Getting Started With Gridfox
Transcript

This is the first video in our Getting Started series, which covers:

  • How to create a new Project in Gridfox
  • An overview of the differences between the Screen Builder and the Table Builder
  • An introduction to Tables & Fields, and how to use them

Learn how to create relationships between your Tables in Gridfox in this video:

  • An explanation of the types of relationships you can create in your data
  • Understanding an using Reference Fields in your Tables
  • Configuring ID Masks for your Reference Fields

This video introduces the different types of Field that you can add to your Gridfox Tables:

  • Learn how to store different types of data in your Tables
  • Configuring options for different Field Types

Tailor your Gridfox Project exactly to your requirements by configuring the screens. This video will cover:

  • An overview of the available types of Screen
  • How to amend the layout of Screens
  • How to configure saved filters for your Tables

Boards are a great way to visualise a set of records simultaneously. This video will cover:

  • How to create a new Board Screen
  • The benefits of using a Board
  • How your users can utilise Board Screens

Calendar Screens can be created to display any Records with date information. In this video:

  • Learn how to add a new Calendar Screen
  • Configure a Calendar to display exactly the information you need
  • Learn the differences between different calendar types

Gantt Charts can be used to visualise a timeline of work. This video covers:

  • How to create a Gantt Screen in Gridfox
  • An overview of configuration options for a Gantt Screen
  • How your Users can interact with your Gantt Screens

Dashboards can be used to summarise the data in your Gridfox Projects. In this video:

  • Learn how to create Dashboards
  • See an overview of the different charts available in Gridfox
  • Configure charts on the Dashboards

Invite your team to Gridfox by adding them as Users. This video will cover:

  • How to add Users to your Projects
  • Configuring permissions for Users
  • An overview of the different types of Users

This video will cover how to manage your Gridfox Account:

  • How to upgrade your account
  • Amending your Gridfox subscription and payment details
  • Adding Account Admins to help manage your Account

Get up and running even quicker in Gridfox by importing your existing data. This video will cover:

  • How to import data into your Project
  • How to export your data

Use Workflows to automate actions in your Gridfox Project. This video will cover:

  • An introduction to Workflows in Gridfox
  • How to create Workflows
  • Configuring Workflow triggers and actions