Advanced Concepts

Quick Start Core Concepts Advanced Concepts

Genatron has you covered with everything from role-based access controls (RBAC) to reports and widgets. It builds on the core concepts and these capabilities are all built the same way: describing what's needed.

Roles

Role-based restrictions can be used to control the ability of users to add/edit, update and delete data at different levels. It is possible to restrict access to entire areas, to specific fields, as well as reports and widgets.

For example, given the roles: Admin, Manager, Associate, it is possible to use language like "Assets can only be viewed by Associates" to make the entire Assets area read-only to associates or "Only Admins or Managers can edit" when referring to the Asset Cost field.

It's important when listing the list of roles to do so in the order of highest ranking to lowest ranking. When roles are used the highest ranking role will have access to areas like the built-in Settings area by default.

Remember that entities can be asked to be placed under the settings area. Therefore such entities will only be reachable by high-ranking roles.

For reports and dashboard items language like "Only Admins have access to this report" will limit the desired reports or widgets to only be usable by certain roles.

Roles are enforced at the API-request level and it is possible to assign specific roles to API tokens for non-user access.

Reports

Reports can be generated by pulling data stored for any of the entities in the system. The relationships between various entities can be used to list records, aggregate values, apply filters and more.

When describing reports it helps to list the columns needed in the output. Columns can be fields that exist on entities or can be newly derived values computed from existing fields. The expressions support all arithmetic operations. Aggregate functions like count, sum, average, minimum and maximum are supported.

Window functions like rank, dense rank, etc. are not currently supported.

Dashboard Widgets

The dashboard is made up of any requested widgets using the same query generation capabilities as reports. The widgets supported are outlined below:

Type	Description	Additional Notes
Stat	Displays a single value from the system, e.g. show the number of assets added in the past month.	It's also possible to compare against a similarly derived value over a different period of time, e.g. compare with the number of assets added year-over-year.
Percentage / Progress	Shows the percentage of value over a total amount, e.g. the number of leads that converted.
Pie Chart	Renders a pie chart showing the relative amounts of records based on the grouping criteria, e.g. pie chart of assets by their status
Bar Chart	Shows the distribution of values as bars across categories or grouping criteria, e.g. monthly number of assets added over the past six months.	Supports horizontal and vertical orientations.
Line Chart	Similar to the bar chart with the ability to bText field specifically for storing web addresses.
List / Mini Table	Supports showing a list of records. Usually a short list with a few columns, e.g. the list of the five most recently added assets.

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