Most tech-savvy business users, IT professionals, and developers learn how to design Rollbase applications in just a few hours, in some cases faster. All you need is a browser and an internet connection.
Intuitive web-based user interface. All applications share the same UI framework.
Quickly and easily customize any application page using a state of the art drag & drop page editor.
Manage data such as tasks and events in an easy to use shared calendar.
Central administration for managing and configuring all aspects of your Rollbase applications and account.
Install Applications
Find. Test Drive. Install into Your Rollbase Account. The best way to get started with Rollbase is by browsing the Application Directory and installing an application into your Rollbase account. Once installed, each application can be customized to meet your specific business needs.
Find pre-built applications in the Rollbase Application Directory.
Test Drive and Install applications into your Rollbase account with a single click.
Test Drive applications in read-only mode before installing them into your account.
Create Your Own Applications
You no longer need to be a programmer to create applications. With just a browser and an Internet connection, business users, IT professionals, and web developers alike can define applications at the metadata level through the Rollbase user interface.
Applications in Rollbase 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 Rollbase application.
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 Rollbase applications. 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 application. Rollbase 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 applications.
Relationships consist of many properties such as cardinality, orphans and cloning control.
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, totalling 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) Rollbase Page Editor and you can clone pages to create multiple different versions for different users.
Just about every page in your Rollbase applications can be customized to meet your specific business needs using the Rollbase 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 application'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 applications using merge fields.
Insert any scripts and third party widgets into your application pages such as Google Gadgets or YouTube videos.
Email Templates
Email Templates are designed to send personalized messages rapidly to individuals or multiple recipients in HTML or plain text format, speeding the process of sending single emails or enabling mass email campaigns.
Create plain text or HTML-based email templates to send professional emails to invidual or groups of recipients.
Advanced merge field features allow you to loop through related records in templates to generate more sophisticated documents such as this quote template shown below.
Document Templates
Document Templates are designed to rapidly generate personalized documents (Word, Excel, HTML or plain text) based on record data such as product data sheets, quotes, invoices, expenses, etc.
Create document templates in Excel to generate anything from quotes to sales orders, etc.
Document templates can also be generated in Word, HTML or plain text.
Reports
Reports allow you to create a detailed multi-layer view of a set of object records in order to drill down on specific data you are looking for at any given time.
Reports allow you to create more advanced views of your data which can filtered in real-time.
Reports provide drill down capabilities and up to three levels of nested views.
Charts
A chart in Rollbase is a type of information graphic that represents tabular text or numeric data. Some charts can be animated and offer interactive capabilities such as rotation or switching between 2D and 3D modes.
Charts provide visual representations of your data in a variety of formats such as the Pie chart shown here.
More chart formats such as Bar, Grid and 3D Doughnut.
User-Driven Workflow
Rollbase provides state-based workflow capabilities allowing you to define a series of Statuses and Actions that give users the ability to move records through a predefined workflow process from within the Rollbase user interface.
Statuses and Actions provide manual state-based workflow capabilities used by users to move records through a workflow process.
Several kinds of Actions are available such as sending an email, change a record's status, or intiating the creation of a new related record.
Automated Workflow
Rollbase also supports sophisticated workflow event capabilities allowing you to trigger many kinds of automated actions whenever a record or related record is created, updated or deleted. Events can be recurring and time-delayed, and can trigger anything from sending an email, to creating a new record, to updating the value of specific fields.
Any number of automated workflow events can be created to trigger custom business rules and processes. Many types of workflow events can be created to achieve specific automated behavior.
Workflow event properties include advanced settings such as recursion and time-delay to JavaScript-based condition formulas which can be used to determine whether the object should actually be executed based on certain criteria.
Portals
Portals are powerful and flexible ways to build and expose external-facing application functionality. With Rollbase you can create Portals to allow any type of external user to access specific application functionality integrated with your website or intranet.
Portals provide a way to create flexible external-facing applications 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.
Portal Visitors
Rollbase allows you to enable specific objects to represent Portal Visitors. Portal Visitors are external users who can access Rollbase Portals with authentication (username and password) via your website or intranet, but do not have access to backend Rollbase applications 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 applications such as online forums and the idea exchange application shown here.
Users, Roles & Permissions
You have complete control over who can access applications, tabs, objects and their components such as pages, views, charts and workflow actions. Rollbase allows you to control permissions by user, role, and relationship both heirarchically 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.
Search
Searching for structured data (object records) and unstructured data (file attachments) throughout your entire Rollbase account can be quickly accomplished by typing keywords into the search box shown on the top of every Rollbase page.
Search your entire Rollbase 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 Rollbase 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 Rollbase 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 convesion maps.
Merge duplicate records using the multi-record merge feature.
Tagging & RSS
As an enterprise web 2.0 platform, Rollbase provides built-in tagging functionality for all object records, as well as RSS capabilities for any object. When enabled, users can subscribe to specific Views via RSS to keep themselves updated on the go.
Tag records for future followup. Tagged records appear in search results for tag keywords.
Subscribe to specific object views via RSS to stay up to date with key information.
Integration: SOAP, REST & Connectors
Rollbase 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 applications.
Use SOAP and REST APIs to integration with your Rollbase account programmatically.
Integration Connectors provide out-of-the box integration with an increasing number of external systems as well as other Rollbase accounts.
