Platform (Web Browser Access)

Assign Views, Charts, Reports and Calendars by Role
ShotFlow allows views, charts, reports and calendars (referred to collectively as components) to be shared or hidden from users based on the user role. This...
Fri, 29 Apr, 2022 at 3:08 PM
Navigating Nested Views
A view can include a "nested" view, or a view that resides on another table. To access the nested view, choose the eyeball icon in the Related Rec...
Tue, 10 May, 2022 at 11:11 AM
Exporting Views
Any View in any ShotFlow 2.0 app can be exported to a .CSV (comma delimited) file as follows: 1. Select the app from the Applications panel that contain...
Wed, 29 Dec, 2021 at 9:59 AM
Printing Views
ShotFlow offers the option to print a table view from any view on any table.  1. Navigate to the preferred View on the applicable Table.  2. Once th...
Wed, 29 Dec, 2021 at 10:00 AM
Setting Views, Charts, Reports, Calendars and Events as Favorites
Each user is able to mark View(s), Chart(s), Report(s), Calendar(s), and Event(s) as a "Favorite." When any of these is chosen as a favorite, it w...
Fri, 29 Apr, 2022 at 2:54 PM
Bulk Record Actions
Actions are a means to quickly update one or more records without the need to edit each record manually. Actions can be created and configured by users ...
Tue, 9 Aug, 2022 at 9:16 PM
Bulk Record Deletion
ShotFlow 2.0 supports bulk deletion through a deletion Action, which appears as a button in the ShotFlow UI when configured for a particular table. A deleti...
Wed, 5 Jan, 2022 at 1:25 PM
Keyboard Shortcuts for Grid Edit
As long as the "Keyboard Modifiers" in your System Preferences are set to default as shown in the screenshot below, there are a few keyboard short...
Tue, 17 Jan, 2023 at 12:15 PM
Creating and Accessing Charts
Selecting this header in the left pane shows all existing Charts for the current app. If no Charts exist, a [Create Chart] button will be displayed for user...
Tue, 29 Mar, 2022 at 9:42 AM
Interacting with Charts
Viewing a Chart from either the dashboard (by selecting the View [eye] icon) or selecting the View [eye] button from the Charts page shows the default Ch...
Thu, 2 Jun, 2022 at 11:28 AM