We’re taking a short break this week from working on features for system builders, to release two new updates that bring improvements for end users.
The ‘standard’ data editing experience in agileBase is to see data in rows and columns, then click on a row to edit a record. This suits many applications, but not all. Sometimes people want to view data in calendar or timeline format, as an editable spreadsheet, with draggable cards or in a popup (so you can keep a list of data on screen and edit one of the records at the same time).
All of this is now possible – we’ll recap a couple of existing options and tell you what’s new here.
Any view with one or more date fields in it can be shown in the calendar. And within the calendar, data can be shown in the standard ‘wall calendar’ interface or in a GANTT-style grid, suitable for project management or visualisation.
When inline editing is enabled, the on-screen view becomes editable as if it were a spreadsheet. This is great for quickly editing large numbers of records – you don’t need to drill down into each one.
Individual records are represented as cards in columns, and can be dragged about the screen to re-order them. This can be useful when working with tasks to be done for example, moving them between ‘waiting’, ‘in progress’, ‘done’, or ‘abandoned’ for example. Or with sales enquiries, moving them from ‘lead’ to ‘qualified’ to ‘quoted’, ‘paid’, ‘in progress’ and ‘completed’ say.
New: With this week’s update, each column can have sub-categories, so you can move cards not only horizontally but vertically to re-order them within a column.
New: popup editing
This week we launch a completely new option, available as a standard feature for agileBase – editing a record in a popup panel.
When looking at a view, you will notice an arrow at the left of each row appear as you hover over the row. Simply click this arrow to open a popup editor for that record, which can be resized and moved around the screen. That way, you can edit the record whilst not losing sight of the the context, i.e. the rest of the rows of data on screen.
The editor is slightly simplified to fit in a small popup, notably there are no tabs in it linking to child records. So if you edit an organisation for example, you can edit all the organisation details, but not related ‘child’ records such as contacts.
The customers who’ve asked for this are really keen to start using it – many thanks to Castell Howell Foods for requesting this feature.
Taken together these user interface options will allow every person to work in the most optimal and efficient way, whatever task they’re trying to accomplish.
Please let us know what you think of them and what ideas you have to improve the everyday experience of using agileBase.