Feature
overview

Every business is unique, that’s why dbFLEX cloud platform is the perfect foundation for your business application.

dbFLEX gives you all the tools you need to build advanced web applications using nothing but your browser. No programming is required, there is nothing to download and nothing to install. dbFLEX combines powerful features with a simple interface.

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Tables and columns

All the data stored in the application database is normalized and located in tables.

A table serves as a storage for the data of particular type, such as Contact, Activity or Task. The application may consist of a single or multiple tables. Each table is presented in dbFLEX as a tab to quickly switch between tables. A data entry within a table is called a record.

A column represents a specific attribute of the data. For example, a Contact is usually represented with the first and last name, an address, a birthday, a list of phones, e-mails etc. Each of these attributes is a column in terms of dbFLEX.

Application Security

dbFLEX utilizes a role-based security concept.

A role is a set of security settings applied to every object, such as table records, columns, views and overview pages in dbFLEX. Each dbFLEX user is assigned with the role that determines the representation of the data and the operations available.

Security settings for the table define the set of records the user is allowed to see, modify and delete. A column security defines whether the column is visible or editable. It's the most effective way to restrict the user from accessing sensitive information as views and forms respect these settings in addition to their own access rights.

With view's security settings you may control the list of views available for each role. And when clicking the tab or viewing or editing the data, the user is presented with a page or form according to defined access rights.

Views and Reports

Views allow organizing, grouping and sorting the information stored in the table, as well as calculating some values. Views also allow record filtering based on administrator's predefined or user-supplied criteria. The user can print the content of the view as well as export the data to use in spreadsheet programs.

dbFLEX supports five types of views.

Table Views

Table view allows browsing table data, using selected set of columns to display, a rule to filter select records out of the whole dataset using specified sort and grouping options.

For example, the table view can be used to show all the Leads created within a timeframe by a selected user and having a specified status.

Summary Views

Summary view is used to filter and group table data and calculate some value for the group. It could be a number of leads from each lead source, for example.

Chart Views

Charts are similiar to summary views, but present the data in a graphical way. You may select from horizonal and vertical bars, lines and pie charts.

Calendar Views

Calendars are suitable to represent entities based on a certain date. For example, an activity is usually represented with the start date. The calendar view is a grid where each cell represents certain day of a month.

You may set up a calendar view to display activities based on a start date, having a quick overview of events occurred during a specified time period.

Timeline Views

Timeline views are similar to Gantt charts and are perfect representations for entities that have a start and end dates. Each record is represented as a bar between specified start and end dates. For example, if you have a percentage column and a sort of a completion state, it will be rendered as a progress bar.

You may control the list of views displayed for each security role. For your convenience dbFLEX creates two table views for each table by default: "List All" to display all records in an order they were created, and "List Changed" view to display recently modified records at the top.

Forms

The data is added, viewed or edited via forms. The form consists of columns (all, or selected set) that may be subdivided into sections and optionally into description texts. Each role can be assigned with its own view/input form that represents the business process.

dbFLEX automatically creates and maintains a simple default form that uses column order defined in a table and assigns it to new tables by default.

Dashboards

A dashboard page is the first page that users see when they click any table tab in the application. This page is intended to give a brief overview of the data stored in a corresponding table. Usually such pages contain a certain table view (or several views), a heading and a brief description.

You can create several dashboard pages for each table and assign different pages to various user roles.

Documents

Forms consist of standardized elements in a restricted layout. Whenever you need more freedom to create printable data presentation, dbFLEX documents would be of a help.

dbFLEX is capable to use Microsoft Word documents as templates, and fill the template with actual records data upon request. This gives you all the power of the word processor to create the layout, while using dbFLEX abilities to access the data.

E-mail
Notifications

dbFLEX allows creating e-mail notifications, subscriptions and reminders. Such e-mails will be sent to users in specific cases (when a user should be informed about something important or urgent). dbFLEX allows the user to configure the following types of e-mails notifications:

Notifications
E-mail notifications are sent when the record is added, changed in a certain way or deleted.

Subscriptions
Subscriptions to the View are used to notify the user about the current state of dbFLEX views on a regular basis (daily, weekly, monthly).

Reminders
Reminders are sent if there is a need to remind the user about any kind of things to be done or any other urgent events based on a date specified in a record.