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Now Platform administration

The Now Platform® is an enterprise-wide application platform as a service that automates business operations. The Now Platform gives your company the tools it needs to build, launch, and manage apps.

Provide a single system of engagement for the enterprise

Instead of providing a standard set of core capabilities and reusable components to specific departments or functions, use the Now Platform to provide a single set of core capabilities and reusable components to the whole company. By exchanging information inside a single data model, the fundamental capabilities can be used to eliminate data silos. Extend the data model using reusable components and a configurable table schema.

Deliver a common set of core capabilities

Your apps, business needs, and workflows are all supported by the Now Platform. You may define global settings for the whole platform or particular applications using the Now Platform.

Eliminate silos with a single data model

You can dissolve silos by exchanging data across applications and departments with the Now Platform. A flexible table structure may also be used to customize and extend your data model.

Provide reliable and secure cloud services

Your performance, reliability, privacy, and compliance needs are all met by the Now Platform. With the Now Platform's cloud services, you can rest certain that your data is always secure, with each new release adding new security features. There are several applications and features of the Now administration service, we will discuss some of them.

Applications and features
  • Core configuration, Currency administration, and Data management
  • Domain separation, Dynamic Translation, Events, and Field administration
  • Form administration, Form configuration and Integrate with third-party applications and data sources
  • List administration, Metrics, Platform performance, and Platform security
  • User administration, Search administration, State Management, and System localization
  • Table administration, Time configuration, Upgrades, and conversions

Core configuration

Changes to the platform and accompanying apps are included in the core configuration. These modifications can have an impact on both global and application-specific settings.

Currency administration

Currency fields provide functions for calculating, converting, and displaying currency values. There are two types of currency fields supported by the Now Platform®: Standard (default) currency.

FX Currency

FX Currency is a different form of currency field that is extremely customizable, allows custom rate tables, and improves conversion computation visibility. FX Currency fields may be added to both basic and bespoke applications, and they function independently of normal currency fields.

Setting up and operating standard currency fields

Most non-financial applications utilize the standard, or default, currency fields that come with the underlying system.

Setting up and operating FX Currency fields

As an alternative to the conventional (default) currency fields present in most applications, use FX (Foreign Exchange) Currency fields. They're extremely customizable, with support for custom rate tables, report aggregations, and better visibility into conversion computations.

Data management

In your instance, data is saved and managed according to a standard structure that administrators can access and configure. Importing, exporting, and archiving database data, as well as setting fields and tables, are all data management functions.

Database structure

All of the data in the instances is kept in tables, which are made up of rows and columns. The record, in turn, contains several fields that contain the individual bits of information and can be displayed as a list or a form. Tables can be linked using the following methods:

Extensions

A table can extend to another table. The table doing the extending (child class) includes all of the fields of the other table (parent class) and adds its fields. For instance, the Incident [incident] table has all of the Task [task] table fields (because an incident is a special form of task) and has its incident-specific tasks.

One-to-Many

A field in one table may include a reference to a record in another table. One-to-many relationship fields can be divided into three categories:

  • Reference Field: This allows the user to choose a record from a table described by the reference field. For example, the Incident table's Caller column allows the user to choose any record from the User table.
  • Glide List: This allows a user to pick numerous entries from a glide list-defined table. For example, the Incident table's Watch list column allows the user to pick entries from the User table.
  • Document ID Field: lets a user pick a record from any of the instance's tables. The Document field on the Translated Text [sys translated text] table is an example of one of these fields.

Many-to-Many

In a related list, two tables can have a bi-directional relationship such that linked records are accessible from both tables.

Database Views

Database Views can virtually combine two tables to enable reporting on data that is held across multiple tables.

Form configuration

Changing the form layout as well as the related list layout is part of the form configuration. The related list layout determines which related lists show at the bottom of the form, while the form layout modifies what appears on the form. You may modify a form's appearance by displaying or concealing fields, embedding lists, and adding sections and annotations.

Using the form designer

The form design feature allows administrators or users with the personalized form role to rapidly create new or modify existing form views.

Configuring the form layout

Administrators or users with the personalize_form role can configure the form and related list layout.

Form administration

The form and accompanying list layout can be customized by administrators or users using the personalized form role.

Form personalization

You have complete control over how users customize forms. You may also alter the role required to configure a form and deactivate any existing form setups created by certain users.

Form annotations

Choose which sorts of form annotations are accessible and store translated versions of form annotations.

Attachments

Control the size of form attachments, as well as the file extensions that are allowed and the roles that are authorized to attach files.

Formatters

Create and update formatters, such as the activity formatter, which shows data on the form that isn't a record field. Formatter parameters, such as the maximum amount of formatter entries, can also be customized.

Form templates

Create templates that populate form fields automatically based on the variables you specify.

UI actions

To make the UI more dynamic, configurable, and tailored to user behaviors, add buttons, links, and context menu items to forms.

UI policies

Configure the policies that update information on a form in real-time.

Other advanced options

Advanced form features, such as form focus, form splits, and derived fields can be configured.

Field administration

Fields are the separate pieces of data in a record. Users fill out fields on the form or use the list editor to insert data. Administrators can add new fields and edit existing ones. Users can use the list editor or a form to enter data into fields. Fields show as fields in the form in form view and as columns of data in table view in list view. Administrators can add new fields and modify the kind of fields that already exist.

Field types

Administrators can use these field kinds for establishing new fields or altering the type of existing ones.

Add and customize a field in a table

To store and show data, administrators can add additional fields to a table.

Field normalization and transformation

Normalization and transformation are two alternative techniques to change field values for enhanced data integrity and less duplication, and they are both included in Field Normalization.

Data policy

Data rules allow you to ensure data consistency by making fields required or read-only.

Data lookup and record matching support

Administrators can use the data lookup and record matching functionality to create rules that automatically set one or more field values when specific circumstances are fulfilled.

Platform security

The Now Platform has built-in security at every level. From handling failed logins and encrypted password protection to access control rules and audit logs, implement the security features that are right for your company.

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