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bramw_baserow/backend/templates/lightweight-crm.json
Frederik Duchi 7e46ebd3f4 addition of templates for 1.30 release
2024-12-12 09:59:46 +01:00

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{
"baserow_template_version": 1,
"name": "Lightweight CRM",
"icon": "iconoir-verified-user",
"keywords": [
"CRM",
"Sales",
"Local Business"
],
"categories": [
"Sales and CRM"
],
"export": [
{
"id": 687,
"name": "Lightweight CRM",
"order": 1,
"type": "database",
"tables": [
{
"id": 2969,
"name": "Companies",
"order": 1,
"fields": [
{
"id": 28385,
"type": "text",
"name": "Name",
"description": null,
"order": 0,
"primary": true,
"read_only": false,
"immutable_type": false,
"immutable_properties": false,
"text_default": ""
},
{
"id": 28386,
"type": "text",
"name": "Address",
"description": null,
"order": 1,
"primary": false,
"read_only": false,
"immutable_type": false,
"immutable_properties": false,
"text_default": ""
},
{
"id": 28387,
"type": "single_select",
"name": "Industry",
"description": null,
"order": 2,
"primary": false,
"read_only": false,
"immutable_type": false,
"immutable_properties": false,
"select_options": [
{
"id": 14517,
"value": "Entertainment",
"color": "dark-blue",
"order": 0
},
{
"id": 14518,
"value": "Food Services",
"color": "red",
"order": 1
},
{
"id": 14519,
"value": "Construction",
"color": "orange",
"order": 2
},
{
"id": 14520,
"value": "Financial Services",
"color": "dark-green",
"order": 3
},
{
"id": 14521,
"value": "Automotive",
"color": "gray",
"order": 4
},
{
"id": 14522,
"value": "Technology",
"color": "red",
"order": 5
}
]
},
{
"id": 28388,
"type": "link_row",
"name": "Pipelines",
"description": null,
"order": 3,
"primary": false,
"read_only": false,
"immutable_type": false,
"immutable_properties": false,
"link_row_table_id": 2971,
"link_row_related_field_id": 28402,
"link_row_limit_selection_view_id": null,
"has_related_field": true
},
{
"id": 28389,
"type": "url",
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"order": 4,
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"immutable_type": false,
"immutable_properties": false
},
{
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},
{
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"type": "long_text",
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"long_text_enable_rich_text": true
},
{
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"immutable_type": false,
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"select_options": [
{
"id": 14523,
"value": "1 - 10",
"color": "light-yellow",
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},
{
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"value": "11 - 50",
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},
{
"id": 14525,
"value": "51 - 100",
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"order": 2
},
{
"id": 14526,
"value": "101 - 500",
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"order": 3
},
{
"id": 14527,
"value": "501 - 1000",
"color": "dark-yellow",
"order": 4
},
{
"id": 14528,
"value": "1K+",
"color": "darker-yellow",
"order": 5
}
]
},
{
"id": 28422,
"type": "rollup",
"name": "Total contract value",
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},
{
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"type": "formula",
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"duration_format": null,
"formula": "sum(filter(lookup('Pipelines','Contract Value'),lookup('Pipelines','Stage') = 'Closed Won'))",
"formula_type": "number"
},
{
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"type": "formula",
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"formula": "sum(filter(lookup('Pipelines','Contract Value'),lookup('Pipelines','Stage') = 'Closed Lost'))",
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},
{
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},
{
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},
{
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"formula": "count(filter(lookup('Pipelines','Stage'),and(lookup('Pipelines','Stage') != 'Closed Won',lookup('Pipelines','Stage') != 'Closed Lost')))",
"formula_type": "number"
},
{
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"type": "lookup",
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"through_field_id": 28388,
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"target_field_id": 28409,
"target_field_name": "Owner"
}
],
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{
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"name": "All Companies",
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}
],
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}
]
},
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},
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