An application in Auclio is made up of six key building blocks:

1. Application
2. Pages
3. Widgets
4. Datasets
5. Connections
6. Permissions

This guide walks you through creating a blank application and adding the basic structure. Each building block is introduced only briefly here. Detailed configuration instructions are available in the dedicated documentation sections.

Create a blank application #

1. Log in to your Auclio tenant.
2. Select Create new application.
3. Choose Blank application.
4. Enter a clear application name.
5. Add a short description and select color preset.
6. Select Create.

Auclio creates an empty application that you can configure based on your business process.

1. Configure the application #

The application is the main container for everything you build.

At this level, you can define basic information such as:

• application name;
• description;
• icon;
• general settings.

Use a name that clearly communicates the application’s purpose, such as:

• Customer Relationship Management
• Request Management
• Health and Safety
• Project Tracking

See the Applications section for detailed instructions on application settings, importing, exporting, duplicating and managing applications.

2. Create pages #

Pages define how the application is organized and what users see when they open it.

For example, a simple CRM application might contain:

• an Accounts page;
• a Contacts page;
• an Account details page.

To create your first page:

1. Open the application.
2. Enable Layout edit mode in the top right.
3. Select Add page on the left of your screen.
4. Enter the page name.
5. Configure its basic settings.
6. Save the page.

Start with the main page users will need most often.

See Pages for detailed instructions on page settings, navigation, details pages and page organization.

3. Add widgets #

Widgets are the components displayed on a page. They allow users to view information, enter data and perform actions.

Common examples include:

• a Table widget for displaying records;
• a Form widget for creating or editing records;
• a Button widget for opening another page or triggering an action.

To add a widget:

1. Open the relevant page.
2. Enable Layout edit mode.
3. Select Add widget.
4. Choose a widget type.
5. Configure its basic settings.
6. Save the widget.

Widgets usually need to be connected to a dataset before they can display or manage data.

See Widgets for detailed instructions for each widget type and its available settings.

4. Create a dataset #

Datasets define the information managed by the application.

For example, an Accounts dataset might include:

• account name;
• account owner;
• country;
• industry;
• number of employees;
• annual revenue;
• customer status.

To create a dataset:

1. Access application setings.
2. Navigate to Datasets.
3. Click on Create dataset/ Blank dataset.
4. Enter the dataset title.
5. Add the required fields.
6. Save the dataset.

Once the dataset is created, connect it to a widget.

See Datasets for detailed instructions on fields, records, relationships, data types and data management.

5. Add a connection #

Connections allow Auclio to work with data or services outside the application.

For example, a connection can provide access to information stored in M-Files.

A connection is not required for every application. If the application uses only data created directly in Auclio, you may not need to configure one at this stage.

See Connections for detailed instructions on available connection types, M-Files connectivity and connection troubleshooting.

6. Configure permissions #

Permissions control who can access the application and what they can do with its data.

Depending on the application, you may need to define:

• who can open the application;
• who can view specific pages;
• who can view or edit records;
• who can create or delete records;
• whether access depends on a user, group or record value.

Configure permissions before making the application available to a broader group of users.

See Users and permissions for detailed instructions on users, groups, application access and permission rules.

Your blank application now has the basic structure needed for further configuration.