Security Features
Setting up users, roles, privileges and related considerations
Tag: V6
Development Mode
How to toggle between development and standard user modes
Introduction
Introducing the Agilebase as a no-code software development platform
Learner Progression
The journey from citizen developer to software architect
2FA setup
Setting up two factor authentication - a guide for all users
Security and Compliance
Security features - users, roles and privileges. Policies and procedures
Users
Adding, viewing and removing users
Artificial Intelligence (AI)
How AI and No Code work together in Agilebase
Community Users
Allowing access to people outside the organisation
1. Creating a basic task list
Demonstrates the basic processes of building a simple application, a good starting point
Policies
Policies and further information
Relational Database Concepts
Useful concepts to understand prior to building applications
Roles
Organising users into groups for better management
Tiles
Tiles on the homepage are the entry point for the user to Agilebase applications
2. Capturing Company and Contact data (Introducing Relational Databases)
Introducing the power of Relational Databases… adding the ability to capture Company and Contact information to start building our CRM.
Tables
Tables are the building blocks of a data structure
3. Adding a Sales Pipeline - Kanban
Adding Sales Opportunity management to our CRM - using a Kanban board and DropDown fields.
Adding, editing and removing
The basics of working with tables
Exporting
Allowing users to export data to spreadsheet
Fields
Table fields
4. Calculated Datafields
Demonstrate how easy it is to use one of the most powerful features of agileBase… Calculations
Common Options
Options common to all fields of any type
Field Types
A list of field types, the purposes and options of each
Reporting
Viewing, querying and reporting on log data
Table layouts
Customise a table’s form on-screen
Usage Monitoring
Viewing usage statistics relating to users, tables and views
Views
Views allow the user to search and manipulate data
Logging in from an app
Validating logins from a third party app
Creating a view
How to create a new view and place it in a navigation structure
Hierarchy Navigation
Customising how the user navigates an application
Basic Field Types
Text, number, date/time, auto-generated number sequence and checkbox fields
Text Field Options
Options specific to text fields
Charting
Data visualisation options
Relation Field Options
Options specific to relation fields, which determine how tables link together
Tabs
Tabs allow navigation from a parent record to a related child record
To grandchild records
Agilebase automatically exposes three-tier navigation structures
Sensitive data
Options relevant to storing commerically sensitive or personal data
Special Field Types
Separators, comment feeds, referenced data, file uploads, automatic fields
Calculations
Adding calculations to a view
Date Field Options
Options specific to date fields
Separators
Separators are used to group fields into blocks
Upwards Navigation
Relations allow navigation from a child record to its parent
Built In Charting
Building and working with charts
Business Intelligence
Visualising data in third party Business Intelligence tools
Calendar
Using the built in calendar and integrating with third party calendars
Changing Field Types
How to change a field from one type to another
Data Integrity Checks
Enforcing the correctness of data entered into the system
Options
Options which alter table behaviour
Calculation Examples
Some examples of useful calculations for each type of field (text, number etc.)
Types of Join
Left outer, inner and cross joins
Filters
Adding filters to a view
Checkbox Field Options
Options specific to checkbox (true/false) fields
Comment Feeds
Comment feeds allow collaboration between users of a system
Referenced data
Embed data or charts from elsewhere in the system into a form
Adding Help
How to add inline help to aid users of your applications
Usage
Shows which users are viewing data from this table
Special Uses
Creating application functionality using views
Number Field Options
Options specific to numeric fields
Automatically present fields
Metadata fields created and managed by the system
Document templates
Templates allow the automatic generation of PDF documents, or printouts
File fields
Allow people to upload or generate documents, images and other file types
Integrations
Using the API and other data IO options to extract data from Agilebase and/or connect with third party systems
Testing
Using a test server to dry-run integrations
External Reporting
Sending data to an external tool via a database link
Options
Many options affect how views look and behave
Types of Workflow Actions
Each workflow can perform a single specific action
Separator Options
Options specific to separators, which form groups of fields into blocks
APIs
Using a view to create an API
Workflows
Using a view to create a workflow
Advanced Usage
Resources typically useful in the later stages of development
Display Options
These options control how data is displayed
Behaviour Options
These options affect the behaviour of a view
Tips and Tricks
Some interesting solutions for common problems encountered when building apps with Agilebase
Referenced Data Panels
Using views to embed data from other parts of the system into a data entry form
Referenced Data Field Options
Options specific to referenced data fields (where data is pulled in to display in a form from other places in the system)
Company Settings
These settings apply to the whole Agilebase account
Creating a POST API
A powerful automation feature that can allow a third party system to POST data in to Agilebase.
Creating a PUSH API
A powerful automation feature that can send data to third party systems.
Tabs
Showing data in a form tab
Build Patterns
Common patterns, or recipes for accomplishing useful tasks
Performance Optimisation
Working with big data and complex views
Creating a PULL API
Control how third party systems read data from Agilebase
Controlling Form User Interfaces
Using a view to control a form - hiding/showing different areas, locking data and expanding/contracting blocks of fields on screen
Related Record Chooser
Using a view to choose a record for a relation field
PUSH API worked example - Zapier
A worked example to send Agilebase data to a third party text messaging service using Zapier
Complete API worked example
A more complex API example showing a real world integration consisting of multiple steps
Comments integration
Allows comments posted in Agilebase to be shared as Slack/Teams/Google etc. notifications
Importing from spreadsheet
Adding to or updating existing data in a table using a spreadsheet import
Authenticating users via the API
Logging in as a user
Advanced information on Workflows
Further information about Agilebase automation features