mirror of
https://gitlab.com/bramw/baserow.git
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13530 lines
No EOL
682 KiB
JSON
13530 lines
No EOL
682 KiB
JSON
{
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"baserow_template_version": 1,
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"name": "Lightweight CRM",
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"icon": "iconoir-verified-user",
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"keywords": [
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"CRM",
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"Sales",
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"Local Business"
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],
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"categories": [
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"Sales and CRM"
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],
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"export": [
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{
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"id": 247,
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"name": "Lightweight CRM",
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"order": 1,
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"type": "database",
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"tables": [
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{
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"id": 944,
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"name": "Companies",
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"order": 1,
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"fields": [
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{
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"id": 9630,
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"type": "text",
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"name": "Name",
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"order": 0,
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"primary": true,
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"text_default": ""
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},
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{
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"id": 9631,
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"type": "text",
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"name": "Address",
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"order": 1,
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"primary": false,
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"text_default": ""
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},
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{
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"id": 9632,
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"type": "single_select",
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"name": "Industry",
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"order": 2,
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"primary": false,
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"select_options": [
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{
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"id": 3744,
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"value": "Entertainment",
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"color": "dark-blue",
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"order": 0
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},
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{
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"id": 3745,
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"value": "Food Services",
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"color": "red",
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"order": 1
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},
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{
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"id": 3746,
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"value": "Construction",
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"color": "orange",
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"order": 2
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},
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{
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"id": 3747,
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"value": "Financial Services",
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"color": "dark-green",
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"order": 3
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},
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{
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"id": 3748,
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"value": "Automotive",
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"color": "gray",
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"order": 4
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},
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{
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"id": 3749,
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"value": "Technology",
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"color": "red",
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"order": 5
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}
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]
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},
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{
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"id": 9633,
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"type": "link_row",
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"name": "Pipelines",
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"order": 3,
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"primary": false,
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"link_row_table_id": 946,
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"link_row_related_field_id": 9656,
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"link_row_limit_selection_view_id": null,
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"has_related_field": true
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},
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{
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"id": 9634,
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"type": "url",
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"name": "Website",
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"order": 4,
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"primary": false
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},
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{
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"id": 9635,
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"type": "link_row",
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"name": "Contacts",
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"order": 5,
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"primary": false,
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"link_row_table_id": 945,
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"link_row_related_field_id": 9646,
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"link_row_limit_selection_view_id": null,
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"has_related_field": true
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},
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{
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"id": 9636,
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"type": "long_text",
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"name": "Notes",
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"order": 7,
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"primary": false,
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"long_text_enable_rich_text": true
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},
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{
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"id": 9637,
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"type": "single_select",
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"name": "Size",
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"order": 8,
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"primary": false,
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"select_options": [
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{
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"id": 3750,
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"value": "1 - 10",
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"color": "light-yellow",
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"order": 0
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},
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{
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"id": 3751,
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"value": "11 - 50",
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"color": "yellow",
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"order": 1
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},
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{
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"id": 3752,
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"value": "51 - 100",
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"color": "yellow",
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"order": 2
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},
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{
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"id": 3753,
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"value": "101 - 500",
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"color": "dark-yellow",
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"order": 3
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},
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{
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"id": 3754,
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"value": "501 - 1000",
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"color": "dark-yellow",
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"order": 4
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},
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{
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"id": 3755,
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"value": "1K+",
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"color": "darker-yellow",
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"order": 5
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}
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]
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},
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{
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"id": 9638,
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"type": "rollup",
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"name": "Total contract value",
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"order": 9,
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"primary": false,
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"number_decimal_places": 0,
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"error": null,
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"date_format": null,
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"date_time_format": null,
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"array_formula_type": null,
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"date_force_timezone": null,
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"nullable": false,
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"date_show_tzinfo": null,
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"duration_format": null,
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"date_include_time": null,
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"through_field_id": 9633,
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"target_field_id": 9660,
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"rollup_function": "sum"
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},
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{
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"id": 9639,
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"type": "formula",
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"name": "Total closed won",
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"order": 10,
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"primary": false,
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"number_decimal_places": 0,
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"error": null,
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"date_format": null,
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"date_time_format": null,
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"array_formula_type": null,
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"date_force_timezone": null,
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"nullable": false,
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"date_show_tzinfo": null,
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"duration_format": null,
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"date_include_time": null,
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"formula": "sum(filter(lookup('Pipelines','Contract Value'),lookup('Pipelines','Stage') = 'Closed Won'))",
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"formula_type": "number"
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},
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{
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"id": 9640,
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"type": "formula",
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"name": "Total closed lost",
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"order": 11,
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"primary": false,
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"number_decimal_places": 0,
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"error": null,
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"date_format": null,
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"date_time_format": null,
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"array_formula_type": null,
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"date_force_timezone": null,
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"nullable": false,
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"date_show_tzinfo": null,
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"duration_format": null,
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"date_include_time": null,
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"formula": "sum(filter(lookup('Pipelines','Contract Value'),lookup('Pipelines','Stage') = 'Closed Lost'))",
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"formula_type": "number"
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},
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{
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"id": 9641,
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"type": "formula",
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"name": "Total in progress",
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"order": 12,
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"primary": false,
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"number_decimal_places": 0,
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"error": null,
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"date_format": null,
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"date_time_format": null,
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"array_formula_type": null,
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"date_force_timezone": null,
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"nullable": false,
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"date_show_tzinfo": null,
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"duration_format": null,
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"date_include_time": null,
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"formula": "sum(filter(lookup('Pipelines','Contract Value'),and(lookup('Pipelines','Stage') != 'Closed Lost',lookup('Pipelines','Stage') != 'Closed Won')))",
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"formula_type": "number"
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},
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{
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"id": 9642,
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"type": "count",
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"name": "Pipelines count",
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"order": 13,
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"primary": false,
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"number_decimal_places": 0,
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"error": null,
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"date_format": null,
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"date_time_format": null,
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"array_formula_type": null,
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"date_force_timezone": null,
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"nullable": false,
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"date_show_tzinfo": null,
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"duration_format": null,
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"date_include_time": null,
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"through_field_id": 9633
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},
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{
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"id": 9643,
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"type": "formula",
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"name": "Active pipelines count",
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"order": 14,
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"primary": false,
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"number_decimal_places": 0,
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"error": null,
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"date_format": null,
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"date_time_format": null,
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"array_formula_type": null,
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"date_force_timezone": null,
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"nullable": false,
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"date_show_tzinfo": null,
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"duration_format": null,
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"date_include_time": null,
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"formula": "count(filter(lookup('Pipelines','Stage'),and(lookup('Pipelines','Stage') != 'Closed Won',lookup('Pipelines','Stage') != 'Closed Lost')))",
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"formula_type": "number"
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}
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],
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"views": [
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{
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"id": 4407,
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"type": "grid",
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"name": "All Companies",
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"order": 1,
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"ownership_type": "collaborative",
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"owned_by": null,
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"filter_type": "AND",
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"filters_disabled": false,
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"filters": [],
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"filter_groups": [],
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"sortings": [
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{
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"id": 3687,
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"field_id": 9630,
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"order": "ASC"
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}
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],
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"group_bys": [],
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"decorations": [],
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"public": false,
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"row_identifier_type": "id",
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"field_options": [
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{
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"id": 35370,
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"field_id": 9631,
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"width": 219,
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"hidden": false,
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"order": 0,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35371,
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"field_id": 9632,
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"width": 155,
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"hidden": false,
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"order": 1,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35372,
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"field_id": 9637,
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"width": 112,
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"hidden": false,
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"order": 2,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35373,
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"field_id": 9634,
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"width": 200,
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"hidden": false,
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"order": 3,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35374,
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"field_id": 9636,
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"width": 200,
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"hidden": false,
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"order": 4,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35375,
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"field_id": 9635,
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"width": 200,
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"hidden": false,
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"order": 5,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35376,
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"field_id": 9633,
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"width": 200,
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"hidden": false,
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"order": 6,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35377,
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"field_id": 9642,
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"width": 166,
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"hidden": false,
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"order": 7,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35378,
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"field_id": 9643,
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"width": 206,
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"hidden": false,
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"order": 8,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35379,
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"field_id": 9638,
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"width": 199,
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"hidden": false,
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"order": 9,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35380,
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"field_id": 9639,
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"width": 178,
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"hidden": false,
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"order": 10,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35381,
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"field_id": 9640,
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"width": 200,
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"hidden": false,
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"order": 11,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35382,
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"field_id": 9641,
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"width": 200,
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"hidden": false,
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"order": 12,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35383,
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"field_id": 9630,
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"width": 200,
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"hidden": false,
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"order": 13,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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}
|
|
]
|
|
},
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|
{
|
|
"id": 4408,
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"type": "grid",
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|
"name": "All Companies grouped by size",
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|
"order": 2,
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|
"ownership_type": "collaborative",
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"owned_by": null,
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"filter_type": "AND",
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"filters_disabled": false,
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"filters": [],
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"filter_groups": [],
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"sortings": [
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{
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|
"id": 3688,
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"field_id": 9630,
|
|
"order": "ASC"
|
|
}
|
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],
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"group_bys": [
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{
|
|
"id": 383,
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"field_id": 9637,
|
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"order": "ASC"
|
|
}
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|
],
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"decorations": [],
|
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"public": false,
|
|
"row_identifier_type": "id",
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"field_options": [
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{
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"id": 35384,
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"field_id": 9631,
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"width": 219,
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"hidden": false,
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"order": 0,
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"aggregation_type": "",
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},
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{
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"id": 35385,
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"width": 155,
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"hidden": false,
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"order": 1,
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"aggregation_raw_type": ""
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},
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{
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"id": 35386,
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"width": 112,
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"hidden": false,
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"order": 2,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35387,
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"hidden": false,
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},
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{
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"id": 35388,
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"width": 200,
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"hidden": false,
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"order": 4,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35389,
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"width": 200,
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"hidden": false,
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"order": 5,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35390,
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"field_id": 9633,
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"width": 200,
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"hidden": false,
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"order": 6,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35391,
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"hidden": false,
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"order": 7,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35392,
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"width": 206,
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"hidden": false,
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"order": 8,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
|
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"id": 35393,
|
|
"field_id": 9638,
|
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"width": 199,
|
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"hidden": false,
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"order": 9,
|
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
|
|
"id": 35394,
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|
|
"width": 178,
|
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"hidden": false,
|
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"order": 10,
|
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"aggregation_type": "",
|
|
"aggregation_raw_type": ""
|
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},
|
|
{
|
|
"id": 35395,
|
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"field_id": 9640,
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"width": 200,
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"hidden": false,
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"order": 11,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
|
|
"id": 35396,
|
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"field_id": 9641,
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"width": 200,
|
|
"hidden": false,
|
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"order": 12,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
|
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"id": 35397,
|
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"field_id": 9630,
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"width": 200,
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"hidden": false,
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"order": 13,
|
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"aggregation_type": "",
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"aggregation_raw_type": ""
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}
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]
|
|
},
|
|
{
|
|
"id": 4409,
|
|
"type": "grid",
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"id": 35481,
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}
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]
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},
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}
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],
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},
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},
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"id": 35486,
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"id": 35487,
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{
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"id": 35488,
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},
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{
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"id": 35489,
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"width": 200,
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"hidden": false,
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"order": 5,
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"aggregation_raw_type": ""
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},
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{
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"id": 35490,
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"width": 200,
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"hidden": false,
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"order": 6,
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"aggregation_raw_type": ""
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},
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{
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"id": 35491,
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"width": 200,
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"hidden": false,
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"order": 7,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35492,
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"field_id": 9662,
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"width": 200,
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"hidden": false,
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"order": 8,
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"aggregation_raw_type": ""
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},
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{
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"id": 35493,
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"width": 200,
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"hidden": false,
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"order": 9,
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"aggregation_raw_type": ""
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{
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"id": 35494,
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"width": 200,
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"hidden": false,
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{
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{
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"aggregation_raw_type": ""
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}
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]
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},
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{
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"id": 4418,
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"type": "grid",
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"name": "Pipelines with high contract values",
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"ownership_type": "collaborative",
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"owned_by": null,
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{
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"id": 2525,
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"type": "higher_than_or_equal",
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"value": "10000",
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"group": null
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}
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],
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"order": "ASC"
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}
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],
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"decorations": [],
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"public": false,
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{
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"id": 35497,
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"order": 0,
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},
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{
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"id": 35498,
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"width": 133,
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"hidden": false,
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"order": 1,
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"aggregation_raw_type": ""
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},
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{
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"id": 35499,
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"field_id": 9664,
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"width": 200,
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"hidden": true,
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"order": 2,
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"aggregation_raw_type": ""
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},
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{
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"id": 35500,
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"width": 200,
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"hidden": false,
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"order": 3,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35501,
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"field_id": 9658,
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},
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{
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"id": 35502,
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"width": 200,
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"hidden": false,
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"order": 5,
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"aggregation_type": "",
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"aggregation_raw_type": ""
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},
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{
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"id": 35503,
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"width": 200,
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"hidden": false,
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"order": 6,
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{
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"id": 35504,
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{
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"id": 35505,
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{
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"id": 35507,
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"width": 200,
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"hidden": false,
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"order": 10,
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{
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"id": 35508,
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"field_id": 9666,
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"width": 200,
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"hidden": true,
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"order": 32767,
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},
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{
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"id": 35509,
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"order": 32767,
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}
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]
|
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},
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{
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"id": 4419,
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"type": "kanban",
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"name": "All pipelines stacked by stage",
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"order": 6,
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"ownership_type": "collaborative",
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"field_options": [
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{
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"id": 6687,
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"hidden": false,
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"order": 32767
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},
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{
|
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"id": 6688,
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},
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{
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"id": 6689,
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"order": 32767
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},
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{
|
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"id": 6690,
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"hidden": true,
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"order": 32767
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},
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{
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"id": 6691,
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"hidden": false,
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"order": 32767
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},
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{
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"id": 6692,
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"hidden": false,
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},
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{
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"id": 6693,
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"hidden": true,
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},
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{
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"id": 6694,
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"hidden": true,
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"order": 32767
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},
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{
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"id": 6695,
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{
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"id": 6696,
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{
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]
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},
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{
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"id": 4420,
|
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"type": "calendar",
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"name": "All pipelines in calendar view",
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"owned_by": "frederik@baserow.io",
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{
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"id": 1737,
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},
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"order": 1
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}
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],
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"public": false,
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"field_options": [
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{
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"id": 1154,
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},
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{
|
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{
|
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|
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|
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{
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|
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|
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{
|
|
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|
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},
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{
|
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"hidden": true,
|
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"order": 32767
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},
|
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{
|
|
"id": 1160,
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|
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"hidden": true,
|
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"order": 32767
|
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},
|
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{
|
|
"id": 1161,
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|
"field_id": 9662,
|
|
"hidden": true,
|
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"order": 32767
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},
|
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{
|
|
"id": 1162,
|
|
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|
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"hidden": true,
|
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"order": 32767
|
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},
|
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{
|
|
"id": 1163,
|
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|
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"order": 32767
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},
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{
|
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|
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"order": 32767
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},
|
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{
|
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"id": 1165,
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|
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"hidden": true,
|
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"order": 32767
|
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}
|
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]
|
|
},
|
|
{
|
|
"id": 4421,
|
|
"type": "form",
|
|
"name": "Add pipeline",
|
|
"order": 8,
|
|
"ownership_type": "collaborative",
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"owned_by": "frederik@baserow.io",
|
|
"public": true,
|
|
"title": "Add new pipeline",
|
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"description": "",
|
|
"cover_image": null,
|
|
"logo_image": null,
|
|
"submit_text": "Submit",
|
|
"submit_action": "REDIRECT",
|
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"submit_action_message": "",
|
|
"submit_action_redirect_url": "http://crm.localhost/pipelines/{row_id}",
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"field_options": [
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{
|
|
"id": 4876,
|
|
"field_id": 9655,
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"name": "",
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"description": "A short title for the pipeline",
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"enabled": true,
|
|
"required": true,
|
|
"order": 32767,
|
|
"show_when_matching_conditions": false,
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"condition_type": "AND",
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"conditions": [],
|
|
"field_component": "default"
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},
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{
|
|
"id": 4877,
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"field_id": 9656,
|
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"name": "",
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"description": "Select the company from the list",
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|
"enabled": true,
|
|
"required": true,
|
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"order": 32767,
|
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},
|
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{
|
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"id": 4878,
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"field_id": 9657,
|
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"name": "",
|
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"description": "Describe the opportunity",
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"enabled": true,
|
|
"required": true,
|
|
"order": 32767,
|
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"show_when_matching_conditions": false,
|
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"condition_type": "AND",
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"conditions": [],
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"field_component": "default"
|
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},
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{
|
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"id": 4879,
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"field_id": 9658,
|
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"name": "",
|
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"description": "Select the stage the pipeline starts with. This can be either Qualified or Follow up",
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|
"enabled": true,
|
|
"required": true,
|
|
"order": 32767,
|
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"show_when_matching_conditions": false,
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"conditions": [],
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"field_component": "default"
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},
|
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{
|
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"id": 4880,
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"field_id": 9659,
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"name": "",
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"description": "An assumption of the data where the pipeline can be closed",
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"enabled": true,
|
|
"required": true,
|
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1
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],
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6
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1
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4
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],
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],
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1
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],
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{
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"id": 947,
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"name": "Activities",
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"fields": [
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{
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"id": 9668,
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"type": "single_select",
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{
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"value": "Lunch",
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},
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{
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"id": 3763,
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},
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{
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},
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{
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},
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{
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"id": 3766,
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},
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{
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},
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{
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},
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{
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},
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},
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{
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},
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{
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"target_field_name": "Owner"
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},
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{
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"id": 9676,
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"type": "formula",
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"name": "Employee email",
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"order": 11,
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"primary": false,
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"number_decimal_places": null,
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