Introducing the New Editor

April 18, 2017 by Cory MacVie

Today, we are proud to announce Editor, the latest iteration of Fulcrum’s web-based data viewing and editing tool. Since the early days of Fulcrum, we’ve always had a tool to view your collected data on a map, browse the data to see what’s being collected, make edits to it, and export to our many supported formats. To enable even greater flexibility in your QA and reporting processes, we needed it to do more. So we’ve fully rebuilt the Editor from the ground up with a few key focuses in mind: speed and performance, better filtering, and customizable downloads.

Among the many new features included, the Editor can now sort and filter by any column in your data, reorder columns, hide and show columns, filter by dates, and much more. Let’s dive deeper into each new improvement.

Column Sorting

Every column of data can now be sorted or filtered. At the top of each column, there is a menu to provide advanced sorting. Filter your data down to a particular set of important values and then sort by A-Z or by 0-9. Ensure that relevant records are seen first, and critical records are not lost in the shuffle.

Sort Any Column

Custom Filters

On the menu top bar, there is a Custom Filter menu to allow you to create advanced filters based on multiple fields. You can also build composite filters on the individual columns, but this view allows you to see all of your filtering rules in one place.

Custom Filters

Column Selections & Arrangement

Many apps that users build in Fulcrum contain hundreds of fields. Our new Column Setup menu lets you select which ones you want visible, or use the icons on the right to drag and reorder them in the view.

Column Selections

Date Range Filters

There are now two areas to filter and sort data by date. On the left side, you can select Records Updated by different presets or select by a specific date range. On a data column, it is also possible to sort by month or select a date range. The date range picker even shows a nice histogram of counts by date to get a sense for the density of your data over time.

Sort By Date

Record Counts

When filtering out specific data using picklist selections (or even text or number fields), Fulcrum will sum up the totals by type for quick access. This is super convenient for spotting common occurrences in data, or visualizing outliers that may be errors, which need additional review. Filter your data by a particular status or value of interest and view the record counts.

Record Counts

Custom Downloads

Found in the top right corner is a new Download feature. After you’ve setup your filters, sorts, and columns, the download tool will batch it up and make it available in a variety of formats. Filter and sort the data to your liking and have the exported data reflect your customization. Curious which inspections failed this week or how your team’s productivity is trending? Now, you can produce exports that give you exactly the data you need, in the structure you want.

Custom Export

New Layer Selector

We’ve redesigned the layer picker to make it easier to select layers and customize the order of layers. Quickly select a different basemap or adjust the order of the layers you have displayed.

New Layer Selector

Split-view Adjustments

When in split view, you can now hover over the dividing line and double click the line to change from horizontal viewing to vertical viewing. Viewers are no longer limited to just horizontal viewing.

Split-view Adjustments

Streamline New Records

We’ve made adding new records in the map view simplified. Drop a record on the map and the record editing screen is immediately available. If dropping new points on the map is a recurring task, this will streamline the process considerably.

Streamline New Records

Filter by Status, Project & Assignment

Select various statuses or view records under different projects much easier than before. Now, you can count how many records are assigned to a particular person, or see a rollup of inspections needing review.

Multi-Status Project

Filters have Persistent Saving

After you’re done sorting and filtering your data, you can close the browser, and you will be able to return and have your settings saved for future use. Your settings will persist beyond your current session.

Filters have Persistent Saving

Huge Performance Boosts

The new Editor uses our SQL query API to fetch data much more efficiently, resulting in dramatically faster load times than the previous data viewer. Datasets with thousands of records take less than a second to filter and sort. Even apps with tens of thousands of records work smoothly in the table as records are dynamically loaded as needed.

Faster

We hope you enjoy the new Editor. We’ve got plans in store for even more capabilities down the road in future releases. So stay tuned and as always, we welcome your feedback on these powerful new features.

Cory

About the author

Cory is our Product Manager for Fulcrum. He works to bring Fulcrum’s field data capability into the Humanitarian Assistance and Disaster Relief sectors.

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