Get Started with Quixy!
  • 13 Feb 2024
  • 9 Minutes to read
  • Contributors

    Get Started with Quixy!


      Article Summary

      Quixy is a dynamic platform with immense possibilities to automate any enterprise-grade manual processes

      Within Quixy, you have the capability to automate processes ranging from simple manual tasks to semi-complex, complex, and highly-complex processes. If you're curious about the types of processes that can be automated using Quixy, here are some sample use cases for reference.

      USE CASE (SIMPLE)

      Leave Application and Approval Process

      Description: Automating the leave management process to allow employees to request leave and receive approvals without manual intervention.

      Automation Steps:

      1. Employee Requests Leave: Employees fill out an online form specifying the type of leave (e.g., vacation, sick leave), dates, and any necessary details.

      2. Automatic Notification: Upon submission, the system automatically notifies the employee's manager(s) about the leave request.

      3. Manager Approval: Managers can review leave requests, approve or deny them directly within the system.

      4. Employee Notification: Once approved, the system notifies the employee of the approved leave.

      Benefits: Eliminates the need for manual paperwork and email communication, saving time for both employees and managers. Provides transparency into the leave approval process, with a clear record of requests and approvals. Reduces the risk of errors associated with manual data entry and communication.

      USE CASE (SEMI-COMPLEX)

      Customer Onboarding Process

      Description: Automating the customer onboarding process can ensure a smooth transition for new customers, from initial contact to service activation.

      Automation Steps:

      1. Capture customer details through an online form.

      2. Automatically assign tasks to various teams (sales, operations, support) based on the customer's requirements.

      3. Track progress and send notifications to stakeholders at each stage.

      Benefits: Reduces manual handoffs between teams, ensures timely responses to customer inquiries, and provides visibility into the onboarding pipeline.

      USE CASE (COMPLEX)

      Supply Chain Management

      Description: Automating supply chain management involves orchestrating a series of interconnected processes, from procurement to distribution, across multiple departments and external partners.

      Automation Steps:

      1. Digitize procurement requests and approvals.

      2. Integrate with suppliers for real-time inventory updates and order processing.

      3. Automate warehouse management and logistics for efficient inventory handling and delivery.

      Benefits: Optimizes inventory levels, reduces lead times, minimizes stock outs, and enhances overall supply chain visibility and efficiency.

      The steps and processes outlined here provide an overview of the platform's fundamental features, yet the potential for customization is vast. Next, we'll explore the simple use case to automate within our Quixy platform for better understanding the features.

      At Quixy, to automate any solution, the first thing we need is a Workspace.

      Workspace

      A Workspace is a temporary digital storage space where you can keep all your apps, data tables, data sources, reports, lookups, etc. that you create in Quixy. Each workspace is unique and can be viewed as a logical separation between the related entities like applications, data tables, and so on. Learn more about Workspaces

      IMPORTANT

      A Workspace can only be created or deleted by an Organization Admin (Organization Admin is the only one who can access everything in the organization)

      How to create a Workspace?

      On the Dashboard, admin can view options on top of the Dashboard, as show below. You can create a Workspace in two ways:

      Method 1:

      • Click on Admin Menu-> Workspaces-> Create Workspace.

      • Give a name to your Workspace (For eg. Employee Leave Management.)

      • Click on "Save."

      Method 2:

      • Click on Admin Menu-> Workspaces-> Workspaces.

      • Click on "Add Workspace," on the top right corner.

      • Give a name to your Workspace (For eg. Employee Leave Management.)

      • Click on "Save."

      You have successfully created a Workspace.

      NOTE

      In Quixy, there are no limitations on creating multiple workspaces. However, you cannot merge two workspaces or transfer the artifacts (such as apps, data tables, lookups, etc.) from one workspace to another.

      Users

      A User is an individual who has registered on Quixy to use the platform. Users may also be employees of an organization using Quixy to automate their business processes. Learn more about Users

      How to create a User?

      • To create a single user, click on Admin Menu-> Users-> Create User.

      • Upon clicking on "Create User," a pop-up appears to the right.

      • Fill out the required details, and click on "Create."

      NOTE

      You can create or add multiple users by importing an Excel file containing the user list. Know more about User by clicking here.

      Roles

      A Role is a designation of an individual in an organization. When it comes to Quixy, users play their part according to the roles assigned to them. Learn more about Roles

      EXAMPLE

      For example, employees in an organization can request leaves, which will then be approved by their HR manager. In this scenario, users assigned the employee role will apply for leave, while users assigned the HR/Manager roles will approve the leave requests.

      How to create a Role?

      • Click on Admin Menu-> Users-> Create Role.

      • A "New Role" pop-up appears, give a name to the role you create.

      • Click on "Save."

      Application

      In Quixy, an Application is created by a set of features to automate and make it easy for the end-users. Learn more about Applications

      How to create an Application?

      • Click on "Admin Menu," then hover over "Apps" and select "Create App."

      • Choose the workspace for the new app and give application a name.

      • Select "Blank Canvas" to start from scratch or "From File" to create an application based on an image, PDF, or Excel file.

      We all know how to create an app, now let's know what makes an app complete.

      1. Form Builder

      2. Workflow

      3. Business Rules

      4. Access Permissions

      Let's break down each functionality that contributes to making an app complete.

      Form Builder:

      Form Builder is a place where you create an UI for your application.

      • On the left, you'll find a variety of elements that enhance your application's functionality.

      • In the center, there's a blank canvas where you can drag elements and position them.

      • On the right, access "Properties" and "Themes."

      • Have you finished creating the Form Builder? You can also "Preview" your application to see how it looks when live. Click "Next" to proceed to Workflow; you can find both the Preview and Next options at the bottom.

      Learn more about Themes.

      NOTE

      Form builder allows users to create multiple sections within a form. Each section can be named according to the user's preference, and access to these sections can be controlled based on different roles and permissions.

      IMPORTANT

      The rest of the functionalities apart from Properties and Themes, on the right pane are coming soon in the coming versions.

      Workflow:

      At Quixy, a Workflow is a sequence of interconnected tasks or activities that are organized and executed to achieve a specific business outcome. Learn more about Workflow and Workflow design

      Workflow Design:

      • After creating a form builder, navigate to the Workflow section, where you'll find a prebuilt flow.

      • Here, you'll find two buttons labeled "Start" and "Submit."

      • Clicking on these buttons reveals their properties in a pop-up on the right.

      • The final button, "Terminate," signifies the last step in the workflow.

      NOTE

      You can reset the workflow by clicking on "Reset Workflow" which is located at the bottom.

      Business Rules:

      Quixy's rules engine allows you to configure all your business logic without writing any code. Learn more about Business Rules & Validations.

          1. By clicking upon "Create" on the top right, a pop up appears asking whether you need to create a business rule or a business validation.

      Access Permissions:

      You can control the access to data in the form by assigning permissions to different roles. This feature allows you to specify which roles have access to specific sections or parts of the data, allowing for granular control over who can access what. There are total of 4 controls. Learn more about Access Permissions

      • Editable- All the form fields in the app will be in Edit mode while performing transactions.

      • Read Only- The form fields in the app will be in Read-Only mode while conducting transactions.

      • Hidden- All the form fields in the app will be in hidden mode while performing transactions.

      • Custom- Drill down to each field level in the section.

      Once getting over with all the customizations, your application ready for publish.

      NOTE

      You can save a draft of the application at any time. The draft will be stored in the "Manage Apps" section of your Workspace.

      Data Table

      A Data Table, also referred to as a Database Table or Table, is a structured collection of related data arranged in rows and columns. Each row in the table corresponds to a distinct record, while each column represents a particular attribute or property of those records. Learn more about Data Tables

      A Data Table serves as a storage repository for your data. For instance, in a Leave Management Application, when data is entered into the leave management form, it is stored in a Data Table. To enable this, you need to create a Data Table and establish a connection between the Data Table and the form using Data Table Functions.

      By using Data Table, you can also create various types of Reports. Learn more about Data Tables

      How to create a Data Table?

      • Click on Admin Menu-> Database-> Create Data Table.

      • If you select "Create From Scratch," you will be prompted to enter a name for the table and choose whether you want to create it at the "Specific Workspace Level" or the "Global Access Level."

      • If you choose "Specific Workspace Level," you need to specify the Workspace where the table should be created. If you select "Global Access Level," the table will be accessible across all Workspaces.

      • Clicking "Create" will finalize the creation of the table.

      NOTE

      At Quixy, there are certain data tables which are not confined to a single workspace; instead, they operate at the organizational level. This means that these data tables can be accessed across all workspaces. These tables are known as Global Access Tables.

      Reports

      Reports are documents that visually present and summarize data in an easily understandable format. They can take the form of graphs, charts, tables, and infographics. The main goal of reports is to communicate information or data in a manner that is easy to understand, allowing readers to quickly determine underlying trends and patterns.

      For example, a report is generated to show the total number of leaves taken by each employee in a given month, helping HR managers track attendance patterns.

      Reports in Quixy gather data from Data Source and present it in a user-friendly format. Quixy offers the flexibility to create different types of reports based on your organizational needs. Learn more about Reports

      IMPORTANT

      Before creating a report, you must first create a Data Source. A Data Source is where all data related to employees is stored, containing information from all Data Tables for every employee, not just a specific one.

      Data Source

      A Data Source collects data stored in data tables and presents it visually in rows and columns. Learn more about Data Sources

      In Quixy, three distinct concepts define a data source, each with the same adoption but varying processes for data collection:

      1. You can JOIN two or more data tables to create a Data Source.

      2. You can MERGE two or more data sources to create an extensive data source.

      3. You can also write an SQL QUERY to gather data from the data tables.

      How to create a Data Source?

      NOTE

      A Data Source can be created with a single Data Table or Multiple Data Tables, but to create a Report, a Data Source is a must and should.

      1. Click on Admin Menu-> Database-> Create Data Source.

      2. A pop-up presents three options: Basic, Merged, and SQL Query.

      • For Basic, click on "Add Data Table" in the middle, then add the necessary Data Tables and Save.

      • For Merge, click on "Add Data Source" in the middle, then add the required Data Sources and Save.

      • For SQL Query, a page prompts you to enter the SQL Query for the Data Source; input the required Query and Save.

      Dashboard

      This is where you land at first after logging into Quixy. Learn more about Dashboard

      Build your Dashboard

      Users can customize the Dashboard according to their preferences. Users can create and personalize their dashboards in Quixy to conveniently access announcements, repositories, performance data, pending tasks, and shortcuts to use applications, among other features.


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