Apps are a great new feature that has been added in the SYNTAQ platform.

Apps allow you to manage simple or complex workflows without the need for custom scripting.

At its simplest an app will connect your data to a template and save that data with the completed document as a record. At its most complex, an app can pull data from an external source (say, data from an external database), put that into our assembly process to assemble multiple combinations of documents and send them to multiple email addresses, saving documents in SharePoint / Dropbox locations, whilst also saving the records of certain document sets to different users or tenants.

Implementing a custom app is easy, follow these steps to get your app up and running.

1. Click on Create new app.

2. Give your app a name, description and provide some sample data, example below.

Save data

{    "Chairman_Casting_cho": "is not",

    "Chairman_Casting_cho_MText": "is not",

    "Chairman_Casting_cho_SelectedIndex": "2",

    "Co_rpt_Count": "0",

    "Decision_Explusion_cho": "Special Majority Vote",

    "Decision_Explusion_cho_BLNL": "Special Majority Vote.",

    "Decision_Explusion_cho_MText": "Special Majority Vote",

    "Decision_Explusion_cho_NL": "Special Majority Vote"

"Decision_Explusion_cho_SelectedIndex": "0",

}

Then click on edit to build the App Jobs. This is the series of workflows that run under a specific app. What's also incredible is that you can also trigger other app jobs to run as part of the app workflow.

App Jobs

1. Give your app a name

2. Decide which document template you would like to have associated with the app

3. Decide which users or teams you would like the data to be saved to in the client portal (records)

4. Is there additional data required before assembly? Then you can set-up a Before Assembly Workflow

5. Do you want to trigger additional actions after the document has been assembled? Then build a custom After assembly workflow

6. Finally you can decide who gets what in the email workflow configuration.

Run App

Now that you have configured you App and App jobs the last thing for you to do is test the app run.

Click on Run under the App will let you test the workflow associated with the app.

If your app has run, you will receive an app run success message at the bottom right corner of the portal.