Getting Started


Tips & tricks

creating data items

To create a new data item, first go to design and then data, then follow these steps:

  1. Click the add button:
  2. In the dialog that opens enter a name for your data item:
  3. Optionally check the box to allow users to import the data item, which means that users can import the item using the Excel import feature.
    Tip: Use a singular noun for the name of your data items, e.g. ‘Project’ or ‘Tax return’