Building Your First Application

March 14, 2014 , by

Here are the steps needed to create a basic application in Pistachio. It will be a no-frills form with one table, but you'll be able to search data in the table, list it, add, edit, and more. If you haven't installed Pistachio yet, you'll need to start at Setup & Installation

There are two parts to the application: the back-end admin portal and the front-end web part. Starting in the Pistachio Admin Portal:

1. Add a Data Source

This is the connection to a database in SQL Server. Once you've filled out the parameters, click the test button to make sure the connection works. More on Data Sources

2. Add a new Application

An application is the container in which you select the tables to use, configure fields, and select the application's features. The group owner on the first form specifies who can make changes to your application (not who can access it which is done elsewhere). More on Applications

3. Add a Table

Once you save the initial application settings, an empty list of tables is displayed. These are the tables used by the application. Click on Add New to add a table. The Name is the internal name used by Pistachio, whereas DB Table is the SQL Server table name. All the tables in the database will be listed in the drop down menu. Once you choose and save the table, all the table's fields are displayed. Choose the fields you want to use in the application and save them. Also in Applications

4. Grant Access

Once you've selected the fields, you will be in the table configuration form. Click on the Permissions tab and choose a role for at least one group and save your changes. More on User, Groups and Roles

5. Select Fields to Search

On the same table configuration form, click on the Fields tab and you'll see a list of the fields you previously selected. Clicking on one will open the field's configuration form. Click on the Display tab, check Search and Results for at least one field, and you'll be able to search its data. Save your field changes. More on Configuring Fields

You now have a basic application with one table configured in the back-end. Now let's go to SharePoint and set up the Pistachio web part:

6. Configure the Web Part

Create a new page in SharePoint (or edit an existing one) and insert the Pistachio Web Part. You'll find it under Editing Tools / Insert / Web Part under the Miscellaneous category. Once you add the Pistachio web part, a dialogue will walk you through the setup. Choose the Application you created, and the Form (table) to start from. Choose Full Data Management Tool, a color Theme and then Save the setup. Note: You may have to save the SharePoint page while configuring the web part for it to save properly.

You're now ready to use your application! You can search on the field(s) you configured, list the results, export them, add and edit records, and more.

Next Steps

You'll probably want to do some more configuration on you app, like configuring Drop Down Fields, grouping fields under Tabs and adding Related Tables. Go ahead and go nuts with it!