Application Setting

The Application Setting form allows you to customize and view the Application's main preferences. Only users with Manager or Designer access can only customize the Application Setting's options. It includes the following: 

The Application's Protection Option

The Protect settings from the upgrade option indicate whether the Application is protected from an upgrade or not.

The Application icon Display, Name, and Description in Homepage

  1. Show/hide the application icon on Reliance Home Page by selecting/deselecting the Display in Homepage option.
  2. Fill in the application name in the Display Name as you wish to be displayed on the Home Page.
  3. Provide a brief description in the Description field. The system shows the description in a pop-up upon hovering over the application card on the All Applications page. 

The Application Setting Location Security

Set the Locations so only the administrators of the specified location can edit this setting.

The Application Favorite Document

You can create and access frequently used forms (excluding Activity forms) by clicking the New Document button. This can be done by selecting a particular form from the Favorite Document field and selecting a workflow from the Favorite Type field, listing all available workflow types.

The Application's Default View

Select the Default View that will open when accessing the Application from the Default View list. The default view should always be visible and enabled in the navigator. If you do not specify a default view, the system sets the view alphabetically by listed location.

Hide My Assignments View

Select Hide My Assignments View to hide the My Assignments view for this application.

The Accessibility to the Application and its Settings

You can determine the accessibility to the Application and its corresponding setting through the following fields under the Access Control tab:

The security levels defined within the application grant the highest access levels to users defined within the form because the Application includes the Forms; hence, access will be defined for all forms within this Application.

For example, suppose you set John Smith as a Manager for the Corrective Action application and the Corrective Action form. In that case, he will be a Manager of all Corrective Actions within the Corrective Action application regardless of the Corrective Action form type.

Once you change any of the security settings, save the Application Settings. The changes are immediately reflected on the affected documents in the Application.

When a new application is created, the Application Managers, Application Designers, Application Readers, and Who can delete documents? Fields are filled in by default with the user who has created the Application.

  1. If you want users, who have not been authenticated with the server to be able to access this Application for viewing purposes only, select the Allow Anonymous Access option. No one will be able to log into this Application anonymously.
  2. Set the access level on this application granted to all Reliance users by default in the Default Application Access field. This field can be set to:

No Access

Reader

Author

Manager

Embedded View Access: this option allows users to open embedded views linked with the Application without access.

Allow Authors to reassign documents

You can allow users with Author access to the Application to reassign any documents or documents assigned to them using any of the following fields:

  1. Authors who can reassign any assignments: Specified users/groups in this field will be able to reassign any documents in this Application, whether assigned to them or not.
  2. Authors who can reassign their assignments: Specified users/groups in this field will be able to reassign their assigned documents only.

Allow Sharing Saved Searches on the Application Level

This feature is not available on this Reliance version.

The Application's Homepage Icon, Toolbar Actions, and Application Mobile Scripts (JavaScript)

Determine the Application's Homepage Icon, Actions, and Frameset Layout through the Advanced tab.

  1. In the Homepage Icon field, specify the folder path containing the icon you want to use for this Application and specify the icon name and extension. (For example, E:\Icons Folder\Application_Icon.png). Then, attach the specified image. Attaching the image will fail if the specified path or image name is incorrect.
  2. In the Actions field, select the actions found in the Application's toolbar. Some actions are chosen in this field by default for newly created applications (For example, [New Document], [Refresh], Copy Links], etc.).  Actions created within this Application that have the Use in Application option selected will be listed in the Actions field and can be chosen to be displayed in the Application Toolbar. 
  3. In the Application Mobile Scripts (JavaScript) field, attach a file containing your mobile script with the (.mobilescript) file extension. Notice that the (.js) file is an unsupported file extension. You can get the Reliance NXG Mobile Script Developer Guide from ETQ Campus.

Configuring the Visibility Rules of an Application System Action

Following are the System Actions that you can configure Visibility Rules for:

Change Field Value

Copy Links

Export View to PDF

Export View to Excel

New Document

Reassign Documents

Re-route

Route

Follow the steps below to define your system action's visibility rule:

  1. Log into Reliance with Designer access, and open the All Applications page.
  2. Hover over the intended application and click on the displayed Designer action to open the  application in design mode.
  3. Click on the Edit Application Setting button. This will open the Application Setting document.
  4. Go to the Advanced tab and add a new record to the On Selected Documents Actions Visibility subform.
  5. Select the intended action from the Action field.
  6. Fill in the Hide When (ETQScript) field with the ETQScript that will dictate the selected action's visibility to the system.
  7. Click Apply & Close.

Signature with solid fillYou can add up to eight records to the On Selected Documents Actions Visibility subform.

Signature with solid fill It is not recommended to configure more than one visibility rule record for the same system action; however, the system will set the action's visibility rules according to the last record defined upon saving the Application Setting.

The Application Main Properties   

  Additionally, you may view the main application properties as follows:

  1. Under the Properties tab, find the Setting ID and Design Name of the Application Setting.  
  2. Under the Related Settings tab, find the views, forms, workflows, and templates associated with this application setting.