BPM - STEP BY STEP EXAMPLE

Step 1: Building a Requests App (BPM)

In this video, I will provide you with all the information you need to start building processes inside Jestor. I will cover key concepts and features necessary for creating apps for simple processes, using a reimbursement requests process as an example. Viewers will learn how to submit requests, approve or deny them using a Kanban board, and access dashboards and databases. No action is requested from viewers.

Step 2: Apps vs Tables

In this video, I explain the difference between apps and tables in Jestor and how they work together to create processes. Tables are like databases where information is stored, and apps are interfaces that allow users to interact with the data. I give examples of different types of apps, such as forms, cabin boards, dashboards, and list views. I also demonstrate how apps and tables collaborate by showing a simple example of a task table and how it can be viewed as a kanban board. If you want to learn how to create processes in Jestor, this video will provide you with the necessary context.

Step 3: Why and How to Use Connected Fields (Don’t Skip This!)

In this video, I explain the concept of connected data and how it can help in building better processes. I provide examples of how working with relational databases without connected information can lead to repeated data and potential errors. I also compare it to lookups in spreadsheets and highlight the limitations of that approach. By using connected information, we can avoid manual data entry, ensure data consistency, and enable automation and reporting capabilities. Watch this video to gain a clear understanding of the importance of connected data and its benefits.

Step 4: Planning the Process

In this video, I discuss the importance of designing the process before building an app. I explain how using a flow chart can help avoid mistakes and ensure the right tables, fields, and connections are built. I introduce the example of building a reimbursement request system, where employees submit requests and someone approves or denies them. I map out the process using a flow chart and explain the decision-making steps involved. No action is requested from the viewers at this time.

Step 5: Creating Tables

In this video, I explain how to build tables in Jestor for managing requests and categories. We start by discussing the tables needed for the process and then proceed to create them using the Builder mode. I demonstrate how to customize the tables by giving them names, colors, and icons. By the end of the video, you will have a clear understanding of how to create and customize tables in Jestor. No action is requested from the viewers.

Step 6: Creating Tables

In this video, I explain how to create new fields in the category and request tables in Jestor. By adding fields like max amount and approver, we can store more information and make the process more efficient. I demonstrate how to create these fields using the currency and user's view options. I also show how to populate the fields with example data. No action is requested from the viewers, but this information is important for understanding the next steps in the process.

Step 7: Creating a Super Form

In this video, I walk through the process of creating a superform in Jestor for submitting requests. I explain why it's important to use a form instead of directly interacting with the table, and I demonstrate how to create a simple form step by step. I also show how to customize the form's appearance, add blocks to change behavior, and enable response copies. By the end of the video, viewers will have a clear understanding of how to create a superform for request submissions in Jestor.

Step 8: Creating a Public App or Form

In this video, I will show you how to share an app or form as a public link. By creating public links, you can easily share your app or form with others, allowing them to submit information without accessing the gist. I will guide you through the process of making an app or form public, customizing the appearance, and sharing the public link. No action is required from you, but this information will be helpful for future reference.

Step 9: Creating an App (Kanban Boards, Charts, and More!)

In this video, I walk you through the process of creating a cabin board and dashboard app. We start by creating the cabin board, which displays all the cards of the requests from the request table. Then, we move on to creating the dashboard, which includes indicators and charts to show relevant information. I provide step-by-step instructions and explain how each component pulls information from the table. No action is requested from the viewers in this video.

Step 10: Adjusting the App’s Navigation (Menus and Sections)

In this video, I discuss app navigation and the process of consolidating all app pages into a single app. I explain how to decide on the main part of the app, create a menu bar, add pages and databases, and customize the app's appearance. No specific action is requested from the viewers, but the video provides important information on app navigation and consolidation.

Step 11: Automations - When and How to Use Them

In this video, I explain what automations are and why they are useful. Automations are designed for repeatable tasks with little variation, such as sending emails in a specific way. I discuss how automations are data-driven and not limited to app interfaces. I demonstrate how to create an automation using the example of sending an email when a card is approved. No action is requested from the viewers, but this video provides valuable information on automations.

Step 12: Creating Automation Buttons

In this video, I explain how I disabled the drag-and-drop feature for card approval in our app. Instead, I want to implement an automation button that verifies the approver's identity and moves the card accordingly. I discuss the importance of buttons being directly created in the database and demonstrate how to create an automation button. Finally, I set up an automation to check if the person clicking the button is the approver and move the card to the approved stage if they are. No action is requested from viewers in this video.

Step 13: Using Super Forms as Custom Interfaces

In this video, I address the last problem with the app, which is the ability to access and modify information on the card. To solve this, I demonstrate how to create a custom window using superforms. By activating builder mode and creating a new superform, I am able to customize the interface for updating Kanban cards. I show how to pull specific information from the request table, such as title, description, amount, attachments, category, and stage. This solution ensures that only authorized users can approve requests. Watch the video to learn how to implement this custom interface.

Step 14: Congratulations on Your New App! 🥳

Congratulations on completing the beginner lessons! You have just built your first functional and useful app. The lessons provided key concepts and knowledge to create processes inside Jestor, which can be applied to create other projects like a CRM or content creation workflow. While the app can be improved with additional features, you already have the tools to do it.