We call our database product a Workbase: a spreadsheet-style database designed to work perfectly with your Apps and Client Portals.
Use a Workbase to:
You can create a Workbase directly from your Community.lawyer dashboard:
A Workbase is a series of tables, and each table is a spreadsheet:
Each row (designated in blue above) is one "object" of data. Each column (designated in pink above) is an attribute within these objects.
For example, in a Workbase table that contains client data, each row is one client. A "client" is a data object with attributes like 'name', 'date of birth', etc.
Each row must have at least one unique attribute. This is the key column:
Each column in your Workbase has a datatype, e.g. plain text, number, true/false, etc. You can only populate a column with it's specified datatype (e.g. you can't add plain text to a true/false column). Once a column's datatype is chosen, it can't be changed.
One of the most powerful Workbase features is the ability to create relational tables.
Relational tables are 2+ tables that are linked together with "has many" or "belongs to" datatype columns. For example, you can have a table with client data that is linked to a table with data about each client's respective children:
Creating relational tables is easy, just add a "has many" or "belong to" datatype column to a table (this will prompt to select a second table to connect it to). Using relational data in your Apps is a bit more advanced. This topic is covered in the relational data lesson.