Screens and views

Design the form with tabs and sections, and show records as a list, board, calendar, pivot, graph, timeline, map, gallery, activities or cohort - with search, filters and saved searches.

The form

Open a model's Form tab. Fields not on the form wait on the left; drag them into sections. A section can have one, two or three columns and its own title. Click the width arrows to make a field span two columns or the full width. Add tabs for long forms, notes for the people filling it in, and lines between groups. A section can show only when a condition holds (the eye button).

Back to standard puts every field in one section again.

Views

Open the Views tab. Turn on the views that help, and press Set up on each:

• List - the columns, which ones show a total at the bottom, optional columns people can add, sort, group by, rows per page, change values in the list itself, and colour rules (red when late, bold when big).
• Board - columns by stage, a choice, a person or yes/no; what each card shows; a total per column; quick add at the top of each column. Drag cards between columns and up and down.
• Calendar - by a date (and an end date); colours by a choice. Double-click a day to add a record on it.
• Pivot - counts, totals, averages, lowest and highest across rows and columns, with dates by day, week, month, quarter or year.
• Graph - bars, bars across, a line or a pie, split by a second grouping.
• Timeline - bars from a start to an end date, in rows by a person or stage, by day, week or month.
• Map - pins from a Location field (OpenStreetMap).
• Gallery - picture cards from an Image field.
• Activities - the planned calls, meetings, emails and to-dos of each record, late ones in red.
• Cohort - how many records are still open 1, 2, 3... months after they started.

People switch views with the buttons at the top right of a list.

Search, filters and saved searches

• The search box finds records by name, number and their text, email and phone fields.
• Filters has the ready filters your builders added (Views > Search & filters), My records, Archived, and Add a filter for your own rules - "Amount is greater than 50000 and Stage is Approved".
• Group by groups the list (and shows a count and totals per group).
• Saved keeps a search for you - or, for builders, for everyone - and can open the list with it.

Working with many records

Tick records in a list to change a field on all of them at once, archive them, export them or delete them. Export (CSV) in the ⋮ menu downloads what the list shows; Import (CSV) adds records from a spreadsheet (match each column to a field; records with the same number or unique field are updated instead of added).

Menus

On Apps & models, each app's Menu lists what people see in the side menu: lists of a model (opening in the view you choose, with a saved search if you like), headings, and links to other web pages. A menu item can be shown only to some roles.