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Overview

Overview

The Smart Design Screen is a function that allows users to intuitively design app forms in Pleasanter. ​By dragging and dropping a variety of input column, you can easily create an app that suits your business.

Smart Design screen where input columns are placed by drag and drop

Limitations

  1. Can only be used when you select a second-generation user interface theme such as "cerulean". It cannot be used with older generation themes such as sunny.
  2. It may not be usable depending on the screen size of mobile devices such as smartphones.
  3. In the Smart Design Screen, you can only set the layout of the input form and basic input limitations (mandatory input, read-only, maximum number of characters, etc.). If you want to change other detailed settings, please set them from the "Editor" screen in "Manage Table".

How to Use

  1. After logging in to Pleasanter, go to the target site.
  2. Click "Smart Design" from "Manage" in the navigation menu at the top left of the screen.
  3. The Smart Design screen will be displayed as a slide panel from the right side of the screen, so drag and drop the necessary column from the column list on the left to place them on the form.
  4. Edit the settings of each column (display name, basic settings, etc.) as necessary.
  5. Once you have finished placing and setting each column, click the "Update" button at the bottom of the screen to save the changes.

List of Functions

The Smart Design screen has three functions: editor, grid, and filter. By utilizing these, you can intuitively customize the input form and data display content of business applications. The overview of each is as follows. Please check each page for details.

Function name Overview
Editor You can customize each column of the input form. You can select the display column, rearrange them, set basic settings, etc.
Grid You can set the column to be displayed on the screen index. You can select and sort the columns to be displayed.
Filter You can set the filter to be displayed on the screen index. You can select and sort the columns to be displayed.

Supported Versions

Supported versions Body
1.4.15.0 and later Added function