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AnyDB Desktop Tour

Overview​

This guide introduces the main layout of the AnyDB browser interface on the desktop.

Layout Overview​

The AnyDB interface is divided into three sections:

AnyDB Interface Overview

PanelPurpose
(1) Sidebar (Left)Navigate between databases and folders in your workspace
(2) Main PanelNavigate records, folders and view and edit your selected record
(3) Right SidebarContext panel, set up shares, access versions, edit templates, manage shares and more
tip

You can collapse all of the panels except the main panel to give yourself some more space

1. Sidebar: Navigation & Organization​

AnyDB Sidebar Interface Overview

The sidebar in Humanly provides quick access to navigation, team databases, and personal settings. It is always available on the left-hand side of the application, giving you one-click access to your most important areas.

  • Logo and Switch Team
    Set your personal Company logo AnyDB Pro and above. You can click on the logo to switch to a different team.

  • Search (CTRL + K)
    Quickly search across records, databases, and forms using the global search bar.

  • Home
    Your landing page, showing an overview of databases, activity and shortcuts.

  • Inbox
    Centralized place for assigned records like requests and approvals. Typically where you will find records that has pending work to be done.

  • Recent
    Access the most recent records you edited

  • My Forms
    A collection of forms available for you to submit.

  • Shared with me
    Records that have been shared with you. This can either be readonly or editable records.

Team Databases List​

Team databases are grouped collections of records for different functions in your organization. Each database is listed with a short initial-based icon and its name.

Examples of team databases shown:

  • Engineering
  • Admin
  • Finance

Support and Team Settings​

  • Help & Support
    Access help documentation, FAQs, and customer support.

  • Manage Team
    Team management settings, including user roles and permissions.

  • Profile
    Personal profile and account settings.

2. Middle Panel: Navigation and Records​

AnyDB Middle Navigation Overview

You can navigate the available records in different ways, including a listing view, grid view. You can customize and sort this listing in many ways. In this view you can also create new records of any type or quickly create one more record of a specific type.

Clicking on a specific record opens the record in the middle panel.

AnyDB Middle Interface Overview

You can see the record, with the record icon, the title and the actual data shown in this panel.

  1. Shows the button to share this record or create form to submit items as attachments to this record
  2. Navigation icons to navigate to the next or prev record
  3. Delete record
  4. Switch to underlying sheet view for this record (only available to Database Owners)
  5. Attach other records to this record using this button.

You can fill in any data into the record. As you enter data, it is automatically updated, you don't need to save manually.

3. Right Panel: Context Panel, Comments, Versions etc​

When you open a record, this panel shows the record level details

AnyDB Right Panel Interface Overview

SectionDescription
RecordShows when the record was last updated, created, information on the template it was created from and quick ways to share or create a link
CommentsComment on records for collaboration with others.
VersionsAccess previous versions of this record and restore to a previous version