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👁️ views

Form View in DataLexing offers a streamlined method for gathering information. Forms are automatically generated based on your existing table, allowing you to customize fields without the need to create a form from scratch. Creating a Form View To create a new Form View: 1. Within the table, click on the "+" sign above the search bar. 2. From the drop-down menu, select Form view. 3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content. 4. Click "Add" to save the new view. Once the Form View is created, you can structure the displayed information in multiple ways. You can modify field visibility, adjust the order, and customize how users interact with the form. Survey Mode The Form View offers two display modes: - Form Mode: All fields are visible in a vertically stacked layout. - Survey Mode: Only one field is visible at a time, enhancing focus. Switching Between Modes To select a mode: 1. Click the Paper icon at the view editing bar. 2. Choose Form Mode or Survey Mode. Customizing the Form Submit Button Display To change the Submit button text: 1. Click the pencil icon next to the 'Submit' button. 2. Enter the desired text. Adding Fields/Questions you can think of fields as questions in form view. Adding fields to a form is straightforward: 1. from the left sidebar to select and add the required fields. 2. Click Add All to insert all available fields. 3. To create a new field that isn’t already in the table, select + Add new field from the Fields sidebar. Unsupported Field Types the following field types are not compatible with Form View: - 💾 Created on - ✍🏻 Last modified - 🧮 Count - 📦 Rollup - 🔦 Lookup - ✨ AI - ➗ Formulas - 👥 Collaborators Reordering Fields You can rearrange questions in your Form View: 1. Drag fields using the drag handle (⠿). 2. Drop at the desired Location. Removing Fields To remove a field from the form: 1. Locate the field. 2. Click the Trash icon to remove it. To Remove all the fields: Click Remove all button in the left fields side bar. Custom Branding to enhance form with branding elements: Add a Logo: 1. Click the Grey Circle at the top of the form. 2. upload an image from your device. Add a Cover: 1. Click the Grey Area at the top of the form. 2. upload an image from your device. To replace or remove an image, simply select the current image and upload a new one. Custom Context Enhance form context by adding form title and descriptions for form and fields. Add Form Title 1. Click the Title written in grey, in the beginning of the form. 2. Write a Form Title. Add Form Description 1. Click the Description written in grey, in the beginning of the form. 2. Write a Form Description. Customize Form description via text editor provided. add headers, links. Add Fields Description 1. Click the Description written in grey, under fields name. 2. Write field Description. to describe the field required. Required Fields Required fields are essential in form design because they ensure that users provide critical information before submission. This helps maintain data accuracy, completeness, and consistency. To make a Field mandatory to fill: 1. Locate the Desired Field. 2. Turn on the toggle for Required. Form Conditions (Conditional Logic) Form conditions help tailor the user experience by dynamically showing, hiding, enabling, or requiring fields based on user input. They improve efficiency, reduce clutter, and ensure relevant data collection. To Allow Conditions: 1. Turn on the toggle for Show when conditions are met. 2. Apply 1. 🔵 Choose a field. to show a certain fields in conditions, you should add the column that you are filtering on before the filtered column 2. 🟢 Choose a Condition. 3. 🔴 Choose a Value. For example, if you want to collect additional feedback when a user submits a very low score. Configuring Post-Submission Actions After a form is submitted, you can choose what happens next: Show a Custom Message 1. Choose Show a message, at the end of the form. 2. Enter a message in the Show a message box. 3. This message will appear AFTER submission. Redirect to a URL 1. Choose Redirect to URL, at the end of the form. 2. Enter the URL where users should be redirected after submission. Previewing a Form Before sharing a form, preview it: - Click the eye icon to open the form in a new tab. - Alternatively, copy the private link and paste it into a browser. Sharing a Form to Share form internally with users that have access to the forms table: 1. Click Share Form icon at the top corner of the view. 2. Copy the link. 3. Share it. note: Only people with access permission to this view can see it using this link. You can use. to learn more about access click here. Publishing a Form Once your form is designed and tested, publishing it involves making it accessible to audience while ensuring security, usability, and data collection efficiency. to Publish a form: 1. Click Share Form icon at the top corner of the view. 2. Go to publish tab. 3. Click Publish. 4. Copy the link. 5. Share it. note: there are options to Restrict Access with Password, Change the Link or Unpublish the Link. For more details, visit the public sharing section in DataLexing. Viewing Submitted Form Data Submitted form data automatically generates a new record in the original table. Entries appear at the bottom of the Grid View, if they are not hidden or sorted in a way that excludes them. Changing Form Language this option is available for users (audience) felling the form. Change Language to English 1. Click the Arabic Icon , in the right upper corner of form page. 2. Change the Language to English. Change the Language to Arabic 1. Click the English Icon , in the right upper corner of form page. 2. Change the Language to Arabic. Conclusion With DataLexing’s Form View, you can effortlessly collect and manage data, apply branding, automate processes, and customize user interactions. Whether using Form Mode or Survey Mode, the flexibility ensures an efficient data collection experience.

👁️ views

Views Settings

How to Duplicate View 1. From the view setting in the right corner 2. From the view list. click the ellipsis next to the view name 3. Choose "Duplicate" 4. Click "Duplicate" How to Rename View To rename a view: 1. From the view setting in the right corner 2. Click on the three dots (...) next to the view you want to rename. 3. Click "Rename" 4. Double-click the "Enter view name" field. 5. Write the new view name 6. Click "Save" 7. As you can See the View has been renamed from "All Projects 2" To "Projects Overview" How to Delete View To delete a view: 1. From the view setting in the right corner 2. From the view list. click the ellipsis next to the view name 3. Choose "Delete view" 4. Click "Delete"

👁️ views

Sheet View

Sheet View provides a spreadsheet-like interface for managing tabular data efficiently. Key features include: - Replace Excel with dynamic tables that integrate permissions and collaboration tools. - Filter and sort data to focus on specific information. - Publish filtered data or tables with hidden columns as view-only. - Import data with smooth mapping and export it as needed. - Apply row coloring to visually organize and highlight data. - Interact with tabular data seamlessly for efficient management. 💡 By creating a new sheet, you can share a specific portion of your data with your colleagues. Create New Sheet 1. Within the table, click on the "+" sign above the search bar. 2. From the drop-down menu, select Sheet view. 3. A box will appear to enter a name for the view—choose a descriptive name that reflects its content. 4. Select who can edit: - Collaborative for team access and editing. - Personal for individual use. 5. Click "Add" to save the new view. Filter Sheet View Sheet views can be filtered to quickly find tasks matching multiple criteria. Select two or more filters from the available list to refine your results. For example, you can limit the inbox to display only "Demo Call" tasks. To apply custom filters: Filter Sheet View 1. Within the table, click on the funnel icon in the view bar. 2. A box will appear; click on "Add filter." 3. Three fields will appear: 1. Choose a Column 2. Choose a Condition 3. Choose a value to Filter by. 4. The filter will be applied directly to the view, updating the displayed data according to your selected criteria. Sort Sort Sheet View Sorting data is essential for organization and workflow efficiency. DataLexing simplifies this by allowing sorting based on selected fields. Sorting can be done automatically to control rows order. - Default Sorting: New tables are initially sorted by row creation time. - Automatic Sorting: Sort Sheet View 1. Click the Sort button in the view bar. 2. from the dropdown list, Choose a field to sort by. 3. Choose a Sorting Criteria 4. Rows will be automatically ordered based on the selected field. 5. Add multiple sorting criteria if needed, ensuring they are arranged in the correct sequence. 6. To remove a sorting option, click the trash button next to it. Another way to manage Sorting is by opening an expanded view or clicking on the field header and selecting Sort field from the dropdown menu. - Manual Sorting: Users can manually reorder rows by grabbing the handle next to the row number and moving it to the desired position. Share After creating a sheet view, you can share it via a link with anyone who has access or publish it on the internet. You also have control over how the shared data appears by using filters or hiding fields. To learn more about sharing, click here. Show/hide - Hide Fields: - This feature allows choosing which fields remain visible in a shared view. - The primary field cannot be hidden. - How to show/hide fields: 1. Click the Eye button in the view bar. 2. Use the toggle switch next to each field name to show or hide it. 3. Click Hide all or Show all for quick adjustments. 4. A preview will indicate the number of hidden fields. If dealing with numerous fields, use the Search fields box to locate specific ones quickly. Another way to manage field visibility is by opening an expanded view or clicking on the field header and selecting Hide field from the dropdown menu. Adjust Columns width By default, sheet views display columns with a fixed width. However, to view more data within each cell, the column width can be adjusted. This feature allows customization based on the content within each column. Adjust Columns width To adjust a Column width: 1. Click and hold the dividing line next to the field title. 2. Drag the line to increase or decrease the width. A grey bar will appear as an indicator. 3. Release the mouse at the desired width to display more information in each cell. Reorder Columns By default, sheet views arrange columns in the order they were created. However, you can reorder them by: - Clicking and dragging the column to the desired location. - Using the Show/Hide Fields option to click and drag columns according to the desired location. Footer Aggregations Footer aggregations calculate values based on a specific field in a table. By default, footer summaries are empty, but they can be customized for insights. For more details, click here

🗄️ Data Formats

Filters

In the world of big and complex data, data formats and applying filters are essential tools for effectively organizing and filtering information. This technique in the DataLexing system aims to facilitate the process of searching for and accessing the required data quickly and accurately. In this guide, we will explore how to apply formats to data in DataLexing and their benefits in organizing and filtering data effectively. Filters Filters in DataLexing are aimed at refining and organizing your data to quickly find the necessary information. Filters enable the classification and precise arrangement of data based on specific criteria. They simplify the display of data by showing only the rows that meet the specified conditions, facilitating the management of vast datasets. Filters contribute to reducing clutter and facilitating data management tasks, whether by isolating data from a specific date, filtering rows that match specific conditions, or arranging data in a particular sequence. Filter Components Before applying the filter, you must choose three field values: 1. Column 2. Condition 3. Value. When adding the condition, it represents the Condition that must apply to the rows to be displayed. | Type | Description | | ------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Columns | drop down list of all the columns that exist in the table | | Condition | refers to a specific criterion or rule used to select or exclude data based on.Conditions changes based on column Types. to learn more about conditions click here | | Value | a specific value or pattern that you want to compare against in the chosen column. It represents the target or reference point for the condition | To Learn more in how to add custom filters to the view, click here Customizing filters using multiple conditions allows you to refine filtering criteria to display rows that meet specific requirements. Complex filtering can be achieved by linking multiple conditions together. For multiple filtering rules, two types of logic are used: "AND" and "OR". This method enables applying multiple filters at once using "AND" and "OR" conditions. "AND" Conditions: Use "AND" when all conditions need to be met. Use the "AND" logic to find items that meet all requirements within a set of filter rules. For example, to identify projects with the status 'In Progress' and 'Urgent' in a table, select "AND" before adding the second rule. "OR" Conditions: Use "OR" when any condition is sufficient. Use the "OR" logic to find items that meet at least one of a set of filter rules. For example, to identify projects containing 'Site Renaming' or 'User Portal' in a table, select "OR" before adding the second rule. To add another condition for refinement, click on the 'Add Condition' button. This creates another workspace containing all conditions connected by "AND" or "OR". Enabling and Disabling Multiple Filter Options: You can toggle the 'Disable All' checkbox to enable or disable all current fields within the page. This action does not remove filters from the table but only disables their application.

📋 templates

National Data Index NDI Template

The National Data Index Template NDI is a pivotal tool for enhancing transparency and analyzing performance across various entities in Saudi Arabia. To empower entities to track their progress and achieve their goals efficiently, we have developed a specialized template that helps manage data requirements and analyze them in an organized, user-friendly manner. 🔔 Interested? Don't hesitate to reach out to us via: - Email: support@datalexing.com - Phone & WhatsApp: +966 539779380 What Does the Template Offer? - Accurate Performance Tracking: The template allows you to track performance based on specific indicators within the platform, making it easier to monitor progress and understand gaps that need improvement. - Effective Data Management: It assists in gathering and storing data methodically, ensuring easy access when needed and avoiding duplication or loss of critical information. - Data Analysis & Decision Making: By providing interactive dashboards and updated reports, the template delivers deep insights into performance, helping entities make decisions based on accurate data. - Domain Monitoring with Aligned Standards & Compliance Rates Across 5 Stages: The template enables you to identify different domains and evaluate their compliance with specified standards, helping you monitor progress across each of the five stages. - Question Monitoring with Aligned Standards & Compliance Rates Across 5 Stages: Entities can track questions linked to the standards of each domain and monitor compliance levels across different stages, providing a precise view of required areas for improvement. - Tracking Evidence, Acceptance Criteria, and File Uploads: The template allows you to manage the required evidence for each standard, while keeping track of acceptance criteria and easily uploading supporting documents and files. - Synchronized Dashboard for Tracking Standards: It features a dynamic dashboard that displays the status of standards in real-time, enabling entities to make decisions based on instant updates. How Can You Benefit from the Template? 1. Download the template and use it directly within DataLexing. 2. Enter periodic data and update it regularly to ensure the accuracy of the generated results. 3. Analyze performance using available charts and reports to make evidence-based decisions. 4. Compare performance over time to understand the progress made and take corrective actions when necessary. Why is This Template an Essential Tool? The template provides a clear and organized framework for performance evaluation and continuous improvement. It also reduces the time and effort spent on tracking standards and supporting evidence, which enhances operational efficiency, speeds up sound decision-making, and helps easily spot performance gaps. This template is a smart tool for any entity seeking to optimize its performance within the "NDI" platform, helping you transform raw data into actionable insights that support the achievement of your strategic goals.

🚀 Getting Started

Datalexing Introduction

In an era where technology has become a burden for many organizations with complex systems that require months of training and difficult updates, DataLexing is here to change that narrative. We merge the power of large systems with the simplicity of flexible tools, offering you smart productivity tools that enhance efficiency without the complications. What is DataLexing? DataLexing tools drive productivity and enhance business growth by integrating data and processes in a unified environment. This setup eliminates operational complexities, fosters team collaboration, and offers smart automation for precise decision-making, all while fully complying with cybersecurity standards and supporting the Arabic language. How Can DataLexing Help you? 1. Enhancing collaboration among teams 👥 The unified work environment enables seamless access to data and projects, enhancing collaboration across various departments. 2. Enhancing productivity and reducing manual tasks 💹 Automating processes reduces time spent on repetitive tasks, allowing teams to focus on more critical work. 3. Clear visibility into performance 📊 DataLexing provides instant reports and analytics, giving teams a comprehensive view of operations, aiding in more accurate decision- making. 4. Flexible customization and easy-to-use small tools ⚙️ DataLexing supports tool customization to suit various teams, offering flexible, user- friendly solutions while maintaining enterprise-grade strength. 5. Governance and security on par with large systems 🏆 Local hosting complies with cybersecurity standards to protect data, while strong governance policies ensure secure and efficient management. DataLexing Certification Local Content Authority License We are licensed by the Local Content Authority, the body responsible for promoting local content in Saudi Arabia. This license allows us to offer innovative local services and solutions that meet the needs of the Saudi market and contribute to the growth of the Kingdom's digital economy. ISO Certification DataLexing has received the ISO certification for quality management, reflecting our commitment to achieving the highest global quality standards across all our processes and products. This certification enhances our credibility in delivering innovative and effective technological solutions. Google Developer Zero Trust Key We have received the Zero Trust key from Google for developers, enhancing DataLexing's ability to secure digital work environments. This key ensures a high level of security by strictly controlling access to data and services, further boosting our clients' confidence in the protection of their information Compliance with SDAIA's AI Policies We are committed to the AI policies approved by SDAIA, the Saudi Data and Artificial Intelligence Authority. Our compliance with these policies ensures the application of best AI practices in terms of security, transparency, and governance, reinforcing our commitment to responsible and sustainable technologies. Say Goodbye to File Chaos Always drowning in file copies and scattered reports? Struggling to access them? Organize your files and boost productivity with DataLexing. Arabic Support Arabic Support Our platform offers full Arabic language support with a seamless right-to-left (RTL) interface when Arabic is selected. It automatically translates main menus, and allows users to assign Arabic labels to workspaces, applications, dashboards, tables, views, and field names. RTL support extends to form views, long text fields, and dashboard text editors, ensuring a fully localized experience across all content. Templates The platform offers a wide range of ready-to-use templates designed to meet local 🇸🇦, personal, and business needs. Whether you're managing daily tasks, organizing a team workflow, or aligning with government requirements, you'll find templates that are fully customizable and easy to use. These templates save time and ensure best practices from day one. Reports Reports Custom dashboards provide insights and analytics based on updated data to support decision- making. Interactive Kanban boards Kanban Enhance workflow with a dynamic visual task display and real-time updates. Artificial Intelligence AI Automation of processes, data analysis, and providing smart recommendations to enhance productivity and workflow. DataLexing Provides 7 Actions that will be Applied to your Data instantly. Smart Tables Manage and organize data in flexible tables with filtering, analysis options, data type customization, and integration with other tools. Surveys Create and collect data through dynamic, customizable surveys and forms with real-time analysis. Gallery Organize and display files, documents, and images visually for easy access and use. Collaboration The platform features a comprehensive Notification Center that centralizes all platform alerts in one place. It includes activity logs such as users joining or leaving workspaces, and tabs like “Assigned to Me” and “Mentions” for quick access to personal tasks and discussions. Users can mark notifications as read individually or in bulk, delete all, and manage notification preferences through the Notification Management Center. Notifications are also sent via email, keeping users informed even when offline. Roles & Permissions The platform offers a powerful team and permission management system, enabling admins to define teams and assign roles across different levels of the workspace hierarchy — including workspace, application, table, view, and dashboard. Permissions are enforced at every layer to ensure secure and precise access control. - Admin: Has full control over workspaces and applications, including the ability to invite others and manage all settings — effectively the highest permission level. - Builder: Can configure and manage applications, create tables, and edit field types — handling structural and content-related tasks. - Editor: Can fully edit data but not configure the app’s structure. Editors handle day-to-day content updates and record management. - Commenter: Limited to viewing and commenting on data, supporting collaboration without the risk of altering content. - Viewer: Can only view data — ideal for stakeholders who need visibility but not edit rights. - No Access: This role ensures the user cannot access any part of the workspace or application. To Learn More about Roles & Permissions Click here

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National Data Index NDI Template

Datalexing Introduction