Easy to Use, Easy to Manage
Most tech-savvy users can learn how to administer their mission.do platform in just a few hours, in some cases faster. If you have database administration skills, you can learn to build your own apps in just a few days. All you need is a browser and an internet connection.
Install Apps
Find. Test Drive. Install into Your mission.do Account. The best way to get started with mission.do is by browsing the App Directory and installing an app into your mission.do account. Once installed, each app can be customized to meet your specific business needs.
- Find pre-built apps in the mission.do App Space.
- Test Drive and Install apps into your mission.do account with a single click.
- Test Drive apps in read-only mode before installing them into your account.
Create Your Own Apps
You no longer need to be a programmer to create apps. With just a browser and an Internet connection, business users, IT professionals, and web developers alike can define apps at the metadata level through the mission.do user interface.
- Apps in mission.do are built entirely within your browser by creating, combining and configuring components to work together.
- A Quick Start guide walks you through the most common steps in creating a mission.do app.
- Objects are like database tables that you can create and manage visually.
- A searchable online Help system provides quick access to user guide material.
Objects: Create Database Tables Visually
Objects are like database tables that you can manage visually. They are the basic building blocks of all mission.do apps. You can define Objects to represent any kind of business data such as a Customer, Employee, Product, Quote, Invoice, Purchase Order, Project, Meeting, etc.
- Manage all objects from a central location.
- Create a new object quickly and choose behavioral attributes to get started.
- Manage object properties, attributes and all of its components as an Administrator.
Fields: Over 25 Field Types
Fields are the basic building block of object definitions. Objects can have an arbitrary number of fields associated with them. Fields are used in Pages, Views, Charts and other object components to display and input object data.
- Choose from over 25 different field types from basic to advanced.
- Each field consists of a number or properties, many of which are specific to that field’s type. For example, most fields allow you to enable auditing and indexing for full-text search.
- Advanced fields such as Formulas allow you to use the full power of JavaScript to output a dynamically computed value.
- Fields can also be created on the fly when editing a page.
Relationships
Relationships are a key component of any sophisticated business app. mission.do allows you to create any number of relationships between any number of objects.
- Relationships are links between objects that allow you to create more sophisticated apps.
- Relationships consist of many properties such as cardinality, orphans and cloning control.
Search
Searching for structured data (object records) and unstructured data (file attachments) throughout your entire mission.do account can be quickly accomplished by typing keywords into the search box shown on the top of every mission.do page.
- Search your entire mission.do account using keywords with boolean, wildcard and other advanced syntax.
- Perform field-specific searches through all records of a particular object type using filter-based search.
Import, Export & Backups
Import records easily from a spreadsheet or CSV file using the Import wizard. Export data from Views or Reports. Download full account backups on-demand or have them automatically uploaded to a secure FTP location on a recurring basis.
- Import object data using the mission.do import tool by mapping spreadsheet columns to object fields.
- Download full backups on-demand or automatically schedule backups to be sent to an FTP server.
Conversion, Merge & Mass Update
With mission.do you can easily define mappings to convert records from one object type to another, merge any number of duplicate records, and mass update records using customized mass update pages editable by your or your administrator.
- Convert records from one object type into another using conversion maps.
- Merge duplicate records using the multi-record merge feature.
Views
As an Administrator you can create and edit Views to show any record information. Views allow you to select which fields show up as columns in the View, as well as sorting, grouping, totaling and advanced filtering behavior.
- Views provide a way to view groups of object records by selecting a fields to use as columns as well as sorting, grouping, totaling and filtering criteria.
- Views are also used to display related records when viewing a specific object record.
- Creating and editing views involves selecting and ordering fields to use as columns, grouping, sorting and totaling options, as well as filtering criteria and permissions.
Pages
Each object definition comes with a set of pages used to display and input object data in various ways. You can edit each page using the WYSIWYG (what you see is what you get) mission.do Page Editor and you can clone pages to create multiple different versions for different users.
- Just about every page in your mission.do apps can be customized to meet your specific business needs using the mission.do drag & drop page editor.
- Each object has a set of pages which can be edited, cloned and synchronized for quick and easy control over your app’s user interface.
Custom Page Components
In addition to standard object components, pages can contain custom HTML and Script components which can be created on the fly. In addition, Script components can be used to embed third party widgets such as Google Gadgets, Youtube videos, etc.
- Create custom HTML components in your pages which integrate data from your apps using merge fields.
- Insert any scripts and third party widgets into your app pages such as Google Gadgets or YouTube videos.
Portals
Portals are powerful and flexible ways to build and expose external-facing app functionality. With mission.do you can create Portals to allow any type of external user to access specific app functionality integrated with your website or intranet.
- Portals provide a way to create flexible external-facing apps with your website or intranet.
- Portals can be configured to use varying date/time formats, languages, time zones, HTTP or HTTPS, and can be branded with your organization’s website theme for seamless integration.
- Allow external users and visitors to create new records from forms in your portals.
- Use advanced portal-specific field types such as Captcha fields for validation and hidden parameter fields for capturing things like campaign ids or a source.
Integration: SOAP, REST & Connectors
mission.do provides a number of ways to integrate and extend the platform to work with external systems. Full SOAP and REST APIs are available as well as a growing set of Integration Connectors designed for out-of the box integration with specific apps.
- Use SOAP and REST APIs to integrate with your mission.do account programmatically.
- Integration Connectors provide out-of-the box integration with an increasing number of external systems as well as other mission.do accounts.
Import, Export & Backups
Import records easily from a spreadsheet or CSV file using the Import wizard. Export data from Views or Reports. Download full account backups on-demand or have them automatically uploaded to a secure FTP location on a recurring basis.
- Import object data using the mission.do import tool by mapping spreadsheet columns to object fields.
- Download full backups on-demand or automatically schedule backups to be sent to an FTP server.
Flexible Organization Model
By defining location, department and function hierarchies you can easily model your entire organizational structure no matter how large or small, and create user groups based on these hierarchies to further refine which features and data each of your users can access.
- Easily model your entire organizational structure no matter how large or small.
- Create user groups to refine which features and data each of your users can access.
Users, Roles & Permissions
You have complete control over who can access apps, tabs, objects and their components such as pages, views, charts and workflow actions. mission.do allows you to control permissions by user, role, and relationship both hierarchically and granular down to the field level.
- Easily manage users and their assigned roles.
- Manage user and role-based permissions from a central permissions matrix.
Portal Visitors
mission.do allows you to enable specific objects to represent Portal Visitors. Portal Visitors are external users who can access mission.do Portals with authentication (username and password) via your website or intranet, but do not have access to backend mission.do apps in your account.
- Portal Visitor capabilities allow you to provide registration and authentication capabilities in your portals.
- Authentication in portals enables the design of sophisticated external-facing apps such as online forums and the idea exchange app shown here.
