Apps is a simple way to interact with your other tools inside of Winmore, gaining collaboration and speed in your operation. Apps allows you to access almost anything inside of Winmore - your calendar, reporting tools, CRM dashboard, and much more.

View your data in your own BI tool, or use ours:​​​​​​

Why did we build this?

At Winmore we use over a dozen, different tools to run our business. We’ve carefully selected each one and have invested time and resources implementing them. We rely on these tools everyday.

To name a few, we use G Suite for Email and Calendar, GitHub for Engineering and  Mode Analytics for reporting and analytics. Each tool is vital to how we run our business. 

We strive to make the transition between each tool as seamless as possible. Apps helps us move from one tool to the next. 

For Admins: Creating Apps within a Record

The ability to add, edit, & delete an App is limited to the Studio and therefore only customer-admins and LX Staff can access this functionality. 

• Go to Studio
• Select the Record Template
• Select Apps

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To create a new App:

1. App Name - This is the name that will appear in the right-nav for the Record. Template Strings are supported and this field can be edited after creation
2. API Name - This cannot be edited after creation
3. URL - This is the link to the page that will be displayed on the Record Template, and this field can be edited after creation. Use template strings to have record specific urls (see below for a deeper dive into this subject)
4. Algorithm - This field is used to enter an algorithm to access a white-labeled dashboard. It may be required by an outside system, but is not required in Winmore.
5. Secret - This field is used to enter a URL Secret Key to access a white-labeled dashboard. It may be required by an outside system, but is not required in Winmore.
6. Signing Key - This field is used to enter an signing key to access a white-labeled dashboard. It may be required by an outside system, but is not required in Winmore.
7. Open in new window - This setting can be useful when your app won’t load in an iframe (ie: due to content restrictions.

Focusing on the Record

BI Tool URL Filters

Most Business Intelligence (BI) Tools offer a way to Embed their reports inside of Winmore. Check out their help documentation and search for embed or iframe. And since template strings are supported in URLs you can create Apps that are specific to a certain record, therefore, filtering your data from a BI tool using a field in Winmore!

Here are some links to the appropriate Knowledge Base Article for the most popular BI Tools:

• Tableau
• Mode Analytics
• Microsoft Power BI
• Qlik
• Looker

To create an app URL to filter your BI tool:

1. Create a new field on the Record Template called 'Report ID' 
2. Set the field API name as report_id.
3. Set the field type as String
4. Add the field to any page on your Record Template and publish the change.
5. Create an App. Check the Knowledge Base article for your BI Tool on how to build a URL that is specific for a certain report. 
6. For example, the URL for the report is most likely: https://www.your_reporting_tool.com/123
7. “123” points to a unique report. 
8. Therefore, create the App with a URL of https://www.your_reporting_tool.com/${report_id}
9. Be sure to add the `${report_id}` with all of the symbols.
10. Go to a record in Winmore and update the Report ID field with the unique report value from your BI Tool. This is “123” for our example. 
11. If your Account is Nike and the 'Report ID' field is Nike,  then the App URL will become https://www.your_reporting_tool.com/Nike 

Website URL Filters

You can similarly create a filter for a website by using data from a field in Winmore, assuming the website allows for their displays to be embedded.  This can be used for many websites, such as a Google Search, Freightwaves Carrier News, etc.  In the example below, we are displaying the US Dot Company Snapshot on the Account record.  The URL filters automatically based on the US DOT number entered into the record. 

In the App URL, enter the URL for US DOT, then a string that filters the data based on the field.  In this case: https://safer.fmcsa.dot.gov/query.asp?query_string=${usdot_number}&query_type=queryCarrierSnapshot&query_param=USDOT

Once saved, you can go to the Carrier page, click the app, and see the information filtered as seen below:

Some more details on Apps

• Apps, once created or edited, are saved automatically. There is no save button.
• If an App is created for a RT then the App will appear on every record for that RT, there are no exceptions. If data is missing (such as the US DOT number), the app may be blank or fall on a generic page.