Documentation & Blog

Tips, tricks, and tutorials for users and developers.

Help & Basics 03.02.2026

Introduction to Snippets

Developer Feature: Custom Code Snippets This guide explains how to inject custom PHP and HTML code into specific pages of the application using the setupfolder. This allows for deep customization and the integration of ...

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Help & Basics 25.01.2026

Possible Problems and Solutions

You receive the message 'Invalid Login' - what is going wrong? The password may be spelled incorrectly. Please pay attention to case sensitivity; the software treats spaces like normal characters. The password is a maximum of 20 characters long. ...

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Help & Basics 21.01.2026

Guide: Generators

This documentation describes how to use the integrated generators for Snippets and Button Scripts. These tools allow you to create powerful features and automations without writing PHP code. 1. Snippet Generator The Snippet Generator is used...

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Developer Tutorials 19.01.2026

Creating Data Tables for one ore more Teams

Tutorial: Learn how to structure your data effectively. This guide covers standard table creation for your team and advanced shared table configurations for system administra...

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Developer Tutorials 19.01.2026

Managing User Limits & Registration

Tutorial: Managing User Limits & Registration Control the growth of your application and secure access. Learn how to set a maximum number of users or completely disable public...

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Developer Tutorials 17.01.2026

Extending User Management

Developer Tutorial: Extending User Management Learn how to customize the user editing process using the admin_useredit_snippet.php. Concept: This mechanism allows you to inject custom UI elements into the user ed...

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User Tutorials 17.01.2026

Entwicklung einer CRM Lösung mit den Vorlagen

Tutorial: Ihr persönliches CRM-System aufbauen Ziel dieses Tutorials: Wir zeigen Ihnen, wie Sie mit den integrierten Vorlage-Tabellen und unseren leistungsstarken Tools ein maßgeschneidertes Customer Relationship ...

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User Tutorials 17.01.2026

Building Your Personal CRM System

Tutorial: Building Your Personal CRM System Goal of this tutorial: We will show you how to create a customized Customer Relationship Management (CRM) system using the integrated template tables and our powerful to...

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User Tutorials 16.01.2026

Aufbau einer GRC und ITSM Lösung

Tutorial: Aufbau einer GRC- und ITSM-Lösung Ziel dieses Tutorials: Wir zeigen Ihnen, wie Sie mit INtex Projekt X eine professionelle Lösung für Governance, Risk & Compliance (GRC) sowie IT Service Management (ITSM...

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User Tutorials 16.01.2026

Developing a GRC and ITSM solution

Tutorial: Building a GRC and ITSM Solution Goal of this tutorial: We will show you how to create a professional solution for Governance, Risk & Compliance (GRC) and IT Service Management (ITSM) using INtex Project...

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Developer Tutorials 13.01.2026

Implementing XRechnung (XML) Generation

Implementing XRechnung (XML) Generation A technical deep dive into creating compliant e-invoices with PHP and extending system preferences. ...

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Developer Tutorials 13.01.2026

Generating and Archiving PDF Invoices

Generating and Archiving PDF Invoices A hybrid approach using client-side generation with pdfMake and server-side archiving in PHP. ...

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Developer Tutorials 13.01.2026

Building an Inline Line Item Editor

Building an Inline Line Item Editor How to implement a 1:n relationship editor within a single form using Custom Snippets and Events in PHP. ...

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Developer Tutorials 12.01.2026

Extending System Preferences

Extending System Preferences A guide to adding custom configuration variables using preferences.json. ...

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Help & Basics 11.01.2026

Menu Builder

With the Menu Builder, you can extend the application's main menu (left sidebar) and adapt it to your needs. You can add links to your pages created with the Page Builder or to external websites. Adding Elements Use the buttons below the list ...

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Help & Basics 11.01.2026

Page Builder

The Page Builder is a visual tool that allows you to create custom dashboards, landing pages, or information pages via drag & drop, without any programming knowledge. Overview On the Page Builder start page, you see a list of all created pages...

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Help & Basics 09.01.2026

Data Entry & Maintenance

The quality of your data depends on correct entry. Our forms support you with validations, help texts, and convenient input tools. Create & Edit Records Create New: In every list view, you will prominently find the "New Record" button. This op...

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Help & Basics 09.01.2026

Navigation & Orientation

Welcome to the application. Intuitive navigation is key to efficient work. Here you will learn how to move quickly and securely through the various sections. Main Menu (Sidebar) The central control center is located on the left edge of the scr...

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Help & Basics 09.01.2026

Working with Tables

Tables are the heart of data management. Here you will learn how to keep track of large amounts of data, find exactly what you are looking for, and customize the display to your needs. Search & Find Global Search: You will find a search box ab...

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Help & Basics 04.12.2025

Kanban & Calendar View

In addition to the standard list and card views, the application offers two special visualization modes: the Kanban board and the Calendar. These help you to look at your data from a different perspective. --- Kanban View The Kanban view ...

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Developer Tutorials 03.12.2025

JavaScript Button Tutorial

Building Interactive Logbook Features: A JavaScript Button Tutorial A deep dive into solving conflicts between custom JavaScript functions and global event handlers for a seamless user ...

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Developer Tutorials 12.11.2025

Custom Code Snippets

Developer Feature: Custom Code Snippets This guide explains how to inject custom PHP, HTML, and CSS code into specific pages of the application using the setup_folder. This allows for deep custom...

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Help & Basics 10.11.2025

Custom Buttons

With "Custom Buttons," you can add user-defined actions to your tables. These actions can either call a URL (e.g., to start an external service) or execute a client-side JavaScript function. --- Configuration Name: The text displayed on t...

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Help & Basics 10.11.2025

API Documentation

Welcome to the API documentation. This API allows you to programmatically access your data and perform CRUD (Create, Read, Update, Delete) operations. Authentication Every request to the API must be authenticated. This is done via an API Key...

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Developer Tutorials 09.11.2025

Dynamic Menu Extension

Tutorial: Dynamic Menu Extension body { background-color: #f8f9fa; } .container { padding-top: 2rem; padding-bottom: 2rem; ...

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Developer Tutorials 06.11.2025

Creating a Custom Field Type

Tutorial: Creating a Custom Field Type body { background-color: var(--bs-body-bg); color: var(--bs-body-color); } .container { max-w...

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Developer Tutorials 06.11.2025

Custom Pages

Tutorial: Custom Pages This guide explains how to create a completely custom PHP page within a setup folder and integrate it into the application using a custom button and the new navigate action. 1. Creating the C...

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Scripting & Buttons 05.11.2025

Creating Emails with AI

Tutorial: Creating Emails with AI This guide explains the functionality and code of the action_create_mail_ai.php script. This script allows users to generate a complete email draft using an AI model, simply by providing a topic or subject line. ...

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Developer Tutorials 04.11.2025

Custom formatting via CSS

Custom Field Styling with CSS Learn how to apply custom styles to field values across the application using CSS. This allows you to create visual indicators like status badges, progress bars, or specially formatted text, ensuring a consist...

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Scripting & Buttons 04.11.2025

Dropbox Picker

Integrating the Dropbox Picker This guide explains how to implement a custom button that allows users to select a file from their Dropbox account and save a shareable link into a form field. This is a powerful feature for linking external ...

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Scripting & Buttons 04.11.2025

Google Picker

Integrating the Google Drive Picker This guide explains how to implement a custom button that allows users to select a file from their Google Drive and save a shareable link into a form field. This is a powerful feature for linking externa...

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Scripting & Buttons 04.11.2025

"Mark as Done" Button

Tutorial: Creating a "Mark as Done" Button Learn how to create a button that allows users to update a record's status to "Done" directly from a table row with a single click. ...

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Help & Basics 04.11.2025

Custom Field Styling with CSS

Learn how to apply custom styles to field values across the application using CSS. This allows you to create visual indicators like status badges, progress bars, or specially formatted text, ensuring a consistent look in list, card, and kanban vie...

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Help & Basics 04.11.2025

Developer Guide

This guide describes the process for creating and deploying new, standalone application setups. --- 1. Multi-App Setups: Branding & Initialization The application can be configured to behave like a standalone solution (e.g., "INtex Invent...

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Developer Tutorials 01.11.2025

Application Security

Application Security Guide This guide provides a comprehensive overview of the security features implemented in the application to protect your data and ensure a safe user experience. 1. User Authentication and Access Contro...

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Developer Tutorials 01.11.2025

Extending the Application

Professional Developer Guide: Extending the Application This guide is for professional developers who want to build custom extensions, integrations, or complex business logic on top of the core application. The primary goal is to create th...

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Scripting & Buttons 01.11.2025

Update Record with User Input

Custom Button: Update Record with User Input This tutorial explains how to use the template_updaterecord_userinput.php script. This template allows you to create a custom button that prompts the user for input and then uses that...

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Developer Tutorials 01.11.2025

Adding a New Language

Tutorial: Adding a New Language This guide explains how to add a new language (localization) to the application. The system is designed to be easily extensible. By following these steps, you can add any language and make it avail...

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User Tutorials 01.11.2025

Layouting forms

Mastering Form Layouts: From Simple to Sophisticated A long, single-column form can be overwhelming for users. By using layout fields and simple settings, you can create clean, structured, and professional-looking forms that are a pleasure...

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Scripting & Buttons 31.10.2025

Google Maps Button Script

Your First Custom Button: A Google Maps Example Welcome to our series on creating custom buttons! In this first tutorial, we'll build a practical and impressive button from scratch: a "Show on Map" button. When a user is e...

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Scripting & Buttons 31.10.2025

Show data Script

Creating a "Show Details" Button with JSON In our last tutorial, we built a simple Google Maps button that read data directly from the form. Now, let's take it a step further. We'll create a "Show Details" button that fetches the...

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Scripting & Buttons 31.10.2025

Creating a new mail in your mail app

Building an Interactive "Send Email" Button In our previous tutorials, we created buttons that opened external links and displayed data in a modal. Now, we'll build a button that bridges the gap between our web application and...

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Scripting & Buttons 31.10.2025

Send mail via SMTP from your own server

Building a "Send via SMTP" Button In our last tutorial, we created a button that opened the user's local email client. Now, we'll build a more powerful and professional solution: a button that sends an email directly from the ...

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Scripting & Buttons 31.10.2025

Creating a vCard Export script button

Creating a vCard Export Button In our previous tutorials, we've seen how to display data and open external links. Now, let's build a button that generates a file on-the-fly and lets the user download it. We'll create a "Downloa...

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Scripting & Buttons 31.10.2025

Creating a ics calendar date Export script button

Creating an iCalendar (.ics) Export Button Following our vCard export tutorial, we'll now create another powerful export button: "Download iCalendar". This button will allow users to export a record, such as an appointment or t...

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Scripting & Buttons 31.10.2025

Creating a letter pdf from script

Generating PDF Letters with pdfmake.js In our final tutorial, we'll build the most advanced button yet: a "Create Letter" button. This button will take data from a primary record (e.g., a correspondence entry) and its linked add...

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Scripting & Buttons 31.10.2025

Mastering custom buttons

Mastering Custom Buttons: A Developer's Recap Congratulations on completing our custom button tutorial series! We've journeyed from a simple "Show on Map" button to a sophisticated PDF letter generator. You now have the foundatio...

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Installation & Setup 31.10.2025

Installation on premises (deutsch)

Anleitung: Installation und Konfiguration Willkommen zu unserem Installations Guide! Hier geht es um Installation und Konfiguration des gesamten Systems auf Ihrem Web-Server. Dieser Leitfaden führt Sie Schritt für Schritt durch...

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Installation & Setup 31.10.2025

Installation on premises (english)

Guide: Installation and Configuration Welcome to our installation guide! The installation and configuration of the entire system on your webserver. This guide will walk you step-by-step through the process, from setting up the da...

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Help & Basics 28.10.2025

Conditional Formatting & Visibility

With these advanced features, you can dynamically adjust the presentation of your data to highlight important information or make forms clearer. --- Conditional Formatting (Table View) With conditional formatting, you can color-code entir...

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Help & Basics 28.10.2025

Custom Events

With "Custom Events," you can execute JavaScript code that is automatically triggered by specific actions (e.g., when saving or deleting a record). This allows for the automation of processes, data validation, or integration with other systems. ...

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Help & Basics 28.10.2025

Field Types

The field type is the most important property of a field. It determines what kind of data can be stored, how the field is displayed in the form, and which options are available. --- Standard Fields Text A simple, single-line text field f...

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Help & Basics 28.10.2025

Data Import & Export

The application provides powerful tools to import data from external sources or to export your existing data for further processing. --- Importing Data You can import data from a CSV file directly into one of your tables. CSV File Requ...

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Help & Basics 28.10.2025

Preferences: Available Variables

Here you will find a list of predefined preference keys and their meanings. These keys are used by the application to customize layout and behavior. --- Layout Preferences (layout) These keys control the appearance of documents and the us...

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Help & Basics 28.10.2025

Manage Settings

This page serves as the central entry point for all administrative settings concerning your team. From here, you can define the structure of your data, customize views, and create analyses. Available Areas: Custom Tables: Create and manage t...

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Help & Basics 28.10.2025

Technical File Documentation

This documentation provides an overview of the most important PHP and JavaScript files of the project, grouped by their functional area. --- Core & Configuration init.php: Heart of the application. Starts the session, loads configurations...

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Help & Basics 28.10.2025

The Query Editor

With the Query Editor, you can create complex, reusable data queries across one or more tables. This allows you to link, calculate, and analyze data exactly according to your needs. --- Step 1: General Information Query Name: A descriptiv...

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Help & Basics 28.10.2025

Edit Table Structure

On this page, you define the core of your table: its structure, its fields, and its behavior. General Table Settings Display Name: The name that appears in menus and headings. Technical Name: A unique name without spaces (only a-z, 0-9, ). Th...

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Help & Basics 28.10.2025

Custom Views

With Views, you can save predefined filter, sort, and column settings for each table. This allows you and your team to quickly switch between different perspectives on your data without having to manually set the filters each time. What is a Vi...

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