Forms in agileBase

A new version of agileBase released today includes a clean, simple interface for editing forms. Even when your data comes from many different places, the form interface brings everything together into one screen to allow quick overviews and editing. This development was kindly sponsored by our client and partner Think Drinks and leapfrogs the platform over many competitors.

Here’s a screenshot showing a simple example of a CRM type structure, where contacts belong to sites and sites belong to an organisation.

The top part of the screen shows basic details about an organisation (a company we’ve recently started working with, Product By Design). Below the basic information is a ‘tab bar’ that shows related data we’ve chosen. The first item, ‘organisation’ would show further details of the company if selected. The next, ‘sites’ which has been selected in the screenshot, shows any sites they have. There’s just the one for this company, but if there were more, a selector would be shown allowing any to be edited. The final item, ‘projects’ is white to show that there are not yet any projects associated.

Below the tab bar, the site info is shown.

You can also see there are a couple of contacts at that site, which can be edited by clicking them.

The green plus buttons allow new data to be attached. So for example, the plus next to ‘sites’ adds a new site and the plus next to ‘contacts’ adds a new contact.

If you’d like a tutorial on setting up forms like this, please get in touch.

What else is new?

Many other improvements have made it into this release, directly or indirectly requested by clients, including

  • Comments feeds: also shown in the screenshot above. Comments can still be added to any field in agileBase, but this adds the option of having an always-visible comment area to show a social-media style stream of the latest notes for any record
  • Comments now appear in printouts too
  • Calculation syntax has been simplified. Rather than having to write full table names like ‘a1) organisations’, you can now just write ‘organisations’. Calculation error messages have also been improved to make things easier for developers
  • Performance improvements in many areas keep things snappy

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