EnergySys

Shape the experience your end users see. Applications, modules, screens, and display behaviour.

Applications & Configuration

The platform is built around a small set of core components.

Application Configuration Fundamentals

All configuration work is performed within the Configuration application.

Configuration Application Reference

Every application requires an Application record, which identifies it within the instance, stores basic metadata, and acts as the parent for its…

Create a New Application

A module is a collection of screens within an application.

Modules

Modules organise screens within an application and appear as navigation items in the Side Menu.

Create or Edit a Module

Compose the applications your users see from configurable modules.

Applications & Modules

A screen displays the records of an object within the application interface.

Screens

When a new object is created, the platform automatically generates a default screen and object editor for it.

Create or Edit a Screen

A default filter controls which records are displayed when a screen first opens.

Applying Default Filters to Screens

When a related screen is defined, the platform automatically creates a Details Link.

Details Links

Not all UTF-8 characters are supported across every part of the platform.

Special Character Usage Restrictions

When a process is executed from the user interface, a popup displays its execution progress.

Configure the Process Execution Popup

Lay out screens, configure grids and forms, and control how data is presented.

Screens & Display

Product Portal

Learning Hub

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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Platform Overview

Signing In

Supported Browsers

Navigating Applications and Screens

Filtering Data in Screens

Managing Records in Screens

Collections