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Tutorials

Managing Users and Permissions

User Management

Creating a New User Account

Deleting a User Account

Disabling and Enabling a User

Adding user accounts to groups

Removing User Accounts from Groups

Group Management

Creating a Group

Deleting a Group

Role Management

Creating a Role

Deleting Roles

Adding Roles to Groups

Removing Roles from Groups

Permission Management

Creating a Permission

Deleting Permissions

Adding Permissions to Roles

Removing Permissions From Roles

Creating Information Structures

Creating a Domain

Creating a Definition

Creating a New Definition

Creating From an Excel File

Importing an Exported Definition

Changing a Definition

Cloning a Definition

Deleting Definitions and Domains

Mandatory Fields

Duplicate Fields

Children Fields

Conditional Fields

Equality Condition

Difference Condition

"Greater than (or equals)" Condition

"Lower than (or equals)" Condition

Conditions Based on The Values of Non-parent Fields

Basic Field Keywords

$[] - Fields with a fixed set of values

$number - Numeric Fields

$date, $datetime, $time - Date Fields

$text - Multi-line Text Fields

$markdown - Markdown fields

$file - File Fields

$extFile() - External FileStore

$group - Section and Separator Fields

$instanceLabel and $instanceDescription - Label and Description Fields

$ref() - Fields Referencing Other Fields

$extRef() - External reference fields

$references() - Reference Fields

$auto.ref().field() - Referenced Instance Fields

$auto.text().join() - Auto-changing text fields

$auto.network().offset() - Auto-changing Network Fields

$tasks - Create and Assign Tasks to Users

$geo - Geolocation Coordinates fields

$link - URL Fields

$create() Fields

Advanced Field Keywords

$default() - Fields with Default Values

$editForGroup() - Update-restricted Fields

$expanded - Automatically Expanded Fields

$groupEdit - Fields Available for Group Edition

$help[] - Help Fields

$markedIf() - Highlighted fields

$radio - Radio Button Fields

$multiple - Multiple Choice Fields

$readonly - Read-only Fields

$restricted() - Fully-restricted Fields

$style[] - Custom Styled Fields

Customizations Keywords

$style[] Columns

$style[mdPreview]

$audit

$calc

$image

$draw

$kibana

$log - Checking the Comments Log

$styleResultColumn and $styleResultRows

$convert - convert field

$mandatoryIf() - Mandatory fields

$mandatoryForGroup() - Mandatory fields for group

$commons.validate - Unique value fields

$related() - Related Instances

$maskedAccess() - Masked Fields

Information Access Control

The domains Scope

The definitions Scope

The instances Scope

The reports Scope

RecordM - Business Processes

Creating a definition with State

Defining a Process

Defining Work Queues

RecordM - Dashboards

Setup Environment

Creating a Dashboard

Dashboard Information

Dashboard Components

Totals Component

Label Component

Kibana Dashboards

Menu Component

Slides Component

Modal Activator

Hierarchy Component

Instance Viewer

Image Viewer

Calendar

Dashboard Context

Dashboard Variables

Dashboard Customizations

Introduction to Tailwind CSS Grids

RecordM - ReportM

Excel Template Configuration

Searching with ReportM

Creating a Report

Setting Up Device Management

Device Access Control

The page Scope

The equips Scope

The templates Scope

The jobreqs Scope

The reports Scope

How-Tos

Group Membership Access Control

How to Create Kibana Dashboards and Visualizations

Create Instance With Auto-Pasted Fields

References

Information Management Permissions

User Management Permissions

IntegrationM Management Permissions

DeviceM Management Permissions

Field Keywords

$style[dateDiffBefore] and $style[dateDiffAfter]

ReportM - Supported Excel Functions

Handlebars Helpers Reference

Explanations

Best Practices for User Management

Organizing Users and Groups

A Brief Introduction to Kibana

On this page

Dashboard Components

They define the types of boards that can be created in RecordM when creating a dashboard. The types of boards are:

Label
Menu
Totals
Filter
Calendar
List
Mermaid
ModalActivator
Markdown
Slides
Kibana
ImageViewer
InstanceViewer

Pager

Previous pageDashboard Information

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