Novaza Office on Novaza Docs

Records & Data

Mon, 01 Jan 0001 00:00:00 +0000

Records & Data#

Records are the individual data entries stored within a module — the equivalent of rows in a database table. Every record belongs to exactly one module and conforms to that module’s field definitions. Novaza Office provides a rich set of tools for viewing, searching, editing, and managing records at scale.

Viewing Records#

Records are displayed in the Record List view by default. You can switch to a Grid view (spreadsheet-style), Kanban board, Calendar, or Map view depending on what field types the module contains. The active view preference is saved per user per module.

Modules & Namespaces

Mon, 01 Jan 0001 00:00:00 +0000

Modules & Namespaces#

Modules are the data schemas at the core of Novaza Office. Each module defines a set of fields that describe one type of business entity — for example, a Contact, a Support Ticket, or an Invoice. Namespaces group related modules together into a cohesive application and provide security isolation between different teams or business units.

Namespaces#

A namespace is a self-contained application environment within your workspace. It has its own set of modules, pages, workflows, and roles. Examples of namespaces you might create:

Workflow Automation

Mon, 01 Jan 0001 00:00:00 +0000

Workflow Automation#

Novaza Office includes a visual workflow editor that lets you automate business processes without writing code. Workflows respond to events in your data — such as a record being created or a field value changing — and execute a sequence of actions in response.

Workflow Concepts#

A workflow consists of three parts:

Trigger — the event that starts the workflow
Conditions (optional) — logical filters that must be true for the workflow to proceed
Steps — an ordered list of actions to execute

Workflows run server-side and are fully audited. Each execution is logged with its trigger event, condition results, step outputs, and final status (success, failed, or skipped).

Pages & Page Builder

Mon, 01 Jan 0001 00:00:00 +0000

Pages & Page Builder#

Pages in Novaza Office are the user-facing screens where team members interact with records, charts, and forms. The Page Builder provides a drag-and-drop canvas to design fully custom layouts without writing HTML or CSS. Pages are published within a namespace and are accessible to users who have been granted the appropriate role.

Page Types#

Record List page — displays a filterable, sortable list of records from a module
Record Detail page — shows the full detail view of a single record with all its fields
Dashboard page — a free-form canvas for combining charts, KPIs, and record widgets
Form page — a standalone form that creates or updates a record when submitted
Chart page — dedicated to a single visualization (useful for TV dashboards or embedded views)

Drag-and-Drop Canvas#

Open the Page Builder by clicking Edit on any page or by creating a new page. The canvas is divided into a grid. Drag blocks from the Block Panel on the right into any grid cell. Resize blocks by dragging their edges. Reorder blocks by dragging from the block’s handle.

Report Builder

Mon, 01 Jan 0001 00:00:00 +0000

Report Builder#

The Report Builder in Novaza Office lets you turn module data into visual charts, summary tables, and scheduled reports. Reports can be embedded in dashboard pages, exported as CSV or PDF, or delivered automatically to a list of recipients on a schedule.

Creating a Report#

Go to Office → Reports → New Report within your namespace. Give the report a name, then select the data source (a module). From there you can:

Administration

Mon, 01 Jan 0001 00:00:00 +0000

Administration#

The Office Administration panel gives workspace administrators full control over system settings, user access, namespace configuration, and data governance. Most administrative tasks are performed here or in Novaza SSO.

System Settings#

Access system settings via Office → Admin → System Settings. Key options include:

Workspace name and logo — displayed in the top navigation bar
Default language — English or Vietnamese (can be overridden per user)
Default timezone — used for scheduled reports and workflow timestamps
Record deletion policy — choose between hard delete (permanent) or soft delete (records are archived and can be restored within 30 days)
File storage limits — set a maximum total attachment storage per namespace
API rate limits — configure per-token request limits for the REST API

User Management#

While user accounts are created and deactivated in Novaza SSO, the Office Admin panel lets you manage namespace-level membership:

Record Revisions

Mon, 01 Jan 0001 00:00:00 +0000

Record Revisions#

Novaza Office automatically tracks every change made to records, giving teams a complete history of who changed what, when, and what the value was before the change. Revisions are essential for compliance, audit, and for recovering from accidental edits.

Enabling Revisions#

Revisions are configured per module. A namespace administrator can toggle revision tracking from Module → Settings → Revisions. When enabled, each field update produces a revision entry alongside the main record.

Import & Export

Mon, 01 Jan 0001 00:00:00 +0000

Import & Export#

Novaza Office includes a built-in importer and exporter for moving record data in and out of any module. This is useful for onboarding existing data, producing snapshots for offline analysis, and exchanging data between namespaces.

Supported Formats#

CSV — Comma-separated values, with a header row for field mapping
JSON — Line-delimited or array-based JSON, preserving nested structures and typed values

CSV is typically used for data produced by spreadsheets and legacy systems. JSON is preferred when field types are complex (multi-value fields, record references, JSON blobs).

External Data Sources

Mon, 01 Jan 0001 00:00:00 +0000

External Data Sources#

Novaza Office can connect to external data sources so that pages, reports, and workflows can read and display data that lives outside of a namespace’s native records. This is useful when teams need to blend Office data with an existing data warehouse, an analytics database, or a line-of-business system.

Supported Connections#

External data sources are configured as read-only connections from the namespace. Office supports:

Relational databases — connect to an existing reporting database using a connection string and service account credentials
HTTP / REST endpoints — pull JSON data from an authenticated external API at request time
File drops — periodically ingest structured files (CSV, JSON) from a shared storage location

Connections are defined per namespace and require administrator privileges to create or modify.

Email Notifications

Mon, 01 Jan 0001 00:00:00 +0000

Email Notifications#

Novaza Office can send automated emails when records change, workflows execute, or scheduled events trigger. Notification templates centralize the subject line, body, and recipient logic so that automated mail stays consistent across namespaces.

Template Anatomy#

Each notification template contains:

Name and description — internal identifiers for the template
Subject — a single-line template that can interpolate record fields
Body — an HTML body with support for a plain-text fallback
Recipients — one or more addresses or recipient expressions (see below)
Locale — used when the workspace has users on different default languages

Templates support field interpolation using {{ record.fieldName }} placeholders, which are replaced at send time with values from the triggering record.