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Data

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Last updated 4 months ago

The Data Page in Appverse can be used for creating new records and viewing, managing, and interacting with your data. It offers a flexible and user-friendly interface to access data easily for your regular purposes. The page allows users to easily navigate and use their data with many features available in just one or two clicks.

Key Data Management Features

  • Download Data: Download data can be used to download the data. The following options are supported

    • File Type - Data can be downloaded in either xlsx or json format.

    • Label, Name, Name Only - This is used to control the header of the downloaded data. Either the label or name can be used in the header.

    • All records / Filtered records - All records can be downloaded, but if only data that meets specific conditions is required, filters can be applied before downloading the data.

    • Require Password - A password can be set for downloads. In this case, a zip file is created, which can only be opened by entering the password. Organizations that have enabled Password Protection as part of their Data Privacy Policy will be required to provide a password when downloading data that contains any fields marked as PII (Personally Identifiable Information) or PHI (Protected Health Information).

  • Upload data: The Upload Data feature allows you to upload bulk data. You can download the template for a form in XLSX format using the Download Template option, fill in the data, and then upload it back.

  • Create: Create can be used to open the Appverse Web Form to create new data.

  • Layout and Display Options: The page offers different layout and display options, so users can choose the most effective format for viewing the data. This flexibility ensures that users can easily switch to different page layouts based on their need.

  • Search and Filters: The page supports different types of users filters, enabling users to narrow down data quickly or on complex criteria. The three types of search and filter options that supported are

Generate QR Codes - The Generate QR Codes feature can be used to create QR codes for all records. These QR codes can be used in the Appverse Mobile App to search a record by scanning the QR code, if the option is enabled for the same fields. This is very useful to quickly search or find a record based on identification fields. When generating QR codes in bulk (for multiple records at once), a form field that uniquely identifies each record can be included in the QR code filename, making it easier to distinguish the QR code between records.

- This feature allows you to populate auto-generated numbers for records that were created or imported before the auto-numbering format was set.

Encrypt / Decrypt Data: This feature allows you to encrypt or decrypt fields that were created or imported before these optoins were enabled.

- These are pre-configured one-click filters that users can apply, but cannot modify. Only Form Designers—those with permissions to create or edit form configurations—can change these filters.

- Form fields with the "Searchable" property enabled are included in the Basic Search. However, the Basic Search has a limitation: users must enter the search value for each input field every time they perform a search.

- In Advanced Search, users can access all form fields and create complex search conditions. However, similar to the basic search, the advanced search is not saved, meaning users must configure these conditions each time they perform a search.

QR Searchable
Unique Id
security
Quick Filters
Search
Advanced Search
Data Management Page
Data Page
Generate QR codes
Download Data
Upload Data
Auto numbering for pre-existing records
Encrypt / Decrypt options
Appverse Web Form
Basic Search
Advanced Search