You can find the pre-configured System apps workspace on the ELMA365 main page.
System apps act as a database that can be used for working in different workspaces in the system. The data is sorted into separate apps for convenience.
By default, several apps are pre-installed in the workspace:
- My legal entities. This app is designed to store the details of the legal entities of your company. It is convenient for creating agreements, working with deals, etc.
- External users. This app stores the users who can work in ELMA365 through the service portal interface. Read more in the External users article.
Working with system apps is similar to working with a regular app. To add a new item, click + Item name, for example + Legal entity, and fill out the form.
The information stored in the system app item can now be used in other apps and business processes.
Note that pre-installed system apps have a set of default properties. You can add more fields to them, for example, add other details to your company’s page in My legal entities.
Add a new system app
You can add as many different apps as you need. For example, bank accounts, partners, regular customers, etc.
Only the users in the Administrators group can add new apps.
To add a new app, click +Add button in the workspace left menu. Then configure it just like any other new app: add a name and the fields that you need.
System apps workspace has standard workspace properties: you can associate it with a business process, configure document templates, add user groups, etc. To open the settings window, click the gear icon next to the workspace name.
Please note that the export of the apps associated with the System apps has a few exceptions:
- If you associate an app with a system app, you can export it without any limitations.
- If you create a new system app and associate it with another app, a conflict will occur when exporting.
Read more in the Export an app article.
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