Table of Contents
Overview
Terms
Browser Requirements
Records and Tables
Tables and Forms
Application Administration, Ownership and Users
Application from Imported Data
Tables
Creating a New Table
Managing Existing Tables
Changing Tables Order
Customizing Table Properties
Managing Access for Table Records
Importing Data into a Table
Plural and Singular Names
Columns
Creating New Columns
Column Types
Editing Existing Columns
General Properties
Specific Properties
Changing Column Type
Setting Default Columns Order
Setting the Key Column
Managing Access to Columns
Formula Columns
Converting formula to column
Views
Default View
Managing the List of Views
Creating New Views
Table
Summary
Chart
Calendar
Timeline
Editing Existing Views
Managing Access Rights for Views
Dashboards
Creating Dashboards
Customizing Dashboards
Adding New Sections
Assigning Dashboards to Roles
Forms
Default Form
Creating a New Form
Editing Forms
Managing Form Elements
Assigning Forms to Roles
Security
Adding New User Roles
Managing Existing User Roles
Adding Users to User Groups
Managing Existing Users
Access Rights to the Objects
Application Ownership and Administration Rights
Transferring Application
Relations
One-to-Many Relations
Many-to-Many Relations
Creating Relations
Example
Summary Columns
Lookup Columns
Record Picker View
Customizing Record Picker View
Displaying Details
Matching Columns
Example. Creating Relations Between Columns
Documents
Document Templates
Creating a New Document
Customizing Existing Documents
Managing Access to Documents
Using Documents
E-Mail Notifications
Notifications
Subscriptions
Reminders
Rules
Workflow Actions
Creating Workflow Actions
Managing Workflow Actions
Workflow Rules
Creating Workflow Rules
Managing Workflow Rules
Associating Workflow Rules with Actions
Example
Application
Application Properties
Creating a Copy of Application
Managing Subscription
Deleting an Application
Resources
Creating Resources
Customizing Existing Resources
Variables
Using Variables in Formulas
Error Log
Working with Formulas
Formula Building Blocks
Literals
Null
Columns and variables
Operators and Functions
Conditions
Creating Formulas
Formula Language Reference