Navigation
dForge organizes everything into folders. The left sidebar shows your folder tree — top-level folders correspond to installed modules (CRM, HR, Accounting), and admins can create sub-folders to scope the data by division, warehouse, status, or any other dimension. The concept is uniform at every level: there is no special distinction between “modules” and “folders” once you’re in the UI.
Inside each folder, the menu shows the views, reports, and sub-folders available there. Click any item to open it.
Folder Color
Folders can have an accent color shown in the header. When you switch between folders — for example from “Warehouse Kyiv” (blue) to “Warehouse Lviv” (green) — the color changes so you immediately know which context you’re in.
Overview Page
The home screen is a split-pane navigator: the folder tree on the left, the selected folder’s menu tree on the right. The right pane shows the same menu you see in the sidebar once you enter the folder, so there’s only one navigation model to learn.
URL Structure
dForge uses clean URLs that reflect your location:
/{folder}/v/{view-slug}— a data view (grid, list, kanban, etc.)/{folder}/v/{view-slug}/s?pk=value— a specific record within a view/{folder}/r/{report-slug}— a report
Working with Views
Grid View
The default view for most entities. Works like a spreadsheet:
- Click a cell to select it. Double-click or press Enter to edit.
- Sort by clicking a column header. Click again to reverse.
- Resize columns by dragging the column border.
- Scroll horizontally if the grid has many columns.
- Select rows with the checkbox column on the left. Use Shift+click for range selection.
Card View
The detail form for a single record. Opens when you click a row in the grid.
- Fields are organized into sections and groups.
- Required fields are marked with an asterisk (*).
- Save your changes with the toolbar button or Ctrl+S.
- Navigate between records with the Previous/Next arrows.
Kanban View
A board view that groups records by a status or category field.
- Drag and drop cards between columns to change their status.
- Each column represents a value of the grouping field (e.g., Lead Status: New, Contacted, Qualified).
Calendar View
Displays records on a calendar based on a date field.
- Switch between month, week, and day views.
- Click a date to create a new record.
- Click an event to open its card view.
List View
A compact list with title and subtitle fields. Useful for hierarchical data or quick scanning.
- Click a row to expand or navigate to the record.
- Ctrl+click to select multiple rows.
Timeline View
A Gantt-style timeline for entities with start and end dates (tasks, projects, schedules). Drag bars to reschedule.
Creating Records
- Click + New in the toolbar (or press Ctrl+N in grid view).
- Fill in the required fields.
- Click Save (or press Ctrl+S).
For master-detail entities (like Invoice with Invoice Lines), add child records in the detail grid section of the card view.
Editing Records
- In grid view: double-click a cell to edit inline.
- In card view: click any field to edit. Changes are not saved until you click Save.
- Validation runs on save. Required fields, format rules, and check constraints are enforced.
Filtering and Searching
Quick Filter
Use the search box above the grid to filter across all visible text columns.
Column Filters
Click the filter icon on a column header to set specific conditions (equals, contains, greater than, between, etc.).
Saved Filters
Combine column filters into saved filter sets that you can switch between quickly.
Why the Same Record Appears in Multiple Places
A record can appear in many folders at once — folders are filters, not containers. If you change a record’s status, it may move from one folder to another automatically. This is by design: the data isn’t being copied, it’s the same record showing up wherever it matches.
Actions
Some entities have actions — custom operations beyond basic CRUD. Look for the Actions menu in the toolbar or right-click context menu.
Examples:
- Convert Lead (CRM) — converts a lead into an account, contact, and opportunity
- Create Quote from Opportunity (CRM) — generates a quote with line items
- Transfer Stock (WMS) — moves inventory between warehouses
Actions can require parameters (a dialog will prompt you) and may run in the background for batch operations.
Keyboard Shortcuts
| Shortcut | Action |
|---|---|
| Ctrl+S | Save record |
| Ctrl+N | New record |
| Enter | Open selected record / Edit cell |
| Escape | Cancel editing / Close card |
| Arrow keys | Navigate grid cells |
| Delete | Clear cell value |