Creating your first applet

In order to create an applet, you will first need to create or have a space. Applets are specific to a space.

Create your applet

  1. Select a space and click on the "APPLETS" button located near the "DASHBOARD" button.

  2. On the "Manage Applets" screen, click Templates a new applet. You can also click New Applet to create a new applet from scratch but we recommend you to use the Templates button to start with some template and customize it instead of creating a new one from scratch.
  3. Choose your Template and confirm. Your new applet will be created.

  4. To add a description to your applet, select the General tab. 
  5. Provide a short description, purpose, or any additional information about your new applet.

  6. Customize the form if needed.
  7. Click Save.

Add your Applet Users

  1. On the Manage Applets page, select your applet and click the Edit appletParticipants tab. 
  2. Click on the Add applet participants icon.
  3. If your applet participant is already registered on Status, enter their name or username. 
  4. If your applet participant is not yet registered on Status, enter their email address.
  5. To finish adding the participant to your applet, you need to set their permissions:
    • Check Submit if you want to allow them to submit records, edit records, attach files. They will only be able to view their own records.
    • Check View if you only want them to be able to view records submitted by other participants.
    • Check both Submit and View to allow them to view all records, as well as submit and edit records, attach files.
  6. Click Add.

Add Multiple Applet Participants

  1. Select the Participants tab. 
  2. Click on the Add applet participants icon.
  3. Click the 'Want to add many people at once?' link. 
  4. Enter all your team members' email addresses separated by commas. 
  5. Click Add.

You can also setup regular reminders for contributors - click here to learn how

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