadcasts
- Cart
- Form
- Hamburger
- Home
- Listing
- Map-points
- Map-track
- Maps
- Order-history
- Page
- Page-share
- Profile
- Settings
- Share
- Workflow
The selected type determines the functionality associated with the button.
6.4 How to Add a Header Button
7. Icon Picker
The Icon Picker allows administrators to select an icon for a header button.
How to Select an Icon
- Click Icon Picker.
- Select the required icon from the available options.
- Confirm the selection.
- 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
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
10. Important Notes
- Configure the title and subtitle according to the application's requirements.
- Select the appropriate button position.
- Choose the correct button type to provide the intended functionality.
- Use suitable icons to make buttons easy to identify.
- Available background images depend on the assets configured in the application.
- Verify all changes in the App Header preview.
- Button behavior depends on the selected type and its configuration.
11. Key Benefits
- Allows customization of application header content.
- Supports title and subtitle configuration.
- Provides background image selection.
- Supports left and right header buttons.
- Allows button types and icons to be configured.
- Provides access to header appearance customization.
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.
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
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
- The selected Edge determines which side of the application displays the floating button.
- The selected Position determines whether the button appears at the start, center, or end of that edge.
- The configured placement should be reflected in the VirtuApp interface after the settings are saved and applied.
Style
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
4. Expected Behavior
- Each asset section allows configuration of a specific type of application resource.
- Android and iOS app icons can be configured separately.
- The splash screen can be configured with an image or video, depending on the supported functionality.
- App onboarding images can be configured independently.
- The configured assets should appear in their respective locations in the application after the changes are saved and applied.
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
- Phone numbers must include the international country code.
- The OTP must contain only numeric characters.
- 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
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.
Website Cookie Consent Message
Example This website uses cookies to improve your browsing experience and provide better services.
Click Save to apply the changes.
Website Cookie Consent Button Text
Example Accept Cookies
Other examples:
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
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
Add New Item
Click Add New Item to create a new menu item.
Type
Select the type of menu item from the available options:
- Addresses – Opens the user's saved addresses.
- Bookmark – Opens bookmarked content.
- Cart – Opens the shopping cart.
- Google Translate – Provides language translation options.
- Home – Navigates to the home page.
- List – Displays the configured list.
- Login – Opens the login page.
- Logout – Allows the user to log out.
- Order History – Opens the user's order history.
- Page – Links to a specific page.
- Profile – Opens the user's profile.
- Search – Opens the search functionality.
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
- Internal – Opens the destination within the current website.
- External – Opens an external URL or destination.
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.
Website- Footer
Overview
Access Path
Left Side Bar → VirtuWeb → Website Footer
Add Layout
Available Layouts
Style
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
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:
- Open the VirtuBox backend.
- Navigate to VirtuWeb → Assets from the left sidebar.
- Locate the Website Favicon section.
- Click the Add button.
- Select or upload the required favicon using the interface provided.
- Complete any additional required steps to save the favicon.
Left Sidebar Navigation
Important Notes
- Add the appropriate favicon to customize the website's browser icon.
- Verify that the favicon has been saved successfully.
- The available fields and upload options may vary depending on the backend configuration.
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.
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
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:
- Data must be provided in CSV format.
- Each new line is considered a separate path redirect.
- The Path and Redirect values must be strings or numeric values.
- The Path and Redirect must not start with
/. - The Path must not be empty.
- 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. |
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:
- Log in to the console VirtuBox backend.
- Locate the Sign Out option in the interface.
- Click Sign Out.
- Wait for the application to end the current session.
- 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.