If you need help using Pario, please visit the links below. Can't find something? Contact Us and we're glad to help out!
Create a new project from a template
This article describes how to create a project from one of the templates available in Pario. You can use a template to jump-start a new project, or as a tool to learn by example from the Pario experts.
To create a new project from a template:
- Login to your Pario Account at https://trial.getpario.com/ode/
- Once logged in, you will see a screen with tabs for Your Projects, Shared Projects, and Templates
- Click on the Templates tab
- Choose the template most suitable for your work. Click on it, then click the New From Template... button at the bottom of the screen.
- On the next screen, give your project a name and create an administrative login that you can use to access the project. This administrative user will be inserted into your generated application — it does not need to match your Pario developer account.
- Click the create button
Done! It's a simple as that. You can now login to your project using the administrative username and password that you used in step 5. Each template includes some sample data to help you quickly figure out what the application is all about. After you've seen your new application in action, you can head back over to the ODE and customize the project to fit your needs.
Phone Directory Template
Maintain a directory of your employees' contact information.
Features & User Permissions
Read-Only users can view the list of contacts and departments within the company. When viewing a department, they can view the contact details within that department, and by clicking the 'Print' button can obtain a formatted PDF listing of the department and its contact details. They can also view a PDF listing of the entire company's Phone Directory through the REPORTS menu.
Dept Administrator users have the added ability to insert/edit/delete contacts within the department they manage, while their permissions for contacts within other Departments are restricted as they would be to a Read-Only user.
Administrators have the added ability to insert/edit/delete users for the Phone Directory system. They can insert/edit/delete contacts in any department, as well as insert/edit/delete the departments themselves.
Sales Order Template
A simple order processing system in which customers place purchase orders which may contain multiple line items, each of which corresponds to one product in certain quantity. Each sales order is packed by an employee for shipping and delivery.
Your customers can insert new sales orders for themselves, but they are not allowed to access any orders but their own . When viewing one of their sales orders, they are allowed to enter a new line item to the order (or edit an existing one) only if the order has not yet been marked as shipped . They can also browse/view product data, but the Unit Cost field is hidden  so that the are not able to discover how much you are marking up the product. Customers are also allowed to view/edit their own Customer data .
Employees can insert new sales orders for any customer. They can also edit certain sales order data (Status, Packed On) if it has not been marked Shipped, and just like Customers, they cannot enter new line items (or edit existing ones) on shipped sales orders. They can create/manage products and customers, however they are not allowed to delete existing records. They are also allowed to browse all employees in the system but can only edit their own data. Date of Birth is hidden from the browse view .
Managers are allowed to do everything an Employee can do plus the following: They can delete sales orders, products, customers, and employees. They are also allowed to create/manage users of the Sales Order system itself.
 through row-level permissions
 see the WHERE clause on the sales_order reference on the line_item table to see how to do this.
 through field-level permissions
Basic System Flow
A Customer will log in and create a new Sales Order. The Sales Order will default to "New" status, with the "Placed On" date field automatically populated to today's date. The Customer can then Insert new Line Items to the order. Each Line Item's "Line No" value is determined using a calc field which counts the number of line items already attached to the Sales Order, including the current Line Item. Once the Customer has finished adding Line Items, they have the option to return to the Sales Order to click the Print button which will output a PDF of the order and it's details.
An Employee (or Manager) can then log in to search for Sales Orders that need to be filled. Once they locate and open a Sales Order, they can view the Line Items and physically pack the order. Once the order is packaged, they will edit the Sales Order and change the status to Packaged. The "Packed On" and "Packed By" fields will automatically populate with the currently logged in Employee and the current date.
Another Employee (or Manager) will log in to browse Sales Orders that are marked "Ready to Ship" (Packaged). They can then edit that Sales Order, changing the status to Shipped, setting the Shipped On date and saving the completed Sales Order.
The following logins are present but disabled by default, and must be activated by the administrative user whose credentials you provided when you created the project. We strongly recommend that you change the password for any user that you activate.
Employee login: bonner:bonner
Manager login: manager:manager
Customer login: mills:mills