Inhoud
- What is Ishtar.List
- Homepage
- Display
- Filters
- Data management
- Overview of data fields
What is Ishtar.List?
This application allows you to create and manage custom forms. Each form/template contains flexible data fields, enabling users to easily store and manage various types of business information. Whether it concerns employees, customers, suppliers, vehicles, or other critical data, the various data fields ensure you can record any type of information crucial to your organisation.
Homepage
After launching the application or by clicking the 'home' button, you will land on the homepage of Ishtar.List. This page provides an overview of all data previously added within your organisation. Sensitive data can be easily restricted using access rights, so only authorised users can access that information.
Display
You can customise the overview display entirely to your preference. These adjustments are saved automatically, so you don't need to reconfigure them every time.
You can:
Show or hide specific columns. Use the
button in the top right corner to see all existing data fields in a menu. From there, you can select which columns to display. The overview updates instantly.
Reorder columns by selecting a column, dragging it, and dropping it in the desired position.
Set the default sorting column. Clicking the column header sorts it from A-Z (or 0-9), and clicking again reverses the sort. Only sortable if an arrow appears next to the column name.
Choose how many items are shown per page using the bottom right corner. Navigate pages with the navigation buttons.
Filters
You can filter the overview based on one or more search terms:
1. Select the desired column on the left.
2. Choose one of the following options:
- Contains (default) or does not contain
- Has value or has no value
3. Enter your search term.
4. Press "Enter" or click the search button to activate the filter .
If wanted, you can add additional filters for more refined results. In that case the results in the overlay will be dependant on the combination of filters.
U kan een actieve filter:
- Modify an active filter by selecting and editing it in the menu and reactivate it with the “Enter” button or the filter button .
- Delete an active filter using the "x" button.
Remove all active filters at once by clicking the "reset filter" button on the left. Once all filters are cleared, all data will be displayed again.
Below you will find all the information about adding and editing metadata parameters. You can view all existing parameters by selecting them and then clicking “Edit”.
Data management
Below you will find all the information about adding and editing entities. You can easily open all existing entities by clicking on them in the dashboard.
Adding a new entity
1. Click on the "New Entity" button in the menu bar.
2. Select the appropriate template for the type of data you want to add. You will then see an overview of all templates created by the administrators of your organisation.
3. The corresponding form will open, allowing you to enter all relevant information.
A form can contain various types of fields. These may include fields where you can enter plain text, dropdown fields where you select an option—sometimes with multi-select functionality. Additionally, there may be fields for entering dates and times, or fields that allow you to create relationships with other entities.
Some fields are mandatory. Besides being required, the input may also need to meet specific conditions. For example, a numeric field may require a value within a certain range, or a text field may need to follow a specific format.
🔔 | If a field has a red border, it means the value entered is not valid. Hover your mouse over the field to see the validation message. |
Once completed, click the "Save" button. Saving is only possible if all required fields (marked with an asterisk) are filled and correctly validated. The new entity will appear at the top of the overview after saving.
Viewing and editing an entity
1. Select an existing item in the dashboard
All information for the selected entity will now be displayed in the form in which it was added. In addition to the name of the selected entity, you can also identify the type of data/form.
2. Make the desired changes. Ensure that all fields are correctly validated—see “Adding a New Entity” for more information.
3. If specific fields are missing from an entity and you have the necessary permissions, you can add them using the “Edit Form” button. More information about adding data fields can be found in the administrator manual.
🔔 | Editing the form of the selected entity does not change the template. |
4. Click “Save” once you have finished making the desired changes.
If an entity is no longer relevant, click the "Delete" button. A confirmation prompt will appear. Click "Delete" again to confirm or "Cancel" to abort the action.
Overview of data fields
Type | Description |
Text | A text field where you can enter short text, such as a name or title.
|
Rich text | A field where you can enter longer descriptions consisting of formatted text, including bold, italic, bullet points, hyperlinks, etc. |
Number | A field for numeric values such as numbers or amounts. In some cases, the administrator has defined a minimum or maximum value. It may also be required that the value contains no decimals. |
Phone number | A field for entering phone numbers, consisting of two parts: the country code + the phone number. |
Choice options | A field where you choose from a predefined list of options (dropdown). If multiple selections are allowed, this is done using checkboxes. |
Users | A field that refers to existing users and groups within the system, from which you can make a selection. The administrator may have set it to allow selection of only users, only groups, or both users and groups. If multiple selections are allowed, checkboxes will be used. |
Date | A field for entering a date, either manually or via a calendar menu. You must follow the specified date format. |
Time | A field for entering a time value, either manually or via a time picker. You must follow the required format (12h/24h). |
Relation type | A dropdown field where you can select, for example, a country, status, or skill. If multiple selections are allowed, checkboxes will be used. |
Object relation | A field that allows you to create a link with other entities. If multiple selections are allowed, checkboxes will be used. |
Attachments | This allows you to upload files. All uploaded files are stored in Ishtar.DMS. The administrator may have configured a specific library where the files will be saved. Certain file types may not be accepted. A notification will indicate which file types are allowed. |
Export
At any desired moment, you can export a filtered selection or all existing entities. For example, you might want to share a filtered list of data with a customer.
Determine which data and in what order the data fields (parameters) should be visible in the dashboard.
Optionally, add one or more filters.
Then click on “Export” at the top of the screen. The selected data will immediately be exported to a .csv file in your Downloads folder.
Open a new worksheet in Excel.
Go to the “Data” tab and click on “From Text/CSV”.
A preview of the data will appear. If everything is displayed correctly, click “Load”.
The export is now complete. All selected entities will be shown in Excel. You can continue editing the file using all available Excel features.