How to Export Your App’s Source Code

Exploring Your App’s Namespace and Exporting Source Code in Corteza

Welcome to Aire! Today, we’ll guide you through the essentials of managing your app’s namespace and exporting its source code in Corteza.

Accessing Your App’s Namespace

Your app’s namespace serves as its primary identity within Corteza, allowing customization options such as renaming, adding descriptions, and incorporating a logo. To access this feature:

  1. Navigate to your app’s name displayed at the top of the sidebar.
  2. Click on the “Edit Namespace” icon located next to the app’s name.

Once inside, you can make modifications that enhance the app’s presentation and usability for all users.

Exporting Your App’s Source Code

Corteza makes it straightforward to back up or transfer your app’s configuration to another instance. By selecting “Export,” you’ll generate a JSON file containing your app’s complete configuration. This file can then be imported into any self-hosted Corteza instance, making deployment on different environments seamless.

And that’s it! With just a few clicks, you’re all set to customize and export your app in Corteza.

How to Build Web Apps in Minutes with Aire AI App-Builder

A Guide to AI-Powered App Development for Corteza

Welcome to the future of app development with Aire, an AI-powered app builder that’s transforming the way we create and deploy customized applications on the Corteza platform. Imagine being able to build powerful, fully-featured apps with just a few clicks and minimal coding – Aire makes that possible, providing a user-friendly, intuitive experience that streamlines the entire process. This guide will walk you through every step of app creation in Aire, from building a prompt to deploying your finished product, showcasing the remarkable ease and efficiency of this groundbreaking tool.

 

1. Crafting the Perfect Prompt: The Foundation of Your App

Everything begins with a well-crafted prompt! Aire’s Prompt-Builder tool is like a personal guide, helping you outline exactly what your app should do. Start with the essentials by specifying the type of organization your app will manage. Then, take advantage of optional fields to fine-tune your app’s personality and purpose:

  • Operating Field – What sector or industry does your organization work in?
  • Activity Type – What activities will your app manage?
  • Record Types – Specify the kinds of records your app should handle.
  • Location – Define if the app needs a regional context for compliance.
  • App Type – Does your app need a specific structural style?

These prompts aren’t just details; they are the key to creating an app that feels truly tailored to your needs. Aire takes your input, builds a unique prompt, and allows you to preview it before diving into the app-building process.

2. Choosing Your Adventure: Wizard or Core Builder?

Once your prompt is locked in, you’re ready to build! Aire offers two flexible pathways for app creation: the Wizard and the Core Builder. Both options allow you to start with the same prompt, but the Wizard provides a guided journey through each step. For those who prefer a bit more structure, the Wizard is an excellent choice, so we’ll start there.

3. Creating Modules: The Building Blocks of Your App

Modules are like the pillars of your app, defining the types of records it will manage. With just a few clicks, Aire can suggest modules based on your prompt. Choose the quantity, let Aire work its magic, and watch as it builds the skeleton of your app. And because Aire is all about flexibility, you can add, adjust, or delete modules to suit your organization’s needs perfectly.

4. Defining Fields for Each Module: Capturing the Right Data

Now that you have your modules, it’s time to dive into the details by creating fields. These fields define the exact data you want to capture. Select a scope for each module, and Aire will automatically generate a set of fields, complete with configurations and field types. You can edit these fields, add new ones, or even let Aire suggest additional fields to fine-tune your data capture process. Every detail you add makes your app smarter and more responsive to your organization’s needs.

5. Building Connections: Establishing Relationships Between Fields

A robust app isn’t just about isolated data – it’s about meaningful connections. With Aire, you can define relationships between fields across modules, linking related data points to create a cohesive structure. Aire even provides suggestions along with rationale, helping you see the logic behind each connection. Of course, you have full control to adjust or delete any relationship as you see fit, ensuring your app’s data flows just the way you want.

6. Designing the Perfect User Interface: Choosing Your UI Pages

With the app’s data structure in place, it’s time to design the user interface. Aire offers a range of page types to help your users interact seamlessly with the app’s data:

  • Home Page – A welcoming entry point for users.
  • Dashboard Page – Displays insights, summaries, and key data points.
  • Record List Pages – Organizes and lists records for easy browsing.
  • Record Pages – Enables viewing and editing individual records.

These UI pages make your app not just functional but enjoyable for users. Once the pages are generated, you can view how everything will look in Corteza, creating a unified experience from start to finish.

7. Previewing Your App in Corteza: The Final Test Run

Ready for the final reveal? With Preview App, you can open a Corteza preview instance and experience the app just as users will. This feature lets you inspect records, edit data, configure list columns, filter lists, add records, and even import or export data. Need more adjustments? No problem – access the Admin Panel and Page Builder to customize the app further, giving you a sneak peek into its functionality before going live.

8. Fine-Tuning in the Core Builder: The Ultimate Customization

If you need additional tweaks, Aire’s Core Builder provides a holistic view for all the customization options the Wizard offers and more. This view allows you to see how everything fits together, so you can fine-tune the app’s modules, fields, and relationships in one cohesive workspace.

9. Deployment: Sharing Your Creation with the World

Once you’re fully satisfied with your app, it’s time to deploy. With just a click, your app can be launched on either a shared instance of Corteza or your dedicated instance, allowing your organization to start reaping the benefits of a custom-built application in no time.

Aire: AI-Powered App Development, Simplified

Aire empowers you to create intelligent, tailored applications with ease. From the simplicity of the prompt-building process to the final deployment, Aire takes the complexity out of app development, turning it into a guided, intuitive experience. With Aire’s AI-driven tools, you can build apps that are not only powerful but precisely suited to your needs, transforming how your organization manages and interacts with its data. So, take the plunge and experience the magic of Aire – the future of app development is here.

Learn the Basics of Pages in Corteza

A Guide for Building Interactive and Engaging User Experiences

Welcome to Corteza. Creating customized, interactive pages is central to designing an engaging user experience, and Corteza’s flexible interface empowers you to build pages that meet your unique needs with ease. This guide will walk you through everything you need to know to bring your ideas to life – from setting up a new page to adding dynamic elements like charts, calendars, and navigation buttons.

Getting Started: Accessing the Pages Section in the Admin Panel

To start building your customized pages, navigate to the Admin Panel and click on Pages. This area is the control center for managing all your pages, where you can browse, organize, and reorder them with a simple drag-and-drop function. This intuitive layout allows you to quickly set up or modify pages, keeping everything in one streamlined location.

Creating a New Page

Creating a new page in Corteza is as easy as it is powerful:

  1. Start with a Name: Give your page a memorable name that conveys its purpose, then click Create Page.
  2. Add the Details: Take advantage of additional options – add a description, select an icon to represent the page, control its visibility, and choose from various layouts to set the groundwork for a visually appealing and organized page.
  3. Save and Open the Page Builder: After saving your new page, click on Page Builder to dive into the main workspace. Here, you’ll see a blank canvas, just waiting for you to start adding blocks that bring the page to life.

Adding Blocks: Building Your Page with Interactive Elements

Now the fun begins! Blocks are the building blocks (pun intended) of your page, each adding specific functionality and making the user experience more dynamic. Let’s explore the types of blocks you can add to your page.

1. Record List Block: Display Key Data at a Glance

A Record List Block allows you to display information in an organized list, offering an ideal way to showcase data pulled directly from a chosen module.

  • Add and Name the Block: Start by selecting Add Page Block, then choose Record List and give it a descriptive name.
  • Choose Your Data Source and Fields: Pick the module you want the list to draw from and select fields to display by clicking the eye icon. This flexibility means you can tailor the list to show exactly the information users need.
  • Customization Options: Rearrange fields, allow users to control which fields they see, and apply pre-filters. You can even enable advanced options to create a truly personalized experience for your users.

2. Calendar Block: Perfect for Scheduling and Events

The Calendar Block is a powerful tool for showcasing schedules, events, or deadlines in a visually engaging format.

  • Configure Views: Add a name for the calendar block, select the default calendar views, and make any other adjustments to align with your goals.
  • Select Event Sources and Colors: Choose an event source and select a color to give your calendar a cohesive and user-friendly look.
  • Add, Resize, and Arrange: Place the block on your page, then adjust its size and position to ensure it’s easy to find and use.

3. Chart Block: Visualize Your Data in Seconds

For clear, visual insights, the Chart Block is a versatile choice.

  • Choose a Chart: Select the chart type from a dropdown list, whether it’s a bar chart, line graph, or pie chart, to suit the data you’re showcasing.
  • Enable Drill-Down: Let users dive deeper into the data with a drill-down feature that brings up a record list from the chart, enhancing their experience.
  • Position and Size: Add the chart to your page, then adjust its size and location to seamlessly integrate it into the layout.

4. Content Block: Add Text and Instructions

If you need to add instructions, context, or information, the Content Block is your go-to. It’s straightforward yet powerful:

  • Enter and Format Text: Type out the text, apply formatting options, and add it to your page. This block is perfect for guiding users or offering explanations right where they’re needed.

5. File Upload Block: Easy Document and Image Access

A File Upload Block makes it easy for users to access documents or images right from the page.

  • Upload Files: With this block, you can upload files that users need to access quickly, whether they’re PDFs, images, or any other file type relevant to the page’s purpose.

6. iFrame Block: Embed External Content Seamlessly

An iFrame Block opens up possibilities for embedding external websites or content.

  • Add a URL: Simply enter the URL you want to display on the page, making it easy to bring in outside resources or partner sites directly within your page layout.

7. Metric Block: Display Key Metrics with Style

Use the Metric Block to showcase statistics, KPIs, or data insights in a clean, visual format.

  • Select and Customize: Choose a module as the data source, configure options like prefix, suffix, and color, and add a custom label to give context to the displayed metric.
  • Add Advanced Filtering: Allow users to view data that’s most relevant to them with pre-filters, creating a more interactive experience.

8. Progress Bar Block: Show Real-Time Progress

The Progress Bar Block allows you to monitor and display ongoing progress.

  • Select a Field: Choose the module and the field representing progress. This block is ideal for tracking goals or project milestones in a visually engaging way.

9. Map Block: Bring Location-Based Data to Life

For any geographic data, the Map Block can help visualize location-based information.

  • Choose Area and Source: Zoom into the desired location and choose a source module. Once added, users can view interactive maps directly within the page.

10. Tabs Block: Organize with Interactive Tabs

Organize related content with the Tabs Block, giving your page a cleaner and more accessible design.

  • Add Tabs and Blocks: Select blocks to add to each tab, assign names, and set the order of the tabs by dragging and dropping.
  • Select Tab Style: Pick a style that complements your layout, giving users a familiar, easy-to-navigate interface.

11. Navigation Block: Add Menu-Style Navigation for Quick Access

Guide users seamlessly between pages with the Navigation Block.

  • Set Up Navigation Links: Add app pages or URLs, and style buttons with custom text and background colors.
  • Arrange for Accessibility: Organize navigation buttons across your page for easy access, making your page both beautiful and functional.

Wrapping Up: Finalizing and Viewing Your Page

Once you’ve added and arranged all your blocks, it’s time to bring everything together. Save your page and click View Page to preview it exactly as your users will see it. Now, you’re ready to roll out a thoughtfully designed, interactive page that makes user engagement effortless and enjoyable.

By following these steps, you can create dynamic, informative, and engaging pages in Corteza, transforming how users interact with your data and tools.

 

A Guide to Using the Admin Panel in Corteza

A Guide to Using the Admin Panel in Corteza

Welcome to Aire! In this guide, we’re excited to take you through the powerful and versatile Admin Panel in Corteza, a low-code platform that makes building custom business applications easier and more intuitive than ever. Whether you’re new to Corteza or looking to refine your skills, the Admin Panel is where you’ll find everything you need to create, manage, and customize your app’s modules, pages, and data workflows. Let’s dive into the essentials!

 

Unlocking the Admin Panel

The Admin Panel serves as the command center for your Corteza app. Accessible with a single click from the top of the side menu, this panel opens up a world of possibilities for app customization. Here, you’ll find the three core building blocks of your application: Modules, Pages, and Charts. These components are essential in shaping how your data is organized, displayed, and interacted with by your users.

Exploring Modules: The Foundation of Your App

Think of Modules as the fundamental building blocks of your app’s data structure. Each module represents a different type of information that your application will collect, display, and interact with.

To access and manage your modules, click the down arrow next to Modules in the Admin Panel. Instantly, you’ll be greeted by a list of all the available modules, neatly categorized and ready for customization.

Editing a Module: Fine-Tuning Your Data

When it comes to managing your modules, Corteza offers full flexibility. Want to tweak or update an existing module? No problem! Simply click on the module, and you’ll be presented with a detailed view of its fields. These fields are the individual components that make up the module, and each field has its own specific type—whether it’s a text input, a number, or a more complex field like a record selector.

If you want to make changes to a specific field, all it takes is a click on the wrench icon next to it. This opens up the configuration settings, where you can adjust the field’s parameters to better suit your needs. It’s like putting the finishing touches on a masterpiece—every tweak brings you closer to perfection.

Adding a New Field: Expanding Your Capabilities

Let’s take things a step further by adding a new field to your module. You’ll find the Add New Field button at the bottom of the module page, ready to help you expand your module’s functionality.

When adding a field, there are a few important steps to keep in mind:

  1. Field Name: Choose a name for the field, making sure to avoid spaces or special characters to keep everything running smoothly.
  2. Title: The title is the label users will see, so make sure it’s clear and descriptive.
  3. Field Type: Here’s where Corteza shines, offering a wide variety of field types to accommodate all your data needs.

Here are some of the exciting field types you can use:

  • Text: Ideal for simple text inputs.
  • Record Selector: A great way to link records from other modules, boosting the relational power of your data.
  • Email: Designed for inputting email addresses.
  • Yes/No Checkbox: Perfect for binary choices, like true/false or on/off options.
  • File Upload: Allows users to upload files directly.
  • Location: Provides geographical data with an interactive map feature.
  • Dropdown Selector: Offers predefined options for users to select from.
  • Website URL Input: Handy for adding website links.

Each field type brings unique possibilities, and after selecting one, you can further configure it. For example, if you’ve chosen a number input, you can add a prefix or define a custom format, tailoring it to match your specific needs.

Bringing It All Together: Record Lists and Pages

Once you’ve built or modified your module, it’s time to bring it to life by integrating the fields into record lists and record pages. This is where users will interact with your data in a meaningful and visually appealing way.

Adding Fields to a Record List

Record lists are the heartbeat of your data interaction. To include your newly created fields in a record list, head over to the relevant list configuration in the Admin Panel. Here, you can select and arrange the fields in the order you’d like them to appear, ensuring that users can easily access the information they need.

Customizing Record Pages for an Enhanced Experience

Want to create a tailored experience for viewing individual records? Corteza gives you full control over how records are displayed on a Record Page. To start, click on a record in the list, and then choose Page Builder. This tool allows you to configure and arrange the blocks on the page, providing the flexibility to create the perfect layout.

You can adjust these pages in much the same way as record lists, customizing them to suit the needs of your app’s users. It’s all about creating a seamless, intuitive experience.

Your Next Steps: Going Beyond the Basics

Now that you’ve mastered the basics of working with modules, fields, and records in Corteza, you’re well on your way to building powerful and customized business applications. And this is just the beginning! In future tutorials, we’ll dive deeper into configuring pages and working with charts in the Admin Panel, enabling you to create even more dynamic and feature-rich applications.

Corteza’s intuitive design, combined with its vast array of field types and flexible configuration options, makes it a dream for app creators who want to build without the complexity of traditional coding. Whether you’re managing customer data, tracking inventory, or building a custom workflow, the possibilities are endless.

So, get creative, experiment with different modules and fields, and watch as your Corteza app comes to life with just a few clicks. Stay tuned for more tips and tricks as we continue exploring the full potential of Corteza’s Admin Panel!

Learn the Basics of Editing Record Lists in Corteza

Learn the Basics of Editing Record Lists in Corteza: A Step-by-Step Guide

Welcome to Aire! Whether you’re a seasoned user or just getting started, editing record lists is a crucial skill that will allow you to harness the full potential of the platform. In this guide, we’ll walk you through the process of configuring, customizing, and optimizing your record lists, ensuring your pages are not only functional but also tailored to your exact needs.

 

Getting Started with the Block Configuration

To begin your journey in editing record lists, head to the block configuration modal. This is where you’ll decide how the block will be displayed to users. Aire gives you the flexibility to choose between a modal view—perfect for keeping things compact and accessible—or a full-screen view for when you need to present information on a larger scale. The choice here depends on the type of data you’re displaying and how you want users to engage with it.

Building Your Record List: A Custom Experience

Next, dive into the record list configurator, the heart of the setup process. Here, you’ll choose the module from which your list will be generated. Once you’ve selected the appropriate module, it’s time to hand-pick the fields that will appear on your record list. With just a click of the eye icon, you can choose the data you want to display, creating a customized view that highlights what matters most.

This step allows you to design the list layout with precision, showing only the most relevant information, and making it user-friendly for both you and your audience.

Empowering Users: Configurable Fields

One of Aire’s standout features is the ability to allow users to configure fields. This is an excellent option if you want to empower users to tailor the record list to their individual preferences. By enabling this, you’re giving them the freedom to create a personalized view, making their interaction with the data much smoother and more intuitive.

Filtering and Searching: Fine-Tuning the Data

Managing large amounts of data can be daunting, but Aire simplifies this with robust filtering and search options. In the configurator, you can enable:

  • Filtering: This allows users to filter the list based on specific criteria, narrowing down the data to exactly what they need.
  • Search: Users can search the list for specific records, making it easy to find key information without scrolling through pages of data.

These features ensure that your record lists remain organized and easy to navigate, even as the data grows.

Applying Pre-Filters: Optimizing the Data Display

Aire offers more advanced customization with the ability to apply pre-filters, just like you would with metrics and charts. Pre-filters allow you to control what data appears in the list before users interact with it. This is ideal for providing a more curated experience, displaying only the most relevant records from the start.

Additionally, you can give users the power to apply their own custom filters, further refining the data to suit their needs. These filters work just like the ones you’ve pre-applied, but they offer more flexibility to users who may have specific queries.

What’s more, you can even set rules for the filters, ensuring that the user experience aligns with your overall data strategy.

Customization Options: Sorting, Paging, and More

When it comes to personalizing your record list, Aire leaves no stone unturned. You’ll find a variety of additional configuration options to enhance both functionality and presentation:

  • Sorting: Sort the records by any field to arrange them in a logical order.
  • Paging: Choose how many records are displayed per page, keeping things organized and easy to navigate.
  • Record count: Show the total number of records in the list, giving users a clear overview.
  • Display limit: Set the number of records visible at any given time, ensuring the page remains manageable and not overwhelming.

These options make sure your record list looks polished and functions seamlessly, no matter how much data you’re working with.

Unlocking Powerful Features: Adding, Importing, and Editing Records

To truly make your record list a dynamic tool, Aire provides several advanced features that you can enable. These include:

  • Adding new records: Let users easily create new entries directly from the list.
  • Importing records: Allow users to upload large datasets into the list, streamlining workflows.
  • Inline editing: Users can make changes to records right from the list view, saving time and reducing clicks.
  • Record selecting: Enable users to select individual records for specific actions, giving them more control.
  • Exporting records: Provide the option to download records in various formats, perfect for external reporting or backups.
  • Bulk editing: Allow users to make changes to multiple records at once, speeding up the editing process significantly.

These tools are designed to make your record list a hub for productivity, empowering users to not only view data but actively manage and manipulate it with ease.

Saving and Viewing Your Customizations

Once you’ve configured your record list to perfection, click Save to apply the changes. Don’t forget to also save the page itself to ensure everything is set. After saving, you can instantly view the updated record list on the page. You’ll be able to see how your settings have enhanced the list, making it more functional and user-friendly than ever before.

Conclusion

By following this guide, you can transform a simple record list into a powerful tool that meets the unique needs of your users. From filtering options to inline editing, the customization possibilities are vast, allowing you to create a seamless experience for data management.

With these features at your fingertips, Aire gives you the control to build record lists that not only display data but also allow users to interact with it in meaningful ways, streamlining processes and improving efficiency across the board.

A Beginner’s Guide to Editing Your Aire App Pages in Corteza: Metrics & Charts

A Beginner’s Guide to Editing Your Aire App Pages in Corteza: Metrics & Charts

Welcome to Aire! In this video, we’ll walk you through the exciting process of editing pages in Corteza, the intuitive and flexible platform for building and customizing your own dashboards and applications. Whether you’re a new user or an experienced builder, this guide will show you how to transform your data into visually appealing and informative displays that meet your needs.

Getting Started with the Page Builder

The first step in editing a page is accessing Corteza’s powerful Page Builder tool, which allows you to take full control over how your data is presented. To enter this mode, simply click the “Page Builder” button located at the top right corner of your screen. From here, the possibilities are endless.

Each section of your page is made up of blocks, which can be individually edited. Whether you’re adjusting metrics, modifying charts, or tweaking other components, just click on the edit icon within the block to begin.

Editing Metric Blocks: Making Data Speak

Let’s start with one of the most essential features of any dashboard: metrics. These are the numbers, percentages, or values that give you quick insights into your data.

  1. Naming Your Metric
    The first thing to do is give your metric a name. A good name will make it clear what data you’re looking at, whether it’s sales numbers, user growth, or any other key indicator. This is your chance to make the data pop by giving it context and meaning.
  2. Selecting the Right Data Module
    Next, you’ll need to select the module where the metric pulls its data from. This is a crucial step, as it determines the accuracy and relevance of the data displayed.
  3. Applying Data Filters for Precision
    Corteza allows you to refine the data by applying filters. For instance, if you only want to display data within a certain time frame, such as the last month or quarter, you can easily filter out irrelevant data points. This ensures that your metric is showing exactly what you need.
  4. Choosing Fields and Aggregating Data
    You can customize the field from which your metric pulls its data and decide how that data should be aggregated. Do you want to see an average, a sum, or perhaps a count? The choice is yours, depending on what story the data needs to tell.
  5. Formatting and Visual Enhancements
    To make the numbers more digestible, you can apply a number format—whether it’s currency, percentage, or plain numbers. For added clarity, consider adding a prefix or suffix, like “$” or “%”, to give the data immediate context.
  6. Color Customization
    A well-designed dashboard should also be visually appealing. In Corteza, you can customize the color of your metric to either match the branding of your dashboard or to highlight critical information. A splash of color can make all the difference in how the data is perceived.
  7. Saving Your Progress
    Once you’ve configured your metric to your satisfaction, click Save. This action locks in your changes and takes you back to the Page Builder interface.

At any point, if you’re curious to see how your adjustments look on the actual page, simply click View Page to preview your progress. This instant feedback helps ensure that everything is taking shape the way you envision it.

Customizing Chart Blocks: Visualizing Data Like a Pro

Now that we’ve mastered metrics, let’s move on to something a little more dynamic—charts. Charts are an excellent way to visualize data trends and patterns, and Corteza makes it easy to tailor them to your exact specifications.

  1. Block Configuration Settings
    When you first start editing a chart block, you’ll notice several configuration options. For example, you can decide whether the chart should allow drill-down capabilities, meaning users can click on it to explore more detailed data, or whether it should open in a modal window for a closer look.
  2. Accessing Chart Configuration
    To customize the chart itself, click the link icon next to the chart’s name. This will open the full chart configuration settings, where the real magic happens.
  3. Choosing Color Patterns and Animations
    Corteza offers you the flexibility to select color patterns that fit your dashboard’s theme, or you can create your own custom color scheme to give your charts a unique flair. Additionally, for those who want to add a bit more style, you can enable animation to make your charts more dynamic and engaging as data loads.
  4. Selecting Data Sources and Dimensions
    The next step is choosing your data source. This determines what data the chart will display. After selecting the source, you’ll define the dimension, which could be anything from time periods to categories, depending on what kind of comparison or trend you want to illustrate.
  5. Selecting Metrics and Aggregation
    Just like with the metrics, you’ll choose a field that will serve as your chart’s metric, then specify how the data should be aggregated. Whether it’s showing total sales, average order size, or any other key performance indicator, Corteza makes it simple to highlight the most important data points.
  6. Chart Types and Additional Metrics
    One of the best features in Corteza is the variety of chart types available to you. From line graphs to pie charts, bar charts, and more, you can pick the type that best suits your data. And if you need to overlay additional metrics for comparison, Corteza allows for that too, giving you a rich, multi-layered visualization of your data.
  7. Saving and Viewing Changes
    Once you’re satisfied with the chart configuration, click Save to lock in the changes. Afterward, return to the Page Builder and save the entire page. You can now see your customized chart live on your dashboard, offering a fresh and insightful perspective on your data.

Wrapping Up

With Corteza’s Page Builder, you have the freedom to craft pages that are not only functional but also visually appealing. By mastering the ability to edit metrics and charts, you can create dashboards that deliver clear, actionable insights in real-time. Don’t hesitate to experiment with colors, formats, and data sources—the platform is designed to give you maximum flexibility while ensuring ease of use.

As you continue to explore these features, you’ll discover just how powerful and customizable your pages can become. So go ahead, dive into the Page Builder, and start making your data work for you!

How to Use Aire Apps in Corteza: A Short Guide

How to Use Aire Apps in Corteza: A Short Guide

Aire apps in Corteza are designed to make managing and interacting with your data simple, efficient, and intuitive. Whether you’re new to Aire or looking to refine your use of its tools, this guide will walk you through the essentials—from navigating the app to filtering records, editing, and even importing/exporting data.

The Homepage: Navigating the Dashboard

When you first open your Aire app in Corteza, you’ll be greeted by a well-organized homepage. The interface is divided into various sections to help you navigate and find the data you need quickly:

  • Metrics at the Top: These display key data points, such as the total count of selected records. Metrics give you an instant snapshot of important figures.
  • Charts on the Side: Visualizations like charts help you track trends and analyze data at a glance.
  • List of Records in the Center: The main section of the page displays a list of records, populated with sample data that you can edit as needed.

Interacting with Metrics and Charts

To dive deeper into your data, the Aire app allows you to interact with both metrics and charts. Here’s how:

  • Working with Metrics: Click on any metric to bring up a list of records associated with that metric. From here, you can drill down further by clicking on individual records to view detailed information.
  • Exploring Charts: Similar to metrics, clicking on a chart will pull up the related record list. You can view the data behind the chart and explore individual records with just a few clicks.

Filtering the Record List

Aire’s powerful filtering capabilities allow you to fine-tune your data to show only what’s relevant. To filter records:

  1. Click on the filter icon at the top of the record list.
  2. Choose the field you’d like to filter by.
  3. Define the filtering criteria (e.g., date ranges, values, or categories).

You can apply multiple filters at once to refine your data, and you even have the option to save these filters as presets for future use.

Configuring a Record List

You can customize how records are displayed by configuring the columns in your record list. Here’s the process:

  1. Click on Configure Columns.
  2. A list of all visible and available fields will appear.
  3. Select or deselect fields based on what data you want to see.
  4. After making your selection, click Save to apply the changes and update the list with your newly added or removed columns.

This functionality allows you to tailor your view, ensuring that the most relevant data is front and center.

Inline Editing

Need to make quick changes to a record? The inline editing feature simplifies this process, allowing you to edit records directly in the list view:

  1. Click the pencil icon next to the field you’d like to edit.
  2. Update the information.
  3. Click Save to finalize your changes.

This feature is perfect for making fast edits without needing to navigate away from the record list.

Navigating to Other Pages

Aire apps are designed to provide seamless navigation across different pages of your app. Here’s how to move between various sections:

  1. Click the hamburger menu in the top-left corner to open the sidebar.
  2. Pin the sidebar to the left side for easy access while you work.
  3. From the sidebar, you can quickly navigate to any page you need.

This layout keeps everything accessible and lets you switch between different pages without losing track of your workflow.

Editing and Adding Records

Editing a record in Aire is straightforward:

  1. Click on a record from the list.
  2. Select Edit in the bottom-left corner of the screen.
  3. Make any changes to the fields, then save your changes.

If you want to add a new record:

  1. Click Add New in the record list view.
  2. A blank record page will appear where you can enter the necessary data.
  3. Once you’re finished, click Save to add the new record to your list.

These options provide you with flexible ways to update or expand your database.

Importing and Exporting Records

One of the most powerful features of the Aire app is the ability to import and export records, making it easier to manage large datasets.

  • Exporting Records:
    1. Click Export from the top of the record list.
    2. Choose the fields you’d like to include, set a date range (if applicable), and select your preferred export format.
  • Importing Records:
    1. To import data, click Import.
    2. Select the file you wish to upload.
    3. Match the fields from your file to the corresponding fields in the app, and then click Import.

Once the process is complete, your newly imported records will appear in the record list. This functionality is especially useful when migrating data or updating large volumes of records.

Conclusion

The Aire app in Corteza offers a range of tools that make data management easier, whether you’re filtering records, configuring display options, or importing/exporting information. By leveraging these features, you can streamline your data workflows, making your day-to-day tasks more efficient and productive.

From metrics to inline editing, and from customizable views to data imports, Aire apps provide everything you need to manage your records effectively. Continue exploring these features to maximize the potential of your Aire app, and enjoy the simplicity it brings to your data management process.