Managing Apps


In Shibumi, an App is the configured solution that tracks your strategic programs, projects, initiatives, etc. Apps consist of Shibumi templates, roles, and custom sections that can be customized to meet your organization’s unique needs. With Apps, we can quickly install and upgrade solutions, and manage changes with a three-tiered develop, test, production approach.

Creating an App

To create an App, you must be an Enterprise Admin or an existing App Admin. Click on the App icon in the Navigation Sidebar to access the App list. Then, click the Add App button and select either Create or Install. Provide a name for the new App and click Add.

  • Create: Creates a new empty App with no templates nor configuration.
  • Install: Installs an existing App from file, with a configured set of templates, roles, custom sections, etc.

App Detail Page

The App detail page lists the templates, roles, sections, navigation, data sets and create forms included in an app. It also provides the ability to upgrade or export an App, add or export templates, and view App history.

  1. Templates, Roles, Sections, Navigation, Data Sets, Sidebar Create and History Tabs: Access template, role, section, navigation tree, data set and sidebar create configuration via the tabs under the app name. On the Template tab, you can add new templates, create new top level instances, and access or export existing templates. Templates are building blocks that define the hierarchy and structure of a solution and enable the collection and review of data. Learn all about customizing templates here.
  2. App Admin Avatars: Click on the participant avatars to view the list of App Admins and to add new admins. Only existing App Admins can add new admins. Admins have complete access to the App to configure solutions.
  3. Action Menu: Click on the more icon to access the action menu to upgrade, export, rename, validate or delete your app.

Exporting an App

From the action menu, click the Export option. A file containing the full App configuration will be downloaded. This file can be used to upgrade an existing App or to create a new App by installing it on the App list page.

Upgrading an App

Upgrading an App allows you to quickly apply changes to existing solutions. Upon upgrade, full App configuration is updated to match the configuration of the upgrade file. The upgrade functionality provides our partners with an easy way to centrally manage one version of their pre-defined Apps and apply updates to all their clients. Our customers with customized Apps can use this functionality to test solution changes in a development environment, then upgrade their App on production with the click of a button.

  1. From the action menu, click the Upgrade option. Only App Admins have permissions to upgrade an App.
  2. Select the file containing the new version of your App to which you’ll be upgrading.
  3. Click upgrade. The system will warn you of any changes that would result in data loss (e.g., attributes that now contain a calculation and may overwrite data, deleted templates, roles, or attributes, etc.). If this list is not what you’d expect, cancel the upgrade. If you approve of the changes, click upgrade.

Renaming an App

From the action menu, click the Rename option. In the dialog, edit the name and then click Rename.

Validating an App

From the action menu, click the Validate App option. The Template Validation dialog will appear, allowing you to view errors and warnings about expressions defined in the Data Panel or in Tab Visibility expressions.

Note: Clicking on one of the hyperlinked options will take you directly to the configuration dialog where the error/warning is present.

Deleting an App

An App can only be deleted if there are no instances of any of the App templates.

From the action menu, click the Delete option. In the dialog, click Delete. The delete option will be grayed out if the App cannot be deleted and a list of templates with instances will be shown in the dialog.

Updated on December 2, 2023

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