PersivApps Documentation
Turn scattered processes into governed, scalable operations — define in Excel, deploy instantly.
🌐 Web
📲 Installable PWA
📶 Offline-Capable
🌍 Multi-Language
🏢 Multi-Tenant
Topics
Getting Started
Trust & Security
Entry Actions
Creating EntriesFill and submit a new smarttable entry
Editing EntriesUpdate, lock, and autosave existing entries
Bulk OperationsPrint, export, delete, and swap entries in bulk
Filtering EntriesSearch and filter the entries table by column
Formulas & Computed FieldsFields that calculate themselves from other fields
Configuration
SmartTable SettingsObservations, autosave, display, and access rules
SharePoint Sheet SetupDefine a smarttable's fields from an Excel workbook
SmartTable Approval WorkflowReview and approve schema changes before they go live
SmartTable StepsSplit one entry into steps and assign each to a different person
Access ManagementPer-smarttable sharing, roles, and entry-level access rules
User ManagementRegister users, reset passwords, manage licenses
User AttributesCustom user metadata like Department or Shift
Organizations & Instance ManagementMulti-tenancy, licensing, and install-wide backups
FoldersGroup smarttables and share access to them as a unit
NotificationsPush notifications and in-app approval actions
AttestationSign off submitted entries with a signature
Automation
Offline & Mobile
What is PersivApps?
Your business doesn't need more disconnected apps. PersivApps replaces Excel-driven chaos with structured workflows — define your process in a familiar Excel format, deploy instantly, and run operations with built-in governance, audit trails, and role-based access.
How It Works
| Step | What You Do |
|---|---|
| 1. Define in Excel | Structure your fields, smarttables, and workflows in a familiar Excel format on SharePoint. No coding needed. |
| 2. Deploy Instantly | PersivApps generates your application in minutes — complete with governance, access controls, and audit trails. |
| 3. Run Operations | Your teams capture trusted data, run approval workflows, and operate with full visibility — from day one. |
What You Get Out of the Box
| Capability | Description |
|---|---|
| Excel-to-App Generation | Define your schema in Excel and see your application come to life instantly. No coding, no tech knowledge required. |
| Structured Data Capture | Replace scattered spreadsheets with controlled smarttables that ensure reliable, consistent data entry across teams. |
| Approval Workflows | Built-in approval flows with comments, escalation paths, and complete visibility into every decision. |
| Role-Based Access | Granular access control at Organization, SmartTable, and Field level. Every team sees only what they need. |
| Full Audit Trail | Every action is logged. Every change is tracked. Audit-ready records available anytime for compliance. |
| Version-Controlled Schemas | Every schema change is versioned — track, review, and roll back with confidence. |
Built-In Governance
- Real-Time Visibility — See what's happening across operations in real time. No waiting for reports.
- Compliance Controls — Ensure every process meets your regulatory and internal standards.
- Scale Without Breakdown — Consistent processes across every team and location.
- Faster Execution — Reliable, structured data means faster execution. Eliminate bottlenecks from manual handoffs.
Use Cases
PersivApps powers operations across every function — from shop floor to back office:
- MES & Production
- Maintenance
- Stock Keeping
- Quality Checks
- Payment Approvals
- Logistics
- Store Operations
- HR
- EHS (Environment, Health & Safety)
- Order Acceptance
User Roles
| Role | Capabilities |
|---|---|
| System Admin | Full access to all smarttables, settings, users, and configurations |
| SmartTable Admin | Manage settings, access, and entries for assigned smarttables |
| Regular User | Create and edit entries on smarttables shared with them |
| Submit-Only User | Can submit entries but cannot edit after submission |
Security & Compliance
- Multi-Tenant Isolation — Every organization's data is scoped and isolated at the database level
- Full Audit Trail — Every create, update, delete, submit, and approval is logged, with a tamper-evident append-only mirror
- Encrypted Backups — One-click AES-256 encrypted backups with RSA key wrapping
- Automated Threat Monitoring — Admins are alerted on lockouts, suspicious login patterns, and license/org changes
See the full Security & Compliance page for details, including current SOC 2 certification status.
Works Anywhere, In Any Language
- Multi-Language — The interface can be switched to another supported language at any time, instantly, with no page reload
- Offline-Capable — Install PersivApps as an app and keep entering data without a connection; see Offline Mode
- Dark & Light Themes — Follows your system preference or can be toggled manually
💡 Quick Start
Start by reading SharePoint Sheet Setup to learn how to define your smarttable, then visit Entries Page to understand the main interface.