Platform
The shared tools you meet in every Rhythm application, explained once for the whole product.
Subjects
- Signing In and Getting Around8 articles
Sign in, choose a account, and find your way around the Console.
- Custom Fields and Objects11 articles
Add your own fields and record types, calculate values, and arrange record pages.
- Forms6 articles
Design web forms and understand how they behave while people fill them in.
- Queries9 articles
Ask questions of your data, then save, schedule, and share the answers.
- Reports and Searches2 articles
Run and save reports, and find records with search.
- Bulk Operations7 articles
Update or delete many records at once, with a preview first.
- Files1 article
Attach, download, and share files and public images.
- Notifications1 article
The emails Rhythm sends on its own, and when scheduled work runs.
- Your Account4 articles
Account settings, sender addresses, users, sandboxes, and audit history.
In Preparation: Record Screens · Imports and Exports · Tasks and Workflows · Portal Building Blocks · Reference · For Developers
Common Tasks
- Sign In and Choose Your Account
How signing in to a Rhythm Console works, how Rhythm picks the organization (account) you start in, what to do when you are sent to sign in again or land in the wrong place, and how to sign out.
- Design and Run a Query
Start a query from a query type, choose its criteria, columns, and sort in the query designer, run it, and read or download the results.
- Save a Query and Organize Folders
Save a query so you and your colleagues can run it again, file it in folders, find it through the Query Center's views, and change, copy, move, or delete it.
- Update Records in Bulk
Change one or more fields on many records at once, from a list of query or search results or from the Mass Updates wizard, with a preview before anything changes.
- Custom Fields
Where to find the Custom Fields list for a record type in the Console, what every setting on a custom field does, and what happens to stored values when you change or delete a field.
- Web Forms
Create a form for a record type and design it in the form designer — pages, buttons and conditional page jumps, field groups, tables, text, custom errors, and CSS — then save, test, retire, or delete it, and understand why a save or delete is refused.