• The Card View

    How to manage your data

    The pack card view is where you manage all your data. The view is divided in several parts from top to bottom:

    1. The Pack Cards/Designer Switch that allows you to switch to the Pack designer. The switch is only visible if you have the permission to edit the layout.
    2. The Card Navigator allows navigating from card to card, search within the content, display the cards list and other advanced options
    3. The Card Data Form where you input your data
    4. The Pack Relation(s) if any defined.
    5. The Add Card Button
  • Add Card Button

    The packs have always at least one card. You can add as many cards as you want in a pack. Clicking on the "Add Card Button" will create a new empty card at the end of the pack. All fields with default values defined will be filled in automatically. Once created, the new card will immediately be displayed.

     

    It is also possible to add a new card by selecting "Add a Card" or "Duplicate the Card" in the Card navigator menu. The menu "Add a Card" acts exactly as the button. The menu "Duplicate a Card" copies all values of the card to the new one.

  • Card Navigator

    The card navigation bar gives all the tools to move within the cards (records) of the pack (database). The navigation bar remains sticky to the top of your browser window if you scroll down, so it is easy for you to change from card to card and keeping the current view of the pack layout.

     

    The navigation bar offers following tools :

    1. Switch to the cards list view. The cards list view allows you to see and reorder the cards in one big list.
    2. Navigate to the first card of the pack.
    3. Navigate through the previous card of the pack
    4. Shows the current card index, starting from 1. You can also enter manually  the index of the card you want to display in the field. Enter a new value and wait for 1 second or press the Enter key to automatically display the requested card. Values out of range will be discarded.
    5. Shows the current pack size. If the pack content is filtered with some terms in the search field, this index shows the number of found cards and the total of cards.
    6. Navigate to the next card of the pack.
    7. Navigate to the last card of the pack.
    8. Entering any term in the search field will filter the pack content containing the search term, except in the attachment files and the related cards in the pack relations. Pressing the cross button at the right of the field will clear the entered terms.
    9. The pack menu gives access to additional features described below

    Pack Menu

    The pack menu gives access to the following useful features:

    1. To the Cards List opens the card list view that allows you to reorder the cards and browse them in a single view
    2. Print Card opens the print dialog box in order to print the card on PDF or on a printer. Please note that the printed card view does not include the navigation bar and the window header
    3. Card Public URL Address allows the owner of the pack to share publicly the card content
    4. Add a Card adds a card at the end of the pack
    5. Duplicate the Cards creates a copy of the current card and add it at the end of the pack
    6. Clear Card Values deletes all values of the card. Default values are inserted where defined in the Pack Designer
    7. Delete the Card removes the card from the pack
    8. Export the Pack to CSV creates a CSV (MS Excel compatible) file with the full content of the pack except images and file attachments
  • Card Data Form

    The card data (record) is available in the card panel. The card layout depends on the design you or the pack owner have defined in the Pack Designer. There is multiple type of data you can enter on a card like input fields, files, images, ratings, to name a few. Below is an example of empty card ready to be filled with new data.

     

    When the user enters the data, it is automatically and immediately saved on the server.

  • Card Public URL Address

    The owner of the pack can make any card data available publicly through a unique URL address. To generate a new unique URL, select the Card Public URL Address in the card menu. This will open the public URL management dialog.

     

    The public address is available in two forms:

    • The standard URL shows a single page with with the card content as a autonomous web page. The layout is preserved.
    • By adding the query parameter ?format=json at the end of the public URL, you can access the card values in JSON format. This is ideal for integrating with other applications.

    Generate a new URL

    Click on the button Generate New Public URL to start the process

    Confirm the new URL

    When generating a new public URL, you need to confirm the generation. If the card already had a public URL address, you will be warned that this previous address will be replaced by a new one and will be discarded.

    Clear the public URL

    You can clear the public URL by clicking on the Clear Public URL. You will have to confirm the removal.

    Accessing the public URL

    Any card with a public URL will be marked with a Link icon in the upper right corner. Clicking on the icon will open a small input where you can copy the public URL. Clicking on the icon again will close the input box.

  • Pack Relations

    Pack relations allows you to link one card to one or more other cards from another pack or the pack itself. Relations are always bi-directional: it means that you can set and see relations in both packs. For example, imagine you have a pack of customers and a pack of orders.

     

    When creating a new order card, you can link the order to the related customer. Now in the customer pack, you will see automatically all orders including the new one under the customer card. Packs can have any number of pack relations and each pack relation can contain any number of card relations

     

    A Pack Relation has always a name defined in the the Pack Designer and the target pack name is always displayed after the arrow.

    Pack Relations have two main buttons:

    1. The Define Relations button opens the relation selection dialog box in which you can choose the related cards of the target pack
    2. The Go To Card button displayed for each row opens the target card in another browser tab or window.

    The Pack Relation card selection dialog box allows you to select the cards for the current card. The dialog box shows the list of all cards of the target pack in a paginated list.

    1. The Search Input Box allows you to filter the cards based on the term you enter.
    2. By checking the Card Selection Checkbox, you create the card relation
    3. You navigate through the list of cards using the Navigation buttons first, previous, next and last page
    4. Finally you can close the dialog box by either clicking on the Close button or on the top cross button, or simply outside the dialog box.
  • Pack Cards List

    The pack card list displays all the cards of pack in a paginated data table in which you can consult all the cards in a compact way. The card list comes with a number of features listed here:

    1. Clicking on the Go to Card View takes you back to the card view on the last card displayed. If you were displaying card #15 and switched to the card list, clicking on this button will display the card #15 again.
    2. The total number of cards is available. If the list is filtered with a search term, this will show the total number of found cards.
    3. Entering terms in the Search Box allows you to filter the list. Please note that the search box keeps its value when switching to the card view and back. Clear the terms by clicking the cross button on the right of the field.
    4. The pack menu is identical to the pack menu in the card view (see above). Please note that menu entries related to the card view are disabled, like Duplicate the Card
    5. When the card has a public URL, a link button will allow to open the read-only standalone public view of the card
    6. The Go to Card button let you navigate directly to the specific card.
    7. By clicking on the Reorder Button, you can change the place of a card within the pack. Simply enter the new card index of the card to move it at the desired position within the pack.
    8. When the number of columns is too big to be displayed you can swipe the displayed columns using the left and right arrow buttons.  
  • Real-time Updates

    Real-time updates let you know when others are working on the database at the same time as you

    Users on the same card

    Know who is working on the same record and see changes in real-time

    You can always see who is looking or working on the current card. All your changes and others changes will be automatically updated for each user as the card is saved. Ths also works for the pack title and description.