Quick Tips: Automating Tasks using Polling Rules [Video]
Polling Rules in Ruly can be used to process data (from internal or external DB tables) in the background without impacting the user experience. Unlike transaction rules that run immediately during a record save, polling rules execute asynchronously on a defined schedule, allowing the system to check for new or updated records at regular intervals. […]
Quick Tips: Manage Emails with Pending Actions [Video]
Creating an Emails Pending Action view is an effective way to track emails that contain operation links which haven’t yet been executed. By connecting the Email Log model and applying targeted filters, you can isolate only the emails that still require user interaction. This setup works by identifying tokens that have not been used, indicating […]
Quick Tips: JSON Field Type [Video]
The JSON field type in Ruly provides a flexible way to work with structured data, especially when dealing with APIs and dynamic configurations. By allowing you to store raw JSON directly within a model, it becomes easy to create reusable templates and inject them into API operations using merge fields. This reduces duplication and keeps […]
Quick Tips: QA to PROD: Safely Deploy App Changes [Video]
Promoting app changes between separate QA and Production environments allows you to maintain stability while building and improving your application. By using a separate QA environment, teams can safely test new features, updates, and configurations without impacting live users. Through the App export/import process, only the app’s metadata such as models, views, forms, and rules […]
Quick Tips: Alerts & Tasks [Video]
Alerts and Tasks in Ruly provide a flexible way to communicate with users and guide their actions within a workflow. Alerts are designed to keep users informed by delivering real-time, record-specific event notifications. This is ideal for status updates like approvals or changes. Tasks, on the other hand, build on this by prompting users to take action […]
Quick Tips: Using Comments to Automate Support [Video]
Ruly’s Comments module can be used to power a customer support system that centralizes communication, and keeps every support case organized in one place. Comments can be enabled and configured to allow editing, deleting, and automatic display, ensuring important discussions are always visible. Custom rules and operations can also be configured to respond to new comments, […]
Build a Customer Support Module [Video]
A Contact Support module provides a structured and user-friendly way for users to report issues, share feedback, and ask questions within an app. By adding a dedicated support view to an accessible location like the profile menu, users can easily create and track their requests. Features like fast filters help organize cases by status or […]
Quick Tips: Manage App Development with Customizable Requirements Module [Video]
Ruly’s built-in Requirements module helps to organize and manage the features, rules, and tasks needed to build your application. Each Ruly account comes with an out-of-the-box Requirements model that allows you to document requirement details, track their status, and connect them directly to the rules that implement them. With flexible views like Lists and Kanban […]
Quick Tips: Adding Sublists to Form Sections [Video]
Adding sublists directly into form sections provides more flexibility and control over how related records are displayed. Instead of separating information into tabs or cards, placing a sublist inside a section keeps everything in context, making it easier for users to view and manage linked records without navigating away. Because sublists are added as HTML […]
Quick Tips: Scheduled Rules [Video]
Scheduled Rules in Ruly make it easy to automate recurring tasks and ensure important processes happen on time without manual effort. With Scheduled Rules, you can run actions on a pre-defined schedule. The rule can be executed for every record, or just once. Scheduled rules can be useful for things like sending monthly email reports, […]