Security Features
Setting up users, roles, privileges and related considerations
Setting up users, roles, privileges and related considerations
Building a number of applications to form a CRM system
Security features - users, roles and privileges. Policies and procedures
Adding, viewing and removing users
Useful concepts to understand prior to building applications
Organising users into groups for better management
The different types of privilege and how they can be assigned
The basics of working with tables
Allowing users to export data to spreadsheet
Table fields
Options common to all fields of any type
A list of field types, the purposes and options of each
Viewing, querying and reporting on log data
Customise a table’s form on-screen
Viewing usage statistics relating to users, tables and views
Views allow the user to search and manipulate data
Customise the behaviour and display of fields
Customising how the user navigates an application
Text, number, date/time, auto-generated number sequence and checkbox fields
Options specific to text fields
Using joins to merge data from multiple sources into one view
Options specific to relation fields, which determine how tables link together
Tabs allow navigation from a parent record to a related child record
agileBase automatically exposes three-tier navigation structures
Options relevant to storing commerically sensitive or personal data
Separators, comment feeds, referenced data, file uploads, automatic fields
Adding calculations to a view
Options specific to date fields
Separators are used to group fields into blocks
Relations allow navigation from a child record to its parent
Enforcing the correctness of data entered into the system
Options which alter table behaviour
Running a workflow whenever a record is added
Some examples of useful calculations for each type of field (text, number etc.)
Left outer, inner and cross joins
Options specific to checkbox (true/false) fields
Comment feeds allow collaboration between users of a system
Embed data or charts from elsewhere in the system into a form
How to add inline help to aid users of your applications
Shows which users are viewing data from this table
Creating application functionality using views
Options specific to numeric fields
Metadata fields created and managed by the system
Templates allow the automatic generation of PDF documents, or printouts
Allow people to upload or generate documents, images and other file types
Allow people to upload or generate documents, images and other file types
Options specific to auto-generated numeric sequence fields
Many options affect how views look and behave
Options specific to separators, which form groups of fields into blocks
Using a view to create an API
These options control how data is displayed
These options affect the behaviour of a view
Using views to embed data from other parts of the system into a data entry form
Options specific to cross-reference panel fields
A powerful automation feature that can allow a third party system to POST data in to agileBase.
Options specific to file fields, including for generating documents
A powerful automation feature that can send data to third party systems.
Showing data in a form tab
Control how third party systems read data from agileBase
Using a view to control a form - hiding/showing different areas, locking data and expanding/contracting blocks of fields on screen
Using a view to choose a record for a relation field
A worked example to send agileBase data to a third party text messaging service using Zapier
A more complex API example showing a real world integration consisting of multiple steps
The data in each view can be exported when the requisite privileges are granted
Allows comments posted in agileBase to be shared as Slack notifications