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Notes from the platform.

Product news, implementation notes, and technical updates.

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August 1, 2022

Notifications — keeping users in the loop, in the right place

Email is noisy. Chat is fragmented. An in-app notification centre is where users see things that matter in the context of the application itself, with...

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August 1, 2022

Authentication — accounts, passwords, and lifecycle

Authentication is the door. Every other security control in a platform — permissions, audit trails, data access policies — sits behind it and assumes...

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July 1, 2022

The kanban view — your workflow, visible at a glance

A kanban board is not just a prettier list. It's a running visualization of the state machine of your workflow. Each column is a state. Each card is a...

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July 1, 2022

Full-text search — finding anything, fast

Once a tenant holds thousands or tens of thousands of records across dozens of types, navigation stops scaling. Menus get long, filters take a moment...

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July 1, 2022

Roles and permissions — fine-grained access control

Any platform serious about business use has to answer three questions convincingly: who can see what, who can change what, and who decides who can do...

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July 1, 2022

The email engine — transactional email with full template control

Email is still the default channel for transactional messages. Password resets, order confirmations, appointment reminders, invoice notifications, wee...

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July 1, 2022

Data import and model export — move data and configuration cleanly

Every serious implementation makes two moves that the day-to-day UI isn't built for. Data comes in — from a legacy system that's being retired, from a...

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June 1, 2022

The calendar view — time-based data in its natural layout

Every piece of data with a date on it has a calendar dimension, even if you usually look at it as a list. Appointments, project deadlines, employee sh...

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May 1, 2022

Activity log — a built-in audit trail for every record

"Who changed this, and when?" is the question every business asks eventually — usually after a small mistake has produced a larger consequen...

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April 1, 2022

Grouping and calculations — reports that live inside your data

Reporting is traditionally a separate activity. You pull data out of the application, load it into a spreadsheet or a business-intelligence tool, buil...

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April 1, 2022

The query builder — composing data slices visually

In most applications, the filter panel is where power users live and also where platforms run out of expressiveness. "Status is Open" and &q...

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January 1, 2022

Views — the right lens on your data for every role

The same set of records serves very different people. The sales team wants to see deals as a kanban moving across pipeline stages. The accountant want...

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January 1, 2022

The table view — still the workhorse, even in the kanban era

Users spend more time in tables than in any other viewer, and that's not changing soon. Kanban boards are wonderful for pipelines. Calendars are unbea...

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November 1, 2021

Object relationships — because business data isn't flat

A customer has contacts. An order has line items. A project is assigned to several people, and each of those people is assigned to several projects. B...

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November 1, 2021

The rich text editor — content with a little room to breathe

Plain text is fine for a subject line or a status code, but it isn't the right tool for most of the places people actually write. Meeting notes, task...

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October 1, 2021

Localization — the platform speaks your users' language

"Add Spanish support" sounds like a single task until you've tried to do it properly. Translation touches every label on every screen, every...

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August 1, 2021

Forms that feel designed — the visual form builder

Forms are where users spend most of their day. They are also, too often, where applications go to die: long scrolling lists of every field anyone ever...

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April 1, 2021

A rich property library — because business data isn't just "text"

A word processor gets by with one kind of text. A platform that serves real businesses needs twenty kinds of field. The difference between "we ca...

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April 1, 2021

Inline expressions — logic that doesn't need a developer

Every real application has a layer of rules that lives uncomfortably between "configuration" and "code." Show this field only if t...

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March 1, 2021

The object model — the foundation the platform is built on

Most teams shopping for business software face the same uncomfortable choice. On one side sits the off-the-shelf tool that handles maybe sixty percent...

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