Data Organizer - adding records

[Go back to the previous step building category tree ]

Congratulations. Your database is ready to be used. Let's add a few items.

1) Click the New button in the context tool bar or hit Ctrl+N. The New item dialog box will be invoked. There is only one entry in the list of forms (the form we have created). Click the OK button.


Adding new item to the database
Picture 1 "Adding new item to the database"

The New item dialog box - selecting a form
Picture 2 "The New item dialog box - selecting a form"

2) You are now inside a new form "country". Start entering data for the first country in your database. Type in "Switzerland" in the name field, "Berne" in the capital field. Select Europe from the continents list and German from the languages list.


3) Know assign this new form to some categories. In the category tree on the right side check "Europe" category (under Continents) and "No" category (under Visited).

Adding a new form to categories
Picture 3 "Adding a new form to categories"



4) Click the Exit button in the context tool bar (confirm saving your changes). You have now the first entry in our database.
Note: If you do not see the new entry in the list make sure that appropriate categories are selected in the category tree. You can turn on all categories by clicking the All button in the context toolbar.

The first item in the database
Picture 4 "The first item in the database"


Add few more countries using steps described above. You can use sample data from the table below. Make sure you assign items to appropriate categories (this will be important later when you start using filtering and searching tools).

List of sample items
Picture 5 "List of sample items"

Filtering items
You already know how to create a new database, prepare your custom form and use it for entering data into the database.
Now, let's try how searching and filtering works in Data Organizer.

1) Before we start searching and filtering let's make sure that search panel is cleared. Click the Reset button in the context tool bar. This tool will clear any search options that might have been set.

Resetting the search form
Picture 6 "Resetting the search form"

2) Right click in the category tree window and select "No categories". Next check "Europe". You should now see all countries assigned to Europe category.

Countries which belong to Europe category
Picture 7 "Countries which belong to Europe category"

3) Now let's find out if among these countries is the one with capital in Berlin. Go to the search panel and type in Berlin in the Value edit box.
As soon as you finish typing you will find out that the country is there.

Looking up a county with capital in Berlin
Picture 8 "Looking up a county with capital in Berlin"

4) One more exercise for the end. Assume you want to quickly view countries that you have visited. Clear all categories, next check "Yes" category under "Visited".

Conclusion
By following instructions described in this article you have learnt how to create a new database and design your own form. You have also used your form to enter new items and assign them to categories. Finally, you have used categories and search panel to search items.

We encourage you to experiment with Data Organizer - add your own forms, modify them, see how your modifications are applied in existing items. Rebuild the category tree by adding new items or removing existing ones.
In case of any problems refer to this online help.
If you have any questions or suggestions contact us by sending e-mail to support@somift.com .

Thank you
Somift team

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