Rapid Platform Documentation

In the Rapid Platform, menus function as lists of buttons used to navigate information pages or trigger specific actions. Menu options are configured via the Designer Sidebar. There are two primary applications for menus:

1. Configuring Sidebars for the Explorer and Designer views.
2. Configuring the command bar within the Explorer view of a data table.

RAPID Platform uses 'Experiences' as self-contained interfaces for interacting with site data. The primary experiences are:

• Explorer: Used for direct data management, allowing users to view, edit, and delete items in the site. Accessible via quick link buttons at the bottom of the main site menu.
• Workflow: A BPMN 2.0-based tool for creating and managing process diagrams and automating business activities. Accessible via quick navigation buttons at the bottom of the main site sidebar.
• Designer: The administrative tool used to define Table and Column structures, manage pages and views, and perform general site administration. Accessible via the navigation bar at the bottom of the menu.
• Tasks: A dedicated interface for users to find and manage their assigned tasks, accessible at https://tasks.rapidplatform.com/.

The Embedded Files component acts as a designated 'pigeon hole' or window for files, providing a UI clue to users that a specific file needs to be uploaded, included, or viewed within a page context. It allows developers to pre-configure SharePoint storage locations, enforce naming conventions, and set upload constraints.

Key Capabilities:

• Pre-configure SharePoint folder paths for saving files.
• Define file name templates for consistent naming.
• Provide custom labels to prompt users.
• Set files as mandatory for upload.
• Restrict uploads to either a single file or multiple files.

Warning: This component is no longer supported as of Update 1.40.0.

The Workflow application allows authorized users (Keypers) to create BPMN 2.0-compliant diagrams of company processes and automate them using a combination of code and flowchart logic. Once these diagrams are executed, they are referred to as 'Processes'.

Common automation capabilities in Rapid Standard include:

• Automatically copying and converting items (e.g., converting a quote to an invoice).
• Scheduling tasks and assigning them to users via User lookup fields.
• Creating sequential task flows that wait for user responses (e.g., onboarding or performance reviews).
• Generating dynamic emails based on item data.
• Generating documents and PDFs using site data.

Components in the Rapid Platform are used to define how users view and interact with information. A component must be configured within a Page. Available components include:

• Data & Lists: Data Table, Linked Items, Activity Feed
• Visualizations: Gantt Chart (tasks against time frame), Board, Pipeline, Process Diagram, PowerBI Report (General and Item Level)
• Forms & Input: Form, Embedded Form, Counter
• Files & Media: Attachments, Embedded Files, File Browser, File Preview, Image
• General: External Page, Label

The Workflow Process Diagram interface consists of four primary sections:

• Command Bar: Contains global actions for the diagram, such as Save, editing process name/details, Zoom In/Out, Download Diagram, Review Process Runs, Open Process Runs in Explorer, Inline Refresh, and Launch Process.
• Toolbar: Contains drawing buttons (icons) used to add elements to the canvas.
• Canvas: The central area where the process diagram is drawn.
• Properties Panel: Used to configure individual elements or the entire process diagram. It is accessed by clicking an element on the canvas (or clicking the background for diagram-wide properties) and can be toggled using the double chevrons at the top.