Atollon Docs

Creating a custom application

How an administrator creates a new custom application in Reef — choosing the application type (Folders, Projects or Activities), naming it in multiple languages, picking an icon and setting its URL.

Administrators create custom applications in Reef under Options & Tools. A new application is available to users in the app launcher immediately after it is created — configuring its fields and views are separate follow-up steps.

Prerequisites

  • Administrator access to Reef (the Options & Tools area is admin-only).
  • A clear idea of what the app tracks — this decides the application type and, later, which folder/project/activity types feed it.

Steps

  1. In Reef, open your profile menu (top-right avatar) and choose Options & Tools.
Options & Tools in the Reef profile menu
  1. In the left menu under General, open Custom Applications. The list shows the applications already created for this organisation with their primary URLs.
Custom Applications list in Options & Tools
  1. Select + Add new. In step 1 — Choose Application Type, pick what the app will track:
    • Folders — clients or customers, partners or suppliers, employees or applicants, property, asset/product catalogs, or simple folders.
    • Projects — deals or opportunities, delivery projects, provided services or support, installed technology, contracts, training, recruitment vacancies.
    • Activities — project milestones, service activities, contacts, handover protocols, certificates, other business documents.
Create Application — choosing the application type
  1. Select Next. In step 2 — Define general information:
    • Name and Description — what users see in the launcher. Use + Add language to provide translations per user language. **The app is only visible to users whose interface language it is named in** — add a name for every language your users work in (for example English and Czech); a missing localisation hides the app for those users.
    • Category and Sub-Category — where the app appears in the launcher grouping (for example Applications / Delivery).
    • Icon — choose a colour and symbol; this is the app's identity in the launcher and tab bar.
    • Ident — the unique technical identifier (for example com.atollon.lagoon.general.customApplication.clients). Generated from the name; change it only with care, integrations may reference it.
    • URL (default) — the app's address, for example /clients. Add alternative URLs if the app should answer on more than one path.
Create Application — general informationCreate Application — choosing an icon
  1. Select Create.
Create Application — creating the app

Result

The application appears in the Custom Applications list and in the app launcher, reachable at its URL (for example https://<your-instance>/clients). Opening it shows an empty list until views are configured.

If some users don't see the new app in their launcher, check the language localisations first — the app only appears in interface languages it has a name for.

Next steps

  1. Manage form schemas — define which system and custom form fields the app's lists can display and filter.
  2. Configure custom views — create the shared views (columns, filters, sort order) users will start from.

Related

Creating a custom application — Atollon Docs