Quick Tips: Personalizing Columns on Kanban Views [Video]
Ruly now let’s end-users personalize their Kanban views through adding, removing, and rearranging columns. This provides users with more control over their workspace without affecting the global view. Admins can choose whether to enable this feature globally or restrict it for specific views. See how this is done by watching the short video clip below. […]
Hierarchy Security using Tree Filters
Last week we covered multi-tenant security setup. This week we’ll review an example on how to setup security using trees. Trees in Ruly allow you to model hierarchical data structures like organizations, locations, or departments. This makes it easier to control visibility and access. When combined with row security, Trees allow you to define who […]
Quick Tips: Create Multi-Tenant Apps Using Row Security [Video]
Multi-tenant applications let multiple clients or organizations use the same software while keeping their data separate and secure. Ruly makes it easy to set up this type of secuirty without writing any code. In a B2C setup, each user only sees their own data. In a B2B setup, multiple users within the same company can […]
Quick Tips: Creating Tabs on Dashboards [Video]
Tabs on cards in Ruly let you organize multiple views into a single, compact layout. By setting the display mode to “Tab on Card”, you can group multiple cards into a single card with tabs, making dashboards and forms easier to navigate without cluttering the screen. Using tabs on cards not only improves the visual […]
Quick Tips: Create Popups with Virtual Models [Video]
Virtual Models in Ruly are temporary forms that aren’t tied to any data tables. Instead of saving data, they collect parameters that can be used in rules and operations. A common use case is gathering filters and inputs to start processes like importing data, sending emails, or running transformations. They can be linked to buttons […]
Quick Tips: Color Fields [Video]
Color fields in Ruly allow you to visually organize data by assigning colors to records. They can be added to tables, forms, and external database or API models. When included in a view, color fields style records accross layouts like List, Tiles, Kanban, Calendar, and Gantt. Users can pick a color from a palette or […]
Quick Tips: Profile Menu [Video]
The Profile Menu in Ruly provides quick access to account-related options such as profile details, impersonation, billing, and logout. Admins can customize this menu by adding new options that link to forms, dashboards, URLs, or other views. A common use case is creating a personalized “My Settings” page where users can manage their own preferences. […]
Quick Tips: Troubleshooting Display Rules on Lists [Video]
Trace Log for Display Rules is a powerful tool in Ruly that helps troubleshoot why rules such as Highlight or Visibility did not fire on a List View. By enabling trace log, you can see how each inidividual record is being evaluated against the rule conditions. The details view in the trace log shows exactly which […]
Quick Tips: Using Joins To Connect Tables [Video]
Ruly allows you to connect tables using automatic links or by configuring your own with the “Join To” operator. When working with one-to-many relationships, duplicate rows can appear in your list views. The “Distinct Results” toggle helps merge duplicated rows, giving you a cleaner and more accurate view of your data. Personal views can be […]
Quick Tips: Configuring Form Sections [Video]
Form section settings in Ruly give you full control over how information is organized and displayed on a form. You can edit existing sections, add new ones, and reorder them with a simple drag and drop. Sections can be customized with options like displaying in columns, showing icons, collapsing by default, or appearing as tabs. […]