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Intelastel User Guide

How to use this User Guide

This User Guide is intended to be a comprehensive (but not exhaustive) description of the features and functions available in the Intelastel application, and how to configure them.

If you would like to know how something works, search for a feature or function and follow the steps outlined in this guide.

There is a glossary of Intelastel-specific and relevant terms at the end of this guide, we advise that you familiarise yourself with these whilst you learn how to use the Intelastel product.

As a rule, where the terms ‘click’ or ‘click on’ are used, this always refers to a left-mouse-button single click; any other form of click will be indicated within the text.

Where any references to colors of items and objects in the User Interface (UI) occur, these are taken from the default theme/scheme supplied with the product.


Login Screen

To access your applications you will need to log in to Intelastel at https://intelastel.io/ using either your username and password, or your Google ID.

Your username is the e-mail address you used to register when you signed up.

If you have forgotten your password, click the Password Recovery link and enter your registered email address to receive instructions on how to recover your password.


Your Applications

Login to an existing application

Once you have successfully logged in to Intelastel, you will see a list of applications available to you, on the Your Applications screen.
Select the Log In button next to the application you wish to use.

If you cannot see the application you wish to use, try a different email address by clicking on the blue link text on the login screen, or ask your Application Administrator for an invitation.


New Application

From the home screen, a new application can be created by choosing the Create New Application button.

Template

Click on the pen icon in the Template search box to look through the list of available Templates you can use as a starting point for your application.

New Application

In the New Application box, enter a suitable name for your application, review the Terms and Conditions, check the ‘I agree’ box, and click Create Application to create your new application.


Client/Latest Updates

This page allows you to view, post, and comment on updates about your application.

Publish a Post

Add your text content in the text field box under the Latest Updates title, select who you want to be able to see the post from the Visibility drop-down menu, then click the Publish Post button when ready.

Notifying Users or Roles

By default, all Users and Groups receive posts to their Feed.
When writing a comment or post, you can set it to notify individual Users or Groups of users within a role on their Feed page by clicking on the @ symbol in the bottom right hand side of the text box, or just type the @ symbol.
Once you have typed the @ symbol, you can select which Users or Groups will be notified of this post.

Setting the visibility of a post

You can define who sees a post by selecting the Users or Groups from the Visibility dropdown menu below the text entry box.


The Intelastel Sidebar can be toggled by selecting the Hamburger Menu icon (three horizontal lines), located under the Intelastel logo in the top left of the screen. This sidebar is the primary way to navigate around the Intelastel application.

Any pages of your application are listed in the Sidebar menu, and any configured Favorites will appear at the top of the list.


Switching to the Configurator

The Configurator is the interface which allows you to design and manage the capabilities and content of your Intelastel App.

The Switch to Configurator button is located at the bottom of the sidebar menu, just above your profile icon. Click on this to switch to the Application Configurator.


User Menu

In the bottom left corner of the screen is your name and profile image. Click on this section to bring up the User Menu.

Composing New and Switching Between Applications
Select the User Menu. On the menu that appears, at the top, next to your name and profile photo is a small inverted black triangle. Click on this triangle to switch applications.

Select Add New from this menu to create a new application.


Duplicating Applications, Editing Application Names and Deleting Applications

Click on the downward pointing triangle as described above, next to the name of the application in the User Menu

Click on the pen icon next to the name of an application to rename, duplicate it or delete it.

  • Click on Duplicate Application to open the options menu for duplication:
    • Duplicate All Data: Duplicate the entire application, including all Entities, EventFlows, Users, and Database Records.
      You can select the checkbox to include all presets and filters in the new copy.
    • Duplicate the Structure: Create a copy of the application without any imported data.
      You can select the checkbox to include all presets and filters in the new copy.
    • Delete Application.
      Deleting the application will delete all data and cannot be undone, so you will need to confirm this action by clicking in the checkbox above the red Delete this app button.

Account


On the account tab you can see and update the following information, it is important that you populate this area as this will be used to contact and invoice you:

  • Name: This will be hard coded with the name you provided when you created your Intelastel account.
  • Email addresses: This is hard coded with the email address/es you used to set up your account, or those associated with your account.
  • Company name: Enter the name of your company here.
  • Company ID/No.: Enter your company ID number here. If you need help finding the number, there are links to Companies House and the European Business Register included on the page.
  • Invoice Address: Enter your billing address here.
  • Phone Number: Provide a contact phone number. We advise you to include the international dialling prefix/country code.
  • VAT/TAX ID: If you are VAT registered (in the U.K.) or have a tax registration code, enter it here.

Click the yellow Save button to store this information.


APIs & Integrations

This is a link to our data integration partner, Integromat. Clicking on the tab will take you to https://www.integromat.com/en. Intelastel uses Single Sign On (SSO) to efficiently and securely log in to Integromat using your Intelastel credentials.

We strongly recommend that you follow the guide to adding data sources using Integromat, located here:
https://www.intelastel.com/tutorial/beginning-your-build/


Intelastel Help Center

Clicking on the link to the Intelastel Help Center will take you to this page, where the latest version of the user guide you are currently reading can be found.
We advise that you bookmark this site for ease of reference.


Status Page

This page takes you to https://intelastel.statuspage.io/ – an overview of the operational status of the Intelastel platform. Please see the Operational System Status Page section of this guide for more information.


Terms & Conditions

This page takes you to https://intelastel.io/terms-conditions where you can review the End User Licence for Intelastel and the Intelastore.

Click the Back button at the top of the page, or the back button on your browser to return to Intelastel.


Logout

This logs you out of the Intelastel app and returns you to the main user login screen.


User Information setup

Change your profile photo

Clicking on the camera logo in the top right of the screen enables you to upload and set your photo. Any image file format and size is supported.

Enter or edit your contact phone number

Selecting the space beneath Phone allows you to enter a contact phone number. To save the entry, click anywhere on the screen outside of the text entry field.

To update your phone number, just repeat the above process.

Enter or edit your ‘About’ details

Selecting the space beneath About allows you to enter some text – you could put a brief description of your role, or anything you like here. To save it, click anywhere on the screen outside of the text entry field.

If you need to change your ‘About’ details, click back into the field and edit as necessary.


Configurator

The Configurator is Intelastel’s powerful application composition and editing engine. Within this you can create, edit, and maintain the core functions of your application.


Entities

An Entity is the core building block of an Intelastel app. Entities contain your data, stored in tables for the Intelastel applications to use.

Creating a New Entity

To create a new Entity, select the Entities icon from the sidebar menu, then click on the yellow New Entity button in the top right corner of the page.

We suggest you create a naming convention for entities which represents the types of data you will use. For example, a table of contacts which includes details could be named ‘Customer_Contacts’.

Please note: You should choose a different name for each Entity.

  • Click the Create Entity button to proceed.
  • Clicking the Cancel button to stop this process.

Any new Entity has four default Fields:

  • id: The unique identifier for each row in your records
  • created_at: The date and time at which the record is created
  • updated_at: The date and time at which the record was last updated
  • delete_at: The date and time at which the record was deleted

Adding a New Attribute/Field

You can add a new Attribute/Field to an Entity by selecting the New Attribute button when on the Entities > Attributes page.

  • Field Name: As with Entities, we advise that you create meaningful names for the Field which explains what it is and will help you and your users understand it now and in the future.
  • Field Type: There are a number of types of data that a field can hold, so you will need to select the appropriate type from the dropdown list. Checking the Required Field box means that the record cannot be created without a value being entered into that Field.

Expanding the ‘Display Menu’ allows you to define a UI Label for the field. By default, it shows the Field Name.
The options are as follows:

  • Boolean: This must be a true or false value, so a yes/no entry that is entered by a checkbox.
  • Date/Time: A field for capturing date and time data.
  • Numbers: A field for capturing numbers, with decimal points.
  • Preset Options: These can be used to configure a set of options for the user to choose from when entering data.

The options for these choices can be defined: Under Display click in the Options List field. Enter each option on a single line by pressing the Shift +Enter keys on your keyboard.
The user can select either a single value or multiple values, defined by the ‘Options Type’ radio button.

  • File: Enables the upload of a file to the record. You can set a limit for the maximum size of the file in Megabytes (the default is 25 Megabytes). See below for a list of currently supported file types.
    • Multiple Allowed File Types can be selected by selecting the different file types in the Allowed File Types dropdown.
    • Selecting the Allow Multiple Uploads checkbox enables multiple documents to be uploaded into the same field of the same record.
    • Check the Keep Revisions box to retain previous versions of files.
  • Lookup singular: As with preset options, this field type allows users to choose a value from a pre-configured list. However with Lookup, the list of options is taken from a related table which is defined in another Entity. Choose said Entity from the Related Table dropdown list.
  • Lookup multiple: As with ‘Lookup singular’; but you can select from more than one Related Table.
  • Whole Numbers: A field for capturing integers (numbers without decimal points).
    • Minimum and maximum values can be specified.
    • The field can be set as a unique value by selecting the Unique Value checkbox.
    • A Default Value for the record can be configured by entering a number into the Default Value field.
  • Short Text: A text entry field.
    • You can specify the number of characters in the Number of Characters field. By default this is set to 255.
    • Validation checks can be set to ensure that the text entry is either an email address or URL.
    • The field can be set to force a unique value by selecting the Unique Value checkbox.
    • A default value for the record can be configured by entering a value into the Default Value field.
  • Long Text: A text entry field with no limit to the amount of characters that can be entered.
  • Signature: A field for capturing a user’s signature.
    • If you need the facility to allow the user to replace their signature, check the Allow Signature Replacing checkbox.
  • Link: For the entry of URLs. A default URL can be specified. Choose to have the link open in a new tab within your browser, or preview the link within the Intelastel app by selecting one of the Display Options.
  • Calendar: For the creation of calendar events, including events with start and finish times, dates, and any repeats.

Currently Supported File Types

  • .avi
  • .mkv
  • .flv
  • .wmv
  • .avchd
  • .mp4/h.264/mpeg-4
  • .webm
  • .mov
  • .7z
  • .txt
  • .xls
  • .xlsx
  • .zip
  • .pdf
  • .png
  • .ppt
  • .pptx
  • .rar
  • .csv
  • .doc
  • .docx
  • .gif
  • .jpg

Deleting an Existing Field from an Entity Attribute

Go to the Entity Attributes tab from the Entities page and right-click on the field you wish to delete. A context menu will appear, select the Delete option, then click the yellow Delete button to confirm this action. Note: You cannot delete an attribute from an entity if there are records associated with it.

Exporting the Entity Field List

You can export the description and content of an Entity as a table by right-clicking within the entity attribute area.
Click Export on the context menu, then select a file type:

  • CSV (Comma Separated Values) .csv
  • Excel Open XML Standard .xlsx
  • Extensible Markup Language .xml

You will then be prompted to choose where to save the file.


Exporting and Deleting an Entity Itself

On the Entities tab, right click on the name of an entity to see a context menu. You can export the description and content of an Entity as a table by right-clicking within the entity attribute area.

Click Export on the context menu, then select a file type:

  • CSV (Comma Separated Values) .csv
  • Excel Open XML Standard .xlsx
  • Extensible Markup Language .xml

You will then be prompted to choose where to save the file.
Note: You cannot delete an Entity if there are records associated with it.

EventFlow

An EventFlow represents every data interaction that occurs in the Intelastel system. Using the drag and drop interface, you can design and control how data is exchanged and how it is displayed. We call this area the EventFlow canvas.

Before EventFlows can be configured, you will need to set up your Entities. To make this easier for you, when you create an Entity, Intelastel will automatically create a related EventFlow.

You can move the EventFlow canvas around by clicking and dragging. You can also zoom in and out by scrolling up and down on your mouse or trackpad. You can see the zoom level in the bottom left corner of the EventFlow canvas, below the EventFlow palette. Click on the percentage to reset the zoom level.


Edit an EventFlow

To edit an EventFlow, select it from the EventFlow list tab on the side menu.

Any new EventFlows are created with two default Events, linked together: Select records to Create records.

Each event link has an arrow showing the direction of the data flow between Events. This will help you visualise the flow of the processes you create.

Hover your cursor/pointer over the link, and a delete button will appear, allowing you to remove a link.

There are four different types of Events:

  • Select: Chooses and edits records within Entities.
  • Update: Updates records with new values within Entities.
  • Create: Adds new records within an Entity.
  • Delete: Deletes a record from an Entity.

Click on an icon on the Event Palette on the left hand side of the EventFlow Canvas. An Event will appear on the canvas, of the type you selected.
You can then link Events together by clicking the plus icon to the right of an Event, and selecting another Event.
By linking Events together you create EventFlows as described above.

To delete an Event, right click on the Event icon, then left click on the Delete button that appears above it.


Select Record Events

Clicking the Select Record Event icon shows a side panel which contains the options for that Event. There are several submenus within this panel, their functions are listed below:

General Info

In the General Info submenu you can adjust:

  • Caption: The label the Select Record Event page receives in the Client.
  • Description: A description for the event. This description is only accessible here.
  • Who Can Access: A dropdown list of Users and Roles that determines who can access this event. Only Users and Roles that are checked can access this Event.

Data to Use: This section allows you to configure the Data used during this event.

  • Base Entity: choose the data source Entity for this event. Below ‘Base Entity’ is a box that allows you to filter which records are affected by this ‘Select Records’ Event. This is highly granular, so the options are listed below:
    • Filter by:
      • The field within that given Entity.
      • A mathematical operator such as equal to, like or greater than. Multiple conditions can be applied by clicking on the Add New Condition text and defining additional parameters.
      • The data source of the filter:
        • Form Data: The value that you set in this text field is the value you want your records to be filtered by.
        • User Input: Data entered by the User when they interact with a specific section of your app.
        • Input Data: Uses data from a set of pre-configured fields in another entity.
        • Session Data: Returns user information about the current session – e-mail, user ID, and User full name.
    • Additional filters can be added by clicking Add New Block.
      If you wish to remove any of the above filters, click the grey bin icon to the right of the filter.
  • Range: Setting this will determine how many records are shown, according to the parameters you define.
  • Sort by: Define how Intelastel orders the data. Clicking on this field will open a Sort By dialogue box. This enables you to choose the Field which to sort, and whether the sort order is ascending: ASC or descending: DEC.
  • Data Summarisation: Allows you to define which fields you would like to group together. Clicking in the field brings up the Data Summarisation dialogue box, which enables you to choose the Field to group, and how to group it.

Data to View

You can create a page to enable users to see and edit selected records. Select the dropdown list to define these fields. These users will require the correct permissions in order to do this. Select the Create a page checkbox.

You can decide which fields the User can edit by choosing from one of the following:

  • All fields in Data To View
  • None of the fields in Data To View
  • A custom selection of fields (allows you to specify which fields users can edit).

Advanced

Here you can specify a Webhook for this event to call.
To do this, select Add Another then enter the URL for the Webhook you wish to use in the text entry field.
Additional Webhooks can be added by clicking Add Another.

Click Save Settings.

Any Webhook you save in your Intelastel app can be used by other applications via Integromat to trigger actions and events.


Update Record Events

Clicking on the Update Record Event icon brings up a side panel menu which contains your options for this Event. There are several submenus within this panel, their functions are listed below:

General Info

In this section you can adjust the following:

  • Caption: The label the ‘Update Record Event’ page will use for this Event.
  • Description: A space to add a useful description for the Event. This description is only visible from this menu.
  • Who Can Access: A dropdown list of Users and Roles, you can use this to determine which users can access this Event. Only Users and Roles with checks/ticks next to them have access to the event.

Data to Use

This section allows you to define and configure the Data used in this Event.

  • Entity: Choose the Entity from the dropdown list to use as a data source for this Event.
  • Filter: Allows you to filter which records are affected by this Update Records Event.
    This is highly granular, so the options are listed below.
    Filter by:

    • The field within that given Entity.
      A mathematical operator such as equal to, like or greater than. Multiple conditions can be applied by clicking on the Add New Condition text and defining additional parameters.
    • The data source of the filter:
      • Form Data: The value that you set in this text field is the value you want your records to be filtered by.
      • User Input: Data entered by the User when they interact with a specific section of your app.
      • Input Data: Uses data from a set of pre-configured fields in another entity.
      • Session Data: Returns user information about the current session – e-mail, user ID, and User full name.
        Additional filters can be added by clicking Add New Block.
        If you wish to remove any of the above filters, click the grey bin icon to the right of the filter.

The New Field Values section allows you to configure new values in the records for the selected entities. Click the blue Edit Fields link to set these values; from this tab, click the blue Add New Row link, then choose a Field from the dropdown list to determine which field to update for this entity.

Configure the source of the data to use for the Update:

  • Form Data: The value that you set in this text field is the value you want your records to be filtered by.
  • User Input: Data entered by the User when they interact with a specific section of your app.
  • Input Data: Takes data from a field in a pre-existing entity – you will need to have configured this entity first for said data to be available here.
  • Session Data: Returns user information about the current session – e-mail, user ID, and User full name.
    Additional fields can be updated by clicking the blue ‘Add New Row’ link.
    If you wish to remove any of the above values, just click the grey bin icon to the right of the filter.

Data to View

Set which records to display for this Event. Click on the dropdown list and choose which of the fields to display.

Advanced

Here you can specify a Webhook for this event to call. To do this, select Add Another then enter the URL for the Webhook you wish to use in the text entry field.
Additional Webhooks can be added by clicking Add Another.
Click on the yellow Save Settings button.

Any Webhook you save in your Intelastel application can be used to trigger actions and events in Integromat or other applications.


Create Record Events

Click on the Create Record Event icon to bring up the side panel menu, which contains the options for you to configure.

General Info

Here you can configure the following:

  • Caption: The label the Update Record Event page will use for this Event.
  • Description: A space to add a useful description for the Event. This description is only visible from this menu.
  • Who Can Access: A dropdown list of Users and Roles, you can use this to determine which users can access this Event. Only Users and Roles with checks/ticks next to them have access to the event.

Data to Use

This section allows you to define and configure the Data used in this Event.

  • Entity: Choose the Entity from the dropdown list to use as a datasource for this Event.
  • New Fields Values: Define which values to use, in which fields, during this Create Record Event. Click the Edit Fields button to make changes:
    • Field: Use the dropdown menu to select the relevant field.
    • Source: Use the dropdown menu to determine how a value is added to that field, in the new record. There are four available sources:
    • Form Data: The value that you set in this text field is the value you want your records to be filtered by.
    • User Input: Data entered by the User when they interact with a specific section of your app.
    • Input Data: Uses data from a set of pre-configured fields in another entity.
    • Session Data: Returns user information about the current session – e-mail, user ID, and User full name.
      Additional filters can be added by clicking ‘Add New Block’.
      If you wish to remove any of the above filters, just click the grey bin icon to the right of the filter.

Data to View

Set which records you would like the user to see for this Event by clicking on the dropdown list and choosing which of the fields to display.

Advanced

Here you can specify a Webhook for this event to call.
To do this, select ‘Add Another’ then enter the URL for the Webhook you wish to use in the text entry field.
Additional Webhooks can be added by clicking Add Another.
Click Save Settings.

Any Webhook you save in your Intelastel app can be used to trigger actions and events in Integromat or other applications.


Delete Record Events

Clicking on the Delete Record Event icon brings up the side panel which contains the options.

General Info

Here you can configure the following:

  • Caption: The label the Delete Record Event page will use for this Event.
  • Description: A space to add a useful description for the Event. This description is only visible from this menu.
  • Who Can Access: A dropdown list of Users and Roles, you can use this to determine which users can access this Event. Only Users and Roles with checks/ticks next to them have access to the event.

Data to Use

This section allows you to define and configure the data used in this Event.

  • Entity: Choose the Entity from the dropdown list to use as the data source for this Event.
  • Filter: Enables you to filter which records the Delete Records event will affect. This is granular so the options are listed here:
    • Filter by the field within that entity
    • Choose a mathematical operator such as equal to, like, or greater than
    • Choose the source of the filter:
      • Form Data: The value that you set in this text field is the value you want your records to be filtered by.
      • User Input: Data entered by the User when they interact with a specific section of your app.
      • Input Data: Uses data from a set of pre-configured fields in another entity.
      • Session Data: Returns user information about the current session – e-mail, user ID, and User full name.
    • Additional filters can be added by clicking on Add New Block.
  • Records to Delete: This determines which records from the selected Entity will be deleted, according to the filter conditions you define. There are two options:
    • All records: Delete all records from the selected Entity (that match the filter condition).
    • First records: Delete only the first record from the selected Entity (that matches the filter condition).

Data to View

Set which records you would like the user to see for this Event. Click on the dropdown list and choose which of the fields to display.

Advanced

Here you can specify a Webhook for this event to call. To do this, select Add Another then enter the URL for the Webhook you wish to use in the text entry field.

Additional Webhooks can be added by clicking Add Another.

Click Save Settings.

Any Webhook you save in your Intelastel app can be used to trigger actions and events in Integromat or other applications.

Deleting Records in the Client View

Users with the appropriate permissions will be able to select and then delete multiple records on pages in the Client view, if a Delete Records event is configured for that view. Upon deletion a pop-up message will appear, click on the `Show Results` button to show the deleted records.

Users Management

Users Management is the area where you can invite Users to your Application, create Roles, and set permissions for those Users/Roles.

Inviting Users

To invite Users to your Application, go to the Users Management area in the Configurator, then click on the yellow Invite User button in the top right of the screen.

In the Email field, enter the email address/es for the Users you wish to invite. Fill out the rest of the form with the details of the User’s role. If you have multiple users, separate their email addresses with a comma.

Once the email addresses have been added, the role for those Users is defined by the Role Dropdown list. Select the Role you want. If the Role is not there then you must create it.

Click the yellow `Send Invitation` button on the form to send the invites.

Search for Users

You can search for Users by entering a text string in the Search Users box, then clicking Enter, or by clicking on the magnifying glass icon within the search box. Users who match your search criteria will be filtered and shown in a list below the search box.

Editing Users

For the purposes of this section we will refer to single and multiple User Accounts as ‘Users’ in the plural – all information below applies to both single and multiple users.

To edit Users’ permissions, first select the relevant Users in the Users Management section. You will see information pertaining to them in the Details tab on the right hand side of the screen.
Click on the Roles tab to edit Users:

  • Click on the yellow switch located next to the Users name to toggle their role status – admin or non-admin.
  • Click on the down arrow icon under Available Permissions to see a list of permissions per Entity for the selected Users.

Creating New Roles

To create new Roles for your Application, go to Users Management and select the Roles Management link in blue text, at the top of the screen:

Select Add New Role in the Roles panel, then enter the name of the new role in the Role Title field. Next, select Create Role.

Editing Roles

To edit existing Roles for your Application, go to Users Management and select the Roles Management link in blue text at the top of the screen, then select the Role you wish to edit in the Roles panel.
In this area there are the following sub-pages:
Landing Page – you can create or change what Users see when they login to your app by selecting Landing Page and clicking Add New Page.
User Default – define Favorites and Presets for a role.
Permissions – change permissions for the role, per Entity.


Landing Page

The Landing Page is the first screen the user sees when they log into your Application.

Create or edit a Landing Page

Go to Users Management and select the Roles Management link (in blue text) at the top of the screen. Select the role you wish to edit in the Roles panel, then click on the Landing Page tab, then click Add A New Page.

On this page you can set the following:

  • The page title.
  • The page description.
  • The icon; by default this is four black squares, you can choose from a selection of predefined icons by selecting the small black down arrow above the page title.
  • The page itself – set what you wish to be shown by clicking one of the three tabs:
  • A URL to a specific web page.
  • Your own custom content. You can use the formatting tools at the top of the text entry field to style your text content.
  • Your own Microsoft PowerBI dashboard. You need to set the following:
    • The mode: View, Edit, or Create.
    • Put the token from your PowerBI dashboard in the Embed Token box.
    • Put the URL for your PowerBI dashboard in the Embed URL box.
    • Put the Report ID for your Power BI dashboard in the Report ID box.


Setting and Changing User Default Favorites and Presets

Go to the Users Management page and select the Roles Management link in blue text at the top of the screen, then select the Role you wish to configure. Click on the User Defaults tab. From here you can set the default favorites and presets for said role.

  • To change the favorites for the selected Role, choose a specific User in the Use From drop down menu.
  • To change the presets for the selected Role, select a User from the Use From drop down menu.

Click on the yellow Save button next to each selection to make your changes.

To update Presets and Favorites for all users of a Role, click Force Copy after selecting a specific User in each of the Favorites and Presets drop down menus as described above. This action will overwrite all current favorites and presets for all users of the role.


Setting and Changing Permissions

Permissions for a Role can be set or changed:

Go to the Users Management tab and click the Roles Management* link in blue text at the top of the screen, then select a Role to edit, in the Roles panel. Click on the Permissions tab, then click the down arrow next to an Entity to define the permissions for that Role.
You can select or deselect the Permissions for each type of event:

  • Create
  • Delete
  • Select
  • Trigger
  • Update

Brand Customization

You can customize your Intelastel Application’s user interface and apply your own branding in the Brand Customization page.


You can upload a logo for your Application; go to the Brand Customization page in the Configurator.

  • Upload an image for your main logo in the Normal Logo section, then click the Upload Logo button. Intelastel supports .jpg and .png formats. We recommend an image size of at least 260 x 60 pixels.
  • Upload an image for the small Logo. This logo appears when the Sidebar is collapsed. Press the Upload Logo button. We recommend an image size of at least 64 x 64 pixels. Intelastel supports .jpg and .png formats.

Click the yellow Save Changes button to commit your changes.


Changing the Colors in your Application

You can define the palette for your application by going to Client Theme Options and clicking on Brand Customization from the Sidebar menu on the Configurator page.
Enter in the hexadecimal value code of the color you wish to use, or click on the color swatch and then choose a color from the palette.
You can change the appearance of the following, and the default hexadecimal value is described under each section:

  • Main background color
  • Inactive links
  • Active parent links
  • Active child and single links
  • Default
  • Hover
  • Disabled
  • Link color
  • Disabled link color

Click the Save Changes button at the bottom of the page to commit your changes.


Reset Brand Customization to Default

If you would like to reset all the logos and colors to their default, go to Brand Customization in the Configurator and select the Reset to Default button at the bottom of the page.

This will revert all of your custom color and logo settings.


Using the Application

When you have composed your application, with any Events and EventFlows configured, you can interact with it in the Client pages.

Add a Page as a Favorite to the Sidebar

Click on the star shaped icon next to the title of the page in any given client page to add it to the Favorites section of the sidebar.

Viewing Data in the Application

Select the Application Page in the Sidebar menu to see the data entered for that Entity.

There are several options to view and interact with the data:

You can search for existing records in the data by typing a string into the Search field at the top of the screen. Click on the magnifying glass icon in the search box or press the Enter key on your keyboard.

  • Toggle column visibility by clicking on the Columns tab on the right hand side of the screen.
  • Toggle the checkboxes to determine whether the column is shown or hidden.
  • You can search for a column by entering a string in the Search field.
  • A pivot table can be created from the values by selecting the Pivot Table option.
  • Rows can be grouped by dragging the column header into the Row Groups field.
  • Values can be aggregated and summed up by dragging a column header (for a column that contains numeric data) into the Values field.

Filters can be applied to the data by selecting the Filters tab on the right hand side of the page.
Each column in the page is shown and can be filtered by selecting the arrow to the left of the column header.

For numeric values:

Enter a value string to filter by into the Filter field. You can then apply one of the following rules to use for the filter:

  • Equals – If the record in the column exactly matches the filter value, display this record.
  • Not equal – If the record in the column does not exactly match the filter value, display this record.
  • Less than – If the record in the column is less than the filter value, display this record.
  • Less than or equals – If the record in the column is less than or equals the filter value, display this record.
  • Greater than – If the record in the column is greater than the filter value, display this record.
  • Greater than or equals – If the record in the column is greater than or equals the filter value, display this record.
  • In range – If the record in the column is within the range specified by the bounds you set here, display this record.

For text values:

Enter a text string to filter by into the Filter field. You can then apply one of the following rules to use for the filter:

  • Contains – If the record in the column contains the filter text, display this record.
  • Not Contains – If the record in the column does not contain the filter text, display this record.
  • Equals – If the record in the column exactly matches the filter text, display this record.
  • Not Equal to – If the record in the column does not exactly match the filter text, display this record.
  • Starts With – If the record in the column begins with the filter text, display this record.
  • Ends With – If the record in the column ends with the filter text, display this record.

Conditional formatting options can be applied to the records in the table, to add a new rule, click on Add New Rule.
Select the column to apply a formatting rule to, then define that rule by selecting the option in the Format Column If… dropdown menu. Select from the following options for this rule:

  • Is Not Empty – If the record in the column is empty.
  • Is equal to – If the record matches a single string.
  • Text Contains – If the record in the column contains the filter text.
  • Text Does Not Contain – If the record in the column does not contain the filter text.
  • Text Starts With – If the record in the column begins with the filter text.
  • Text Ends With – If the record in the column ends with the filter text.
  • Text is Exactly – If the record matches the text exactly.

If a value is required for the rule, enter that as text in the Value field that appears.

Choose the column style color by clicking on the circle beneath Column Style, and choose the text style color by clicking on the circle beneath Text Style.

Click on the yellow Apply Rule button.

To remove a rule, select the bin icon to the right of the rule you wish to remove.

Records can be displayed as a calendar by switching to the Calendar View when viewing the page. To configure this, click Settings, click on Grid and then click Calendar.

Choose the field that will be used for the description from the dropdown list and click Apply changes.

Note that you must click Apply changes to update the record.

To categorize records for the calendar view, click on Categories and select the checkbox(es) next to the Field heading on the drop down menu.
In the Calendar view, you can select a category at the top of the calendar page to show a calendar view grouped by that category.
You can also view the Calendar by Month, Week, or Day by selecting the appropriate button at the top of the Calendar view.


Editing files within the application

If you have created a file upload attribute within an Entity, you will be able to upload and edit files directly within your Intelastel application, in the Client View. 

The following file formats are supported:

  • .pdf
  • .csv (text only)
  • .xls
  • .xlsx 
  • .doc
  • .docx
  • .ppt
  • .pptx

This section assumes you have created a page for users. 

In the Client View, go to the page for the Entity which contains the File Upload attribute. 

On the Select Records section for that Entity, at the top right of the screen, there will be a Create Records button. 

Click this to open the file upload interface. 

Choose an editable file (see the section on editable file types above). 

Click the yellow Create records button at the bottom of the interface to upload your file(s).

You will see the files listed as records in the Select Records page. Click on one to open the file interface. 

Depending on the file type, you may be able to see a preview of the file from this interface.

Click Download to download the file and store it on your local device.

Click View|Edit to edit the file within your Intelastel application.

Click the Save button to save your changes.

Note: You will need to wait for the application to synchronise with the server – look for the cloud icon with a tick inside it, on the editor interface.

To the right of the Save button are two icons:

  • Click the cloud-download icon to download a copy of your edited file.
  • Click the clock icon to see the revision history of your file, including the name of the editor and the time/date of the revision.

Preset Views

You can save a custom view and format configuration as a preset. Click on the three horizontal bars icon labelled Settings at the top left of the table and click on the blue Add new icon, then choose a name and preset color for the settings.

Click on Apply Changes.

Presets can be edited and deleted by clicking on the three horizontal bars icon labelled Settings. Select the pen icon to the right of the preset you wish to change, then change the label name and color, then click Apply Changes or select the Delete button.


Operational System Status Page

https://intelastel.statuspage.io

This provides a real-time, transparent display of the following:

  • All of Intelastel’s system status
  • Any service incidents
  • Any maintenance status messages.

The dashboard shows the current system status, plus the last 90 days’ uptime for the Core Systems, APIs and Integrations. Hover your cursor or pointer over a specific vertical bar in the timeline to see any incidents for that day.

To view information earlier than the past 90 days, click on View Historical Uptime above the timelines and then click on the system and the months you would like to view.

Subscribe to Updates

Click on the Subscribe to Updates button towards the top of the screen to receive incident updates maintenance status messages via any of the following:

  • Email
  • Slack
  • Atom
  • RSS feed

Follow the on-screen prompts to enter your email address, allow a connection to Slack, or open the Atom/RSS Feed.


Importing and Exporting Data Using Integromat

Helastel has partnered with the flexible and powerful no code data automation platform Integromat to enable the straightforward input and output of data to and from Intelastel.

An introduction and overview of how to use Integromat can be found here:

https://www.intelastel.com/tutorial/introduction-to-integromat-with-intelastel/

https://support.integromat.com/hc/en-us

Click on your user icon in the bottom left corner of the application to bring up the user menu, then click ‘APIs & Integrations’. This will use Single Sign On (SSO) authentication to log you into the Intelastel Integromat page, which will open as a new tab in your browser.

Adding Intelastel to the Scenario

Integromat uses entities called Scenarios to create workflows and automations. To begin, log in to Integromat, then click on Create a New Scenario.

To add a module, right click on the page and choose Add a module.

There are eight Intelastel modules to choose from, in two groups – Actions and Searches:

Actions:

  • CreateEntityValue: Use this to add new records to an Entity
  • UpdateEntityValue: Use this to change existing records in an Entity
  • DeleteEntityValue: Use this to delete existing records from an Entity
  • UploadFile: Use this to upload a file to a record in an Entity
  • DownloadFile: Use this to download a file to a record in an Entity

Searches

  • SearchEntityValue: Search an Entity to find a record that matches a value
  • SearchEntityValuebyID: Search an Entity to find a record that matches a record ID
  • SearchEntitiesbyAppId: Searches an Application to find out what Entities it contains

Intelastel Integromat Actions

CreateEntityValue

This module adds new records to an Intelastel Entity.

Once the module has been added to the scenario, create or add a Connection to your Intelastel account, then select the Intelastel Application in which to create values.
Choose the correct Entity for Integromat to use, then enter or map the values to use to create the record in the Entity.
Click on the blue OK button to save the settings.


UpdateEntityValue

This module changes existing records in an Intelastel Entity.

Once the module has been added to the scenario, create or add a Connection to your Intelastel account, then select the Intelastel Application in which to update values. Choose the correct Entity for Integromat to use, then enter or map the values that will be used to update the record in the Entity.
Click on the blue OK button to save the settings.


DeleteEntityValue

This module deletes existing records from an Intelastel Entity.
Once the module has been added to the scenario, create or add a Connection to your Intelastel account, then select the Intelastel Application in which to delete values.
Choose the correct Entity for Integromat to use, then enter or map the Value ID that will be used to delete the record in the Entity.
Click on the blue OK button to save the settings.


UploadFile

This module uploads a file to a record in an Intelastel Entity.

Once the module has been added to the scenario, create or add a connection to your Intelastel account, then select the Intelastel Application to upload the file to.
Choose the correct Entity for Integromat to use,
enter the Value ID of the record that will take the file uploaded.
choose the File Attribute that will be updated. The Entity needs to have a File Field Type set in your Intelastel application.
Enter or map the values for the path, name, and MIME type of the file.
Click on the blue OK button to save the settings.


DownloadFile

This module downloads a file from a record in an Intelastel Entity.

Once the module has been added to the Integromat Scenario, create or add a Connection to your Intelastel account, then select the Intelastel Application from which to download the file. Choose the correct Entity then enter or map the Value ID of the record that contains the file.
Choose the file attribute to download, then enter or map the File MIME Type.
Click on the blue OK button to save the settings.


SearchEntityValue

This module searches an Intelastel Entity to find a record that matches a given value.

Once the module has been added to the Scenario, create or add a Connection to your Intelastel account, then select the Intelastel Application to search.
Choose the correct Entity, and whether you want to filter the records – if you want to use a filter, enter or map the filter criteria.
You can optionally set a limit to the number of records to return.
Click on the blue OK button to save the settings.


SearchEntityValuebyId

This module searches an Intelastel Entity to find a record that matches a record ID.

Once the module has been added to the Integromat Scenario, create or add a connection to your Intelastel account, then select the Intelastel App to search.
Choose the correct Entity, then enter or map the Value ID to search for.
Click on the blue OK button to save the settings.


SearchEntitiesByAppId

This module searches an Intelastel Application to find which Entities it contains.
Once the module has been added to the Integromat Scenario, create or add a connection to your Intelastel account, then select the Intelastel Application to search.
Click on the blue OK button to save the settings.

Glossary

  • Admin – A user who has administrator level permissions.
  • Application; App – The software tool you will create using Intelastel.
  • Client – The end user interface of Intelastel.
  • Configurator – The No-code application development interface side of Intelastel.
  • Dialogue box – Also known as a pop-up, a contextual menu or information area on the screen, with prompts for the user to make a choice or input information.
  • Entity; Entities – An Entity is the core building block of an Intelastel application. These contain your data, stored in tables for the applications to use.
  • Event – An Event is a function in Intelastel that takes, modifies, and/or outputs your data.
  • EventFlow – EventFlow is the heart of the Intelastel no-code solution, it is the area where you define workflows to process your data using Events.
  • Event Palette – The menu bar in the EventFlow page.
  • Field – Labels within Entities that are used to define Records.
  • Hamburger Menu – An icon showing three parallel horizontal lines, used to open a menu.
  • Hard-coded; Hardcoded – Where a value is set and cannot be changed.
  • Integromat – A no-code data integration platform used with Intelastel to manage the input/output of your data.
  • Intelastore – The section of the Intelastel site where you can find a range of pre-defined templates for you to use to start designing.
  • MIME – Multipurpose Internet Mail Extensions. An internet standard that allows for, amongst other things, email attachments.
  • Records – Units of data, strings of text, true/false values, numerical values, files.
  • Role – The function of a given User when they use your Intelastel application. Permissions, access restrictions and functionality within the application are largely determined by the User’s Role.
  • Template – A preconfigured set of functions that can be used as a starting point for your Intelastel app.
  • User; Users – Any person or persons authorised to use your Intelastel application.
  • UI – User Interface.
  • URL – Uniform Resource Locator. A link to a web page.
  • Webhook – A way for an application to send real-time data to other applications.

Frequently asked questions

Resolve common issues with the Intelastel answer bank.

  • TOPICS

I have no coding experience, can I actually build an application from scratch using Intelastel?

We believe that everyone should be able to create a no-code application from scratch using Intelastel.
We have created a guide to designing your application from first principles:
Getting Started Guide
Check out our tutorials and getting started pages for some ideas:
Training videos and tutorials
There’s also our comprehensive user guide.

How do I get started?

We have a wealth of information for you to use to get started. Why not download our Application Design guide for information on planning and designing your first no-code application, and then browse our training videos and tutorials. There’s also the comprehensive user guide which covers every aspect of using the Intelastel platform.

Should I use a template?

If you have no experience with application development, it may be easier for you to start from one of our premade templates, as this can speed up the initial development. However we think that you will soon find that you can comfortably and readily adjust and create new features using Intelastel.

Can I combine or merge templates?

Nope! Each Intelastel template has been created with specific uses and use cases in mind. However you can freely modify and reconfigure your copies of them, allowing you to add or change functionality as you see fit.

Is it possible to build applications using my phone/tablet?

Yes you can. Intelastel has been designed to be fully browser responsive, which means it will work on phones and tablets. However, we feel the best application composition experience takes place in a desktop browser such as Chrome or Microsoft Edge.