Custom apps

1. Log in to your Freshsales Suite account and from the left navigation pane, navigate to apps gallery (Admin Settings > Marketplace for CRM).

2. Click Go to Developer Portal. The All Apps page is displayed.

3. Click New App and select Custom App. The Create a new app page is displayed.

4. From Select your App type, select Custom App.

5. In the Upload Zip file section, click Upload App file, select the packed app file, and click Open. The packed app file is uploaded. Note:To replace the uploaded app file, click Replace App file, select the packed app file, and click Open. The packed app file is replaced.

6. In the Name your App field, enter a meaningful name comprising two or three words.

7. Click Proceed. A page for entering the app details is displayed and the Supported Product field is auto-populated as Freshsales Suite.

   In the details panel on the left, the following values are auto-populated:

   1. The app’s name with the app status as Draft.
   2. The status of the app’s details such as Code Upload, App Display Details, and Support Details.
   3. App type: Specifies how an app is available to an app user. Possible App types: Freshworks app (publicly displayed in the Marketplace), Custom app (private only to the customer using the product), External app (listed in an external website).
   4. App Id: An app’s identifier that is displayed after the app is published.
   5. Last updated: The timestamp of when the app was last modified.
   6. Built for: The products for which the app is built.
   7. Code File: The status and versions of the uploaded app, displayed in chronological order. When a new custom app file is uploaded, it is listed under Test Versions and the status is Draft version (Draft).
   Draft version of the app in the Code File section

8. In the main section of the app details page, navigate to the App information tab and fill out the requisite app details.

9. Click Save and test, to test the app before publishing. The Manage Apps page > In Development tab is displayed. Under this tab, a list of all the apps that are in development is displayed.

   Note:The Manage Apps page is displayed in a new tab. In the current tab, in the Code File section, the app version changes from Draft to Test Version 1.0 (In Development).

   In development apps in Manage Apps > In development tab

10. To test the uploaded app, click Install next to the corresponding app name.

    1. If the app requires third-party authentication, a corresponding window requesting for login credentials is displayed. Enter appropriate credentials and log in. The Authorize app window is displayed. Click Authorize.
    2. If the app requires input in the form of installation parameters, the Settings page is displayed with the list of installation parameters. Enter appropriate input values and click Install.

    The app is installed and the Install button is replaced with the Settings button.

    Installed apps in Manage Apps > In development tab

11. To test uninstallation, click Settings > Uninstall App. The app is uninstalled and the Settings button is replaced with the Install button.

12. To test app disabling, navigate to Settings > Enable app toggle key and set it to off state. The app is disabled.

13. Test the working of your app.

14. After testing, to submit the app for publishing, navigate to apps gallery (Admin Settings > Marketplace for CRM > Go to Developer Portal) . The All Apps page is displayed. All custom apps in development state are listed as cards.

    All apps page

15. Click on the appropriate Custom app card. The app details page is displayed. In the details panel on the left, in the Code File section, under Test Versions, the app version is specified as Test Version 1.0 (In Development).

    Test version of the app in the Code File section

16. To view all app testing and app submission activities that have been performed, in the details panel, click View activities. The Activities page is displayed.

17. To add a new version of the app that is in development, click Add new version. For more information, see Upload a new version of an in-development Custom app.

18. Publish the app.

1. If you are not on the app details page, navigate to apps gallery (Admin Settings > Marketplace for CRM > Go to Developer Portal) and click on the Custom app card corresponding to the in-development app for which you want to upload a new version. A page with the app details is displayed. In the details panel on the left, under the Code File > Live versions section, all published app versions (up to a maximum of three latest versions) are listed. Under the Code File > Test Versions section, the last uploaded in-development app version is listed. Note: Only one app version can exist in the Test version (In-Development) status. If you upload a new version of an in-development app and save it, the latest version replaces the previous version.

2. In the app details page, under the Code File section, click Add new version. The Add new version window is displayed.

3. Click Click to upload, to select the packed app file and click Open. The packed app file is uploaded.

4. Click Save. The app details page is displayed. In the Code File section, the new version of the app is listed under the Test Versions section and the app status is Draft Version (Draft).

   Code File section

5. In the main section of the App information page, navigate to the App information tab and update the requisite app details. A page for entering the app details is displayed and the Supported Product field is auto-populated as Freshsales Suite

6. Click Save and test, to test the app. The Manage Apps page > In Development tab is displayed. A list of all apps that are in development is displayed.

7. For an in-development app that has a new version uploaded, if the existing app version is installed and enabled, an Update button is displayed next to the app. Click Update to test the new app version.

   Update a new version of the app

8. For an in-development app that has a new version uploaded, if the existing app version is disabled, navigate to the Settings > Enable App toggle button and set it to on state. An Update button is displayed. Click Update to test the new app version.

   Enable app toggle button

9. If the in-development app is not installed, click Install. The app is installed and the Install button is replaced with the Settings button. The previous version of the in-development app is updated to the latest version.

10. To test uninstallation, click Settings > Uninstall App. The app is uninstalled and the Settings button is replaced with the Install button.

11. To test app disabling, navigate to Settings > Enable app toggle key and set it to off state. The app is disabled.

12. Test the working of your app.

13. After testing, to submit the app for publishing, navigate to apps gallery (Admin Settings > Marketplace for CRM > Go to Developer Portal). The All Apps page is displayed. All custom apps in development state are listed as cards.

14. Click on the appropriate Custom app card. The app details page is displayed. In the details panel on the left, in the Code File section, under Test Versions, the app version is specified as Test Version n+1.0 (In Development), where n is the previous app version that was tested.

For information on how to publish the new uploaded version, see Publish the app.

1. Navigate to apps gallery (Admin Settings > Marketplace for CRM) > Go to Develeoper Portal and click on the Custom app card corresponding to the published app for which you want to upload a new version. A page with the app details is displayed. In the details panel on the left, under the Code File > Live versions section, all published app versions (up to a maximum of three latest versions) are listed.

2. In the Code File section, click Add new version. The Add new version window is displayed.

3. Click Click to upload, to select the packed app file and click Open. The packed app file is uploaded.

4. Click Save. The app details page is displayed. In the Code File > Test Versions section, the new version of the app is listed. The app status is Draft Version (Draft).

   1. To replace the uploaded app file, click Edit. The Add new version window is displayed. Click Replace to upload a new packed app file.
   2. To delete the uploaded app file, click Delete.Edit and Delete buttons in the Code File section

5. In the main section of the App information page, navigate to the App information tab and update the requisite app details.

6. Click Save and test, to test the app before publishing. The Manage Apps page > In Development tab is displayed. A list of all apps that are in development is displayed. The previously published version of the app is disabled.

7. Navigate to the Settings > Enable app toggle key and set it to on state, to enable the app. The Update button is displayed.

   Update button in Manage Apps > In development tab

8. To test the enabled app, click Update. If required, reauthorize the app and provide appropriate values for the installation parameters. The previous version of the published app is updated to the latest version of the app to be tested.

9. To test uninstallation, click Settings > Uninstall App. The app is uninstalled and the Settings button is replaced with the Install button.

10. To test app disabling, navigate to Settings > Enable app toggle key and set it to off state. The app is disabled.

11. Test the working of your app.

12. After testing, to submit the app for publishing, navigate to apps gallery (Admin Settings > Marketplace for CRM) > Go to Developer Portal. The All Apps page is displayed. All custom apps are listed as cards.

13. Click on the appropriate Custom app card. The app details page is displayed. In the details panel on the left, in the Code File section, under Test Versions, the app version is specified as Test Version n+1.0 (In Development), where n is the previous app version that was tested.

14. Publish the app.

To publish an app after testing:

1. In the app page > Code File section, navigate to the Test Versions section and click Promote to Live.

   Or

   In the main section of the app details page, click Save and Publish.

2. In the app details panel on the left, the status of the app changes to Publishing In Progress. Custom apps are not subject to the review process and are available for installation within 30 minutes of app submission. After the app is successfully added as a Custom app, the status of the app changes to Published.

In the app details page > details panel on the left,

• The app status is Published.
• The Last updated field value is updated.
• The Last published field is displayed and the value of this field is auto-populated.
• The App Id field value is displayed.
• Under the Code File section, the app details are moved to the Live Versions section and the app status is Published.Published app in the Code File section

The app information to be displayed in the Freshworks Marketplace are captured in the following sections:

• App Display Details
• Media
• Support Details

Note:For more information on the Freshworks app building and process, refer to the video tutorials, support articles, and FAQ’s in the Help section.

1. Log in to your Freshsales Suite account and from the left navigation pane, navigate to apps gallery (Admin Settings > Marketplace for CRM). The Apps gallery is displayed.
2. Navigate to MANAGE APPS > Custom Apps. A list of all custom apps that are successfully published is displayed.
3. Click Install next to the app that is to be installed.
   • If the app requires third-party authentication, a corresponding window requesting for login credentials is displayed. Enter appropriate credentials and log in. The Authorize app window is displayed. Click Authorize.
   • If the app requires input in the form of installation parameters, the Settings page is displayed with the list of installation parameters. Enter appropriate input values and click Install.

1. Log in to your Freshsales Suite account and from the left navigation pane, navigate to apps gallery (Admin Settings > Marketplace for CRM). The Apps gallery is displayed.
2. Click Go to Developer Portal. The All Apps page is displayed.
3. Click on the Custom app card corresponding to the published app to be deleted. The app details page is displayed.
4. Click Delete in the Delete App section to permanently delete the Custom app.