Quick Tips: How to Create and Test Webhooks [Video]
In Ruly, you can easily setup webhooks that will receive events in form of API calls, and trigger rules and changes in your app. When a change occurs in one system, that sending system sends a call to a webhook that is set up in the recieving system, Ruly in this case. Watch the short […]
Quick Tips: Dashboard Filters [Video]
Dashboard filters can be used to filter the dashboard based on specific data. The dashboard cards can be customized to respond to filters in different ways or not at all. For example, an expenses dashboard can be filtered by an individual employee or specific time period. Learn more by watching this short video clip. https://www.youtube.com/watch?v=kC0g3fukgY4
Quick Tips: Using Templates and Merge Fields [Video]
Ruly can create records using pre-configured templates and merge fields. The templates are “blue prints” for records to be created based on rules. The merge fields are replaced with the correct data. Templates and merge fields are useful for sending emails, sms, creating internal tasks, notifications, messages, scripts, and follow-ups. Learn more in the video […]
Quick Tips: Importing and Exporting Data [Video]
With Ruly, it’s easy to import and export data. When importing, Ruly finds and matches unique keys to import into existing records where there is a match, or create new ones where there isn’t. You can also import into linked tables from the same spreadsheet. To export data, simply click the dropdown button at the […]
Quick Tips: Trace Log for Display Rules [Video]
The Trace Log feature for Display Rules is used for troubleshooting and debugging display rules. It shows a live view of which rules are applied to your form. The log appears as a card at the top of the form. You can click on a rule or operation to view or modify that rule/operation. Or […]
Quick Tips: Editable Sublists and Carousels [Video]
Stepper forms let you break up sections of a long form into seperate steps creating a more user friendly experience. Carousel edit mode for sublists are similar to stepper forms: each record of the sublist is displayed as a seperate step. Users can click the next and back buttons to switch between each record. Learn more […]
Quick Tips: Email Tracking [Video]
With Ruly’s new email tracking feature, users can now view if an email was opened by the recipient or not. The data can then be used to create indicators and charts for further insight. For example, an indicator can be created to compare the percentage of emails opened this month compared to last month. Learn […]
Quick Tips: Add Image Drawing to Apps [Video]
Use the Drawing Field Type on Ruly to draw on top of any image. You can start with a blank canvas or set a default image that users can draw on top of. This feature can be used to ask users to locate parts/sections in a default map or image, an accident location in a […]
Quick Tips: Create Context Sensitive Help Documentation [Video]
On Ruly, users can create help documentation for their own applications. The documentation nodes can be linked to a model, making them context sensitive. When the end-user clicks on the help icon in the top right corner, the help documentation linked to the model they are using will open. Learn more by watching the video […]
Quick Tips: Calendars [Video]
Use Ruly’s Calendar feature to create calendars from your data. Conditionally color entries based on data values. Day, Week and Month views are available, and there is also a Gantt option when entries span multiple days. You can drill down to view details, and drag and drop entries from one time slot to another. Learn […]