Valorx
Fusion
Fusion
  • 👋Introduction
  • Getting Started
    • 🧩What is a Valorx App?
    • 🚀Getting Started with Valorx Fusion
      • Salesforce Setup
      • Connections List
      • Apps List
      • Favorite Apps
      • App Promotion and Provisioning
      • App Administration
      • Valorx Administration
    • 🏫Building your first App
      • Express Mode
      • Express Actions
  • SIDEBAR ADD-IN: EXPRESS
    • 🔍Getting Started
    • ⚡Unlock the Full Potential of Express
  • Design Studio
    • 💡The power of Design Studio
      • 👨‍💼Manage Your Valorx Account
        • Sign Up to Valorx Account
        • Reset Password
        • General Information
        • Active Subscription
        • Environments
        • Users
        • Billing Address
        • Get a Demo
    • 🖥️Open an App in Design Studio
    • 📊Data Modeling
    • 🏳️‍🌈Maps
      • Grid Map
      • Form Map
    • 🎨Tasks
      • Query
      • API
      • Macro
      • Dataset
      • Add/Delete
      • Document
      • Data Import
      • Refresh Ribbon
      • Clear
      • Launch CRM
      • Refresh Map
      • Add Field
    • 🖌️Workflow and UX
      • Workflow Settings - Button Click
      • Workflow Designer
      • Toolbox
      • Common Tasks
      • Utility Tasks
      • Salesforce APIs
      • Query
      • API
      • Launch CRM
      • Macro
      • Dataset
      • Add/Delete
      • Document
      • Refresh Ribbon
      • Clear
      • Refresh Map
      • Add Field
  • Runtime
    • ⏱️Runtime UX
      • Run at App Launch
      • Launch from Salesforce (LFS)
      • App Permissions
    • 🧰Toolbox
    • 🌐Supported Platforms
      • Microsoft Excel for Windows
      • Microsoft Excel for Mac
      • Google Sheet
        • Introduction
        • Getting Started
        • Pop-up Blockers
        • Expected Behaviors
        • Runtime
          • Hot Upgrade
          • Google Sheets Collaboration
          • Insert Row Using Right-Click Options
  • Settings
    • ⚙️Valorx Fusion Settings
    • 🛠️App Settings
    • 📜Logs
  • App Store
    • 📱App Store Submission
    • 💫Installing App
    • 🎮Customizing App
  • Miscellaneous
    • 🛩️Mass Rollout of Valorx
    • 🍭Open Source Licenses
  • Valorx Home
    • 🏠Valorx Home
  • Versions and Release Notes
    • 🪟Windows
      • April 25 Release (V17)
      • Jan 25 Release (V16)
      • Feb 24 Release (V15)
      • Jul 23 Release (V14)
      • Nov 22 Release (V13)
      • Aug 21 Release (V12)
      • Apr 21 Release (V11)
      • Dec 20 Release (V10)
      • Nov 20 Release (V9)
      • Managed Packages
        • Version 2.0
        • Version 1.7
      • Older Versions
        • Aug 20 Release (V8)
        • Jul 20 Release (V7)
        • May 20 Release (v6)
        • Feb 20 Release (V4)
    • 📗Google Sheets
      • February 25 Release (v64)
      • October 24 Release (v63)
      • September 24 Release (v62)
      • August 24 Release (v61)
      • July 24 Release (v59)
      • June 24 Release (v58)
      • Older Versions
        • Jul 23 Release (v57)
        • Apr 23 Release (v56)-Hotfix
        • Apr 23 Release (v55)-Hotfix
        • Mar 23 Release (v54)
        • Mar 23 Release (v53)
        • Feb 23 Release (v52)
        • Jan 23 Release (v51)
        • Oct 22 Release (v50)
        • Jul 22 Release (v49)
        • Mar 22 Release (v47)
        • Feb 22 Release (v46)
        • Dec 21 Release (v45)
    • 🍎Mac
      • March 25 Release (v45.1 - Hotfix)
      • March 25 Release (v45)
      • February 25 Release (v44)
      • January 25 Release (v43)
      • October 24 Release (v42)
      • September 24 Release (v41)
      • August 24 Release (v40)
      • July 24 Release (v38)
      • June 24 Release (v37)
      • Older Versions
        • Feb 24 Release (v32)
        • Dec 23 Release (v31)
        • Oct 23 Release (v30)
        • Aug 23 Release (v27)
        • Jul 23 Release (v26)
        • Apr 23 Release (v25)
        • Mar 23 Release (v24)
        • Jan 23 Release (v23)
        • Nov 22 Release (v22)
        • Oct 22 Release (v21)
        • Sep 22 Release (v20)
        • Jul 22 Release (v19)
        • Apr 22 Release (v18)
        • Dec 21 Release (v17)
        • Nov 21 Release (v16)
        • Sept 23 Release (v28)
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  • New App with an Existing Template
  • New App with a New Template
  1. Design Studio

The power of Design Studio

Last updated 4 months ago

Design Studio serves as a comprehensive platform tailored for App Designers, empowering them with the necessary tools to model, configure, and modify Valorx Fusion Apps. The primary purpose of this platform is to streamline the app development process and facilitate efficient customization.

To gain a deeper understanding of Design Studio's functionalities, we will guide you through its core features and capabilities step by step.

New Valorx Fusion Apps: Within Design Studio, App Designers are equipped with the ability to craft brand new Valorx Fusion Apps that cater to the unique requirements of users within your team. These apps are specifically designed to enhance productivity, streamline workflows, and address specific business needs.

Three Ways to Create a Valorx Fusion App: App Designers have the flexibility of employing three distinct methods to create Valorx Fusion Apps:

  1. Template-Based Creation: Utilizing predefined templates, designers can quickly set up functional and visually appealing apps. These templates are built to accommodate a variety of use cases, saving time and effort in the app creation process.

  2. Custom Development: For more tailored and specialized applications, App Designers have the option to build apps from scratch. This method allows for complete control over the app's features, design, and functionality to ensure a perfect fit for your team's unique requirements.

  3. Modification of Existing Apps: Design Studio also permits the modification and enhancement of pre-existing Valorx Fusion Apps. App Designers can fine-tune these apps, adjusting features or adding new elements to suit evolving needs, thereby maximizing their utility.

There are two ways to create an app:

  1. Design Studio Mode: In this mode, you have access to various features such as Data Modeling, Maps, Task, and Workflow, all available under the "App" section.

  2. Express Mode: This is the fastest method to create an app. For more detailed information about , please refer to the dedicated section.

New App with an Existing Template

If your team is currently utilizing an Excel template and desires to transform it into a Valorx Fusion App, you can easily achieve this by following these steps:

  1. Connect your environment to Valorx Fusion.

  2. Once connected, access the Apps List.

  3. Click on the "New App" option to initiate the process of creating a new app.

  1. Select "Existing Template" as the App Type.

  2. Use the "Browse File" option to choose the desired Excel template.

  3. This process will transform your Excel template into a functional Valorx Fusion App.

  4. Now, you can begin the integration process with your CRM and utilize the app to streamline your workflows effectively.

The App Name will be default to the selected template's name, but you can always overwrite it.

New App with a New Template

We absolutely recommend you to start an App using Express Mode if you know exactly what objects/entities and fields you want to integrate with. However, we do provide a way to start building an App from scratch using a blank template.

  1. Connect your environment to Valorx Fusion.

  2. Access the Apps List.

  3. Click on "New App" to initiate the creation process.

  1. Choose New Template under App Type and give your App a descriptive name.

  2. Click on Create, and you are on your way to awesomeness.

Valorx Fusion supports XLSX, XLSM, and XLSB Excel formats out-of-the-box. If you are not sure, always pick XLSX.

💡
Express Mode