UI - Views (159)
Information with contextual help about the views in the application.
Import Definitions View
Import Definitions allow you to specify sequential steps to import sets of data in one process. You can create import definitions to automate processes, for integration with different 3rd party systems, and even for testing functionality on different releases. This ensures you have the tools to remove as much of the manual pain points of data integration, migration and implementation as possible.
Data Sources Tool Window
The Data Sources is a tool window [more info] which allows you to view and edit external data source keys that are associated with records in the system. This way you can hold as many different 3rd party keys against data as you require for reconciliation, importing, exporting and more.
Data Sources Search View
Data Sources Search enables you to quickly search across the entire system for any 3rd party keys linked to a data source. This ensures you can integrate, reconcile, and report across multiple 3rd party systems with the LemonEdge platform.
Data Source Types View
The Data Source Types View holds all the information about standing data item Data Source Types that can be used to store keys for every record in the system for 3rd party external systems.
Data Mapping Properties View
Data Mapping Properties allow you to define the columns in the file being imported and how they should be treated, or what properties they should map to.
Data Mappings View
Data Mappings allow you to specify different rules for parsing files from 3rd party sources and any transformations to make before importing the data into the LemonEdge system. This provides a powerful mechanism for automating manual processes around importing data ensuring that even legacy vendors that only provide rigid text files in one format for data can still be worked with to integrate into this platform. We believe in ensuring you have the power to work with data (in our system or not) the way you want to be able to.
Tool Window - Layout Designer View
The Layout Designer Tool Window view allows you to create, design and modify any layout in the system. You can add views, reports, graphs, pivots, custom views, etc by dragging and dropping them around. These layouts can then be assigned to roles determine what people see when they are editing certain entity types.
Layout Roles View
Layout Roles allow you to specify which roles will have access to those layouts. This allows you to create different layouts for different roles to streamline the kpi's, and workflow each team participates in.