[General] nuBuilder Setup Steps

[admin]

Once you have successfully installed nuBuilder, you should follow these steps to set up your application:

1. Planning phase:

• Identify the objectives and requirements of your application.
• Determine the necessary tables, forms, and reports.
• Define the workflow and any required automations or integrations, such as sending emails, generating PDFs, etc.

2. Drafting phase:
• Create a mockup of your forms and objects using wireframing or prototyping tools like Balsamiq, Adobe XD, Figma, or Sketch. This will help you visualize the layout and user experience.

3. Setting up user roles and permissions:

• Define user roles for your application (e.g., Admin, Manager, Staff, etc.) and set up permission groups (Access Levels) in nuBuilder accordingly.
• Assign permissions for each group, determining access levels to tables, forms, and reports.

4. Creating users:

• Create user accounts and assign them to the appropriate Access Levels.

5. Creating tables and forms:

• Use nuBuilder's built-in tools (e.g. Fast Form Builder) to create the necessary tables and fields based on your planning phase.
• Create forms associated with each table, using the mockups you designed in the drafting phase as a guide.
• Set up validation rules, input masks, and tooltips to ensure data integrity.

6. Implementing processes and automations:

• Use nuBuilder's tools and scripting capabilities to implement any required processes, such as sending emails when saving a form, generating PDFs, or updating related records.
• Test these processes to ensure they work as expected.

7. Realising phase:

• Thoroughly test your application with real users or a test group, and gather feedback on its functionality, usability, and performance.
• Iterate on your design and implementation, making any necessary improvements based on the feedback received.
• Once the application is refined, deploy it to your users and provide any necessary training or documentation.

8. Maintenance and ongoing improvements:

• Continuously monitor your application's performance, usage, and user feedback.
• Make updates or enhancements as needed to maintain the application's effectiveness and relevance to your users' needs.


Below are links to various tools that can help you plan, draft, and create mockups and ERDs (Entity Relationship Diagrams) for your application:

Planning Tools:

1. Trello (project management and task tracking): https://trello.com/
2. Asana (project management and task tracking): https://asana.com/
3. Miro (collaborative online whiteboard): https://miro.com/

Wireframing and Prototyping Tools (Mockups):

1. Balsamiq (wireframing): https://balsamiq.com/
2. Adobe XD (prototyping and wireframing): https://www.adobe.com/products/xd.html
3. Figma (collaborative interface design tool): https://www.figma.com/
4. Sketch (vector-based design tool): https://www.sketch.com/

ERD and Database Modeling Tools:

1. dbdiagram.io (online ERD and database modeling tool): https://dbdiagram.io/
2. Lucidchart (online diagramming and visualization tool): https://www.lucidchart.com/pages/
3. MySQL Workbench (database design and modeling tool): https://www.mysql.com/products/workbench/
4. Vertabelo (online database design and modeling tool): https://www.vertabelo.com/

These tools should help you effectively plan, draft, and design your application using nuBuilder. Choose the tools that best suit your needs and workflow, as well as those that are compatible with the technologies you are using.