Documentation

Learn StepVane

The StepVane manual explains how to do anything, with numbered steps that name the exact buttons. It comes with StepVane and works offline: in the Windows app open Help → Documentation.

Getting started

New here? Watch the video guides: it builds an app from scratch, with workflows, a data connection and a paired phone.

StepVane has two parts: StepVane Studio, where you build the app, and StepVane Capture, the app on the handheld that runs it. The PC that runs Studio is the server.

  1. Install StepVane on a Windows PC from the download page. Studio opens with a local owner account already created.
  2. Pick an app: under Apps › Starter apps click Use on one of the ten ready-made apps — it comes with sample data. Or click New app for the wizard. Change fields under Build, steps under Workflows, and press Simulate.
  3. Publish once the checklist shows no red problems.
  4. Install and pair: in Devices, scan Get the Capture app with the phone and install it. Then Show pairing code; on the handheld, tap Scan QR code in StepVane Capture (or pull the scanner trigger at the QR). In a phone browser use Pair with address and type the code.
  5. Capture: tap the app tile, scan, save. The record appears in Studio’s Records within seconds. Turn Wi-Fi off and keep scanning; it syncs when the network is back.

The words StepVane uses

StepVane terms
AppEverything one set of handhelds runs
Starter appA ready-to-use app that comes with sample data
SessionOne job the worker starts from the Home screen, with its pages and records table
PageThe fields and buttons the worker sees at one time
Workflow“When this happens, do these steps”
Home screenThe first screen on the device, one tile per session
PublishSend a new version of the app to every device

The manual

Twenty sections, from your first app to backups, network setup and troubleshooting. Open them in StepVane with Help → Documentation.

  • 01Getting startedInstall, the Studio window, your first app in ten minutes
  • 02Apps and versionsCreate, save, publish, roll back and back up apps
  • 03PagesFields, field types, barcode parts, layouts, the page designer, look & feel
  • 04ButtonsWhat a button does, keys, security and look
  • 05Sessions and navigationHome screen tiles and moving between pages
  • 06LanguagesTranslate an app; each worker picks a language
  • 07WorkflowsTriggers, steps, branches and the simulator
  • 08ScriptsThe sandboxed escape hatch for unusual logic
  • 09DataTables, lookup tables, records, grids and live data
  • 10Connections and APIsWeb services, Smartsheet, Salesforce, files, databases and database commands
  • 11Sync, transfers and exportsSync settings, exports, transfers and the REST API
  • 12PrintingDocuments, PDF forms and printers
  • 13EmailSending email from workflows, exports and transfers
  • 14DevicesInstalling and pairing, phone settings, scanners, RFID, kiosk mode
  • 15Operators and securityOperators, roles, PINs and how data is protected
  • 16Importing from TracerPlusImport a TracerPlus 10 project and read its report
  • 17ReferenceEvery step, trigger and formula function
  • 18Admin and installInstall, the Windows service, backups, network and HTTPS, the Android app
  • 19TroubleshootingSymptoms and fixes, crash reports and the support bundle
  • 20Starter appsThe ten ready-to-use apps and their sample data

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