Kintone Customization Tutorial by Gusuku Customine en01

Kintone Customization Tutorial by Gusuku Customine en01

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R3 institute

October 30, 2018
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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