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User ManualNeed configuration, code or deployment details? In the Technical Manual: CrestApps RecipesResources

Recipes and Shared Resources

A recipe is a ready-made setup that creates content types, settings, roles or sample content in one go. Run one to set up a new or training site the same way every time, or to try a feature with sample content. The CrestApps Recipes feature adds a description to each recipe and checks recipes that you paste in. The CrestApps Resources feature keeps the small building blocks that CrestApps screens share in one place.

MenuTools > Recipes; Tools > Deployments > JSON Import
PermissionManage Recipes (to run one); Import Data (JSON Import)
FeatureCrestApps Recipes; CrestApps Resources
Can't find it?

What you see depends on your role. If the menu, a button or a setting on this page is missing, ask your administrator to give you the permission listed above or to turn on the feature. Only administrators can turn features on and change site settings.

Run a recipe​

  1. Open Tools > Recipes. The recipes are grouped by feature. Each has a name, tags and a description of what it creates.
  2. Type in the Search box to find a recipe by name or tag.
  3. Read the description, then click Run and confirm. The page reports the result when the recipe is done.
caution

A recipe changes the site: it can create content types, settings, roles and content. Read the description first, and run a recipe on a copy of the site when you are not sure.

Paste a recipe​

  1. Open Tools > Deployments > JSON Import.
  2. Paste or type the recipe in the Recipe JSON editor. It suggests the names of the steps and their settings as you type, and underlines mistakes before anything runs.
  3. Click Import.

Shared resources​

The CrestApps Resources feature has no screen of its own. It is turned on by the CrestApps features that need it, and keeps these building blocks in one place, so they look and behave the same on every screen:

  • The date range menu, with presets such as Last 7 Days and This Month, a custom range, and On or before and On or after dates. The report filters use it.
  • The phone box with country flags, used by the Phone Field and by other screens that ask for a phone number.
  • Select all checkboxes on admin lists, collapsible panels, date and time pickers, and item selectors.