Using a Dataset

• Open a dataset
• Using the grid
• Using forms
• Dataset description
• Find information
• Sort columns of data
• Using filters
• Navigate to related datasets
• Calculations
• Performance

Editing Data

• Read only data
• Edit data and save changes
• Add new entries
• Select & delete entries
• File attachments

Using Views

• Switch to a different view
• Bookmarks
• Validators
• Hide & pin columns
• Add or change views
• Using modify view
• Add a status message

Data Import/Export

• Import data into a dataset
• Export data from a dataset

Design Mode

• Permissions needed for design mode
• Use design mode

Creating Datasets

• Create a new dataset
• Create a dataset from a file
• Add a description
• Quick guide

Configuring Datasets

• Add or Change Columns
• Using modify dataset
• Column types
• Lists and lookups
• Move or delete columns

Sharing

• About roles for people
• Share a view
• Create a people dataset
• Add people into groups
• Example 1 a list of users
• Example 2 groups with roles
• Example 3 roles by department