Kintone Customization Tutorial by Gusuku Customine en01

Transcript

1. Kintone Customization Tutorial
2. What is “Customine” A no-code customization platform for Kintone. It automatically generats JavaScript and send it to Kintone App by one click.
3. Menu & Document Information Action Box “Do” field “Condition” field Add another Action Box
4. Let’s try some quick customization. “Change the color of some certain fields”
5. Kintone App: “Costumer database” Goal1: Color the fields whose status is “Not handled yet” Goal2: Apply the same customization to the field “Organization Name”.
6. Step1: Set up your Kintone app Install “Sales CRM+Support Pack” from Kintone’s sample Apps
7. Here are the Apps that we have installed from the package. We are going to customize these 2 Apps in this tutorial. “Customer database” & “Inquiry Management”
8. Download the sample data(Excel file) here. http://bit.ly/customine-handson-en01 Import the sample data to each apps.
9. Go to the setting menu of the App “Customer Database” Set the field of “Contact Name” Make sure “Prohibit duplicate values” are checked
10. Set the fields “Sales” to match the data of the related app“Inquiry Management”
11. Step2: Set up your Customine Access customine.gusuku.io
12. Sign up or sign up with your Customine account
13. Fill and set up your Kintone domain information. Make sure your Kintone account is authorized.
14. Register the Kintone Apps to Customine.
15. Add a new Customization and choose your Kintone app to customize. (It will automatically create a new document when there’s no docs in the drive.)
16. Tips for Customizaton Make sure your Kintone Apps are almost completed. Take care of the naming of ”field code" &”field name” in your Kintone App Because we are using “field code” to identify in Customine, make sure your field code is easy to understand (e.g. using the same/similar name with the field name) Trial and error.
17. Okay, you’re all set and let’s go Customine!
18. Menu & Document Information Action Box “Do” field “Condition” field One Action DO CONDITION(s) “when…” “If…” “Then…”
19. Click the “DO” field to open the action list. Set up the “Action Box”
20. Find the “Change the Field Background Color” command and set it
21. Set the target field as "Status"
22. Set any color you like
23. Go to the “CONDITION” field. Click the "Add" button to add one more Condition to the Action Box.
24. Find “If Field Value is Specified" at the list and set it
25. Set the target field as [Status], Criteria as [Equals] and compared value as [Not handled yet]
26. You're all set! Let’s apply it to your Kintone App and check out how your customization work. Apply to the Kintone App
27. Go to the Kintone App. The fields whose status is “Not handled yet” have been colored!
28. Try coloring the fields of "Company Name" with the same color that you have done.
29. 2nd Stage “Calculate and display the total related record counts at the record list”
30. Goal : Count the amount of inquiries and display “Inquiry Count” at the record page
31. Go to your Kintone App’s settings, add a Blank Space and set its Element ID as “InquiryCount” Set up your Kintone app
32. If you are a free plan user and don’t have enough App Slot, check it out here and release your current App. Option: Release your App Slot
33. Create a new customize from the menu and choose “Customer Database” as the target App Let’s go Customine!
34. Set up the “Action Boxes” Set “Retrieve Records by Reference Table Condition” command at the “DO” field
35. Create another Action Box of “Count Rows of Records” and set the Condition field as “When Another Action Complete” to make sure the 2nd action works right after the 1st action.
36. Caution The Actions are NOT running with the order of Action number. They normally run parallelly. We have to specify the order of the action list with this command.
37. Set the displayed text as “Result of another Action” referred to the result of Action 2.
38. Check out your Customine again to make sure the order of the Actions 2 runs after 1 3 runs after 2
39. The “Inquiry Count” with the number is displayed at the record page. Apply to the Kintone App
40. Check out here for more samples at support.gusuku.io