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.

Comments

Favorites

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 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 track and manage your suppliers

Whether it is construction, manufacturing or digital services, supplier management appears in every business field. You need to track your suppliers and orders either for materials, tools or office supplies, and it can surely become a mess. In this article, we will show you how Lumeer will help you store and see all the information in one place.

We will use a chemical laboratory as a model example, but don’t worry, you will see that the supplier management principles are the same across all industries. We identified three basic entities: suppliers, orders and inventory items. Let’s create a collection for each one of them (if it’s the first time you are creating a collection, First time in Lumeer article can help you with that):

Then we fill the collection with all the items that we obtain from our suppliers:

And also with our suppliers:

Now we have two tables, but they don’t give us a complete picture, because they are missing the information about which supplier to contact when ordering…

Lumeer: Modern Data Definition and Processing Platform

Search This Blog