Rule based Email Triggers to Automate Business Processes, using Workflows

Apart from helping build your own online database application, iFreeTools can now help with automating more of your business processes, using workflows. Workflows in iFreeTools can check for criteria-rules during database changes and can trigger actions before or after those database changes.

For the first cut of the workflow implementation, we have enabled sending out emails as part of the workflow actions. More workflow actions like adding / updating records (like creating a task), invoking external web-APIs, etc.,. are to be supported very soon.

Defining and using workflows is as simple as filling in a form.

Let us assume, for example, that you have a custom customer support database application built and hosted using using iFreeTools single-tenant deployment in your own Google App Engine account and that you have a web-form in your website using which support requests can be made.

Now, if you wanted to send an automated email to the user's email-id informing that the request has been received and will be processed by your staff soon and to also notify your team of the new support request, then the workflow configuration can be as given below..

Configuring the workflow actions is also very easy, where you can enter the details of the recipient and providing the subject and the contents of the email in the Select Action form. Both subject and contents can have template fields from the database record and will be replaced with actual values when sending out the email.

For this workflow we did not add a workflow rule or the criteria to be matched before the workflow action can be executed. But in case you want to restrict the notifications to only High / Medium severity support requests, you could have done that too. The criteria form  is similar to the Custom Views form and you can specify criteria based on operators is, is not, contains, does not contain.

As can be seen in the messages in the screen-shot images, workflows will be a premium feature available for paid, single-tenant deployments alone, which by the way is very much affordable :

• $99/year for up to 25 users (which works out to $8.25/month or $0.33/user/month)
• $198/year for up to 100 users (works out to $16.5/month or $0.165/user/month)
• $297/year for unlimited users

If you are using the free multi-tenant deployment, you can still try out the feature by creating the workflows and viewing the Notification Tasks records added in Preview status, showing the actual subject and the contents of the email, based on the email-template provided in the workflow configuration.

We will be adding more workflow actions to add / update database records (like creating a task), invoke external web-APIs, etc.,. If you are looking for some specific use-case which you would like to automate using workflows, kindly get in touch with us with details, using the feedback form in the application.

Create Free Online Web Forms to Embed in your Website

iFreeTools Creator - your custom online database application builder, built for and hosted over Google App Engine - now supports free online web-forms, which you can link-to or embed directly in your websites. When the data is filled-in and submitted using the online forms, the data will get added directly into your iFreeTools Creator online database application, which you (and your authorized users) can sign in to access.

As part of the Entity configuration, you can now specify if you would like to enable web-forms for that entity, as highlighted in the image below.

Once the online web-forms are enabled, you can get the link for the web-form and the IFRAME code in the entity's list views. You can either provide the link to the public web-form in your website / blog or you can embed the form using the IFRAME code, directly within your website.

The link / embed-code will open up the online form, for your users to enter the details. Sample public web-form accessed via the link is shown below.

Currently, as part of the free plan, you can enable web-forms for just one entity, while with paid deployments you can enable public web-forms for unlimited number of entities.

Hope you find the public web-forms support useful in your database application.

Quick filters now available in iFreeTools

Your favorite web-based database app builder and your CRM for use with Google Apps, have long supported ways to filter records based on custom filtering criteria, using the Custom Views feature.

While creating Custom Views is convenient for oft-searched filtering criteria, there are times when you might prefer a quick way to get a sub-set of your database records, without having to create a view first.

Based on your requests from users, we have now added support for such quick filtering. In the list view, you will now find the quick filtering options under Filters.

iFreeTools will automatically provide the quick-filters for boolean (yes/no) fields, date fields, date-time fields and for fields which have choice-values (either drop-down or multi-select fields), as shown in the sample view below.

Date and Date-time fields will have both the year and month filtering options.

Access control rules for the fields, if any, will be confirmed-to, when showing the quick-filters. That is, users will see the automatic quick-filters for the supported field types, only if they have the viewing permission for those fields.

Apart from these quick filtering options, users can also use the alphabetical indexing, keyword-indexing and the client-side instant search to narrow down the records from the database.

Hope you like the new feature. Keep sending in your suggestions.

Export / Import iFreeTools Creator Applications as a single app-file

Creating an online database application using iFreeTools Creator is as easy as defining your entities, attributes and to start using it adding the users. While this allows you to create a basic database app, you can further customize it as per your requirements including by creating custom views, custom actions, authorization profiles, etc.,. And at some point you might want to create a duplication application -- may be for testing new features (which we keep rolling in based on suggestions from users) before you start using them in your main production application instance or may be to move on to your own single-tenant deployment, over your Google App Engine account.

This is easy to an extent, with regard to exporting and importing Custom Entities and All Attributes as CSV files. But, when you would like to have your additional configurations like Custom Views, Custom Actions or fine-grained Auth Profiles which you have created for your users, then the only option until now was to re-create them manually after importing the basic data-model as entities and attributes, as these configurations did not support export / import option.

Not any more. We have now made it possible for admin users to export the application as a single application file which apart from containing the Entities and Attributes details will also have the configuration details of App Settings (including re-branded app-names, logo images, time-zones, etc.,.), Custom Views and Custom Actions (both shared and user-specific), Auth Profiles and Users data.

Technical note : In case you are more technically inclined, the app-file is in JSON format, which you can open with a normal text editor, like notepad and view the contents.

For admin users, the Export App link will be available in the footer.

Once you export this application, save this file to your computer and then proceed to your new application instance. You can create new ones from under My Apps (link in the top-right and in the footer).

In the new application's home page you will find the option to import the app-file under the Import Ready-made Apps tabs.

Clicking on the import the app file link will take you to a page where you can specify the app file to be imported.

Browse and select the application file which you had exported earlier and click proceed. iFreeTools Creator will now process the contents of the app-file, to automatically re-create you database application.

That is it ! Now you have a duplication application ready to use. Hope you find the new feature useful. Do keep sending in your suggestions on how we can make your online database application better and easier for you.

Accessing auto-generated IDs in formula-fields & Enabling keyword-indexing for search

We are happy to announce the availability of two new features which have been requested by many users recently.

1. Access to auto-generated ID in formula-field expressions
2. Support for keyword-indexing, enabling better search

Access to auto-generated ID in formula-field expressions.

iFreeTools Creator is built-for and hosted-over Google App Engine. Each record stored within the BigTable datastore of App Engine has its own unique key, which is automatically generated. (Note: This key-id value is not guaranteed to be increasing in sequential-order, but for uniqueness alone).

Until now it was not possible in iFreeTools to make use of this auto-generated key-id in formula fields, as this will not be available when the new record is yet to be saved into the database. But we have now made this possible by allocating the id values and making them available via a new function key_id, detailed below..

key_id 
Usage : key_id(instance=None)
Description : Returns a key-id for the currently added / modified record, if instance parameter is not supplied. If instance parameter is supplied, returns the key-id for the instance.
Example : 
key_id() returns the currently added / updated records key-id 
key_id (val("Customer")) returns the key_id for the Customer field, assuming Customer is a reference attribute.

You can make use of this key_id function in your formula fields to generate a visible unique-id for your data. May be, a issue-id / ticket-id / customer-id / etc.,. like Ticket ID having a formula expression as "TICKET-" + str(key_id()) will generate values of the form TICKET-42322212, assuming you enable keyword-indexing for this field (see below), you can quickly search for this ticket from the full database.


Support for keyword-indexing, enabling better search

Extending our earlier support for alphabetical-indexing, supported in Single-line text (String) and Lookup (Reference) data-type attributes, we have now added support for indexing the keywords.

This has been added for attributes of Single-line text (String), Multi-line text (Text), List (with String values) and Lookup (Reference) data-types.

When a field is marked for keyword-indexing, iFreeTools will split out the words from the field and store them in a keyword-index, when the record is saved to the database. Later, when searching for records in the list views, apart from the instant-search within the loaded batch, you will be provided with an option to search for the keywords from all records in the database.

While new records will be automatically indexed for the keywords, for older records, you can use the Re-Index All option available under More Actions in the list views.

Hope you like new features. Keep sending in your suggestions on how you believe we can improve your favorite online database app.

Now available : Data aggregation in list/chart views, Data-access & Caching functions and more..

Over the month we have rolled-in the following features in your free online database app builder and free online crm, built over Google App Engine for use with Google Apps.

1. Data aggregation in list views & chart views
2. Data access and Caching functions
3. Search for files to attach from Google Docs

Data aggregation in list views & chart views

Numeric attributes (integer and float types) can now have a Default Aggregation configured to display the sum of the fields' values in the list views and in the chart views.

In our iFreeTools CRM, our free CRM app for use with Google Apps, we have enabled this for fields in Expected Revenue, Budgeted Cost and Actual Cost fields in Campaigns and for Amount and Expected Revenue in Opportunities.

The summation of the values from such fields will be listed below the list view as shown in the image below..


Along with this we have also enabled the result of aggregation from multiple attributes to be rendered in the same graph, so that you can compare related aggregation values visually.

The following image shows the chart views for Campaigns enabled to display values from 3 attributes, Expected Revenue, Budgeted Cost and Actual Cost, grouped by Campaign Status..


For your custom online database apps, built over iFreeTools creator you can specify this configuration in the Attribute form, when you add/edit the attribute details.

Note : All aggregation / charting features are currently restricted to work with smaller batch of data. When our Scheduled Reports feature is available, you can create summary / charts for full set of data.

Data-access and Caching functions

New data-access and caching functions listed below have been now added for use with expressions.

user
Usage : user()
Description : Returns the currently logged in user

fetch_one
Usage : fetch_one(entity_name, criteria)
Description : Returns a record for the given entity_name and filtering criteria
Example : fetch_one("Car", {"Company":"Honda", "Name":"City"}) will fetch a record from the entity having Display Name as Car and for the filtering condition to get the record for Honda City.

val_from
Usage : val_from(instance, prop_name)
Description : Returns a value of a property from the given instance.
Example : val_from(user(), "emailId") will return the current user's email-id, where emailId is the alias for the "Email Id" attribute in User system-entity.

cache
Usage : cache(name, expr)
Description : To cache the result of evaluation of expression expr with the given name.

cached_val
Usage : cached_val(name)
Description : Returns the value which was added to cache previously with the given name.

For more details, refer to Data Access and Cache Functions section the user guide.

Search for files to attach from Google Docs

When attaching files from Google Docs to your records, you now have the option to search for the required file based on text, to narrow down the files and attach the required file to your record.


Hope you like the new features.

Do keep sending in your suggestions on how we can make things better in your free online database app builder.

Date-Time and Error Functions now available for use within Expressions

Your favorite online database app builder tool over Google App Engine - iFreeTools Creator, now supports date-time functions within formula field expressions and in validation expressions.

The new date-time functions made available are listed below :


now
Usage : now ()
Description : Returns a datetime object having the current time.

date
Usage : date(year, month, day)
Description : Returns a date object for the given year, month and day values.

datetime
Usage : datetime (year, month, day, hours=0, minutes=0, seconds=0)
Description : Returns a datetime object for the given parameters. If hours, minutes and seconds are not provided, they will be taken to be 0 (zero).

timedelta
Usage : timedelta (days=0, seconds=0, microseconds=0)
Description : Returns a timedelta object representing a difference in time, for the given days, seconds and microseconds. Can be used to add or subtract date/datetime values.
Example: now() + timedelta(1) will give tomorrow's date and time.


We have also added support for raising error messages when validating values using expressions. Apart from detailing on how to enter the value for the field in the description, this function will enable you to specify the reason for the validation failing.


error
Usage : error(error_msg)
Description : Raises an error with the given error_msg. This will be shown in the form for the corresponding attribute which failed the validation expression.


We have also rolled in a new home page for iFreeTools Creator, now highlighting the important features available in the platform.



Keep sending in your valuable suggestions on how you think we can make iFreeTools better for you.