Test roadmap 2
 
Create an account
Create an account if you does not have one. If you already have access the account by name.
Import a Registry that will be used in a list
We will import a Registry whose data will be used in an list type Attribute of another Registry. This is a way to build a dynamic list.
Go to the Registry screen by clicking the vertical side menu Registry. This screen opens a list of existing Registries in the account.

Figure 1 (Click to enlarge/reduce)
Locate the top horizontal menu. Select the Add to add a new Registry.

Figure 2 (Click to enlarge/reduce)
Download the Order1.xls spreadsheet and use it to import, select it by clicking Choose File. Confirm the import spreadsheet with a click on Click to import ALL data of columns SHOWN below ....

Figure 3 (Click to enlarge/reduce)

Figure 4 (Click to enlarge/reduce)
After this import the Registry Order: Service Type can be seen in the Registries list. Two screens have been set for it. A screen with only data visualization capability and one for data administration. Only who has access to the latter (how to do this will be shown in the following steps) can add, change or remove data from this Registry. This will be the user that can dynamically modify the list associated with this Registry.
Note that we use, once again, a prefix (Order) to identify all Registries of this script.
Import a set of interrelated Registries without data
Let's follow the above procedure again and import a interrelated Regystry set. The Registry Order: Customer will be the "root". Associated with it will have three Registries: Order: Phone, Order: Address and Order: Order. They are exclusive associations, ie each of them is exclusive to the associated Registry Order: Customer.
Another Registry Order: Item will be imported and cascate linked to Order: Order. This means that every item exclusively belong to an order, which, in its turn, belongs to a single customer. We see that data may be chained multiple levels of association, allowing construction of very flexible systems. In addition a sixth Registry Order: Service associated with Order: Item will end this chain of four associations. Virtually there are no limits.
Open the Registry screen on the vertical side menu (Figure 1). In the top horizontal menu select Add to import new Registries (Figure 2). Download the Order2.xls spreadsheet and use it. Confirm the spreadsheet import Click to import ALL data of columns SHOWN below ... (Figures 3 and 4).

Figure 5 (Click to enlarge/reduce)
The six new Registries can be seen in the Registry list, along with that imported in the previous step. Unlike that earlier, the six imported Registries not brought data together, but just definitions. This shows how we can use the import spreadsheets to import only definitions of a system whose data are entered by the users who uses it.

Figure 6 (Click to enlarge/reduce)
Open the Screen Customer and we will add data throughout the chain of associations until the last level Order: Service.

Figure 7 (Click to enlarge/reduce)
Click on Add (1) on the horizontal top menu, fill in the Client screen data and click the Add button (2).

Figure 8 (Click to enlarge/reduce)
In the top horizontal menu select Edit ....

Figure 9 (Click to enlarge/reduce)
You can now add customer data and their associations. Click Order: Order (1) to open the list of associated orders and then click on Add (2).

Figure 10 (Click to enlarge/reduce)
Include order data and click the Add button.

Figure 11 (Click to enlarge/reduce)
Once the data is added you may notice that the Order list now contains an element. In the top horizontal menu of the orders list click Edit .... See the following figure, because now you have on the screen the customer horizental menu and also the customer orders horizontal menu.

Figure 12 (Click to enlarge/reduce)
Now the order can be edited. Let's add an item to the order. See that customer, order and now your items may associated in a chained way. Click Order: Item (1) in the horizontal menu to open the list of items and then click on Add (2).

Figure 13 (Click to enlarge/reduce)
Include the data item and click Add. Warning: the numerical values have been configured to use the period (.) as decimal separator. This is configured in the import spreadsheet.

Figure 14 (Click to enlarge/reduce)
The list of items associated with the order now contains an element. In the horizontal menu we click on Edit ... to change it.

Figure 15 (Click to enlarge/reduce)
We'll add a service to the item. Click Order: Service (1) to open the services list and in the horizontal menu click on Add (2) to add a service to this list.

Figure 16 (Click to enlarge/reduce)
Add as many services as you want (click the Add button for each of them).

Figure 17 (Click to enlarge/reduce)
Note that the attribute Type of the latter screen is a list whose values come from Order: Types Service imported in the first step of this script.
Create user groups to give different access permissions to the screen
Let's now create user groups in order that we can give different access permissions to different groups. With this we can control which users access which screen.
When you open the item Groups on the vertical side menu we see that one group was created at the time of account creation: Administrators.

Figure 18 (Click to enlarge/reduce)
Note that this group has only a single user that is you. We´ll import two new groups with some fictitious users: Regular Users and Admin Users. Later you can simulate how these fictitious users would act in the system. This will be shown next steps.
In the top horizontal menu select the item Import.

Figure 19 (Click to enlarge/reduce)
Download the Order3.xls spreadsheet and use it to import, as shown in the following figure. Check to mark in Also import association: the option Attribute Users if Registry Groups (data from Users).

Figure 20 (Click to enlarge/reduce)
Confirm the spreadsheet import on Click to import ALL data of columns SHOWN below ... .

Figure 21 (Click to enlarge/reduce)
Notice that the two new groups were created and some users have been included in each.

Figure 22 (Click to enlarge/reduce)

Figure 23 (Click to enlarge/reduce)

Figure 24 (Click to enlarge/reduce)
Assign permissions to groups
Download the Order4.xls spreadsheet and use it to import, just as was done in the previous step. Notice in figure below we will select in Also import association: the two options: Attribute Registries of Registry Groups (data from Registries) and Attribute Screens of Registry Registries (data from Screens.

Figure 25 (Click to enlarge/reduce)
This import assigns each group a set of Registries and Screens to which users group can access. Without this assignment Screens could not be used by any user except the Master (you in this case) and data administrator users that you define. For details on permissions and user types see users and permissions reference.

Figure 26 (Click to enlarge/reduce)
Open one of the groups and see which Registries it has access.

Figure 27 (Click to enlarge/reduce)

Figure 28 (Click to enlarge/reduce)
In each Registry you can see which screens have been authorized to that group.

Figure 29 (Click to enlarge/reduce)

Figure 30 (Click to enlarge/reduce)
You can also see the simplified layout of each screen when you click View in the Screen menu.

Figure 31 (Click to enlarge/reduce)
Simulate a user
Any Master user (if you created the account then you are one of them) can simulate as another user accesses the system. This is very useful to test the permissions we just defined.
On the vertical side menu click the item Acc Conf (Account Configuration). It opens a screen that lets you enter an email to simulate its user. In addition you can change the basic data of your account, or even remove it (in this case all data is erased). Fill in one of the existing users e-mail, as shown below and click Simulate. The system is reloaded and you act as if you were this user, accessing only screens that he/she has permission.

Figure 32 (Click to enlarge/reduce)
To come back to your original user you must exit the system and log in again with your user.

Figure 33 (Click to enlarge/reduce)
Create groups and permissions on a single import
You can define new groups with their users while giving permissions to them in a single import. The Order5.xls spreadsheet shows how this can be done. For more details, see Groups, Users, and Permissions import reference .