Intellimas® Data Management Features
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Attachments
- Attachment field type can be configured to appear anywhere in the grid and at any level
- One or more attachment files can be added at a time by an end user
- Limitations on the number of attachments per cell and the size of the attachments can be configured
- Drag and drop or upload the attachment from the desktop
- Images can be copied and pasted from the clipboard into an attachment field
Batch Actions
- Out of the box actions on many rows of data
- Duplicate many rows at a time and child rows will be copied as well
- Delete many rows with valid security
- Allows for custom actions for specific business logic
Comprehensive Filtering
- Excel-like filtering
- Available on almost all field types and at any level
- Filters stay invoked until you leave the screen or you hit the cancel-all filters button
- Global filter scans the screen for matches
- Use the search and filtering for powerful way to pinpoint your data
Data Entry & Copy/Paste
- Input data across many items very quickly
- Grid is set up for users who prefer the keyboard or mouse
- Copy one cell or many cells at a time
- Copy from spreadsheets
- Copy from the clipboard
Form View
- Form can be designed by an admin for a variety of use cases
- Built for processes where copy/paste is not typically required and the data entry focus is on specific fields
- Switch seamlessly between the form and grid views
- Virtually unlimited design options
HTML Memo Fields
- Virtually unlimited text can be added to the HTML memo fields
- Add data to the field as unformatted text or HTML
- Bulleted lists are available with this field type
- Text can be bolded, underlined, and indented, or you can use strikethrough
Multi-Level Grid
- Eliminates redundant data
- Better reflect one to many data relationships
- Allows for business and planning hierarchies for different business functions
- Provides header / detail approach for functions that need it
Rollups & Calculations
- Configuration allows for a multitude of different calculations and functions
- Formulas calculate before saving which allows for what-if’s
- On screen rollups available at each level
- Rollup functions include sums, averages, and weighted averages
- Rollups are live and reflect filtered data
Searching
- Configurable search options
- Search fields can be text, dropdowns, dates, numeric and more
- Search fields can be set up as dependent on values of other search fields
- Searches can be saved by user or shared with groups
- Compound searches help to pinpoint required data
- Wild card searches available
Spreadsheet Features
- Spreadsheet features give end users autonomy to design their own screens with our excel like app
- Column pinning allows for better visibility of key data
- Comprehensive filtering helps users better narrow down their data sets
- Multi-column sorting enables users to have better visibility to their most critical elements first
- Column and row sizing as well as column positioning lets the most important fields stand out for each user