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Showing posts from 2017

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…

How to make sure that every candidate is contacted on time

When we post a wonderful job offer, chances are that there will be many candidates applying – with the perfect one amongst them, we just don’t know who it is. Of course we want to contact him, but with so many candidates, an accidental error could happen and we wouldn‘t send everyone an invitation to interview. Lumeer will help us to add two more layers of protection against such an error.

Firstly, in table view, we want to highlight candidates that applied in, let’s say, last three days. This is done by adding a formatting rule on column with date of application. It says that when the date is older than three days, then the cell is coloured red and it’s easier to spot that row. Also, there are other column settings: constraints, which determine type and format of data in the columns, and notifications, which we’ll explore later in the article.

The resulting table looks like following:

Secondly, we also want to get a notification which reminds us about applications that are more than two …

How to view salaries summary in pivot table

Although we’ve already seen how to apply aggregate functions (e.g. sum, average) on all salaries in a post about creating an overview of job postings, now we’re going to dig into even more details by using Lumeer’s pivot table view.

You may already be familiar with pivot table from Excel or other tools. The main feature which makes it different from classical table is that it’s not collection of records (rows). Instead, it summarizes information from that classical table and does it by calculating values of aggregation functions in every cell. Probably the best way to understand the idea of pivot table is to see an example, and we’ll show you one in a moment.

We start with a table showing job postings and hiring manager linked to them (we have already learned how to create such a table). Let’s switch the view from table to pivot table.

A window with pivot table settings shows up. Lumeer automatically adjust those settings for you based on available information - the first table (Posting…

How to show candidates on a map

We have already showed how to display data in calendar, but what if besides time dimension, our data also have space dimension? Working with addresses can be pretty tough because they have a complex structure (most often street and its number, town and ZIP code), but can be written in many different formats. However, if we want addresses to be easily searchable and maintainable, our system has to know meaning of each part of address string. We can start typing addresses into the table and Lumeer will give us suggestions from which we will choose. This saves us time because we don’t have to type so much, but there’s one more benefit: as Lumeer gave us the suggestion, he knows exactly the semantics of whole address string and can tell which part is street, town etc. which will be useful for visualization on a map.

With address column in the table, we can easily display its rows on the map by switching the perspective:

Now we see the candidates displayed on a map. By clicking on their icon,…

How to view and edit your data in calendar

In a post about creating a clear overview of job postings we gained a lot of insights into our data, but we only displayed it as a table. For some kinds of information, table is the most comprehensive way how to look at them, however, there are other data for which different perspective is more suitable.

Switching perspective is quickly done by clicking on dropdown box that shows us all available perspectives.

There is only one column with date in our table. Lumeer automatically detects it and display data in the calendar based on that column. If there were more such columns, he would of course ask us which one do we want to use.

All dates which contain a record are highlighted with green colour. After clicking on a particular date, we can see all job postings that were posted on that day, along with a hiring manager who created the posting. But looking at calendar for the whole year may not provide enough detail for us, so we switch from yearly to monthly view.

With more detail, we also s…

How to create a comprehensive overview of job postings

Managing information about two or three job postings at your company is easy and can be done even in some simple tool or spreadsheet. However, as the number of postings, candidates and other information grows, it becomes increasingly difficult not to get lost in the data and maintain a clear overview. There are candidates with their names, addresses and positions they are applying for. There are also job postings with salaries and managers who want to hire people for those positions. Those pieces of information are related to each other and we will show you how to effectively manage and view them with Lumeer. As Lumeer allows us to put similar data to collections, we will want to store information about candidates, job postings and company’s employees in separate collections. It’s the most intuitive way because candidates have similar attributes, e.g. name, address, phone number or the date they applied for a job at the company. On the other hand, postings have their names and salaries…