Applications
Open the workspaces, apps, pages, forms, documents, and workflows available to your organisation.
Get started with Applications4 guides
Open and use application pages, search the catalogue, and edit a page in App Builder.
50·1Getting Started with ApplicationsHow to browse the Applications hierarchy, search the current list, understand every header action, and move between pages…50·2Opening and Using an Application PageHow to open live App Builder pages and runnable workflow forms, what to expect from the sign-in handoff, and how to recover when…50·3Search the Current Applications ViewHow search behaves at the workspace, application, and page levels and how to recover from an unexpected empty result.50·4Editing an Application Page in App BuilderHow to open a specific page in the live App Builder, understand the confirmation step, and diagnose a missing Edit or App Builder…
Access & permissions4 guides
Control who can open each application — scopes, user vs role grants, and active grants.
50·5Managing Applications AccessHow to grant, review, update, and remove access to Applications resources.50·6Understanding Applications Permission ScopesWhat Global, Workspace, Application, and Page grants cover, and how to choose the safest scope.50·7Choosing Between User and Role GrantsWhen to grant Applications access to one user and when to grant it to a role.50·8Reviewing and Removing Active GrantsHow to audit the Active Grants list, refresh it, and safely remove Applications access.
Activity & monitoring3 guides
Review what happened in Applications, filter the log, and read the KPI cards.
50·9Reviewing Applications ActivityHow to review Applications events, inspect event details, sort results, and export filtered activity to CSV.50·10Filtering Applications ActivityHow to combine search, date, actor, action, outcome, and resource filters on Applications Activity Logs.50·11Understanding Applications Activity KPI CardsWhat each Applications Activity Logs KPI counts and how filters affect the cards.
Build pages & connect workflows7 guides
Choose a form or an App Builder page, wire it to a workflow, configure widgets, and publish.
50·12Choose a Workflow Form or an App Builder PageWhich user-facing form experience to choose and where each one is configured.50·13Connect an App Builder Page to a WorkflowHow to connect a Start node to an App Builder page, deploy the generated connector safely, and test or redeploy it.50·14Choose Private or Public Access for a Workflow FormHow to publish a Private or Public workflow form, test its access, and revoke its link safely.50·15Connect a Workflow Task to an App Builder PageHow to connect a Task node to an App Builder page, deploy its task actions, and test the page with a real assignment.50·16Upload Documents from a Workflow FormHow to add a file field, submit a supported attachment, and find the stored document in its workflow context.50·21Configure App Builder Widgets for a WorkflowHow widget choices affect workflow data and when to redeploy the page connection.50·22Publish and Run a Workflow Form from ApplicationsHow to build, publish, find, submit, disable, and revoke a native workflow form.
Approvals in applications4 guides
Use approval tables, configure multi-level tasks, submit batch decisions, and review PDFs.
50·17Use Approval Tables in Workflow TasksWhere approval tables are configured and where approvers use them.50·18Configure Multi-Level Approval TasksWhere to configure sequential review levels and how users reach their assigned level.50·19Submit Batch Approval DecisionsHow to reach the batch decision screen and complete row decisions safely.50·28Complete an Approval Task and Review Its PDFHow to open an assigned task, review its files, use approval actions, and read earlier comments.
Governance & security4 guides
Keep App Builder automation safe, protect integrations, and troubleshoot access and connections.
50·20Govern App Builder Automation SafelyWhich automation is supported from the visible builders and when an administrator must take over.50·23Protect an App Builder Workflow IntegrationHow to use a connected page safely and what to do after an integration credential changes.50·24Troubleshooting Applications Connection ErrorsHow to recover from the Applications full-page load error, separate it from access restrictions and page-specific failures, and…50·25Troubleshooting Applications AccessHow to distinguish missing Applications access from an empty grant set, a hidden resource, a plan limit, or a feature-specific…
Run workflows & manage documents8 guides
Track instances and tasks, create a workflow from an app, and manage documents end to end.
50·26Using Workflow: All Instances and My TasksHow to find every workflow run, switch to tasks that need your action, and open the right detail screen.50·27Review a Workflow Instance and Its Process StatusHow to read the detail view without confusing a workflow status, a task status, and the process steps.50·33Create a Workflow from an ApplicationHow to create the first workflow in an application, build from a description, or continue through the detailed workflow form.50·29Manage Documents in ApplicationsHow to browse document workspaces, search and sort files, switch views, preview and organize items, use bulk actions, and safely…50·30Use Document Permissions, Logs, Processing, and TrashWhere to manage document access, review activity, process documents, and restore deleted files.50·31Use the PDF Viewer, Drawing, and Signature ToolsHow to review a PDF, add visible marks or a signature, upload a replacement version, and complete the configured task action.50·32Reassign Unfiled Documents to an ApplicationHow to select unfiled document folders, choose a Workspace, Application, and optional Page, reassign one or all folders, and…50·34Build Custom Screens with Data, Workflow Actions, and Document WorkspacesHow to choose the right application surface, connect visible data and reusable page logic, start Workflows, complete task actions…