Install a template

Before you start

• Create an application

Install a template when a ready-made application is close to what you need, such as a vendor or request app. You get its modules and menu, and then change them to fit your business.

Install a template

1. In the left rail, click New application, then Start from a Template. The Templates Center opens.
2. Read the cards. Each shows a picture, the template’s name and a short description.
3. Click Show details on a card to open Template Information. It shows screenshots, which you can click to enlarge, and a longer description.
4. Click Install on the card. A waiting dialog shows while Beezr installs.

Beezr then shows Success and “Template has been installed successfully”. The card now reads Already Installed and its button is greyed out.

Install from the card. Template Information is for reading about the template before you decide.

Where is the application now?

Open My applications in the left rail. The template’s application is there, with its modules in a menu. Open it in App space, or edit it in the App builder. Nothing in it is locked. It is yours to rename, regroup and extend.

What if the install fails?

Beezr shows Oops and the reason. Two messages you may meet:

• “There seems to be some issues between this template and other configurations in your account. Please contact support to help you.” The template could not be matched to your workspace.
• “Failed to install the selected template. This could be an issue with finding the source package, please contact support for assistance.”

In both cases, contact support from Help › Contact support. Tell them the template’s name.

Behind the scenes

If one of the template’s modules has the same table name as a module you already have, Beezr adds five random characters to the new table’s name. Your module is not touched.