Foundation Documentation and Support
Topics
- 1. Getting Started 8
- 2. Navigation Overview 8
- 3. Use Account Settings 4
- 4. Use & Create Collections 6
- 5. Use & Create Dashboards 6
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6. Use & Create Tables
8
- 6.1 What are the Table Creation Elements?
- 6.2 How do I create a Standard Table?
- 6.3 How do I create a Table from Import?
- 6.4 How do I create a Horizontal Mashup Table?
- 6.5 How do I create a Vertical Mashup Table?
- 6.6 How do I create a Custom SQL Table?
- 6.7 How do I create a Table using Drag & Drop?
- 6.8 How do I create a Table using a connection?
- 7. Use Forms 6
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8. The Audit Tool
11
- 8.1 What is the Audit Tool?
- 8.2 What is in the General Information tab?
- 8.3 What is in the Record Audit tab?
- 8.4 What is in the Fields tab?
- 8.5 What is in the Custom Fields tab?
- 8.6 What is in the Forms tab?
- 8.7 What is in the Flows tab?
- 8.8 What is in the Prepped Views tab?
- 8.9 What is in the Visuals tab?
- 8.10 What is in the Exports tab?
- 8.11 What is in the Data Processes tab?
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9. The Base Tool
9
- 9.1 What is in the Base Tool?
- 9.2 What are the Base Tool Elements?
- 9.3 What are the different Types of Fields available?
- 9.4 How do I edit the Table Info?
- 9.5 How do I Remove a Field?
- 9.6 How do I remove a Table?
- 9.7 How do I add Values to a List Field?
- 9.8 How do I create a Table SQL Field?
- 9.9 What types of Triggers are there?
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10. The Flow Tool
16
- 10.1 Flow Tool Elements
- 10.2 How do I create a new Flow?
- 10.3 What Tools are on the Toolbar?
- 10.4 What are the Flow Configuration Tool Elements?
- 10.5 What options are available to Export Data from Flow?
- 10.6 What File Types are available under the Delivery section, to Export Data from Flow?
- 10.7 How do I modify a Flow?
- 10.8 How do I create a Form from within the Flow Tool?
- 10.9 How do I open a Form from the Flow Tool?
- 10.10 How do I modify a Form from the Flow Tool?
- 10.11 How do I add an Auto Import from the Flow Tool?
- 10.12 How do I modify an Auto Importer from the Flow Tool?
- 10.13 What Process Types are available?
- 10.14 How do I create a Custom Field from the the Flow Tool?
- 10.15 How do I modify or open a View from Flow?
- 10.16 How do I create a Raw to Clean Mapping?
- 11. The Form Tool 2
- 12. The Note Tool 1
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13. The Prep Tool
54
- 13.1 Prep Tool
- 13.2 What are the Configuration Elements in the Prep Tool?
- 13.3 Prep Tool Elements
- 13.4 What tools are on the Toolbar?
- 13.5 What are the Title Menu options?
- 13.6 What are the available System Fields?
- 13.7 How do I Select Records?
- 13.8 How do I Refresh data in the Prep Tool?
- 13.9 How do I change the number of Records seen in the Prep Tool?
- 13.10 What Tools are in the Right Click menu?
- 13.11 How Do I Add Records?
- 13.12 How do I Copy records?
- 13.13 How do I Edit Records as Text?
- 13.14 How do I Delete records?
- 13.15 How do I Import records via Copy & Paste?
- 13.16 How do I Import records via a Manual File Upload?
- 13.17 How do I Import records via Drag & Drop?
- 13.18 How do I Export a File to desktop?
- 13.19 How to Export using a Connector?
- 13.20 How do I Export a File to Email?
- 13.21 How do I Export a File to Web?
- 13.22 How do I Copy & Paste as Text?
- 13.23 How can I Show Data that is too large to fit in the grid?
- 13.24 How do I set a cell to NULL?
- 13.25 How do I Filter using With This Value/Without This Value?
- 13.26 How do I create a Pivot View?
- 13.27 How do I Reset the Grid View?
- 13.28 How do I Delete ALL records?
- 13.29 How do I limit my Data by Limiting the List?
- 13.30 How do I Find and Replace within a Column?
- 13.31 Create an Alarm from Saved View
- 13.32 How do I Expand a column?
- 13.33 How do I Expand All column(s)?
- 13.34 How do I Quickly Filter?
- 13.35 How do I Adjust a Column Width?
- 13.36 How do I manage which Fields are shown in the view?
- 13.37 How do I manage what Order the Fields are shown in?
- 13.38 What Formats can be used inside the Configuration Tool?
- 13.39 How do I change a Field Name?
- 13.40 How do I Filter in the Prep tool?
- 13.41 What Preps are available in the Configuration Tool? (Examples of each Prep)
- 13.42 How do I create a View Mashup Field?
- 13.43 What are the available Filter types?
- 13.44 How do I create Advanced Filters in the Prep Tool?
- 13.45 How do I manage the Sort Order of my Data?
- 13.46 How do I Clear Filters?
- 13.47 How do I save a configured View as a Table?
- 13.48 How do I save my configured View for later?
- 13.49 How do I remove a saved View?
- 13.50 How do I open a saved View?
- 13.51 How do I create a Conditional Format?
- 13.52 How do I edit a Conditional Format?
- 13.53 How do I remove a Conditional Format?
- 13.54 How do I Freeze column(s)?
- 14. The SPC Tool 2
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15. The Visualize Tool
31
- 15.1 Visualize Tool Elements
- 15.2 How do I create a Spline Visual?
- 15.3 How do I create an Area Spline Visual?
- 15.4 How do I create a Line Visual?
- 15.5 How do I create an Area Visual?
- 15.6 How do I create an Area Stacked Visual?
- 15.7 How do I create an Area Stacked Percentage Visual?
- 15.8 How do I create a Column Visual?
- 15.9 How do I create a Stacked Column Visual?
- 15.10 How do I create a Stacked Column Percentage Visual?
- 15.11 How do I create a Bar Visual?
- 15.12 How do I create a Stacked Bar Visual?
- 15.13 How do I create a Stacked Bar Percentage Visual?
- 15.14 How do I create a Scatter Plot Visual?
- 15.15 How do I create a Lollipop Visual?
- 15.16 How do I create a Pie Visual?
- 15.17 How do I create a Donut Visual?
- 15.18 How do I create a Semi Circle Visual?
- 15.19 How do I create a Bellcurve Visual?
- 15.20 How do I create a Histogram Visual?
- 15.21 How do I create a Pareto Visual?
- 15.22 How do I create a Waterfall Visual?
- 15.23 How do I create a Funnel Visual?
- 15.24 How do I create a Pyramid Visual?
- 15.25 How do I create a Heatmap Visual?
- 15.26 How do I create a Treemap Visual?
- 15.27 How do I create a Stream Graph Visual?
- 15.28 How do I create a Word Cloud Visual?
- 15.29 How do I create a Big Number Visual?
- 15.30 How do I create a US Map Visual?
- 15.31 How do I create a Global Map Visual?
- 16. System Tool: Customers 2
- 17. System Tool: User Groups 2
- 18. System Tool: Users 2
- 19. System Tool: Folders 3
- 20. System Tools: Connections 2
- 21. System Tool: Plugins 2
- 22. System Tool: Snippets 1
- 23. System Tool: Themes 2
Last Updated
Sep 28, 2020
