Jetstack User Guide

This guide is for the people who use an application, not the people who build one.

If your work involves signing in to an application, looking through lists of records, opening and editing them, uploading files, running actions and reading dashboards, this guide is for you. You do not need any technical background to read it. There is no code in it, and nothing here asks you to configure anything.

What This Guide Covers

Your application was built on the Jetstack platform. The platform supplies the parts you interact with every day — the sign-in screen, the navigation, the search, the tables and boards and calendars, the forms, the file uploader, the pop-up windows, the messages and the dashboards. Whoever set up your application chose how those parts are arranged, what they are called, and what you are allowed to do with them.

That split matters, and it shapes this whole guide:

• The behavior described here is the platform's. How filtering works, what the star next to a saved view means, why a list does not refresh itself — that is the same everywhere.
• The content is your organization's. The names of screens, the fields on a form, the buttons under a list, and whether you can see any of it at all were decided for your application.

So you will read a lot of sentences like "if your application offers it" and "depending on how your application is set up". That hedging is deliberate. When a control described here is missing from your screen, it is almost always because it was not switched on for you — not because something is broken.

Where To Start

Your first day

1. How Your Application Works — the handful of ideas everything else rests on
2. Signing In
3. The Application Window

Getting productive

1. List Screens
2. Filtering Your Data
3. Saved Views
4. Creating And Editing Records

When something is confusing

1. Why Your Screen Differs From A Colleague's
2. When Something Goes Wrong
3. What To Ask Your Administrator For

The Sections

• Getting Started How the application is put together, how to get in, and how to look after your own account.
• Getting Around The window itself: navigation, search, the dashboard, and the ways the application talks to you.
• Working With Lists Everything about screens that show many records at once — layouts, filters, saved views, selection, bulk actions and exporting.
• Working With Records Everything about a single record — its detail screen, its form, its fields, its files, its comments, and deleting it.
• Access And Visibility Why you can see what you can see, and why a colleague's screen looks different.
• Getting Help Error messages, slow screens, keyboard shortcuts, and how to ask for what you need.

A Few Things Worth Knowing Immediately

These come up constantly, so they are worth reading before anything else.

• Lists do not update themselves. What you see is what was true when the list loaded. Use the refresh control to pull current data. See Saved Views.
• "Find on page" is not a search. The small box in a list filter bar only hides and shows the rows already in front of you. To search your data, use filters or the search in the top bar. See Finding Things.
• There is no undo. Deleting is usually permanent, dragging a card changes a record immediately, and the last person to save a record wins. See Deleting Records And The Trash.
• Your work is only warned about inside pop-up windows. Navigating away from a full-page form loses what you typed, without asking. See Creating And Editing Records.
• Seeing less than a colleague is normal. Access is granted by role, and it filters menus, records, columns and buttons independently. See Roles, Groups And Permissions.

If You Build Applications Instead

This guide deliberately stops at the edge of configuration. If your job is to design types, queries, views, automations or permissions, read the implementer documentation instead.