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:
- Field Name: Choose a name for the field, making sure to avoid spaces or special characters to keep everything running smoothly.
- Title: The title is the label users will see, so make sure it’s clear and descriptive.
- 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!
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