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Concepts

This topic describes some of the high-level concepts in  Agiloft

ConceptBrief Explanation

Knowledgebase

(KB)

A Knowledgebase (KB) is a particular deployment of Agiloft. It contains the entire collection of tables, records, teams, groups, views, reports, and associated data.

A given Agiloft installation may include multiple KBs, but each KB is logically independent. Knowledgebases (KBs) can be exported as a single file in XML format and imported onto another server. The system administrator of one KB cannot overwrite another.

Field

Fields represent the different types of information stored within tables, such as a Telephone Number. Fields correspond to columns in the database and in table views. See: Fields.

Record

A collection of field values. See: Working with Records.

Workflow

Workflows control record states and the rules that apply when a record moves from one state to another. It may refer to the graphical workflow editor used to create and manage workflows in the Table wizard. See: Rules and Workflows.

Table

Tables organize your information within the Knowledgebase. A table is the whole set of fields, relationships, and rules on which individual records are based.  Tables represent anobject in the database with columns, or fields, and rows, or records.

Knowledgebases typically contain several different standard and custom tables, such as Leads, Users, Companies, Support Cases, Contracts, and so on. See: Tables.

Subtable

Subtables are made up of specifically defined records within a larger table. Tables can be hierarchical and inherit fields and rules from their parents. For example, Employees and External Users might be subtables of the People table, in which case they would automatically contain all the fields from People table as well as their own unique fields.

Left PaneThe Left Pane displays navigation options within a knowledgebase, such as tables, the Admin Setup menu, the Home menu, and the Last Opened list.

Group

Groups help secure your instance of Agiloft by defining the access permissions that each user has. Group permissions define which tables, records, and fields that users may view or edit, as well as their access to special menu permissions like exporting and setup options. See: Groups.

Team

Report

A summary of record information that may be presented in graphical, HTML, text or Excel format. See: Reports Wizard.

Search

A filter applied to a table to find specific information. For example "Find all Support Contracts that are due to expire within the next 30 days". See: Adding a New Search.

Table ViewA table view is what users see when they click on a table from the Left Pane. It includes a view of the records contained within the table as well as the table name, table summary, action bar, and table search block.

View

A view determines which fields from a type of record are shown in a list of records in the table view. Views can include row coloring by issue, search filters, and custom column settings. For example, a "Company Name, End Date, and Value" view would show those specific fields from Contracts. See: Views.

Rule

A statement of business logic that Agiloft executes automatically. See: Rules and Workflows.

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