Role Dashboard

Dashboard

2024-05-27
2025-12-01
2 min read

Dashboard: The Command Center for Data

The DMflow.chat dashboard integrates all your enabled forms, providing a unified view to manage and analyze data. The permission design here is strictly consistent with form permissions, ensuring you can only view and operate data you are authorized to. Whether for data analysis or daily management, the dashboard is an indispensable powerful tool for you.

Application with Human Agents

In the context of human customer service, the dashboard demonstrates great flexibility. When you click “Skills”, the system will temporarily switch the owner to “Anonymous User”. This means you can assist customers in adding names, emails, or even uploading files provided by customers without violating privacy regulations.

Core Features Overview

Item Description
Adjust Fields You can freely hide or show fields. Special field types include:
1. File: File field, can generate a share link valid for ten minutes.
2. Formula: Calculation function similar to Excel.
3. Link Form: Associates data from other forms.
Filter Supports filtering data accurately based on numerical conditions to quickly find the content you need.
Sort Can sort by “Update Time” or “New Row”. Currently supports sorting by time or number, text sorting is not yet supported.
Group Powerful pivot table function. Supports grouping by count, distinct, sum, max, min, average.
Keywords can be grouped; numbers can be grouped by range; dates can be grouped by year/month/day.

Advanced Field Functions

Allows you to establish relationships with other forms, realizing data concatenation like a relational database.

Formulas

The dashboard has rich built-in formula support, allowing you to perform calculations directly in the form. Note: Formula calculations are limited to field data in the same row and cannot calculate across rows.

Logical and Mathematical Operations:

  • IF Statement
    IF({{bool}}, 'go', 'stop') // If bool is true output 'go', otherwise output 'stop'
    
  • ABS (Absolute Value)
    ABS({{value}}) // e.g., ABS(-9) outputs 9
    
  • Statistical Functions (MAX, MIN, SUM, AVERAGE) Requires at least two numerical parameters.
    MAX({{price1}}, {{price2}}, {{price3}}) // Find maximum
    MIN({{price1}}, {{price2}}, {{price3}}) // Find minimum
    SUM({{price1}}, {{price2}}, {{price3}}) // Calculate sum
    AVERAGE({{price1}}, {{price2}}, {{price3}}) // Calculate average
    
  • SQRT (Square Root)
    SQRT({{value}})
    
  • RAND (Random Number)
    RAND() // Outputs a random decimal between 0 (inclusive) and 1 (exclusive)
    
  • Logical NOT (!)
    IF(!{{bool}}, 'go', 'stop') // If bool is false output 'go', otherwise output 'stop'
    
  • Basic Operators Supports + (add), - (subtract), * (multiply), / (divide), > (greater than), = (equal), < (less than), ^ (power).
    {{price}} * {{quantity}}
    

Date and Time Formulas:

  • DATETIME_DIFF Calculates the difference between two time points. Units can be: year, month, day, hour, minute, seconds.
    DATETIME_DIFF('day', {{start}}, {{end}}) // Calculate days between start and end
    
  • DATETIME_FORMAT Formats time into a specific string format.
    DATETIME_FORMAT({{start}}, 'yyyy-MM-dd') // Output format like 2023-12-01
    
  • TODAY
    TODAY() // Outputs today's date
    
  • WEEKDAY Outputs the weekday number corresponding to the date. Monday is 1, …, Sunday is 7.
    WEEKDAY({{start}})
    
  • DAY
    DAY({{start}}) // Outputs the 'day' part of the date
    
  • MONTH
    MONTH({{start}}) // Outputs the 'month' of the date
    
  • YEAR
    YEAR({{start}}) // Outputs the 'year' of the date
    

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