LM Dynamic Solutions Documentation

CSV Export allows users to generate downloadable CSV files from application data using a query-driven, join-aware form. Unlike basic table exports, it supports multi-table joins, foreign key expansion, and explicit column selection. Exports are streamed directly from the database as snapshots, meaning they represent data at a specific point in time and are not linked to live application data. This is primarily used for reporting, analysis, and sharing structured data externally.

The Deliverables Widget is used to track, organize, and manage deliverables for a project, client, or task. It allows users to break work into a hierarchy of items, assign responsibility, track progress via statuses and milestones, and manage deadlines. The interface consists of three main areas: a top Toolbar for adding and filtering, a center Deliverables List for structured viewing, and a right Details Panel for editing specific deliverable information.

GIS Data Access allows users to connect external GIS tools directly to the application's database to use spatial data without exporting files or duplicating information. This provides a single source of truth and reduces version conflicts. It is primarily intended for engineers, GIS specialists, and planners who need raw spatial data for mapping, layouts, or spatial analysis in tools like QGIS.

The Table Widget provides a spreadsheet-style view for browsing, searching, sorting, editing, importing, and exporting records (such as projects, clients, employees, or vendors) directly from a dashboard. It allows users to interact with structured data while maintaining data integrity.

The Gantt Widget provides a timeline visualization of work, allowing users to see how tasks, events, deliverables, and jobs relate over time. It is used for project planning, tracking progress, and adjusting schedules. The interface is split into two main areas: a Left Panel containing an Item List (Events, Tasks, Deliverables, Jobs) and a Right Panel containing the Timeline where items are displayed as bars or markers.

The CSV Import tool allows users to quickly add or update large volumes of data using spreadsheet files. It is designed to manage data at scale while maintaining structure, consistency, and accuracy, acting as a spreadsheet-based interface with built-in rules and safeguards to prevent data corruption during bulk operations.

Outputs are data delivery mechanisms that allow application data to be safely consumed outside the core UI. They are designed for reporting, analysis, external workflows, and data delivery. All outputs are read-only, permission-aware, query-driven, and derived from live application data. They do not allow data modifications, mutations, or bypassing of business rules; all edits must occur within the application UI to ensure data integrity and consistent validation.

The Task Board is a centralized tool for organizing day-to-day work. It allows users to track tasks, assign responsibility, set due dates, and manage status. Tasks are automatically linked to the context of the page being viewed (e.g., a specific project, client, or employee). The board supports real-time updates, meaning changes made by other users appear instantly without requiring a page refresh.

The Calendar Widget provides a visual interface to view, schedule, and manage items such as tasks, bookings, or project milestones. It supports real-time updates across the application and is compatible with both desktop and mobile devices.

The Record Viewer is a form-based control panel used to view, edit, and manage individual records across the system. It is designed to work in tandem with list, table, tree, map, and calendar widgets; when a record is selected in one of those widgets, the Record Viewer automatically opens to show all related information in one place. It supports various record types including Projects, Clients, Employees, Vendors, and Resources.

The Commenting Widget provides a shared conversation timeline tied directly to a project, task, or record. It allows users to maintain a running history of communication, including text comments, user mentions, and logged activity like meetings and phone calls, ensuring context is preserved for the item being viewed.