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How to create a database from scratch

 

iMeet® Central makes it easy to create new databases. To create a new database from scratch, navigate to the Database tab and select New Database > Create from Scratch.

createfromsratch

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Give the database a name and choose the appropriate options under Visibility Settings, Options and Attachments. Click Next when ready.

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Create the database fields. Select the type of information each field will store. Fields can be added and removed after the database is created.

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Click Create Now when you are finished and begin adding records to the database.

Database field options

The field types help ensure that the proper data is used and also assists in searching and sorting.

The primary database field is generally the main piece of information which makes a record unique. This does not need to be the first field and can be changed by designating an alternate field.

You can choose whether each field is required and/or searchable. A required field will appear with a red dot next to it as well as a warning message if information is not entered before saving.

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A default value can be specified for most field types. The default value is automatically entered when a new record is created, but can be changed before the record is added.

Visibility Settings

Database activities can be shown in the workspace activity stream. This option increases transparency and makes database activities more visible to members, but can cause other activities to be less noticeable when many database activities occur.

A custom tab can be added to the workspace tabs linking directly to the database for easier navigation. This tab will be labeled using the database name. The option to designate a separate tab in this way is only available during the initial setup process. Once the database has been created, a separate tab would need to be created using the Custom Tab settings.

A database designated as For Internal Use Only will not be visible to any External Members of a workspace.

 

Attachments

You also have the option to add attachments to a database. They will appear as tabs below an individual record's details. The options for attachments are:

  • Comments
  • Files & Discussions
  • Tasks
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