1.Build Fields
1.Build Fields
What data do you want to collect?
Create Fields using any of the 10 (and growing) input types, including free text boxes, dropdown menu's and date pickers
Each input type has it's own properties for you to control. Should it be a mandatory Field? Easy. What about restricting decimal places on number Fields? Yep, it does that too.
Build each Field once and use it on many screens to ensure consistency and data integrity
2.Give it some context
2.Give it some context
What are you collecting information about?
Create a "Subject" using the Fields you have built
The Subject acts as the parent to all of the information you collect about it, giving you a holistic view of your data
Pre-populate Fields on Screens based on existing values and save your end users some time
3.Build a Screen
3.Build a Screen
How do you want to collect the data?
Create a Screen by dragging and dropping the Subject and Fields you've built on to the canvas. Publish Screens to your organisation based on user role, in order for them to collect data
You can build intelligence into the Screen through point and click editors: Show and hide fields, run calculations and trigger workflow
You can even build rules to prepopulate values. Your users can see where the value has come from before deciding to use it or not
4.Collect Data!
4.Collect Data!
Capture, Calculate and Integrate
With the Screens published, your users can collect data on Desktop, tablet or phone
Validation rules and calculations run in real time to help users complete the screens quickly and accurately
Auto-save ensures you never lose your data and marks it as 'draft' to be picked up later
5.Build a List
5.Build a List
Workflow, Tasks, Reports and Exports
Build Lists by choosing which Fields should appear as columns. That's it. Your List will display all data entered into this Screen
Refine the List by adding a filter. You could filter by a status, a score or any combination of fields on the Screen. Publish refined Lists to manage workflows, tasks and reports.
Publish Lists by user role. You can even add a "Favourite Tile" to your users' Dashboard to display a count of the List, at a glance
6.Chart and Visualise
6.Chart and Visualise
Aggregation, pivots and charts
Using a List as your starting point, you can then aggregate and group data in the same you would a pivot table
This allows you to display things like sums and averages as well as representing values as percentages and currency
You can show aggregated data in grids with conditional colour formatting or drive charts to trend data over time or to visualise patterns in the data for easy interpretation
