Skip to main content

Posts

Create Christmas wishlist in Lumeer

We are all looking forward to Christmas and to time spent with our families. We probably don't want to think about business and about business data management application Lumeer then. 
But did you know you can use Lumeer even to create and share Christmas wishlist?

We start with creating a collection for the wishes. Fortunately, there are many colours and icons available and we can select appropriate ones:




We then add column names for everything that a wish should contain: who is going to receive the gift, what it should be and if someone already fulfilled it: 





There is one attribute which is marked bold - it is called displayed attribute and characterises whole record. By default, it is the first one. We think that the most important attribute of the wish is the wish, therefore we change it:





Too seriously looking table probably isn't the best perspective for Christmas wishes. We rather switch to post-it perspective:





And fill it with wishes:





We then save the view as Christmas wishlis…
Recent posts

How secure are your data in Lumeer?

As more and more data is processed by computers, the question of data security has become inherent to all users. For business users it is even more important to know that their valuable data are secure.

Maybe you have heard about recent Intel’s L1 Terminal Fault vulnerability. We at Lumeer take security of your data very seriously, and that’s why we have cooperated with Digital Ocean to provide you protection against this threat.

Of course, we do a lot more for data security - encryption, redundancy and backup. Encryption means that when data is moving between computers, it is encoded in such way that only authorized parties (meaning you) can access it. Redundancy protects you against hard drive failure - if one drive fails, data is easily recovered because there is at least one other drive at the server that contains a copy. Backups go even further, they are stored in different geographical locations and are done periodically to assure you that even if there was a more serious damag…

How to track tasks for employees?

When multiple employees work on multiple projects, even in a small company it can easily happen that you lose track of who is doing what and on which project. However, it is very important to have quick and easy access to this kind information: you want to know progress on a project to plan for the future release, or you want to see if employees have some spare capacity or are too overwhelmed by the workload. 
Maybe you feel that all that information is being lost in a pile of spreadsheets and emails. They are all there, but to access them means to spend precious minutes or even hours on searching the documents, every time. You wish to have everything in one place, with every question about current status or capacity answered within seconds and with just a few clicks. You want to easily make changes that are smoothly and automatically propagated to relevant people in the company. In this article, we will show you how to achieve this with Lumeer.
After we login into Lumeer, we create …

How to reuse document with townhall meeting invitation

As we have already created a document with a townhall meeting invitation and extended it with resolutions and municipality members’ comments, we now want to reuse the template for the next meeting so we won’t have to do the same work again.



In the search box, the filter is set to particular meeting date. If we delete that filter, we see the table with all meetings, but as the perspective is still set to smart document, we can display document for particular row if we select the row.



Let’s change the filter for meeting date - we set it for the date when the next meeting is going to happen. The document has the same form as for the previous meeting, however, it is filled with just the right data from the table and we will continue filling it with agenda and resolutions.



That was really quick! Of course, we would have liked to provide you with a longer post, but were unable to do it, since with Lumeer, it is so easy to reuse the work you’ve already done.

How to effectively search and publish townhall meeting's resolutions

In previous posts, we created invitation to a townhall meeting and added minutes and comments. The collections are now filled with data and we will show you how to search those data and easily export them into publishable form.

After every townhall meeting, the municipality has to publish the resolutions which were approved during the meeting. To achieve that, we first search for the data we need by using Lumeer’s search box. We adjust the filters, hit enter and immediately see all resolutions from particular meeting.

We see the result of the search in table perspective, but we switch it to smart document perspective and produce the list of resolutions in a similar way that we have created the invitation.



Of course, we can choose how we want to export the document. Do we want to print it? Then we use export to PDF. Do we want to publish it on municipality’s website? We can put the PDF there, or, even simpler, we just put there the link to document which points directly to Lumeer, where t…

How to easily manage townhall meeting resolutions and discussion

In a previous post, we learned how to use Lumeer’s smart document to create an invitation to a townhall meeting. Now we will add some useful features to it - resolutions and discussion management, so the invitation becomes meeting minutes document.

We start with the invitation, which is a smart document based on the Meeting and Agenda collections. Here, we add a new relation which will represent meeting resolutions.


Tables from new unnamed collection appear below every activity from the meeting agenda.


We set a collection name (Resolution), colour and icon and add columns. It is sufficient to do that just once and all three tables are updated.


Let’s add descriptions to agenda activities. It’s simple - just right-click on an activity text, which is then highlighted in green, because it’s not just normal document text, it’s a piece of data from the Agenda collection. Descriptions are also added as a new column into the Meeting collection. This way we not only style new data to look the …

How to create reusable invitation for local government meeting

Local governments of all sizes play an important role in every country’s life. They act as a man-in-the-middle between national government and citizens, bringing government power closer to citizens. While doing so, local governments also need to follow rules about what data to store and publish. Wherever some data occur, there is almost always a space for improvement in efficiency and today we will show you how to use Lumeer’s Smart document view to easily create an invitation for local government meeting that will prevent data copying and duplication, thus saving members’ time spent on administration. However, Smart document concept is very general and so can be useful for a wide variety of tasks from many fields.

Let’s start with creating a collection named Meetings, as we want to store data about meetings there. In Lumeer, collection is a set of records with the same structure - similar as file or table.


After clicking on collection icon, we see it as a table and we add all columns…