Databases Beta Version - What's Changed?

Databases is the latest module with a new design, updated user experience and a drastic improvement in search and speed. It also marks the release of our upgraded Database Calendar functionality. 

This Beta version is available on request for those who want to test the new features, however please be aware that this is a Beta version and some issues may still occur. If you are interested in having this enabled, please contact your Customer Success Manager, or you can wait for the Production release in Q1, 2019.

Database List Page

Viewing all of your Databases will be quicker and easier, with the upgrade enabling a Database search at the top of the side panel, along with a choice of views (List or Cards).

 Additionally, there are a number of other new features:

• Counts on each Database to indicate how many Records exist
• Single/Staged Database indicators
• Related Link
• Auto-Folder created link to that folder in Resources
• Sort Databases on the fly using the sorting options dropdown on top right

Record Displays

The Beta version only supports the List and Calendar Record view options. The Cards view will be included in our Production release in Q1, 2019.

List View

The List view of Records (pictured below), comes with the same speed and search enhancements that came with the Resources upgrade. 

Users no longer have to load additional pages, but can quickly search all of their records, with the search results instantly filtering out. 

Additional features include:

• Updated UI
• Easier sorting options via the sort icon on the top right
• Sort your Records by clicking on the column header
• Clear indicators and links for Related items & the Auto-Folder create feature

Calendar View

The upgraded Calendar view (pictured below) provides an alternative way to view your records, based on customisable date fields. This is alongside a greatly enhanced UI and multiple new features. 

  The main features of this upgrade include:

• Record display based on Start & End Dates
  • This feature enables you to see each record as a range, dependant on a Start and End date. These dates can be taken from any Date field within the form (excluding those with duplicable logic).
  • You can view a demonstration of how to set up this feature below:

• Click on any Date to Add a Record
  
  • Note that if you have a specific Start Date field selected, this Date field on the record will be pre-populated with the date you clicked on. 
    
    
• View more information by hovering over the Info icon on the record
  • The popup you will see displays your secondary fields and featured column information:
    
• View all or just some records at a time
  • The icon highlighted below (which appears at the top right of your Calendar View), allows you to view either a Compact or Extended view of your records. If highlighted, the Extended view will be active and all records will be displayed. 
    
    
    
• Switch between Calendar displays
  • Choose which date range you wish to view your calendar display in. The options available in the Beta version can be seen below: 
    

Note: Please note that Search is not currently supported in the Calendar view. This will be introduced with the Production release. 

Filtering Options

Filter by any field within the Form, using the Filter Side Panel. This is activated by clicking the filter icon in the search bar (as in Resources).

• Results are dynamically filtered out on the right side of the page. You can see a demonstration of this below
• Create a default by using the checkbox at the bottom of the page (as current). 
  
  

To find out more about this Beta version, please contact your Customer Success Manager. 

Please note that the 'Database' and 'Records' terminology referenced above may appear differently in your platform as these are customisable.