Forms

Forms are screens in Robosme where new records are created and details of existing records are displayed. Users view and edit all information related to a record through the form.

In forms;

• Fields
• Timeline
• Sub-record lists
• Quick view form containing parent record information

and similar components are included.

Through the timeline:

• Activity records are displayed
• Note and document management is performed

By adding business processes to forms, record statuses can be managed procedurally.

Form structures can be customized by the system administrator.

Lists

Lists are screens where records are displayed and managed in bulk. On these screens, records are listed in columns.

In lists:

• The record's own fields
• Fields belonging to parent records the record is linked to

can be added as columns.

On records:

• Filtering can be applied
• Queries can be created through sub and parent records with advanced filter tool

Additionally:

• Column widths can be changed
• Column order can be adjusted

List structures can be customized by the system administrator. Users can also create their own custom lists.

Dashboard

Dashboard is the screen where data is visually interpreted. Charts and summary information are brought together in this area.

On dashboards:

• Charts
• Timelines
• Different pages within iFrames

can be displayed.

Charts and dashboard structures are prepared by the system administrator. Users track data through dashboards defined for them.