Video Courses

Designing Docs

Explore schema design best practices
There's an infinite number of ways to design your doc, but you don't want to use the same tool for every job. That's where designing docs come into play. Explore the basics of schema design in this video series.
Lesson 1 - What is a schema?
Lesson 2 - Set up your doc
Try It!
Take a look at the bulleted list and create a table to meet those needs by clicking the red plus sign
What our doc needs:
Company name
Primary Contact
Status of deal
Deal amount
Lesson 3 - Schema 1 - One Big Table
Try It!
Add a row
Add a column
Group by Company
One Big Table
0
Search
Company
Contact
Contact Email
Opportunity
Opp. Size
Opp. Status
Notes
1
ABC Co.
Adam Davis
Marketing Team (500)
$25,000.00
Lost
2
ABC Co.
Maria Marquez
Product Team (100)
$10,000.00
In Progress
3
XYZ Inc.
Polly Rose
Engineering Team (250)
$15,000.00
Won
4
XYZ Inc.
Joel Davis
HR Team (25)
$5,000.00
In Progress
There are no rows in this table
4
Count


Lesson 4 - Schema 2 - Star
Try It!
Add a new company to the Companies table
Find your new customer in the dropdown list
Create a priority table
Add a column for priority and set the format to lookup
Companies
0
Search
Company Name
Total Employees
1
ABC Co.
4000
2
XYZ Inc.
550
There are no rows in this table
2
Count
Star
0
Search
Company
Contact
Contact Email
Opportunity
Opp. Size
Opp. Status
Notes
1
ABC Co.
Adam Davis
Marketing Team (500)
$25,000.00
Lost
2
ABC Co.
Maria Marquez
Product Team (100)
$10,000.00
In Progress
3
XYZ Inc.
Polly Rose
Engineering Team (250)
$15,000.00
Won
4
XYZ Inc.
Joel Davis
HR Team (25)
$5,000.00
In Progress
There are no rows in this table
4
Count


Lesson 5 - Schema 3 - Master/Detail
Try It!
Update the All Deals table and then see what happens in the Deal Board
Add a new salesperson to the deal dashboard
Deal Dashboard
0
Search
Salesperson
Quota
Amount Closed
Percent of Quota
1
MM
Maria Marquis
$100,000
$25,000.00
25%
2
MJ
Mary Jones
$100,000
$12,500.00
13%
3
AD
Adam Davis
$35,000
$6,000.00
17%
4
PR
Polly Rose
$250,000
$25,000.00
10%
There are no rows in this table
4
Count

All Deals
0
Search
Deal Name
Company
Date
Amount
Owner
1
Marketing Team (500)
ABC Co.
3/6/2020
$25,000.00
Maria Marquis
2
Product Team (100)
XYZ Inc.
3/6/2020
$10,000.00
Polly Rose
3
Engineering Team (250)
ABC Co.
3/8/2020
$15,000.00
Polly Rose
4
HR Team (25)
LMNO Ops
3/6/2020
$5,000.00
Adam Davis
5
Ops Team (150)
LMNO Ops
3/7/2020
$12,500.00
Mary Jones
6
C-Suite (12)
ABC Co.
3/5/2020
$1,000.00
Adam Davis
There are no rows in this table
6
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Lesson 6 - Schema 4 - Multidimensional
Try It!
Pick a contact, and then hover to review that contact's company record
Create a view that shows all deals greater than $25,000
Contacts
0
Search
First Name
Last Name
Full Name
Role
Email
Company Name
Decision Maker?
Phone Number
Address
Date Created
Creator
Assigned Team Member
1
Zeus
Ortiz
Zeus Ortiz
Director of Sales
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
9/22/2017, 10:35 AM
Molly
2
Portia
Page
Portia Page
Marketing
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
9/22/2017, 10:35 AM
Joe
3
Ferris
Bass
Ferris Bass
VP of Ops
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
9/22/2017, 10:35 AM
Evan
4
Fletcher
Hansen
Fletcher Hansen
Sales
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
9/22/2017, 10:35 AM
Joe
5
Hamilton
Sparks
Hamilton Sparks
Sales
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
9/22/2017, 10:35 AM
Evan
6
Bertha
Valentine
Bertha Valentine
Marketing Manager
Amet Ltd
(901) 318-1102
4185 Sed St.
9/22/2017, 10:35 AM
Evan
7
Brenda
Burris
Brenda Burris
QA
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
9/22/2017, 10:35 AM
Joe
8
Yolanda
Rush
Yolanda Rush
Engineer
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
9/22/2017, 10:35 AM
Molly
There are no rows in this table
8
Count

Company
0
Search
Company Name
Number of employees
Industry
3
450
Healthcare
4
10,000
Manufacturing
5
380
Technology
6
500
Retail
7
1,230
Healthcare
8
5,000
Technology
There are no rows in this table
Full Deal List
0
Search
Company
Primary Contact
Deal Amount
1
A Facilisis Non Corporation
Yolanda Rush
$10,000.00
2
Ac Sem Ut Institute
Bertha Valentine
$26,000.00
3
Ante Company
Portia Page
$35,000.00
4
Adipiscing Consulting
Hamilton Sparks
$8,000.00
5
Ac Sem Ut Institute
Fletcher Hansen
$45,000.00
6
Arcu Corp.
Ferris Bass
$12,000.00
7
Ac Sem Ut Institute
Zeus Ortiz
$3,500.00
There are no rows in this table
7
Count

Lesson 7 - Check your work
Try It!
Update one of the rows
Set one of the owners to null
Add a # of deals for the companies
Check your work
0
Search
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
1
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/5/2017, 11:02 AM
BD
Buck Dubois
NATAM
2
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 11:02 AM
FM
Felix Marlin
EMEA
3
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/5/2017, 11:02 AM
LT
Lola Tseudonym
NATAM
4
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/5/2017, 11:02 AM
JD
Joel Davis
APAC
5
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/5/2017, 11:02 AM
AD
Adam Davis
NATAM
6
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
7
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/5/2017, 11:02 AM
BD
Buck Dubois
NATAM
8
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
9
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/5/2017, 11:02 AM
AD
Adam Davis
NATAM
10
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/5/2017, 11:02 AM
JD
Joel Davis
APAC
11
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/5/2017, 11:02 AM
JD
Joel Davis
APAC
12
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/5/2017, 11:02 AM
JD
Joel Davis
APAC
13
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/5/2017, 11:02 AM
BD
Buck Dubois
NATAM
14
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/5/2017, 11:02 AM
LT
Lola Tseudonym
NATAM
15
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/5/2017, 11:02 AM
MM
Maria Marquis
NATAM
16
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
There are no rows in this table
16
Count

Lesson 8 - Master and individual views
Try It!
Make a change to the Master View table by assigning to Polly
Review Polly's dashboards to see the updates

Polly's View
1
Search
Company Name
Phone Number
Address
Date Created
Assigned Team Member
1
Amet Ltd
(901) 318-1102
4185 Sed St.
10/4/2019
PR
Polly Rose
2
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/4/2019
PR
Polly Rose
3
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/4/2019
PR
Polly Rose
No results from filter
3
Count
Master View
1
Search
Company Name
Phone Number
Address
Date Created
Assigned Team Member
1
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/4/2019
BD
Buck Dubois
2
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/4/2019
FM
Felix Marlin
3
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/4/2019
LT
Lola Tseudonym
4
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/4/2019
JD
Joel Davis
5
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/4/2019
AD
Adam Davis
6
Amet Ltd
(901) 318-1102
4185 Sed St.
10/4/2019
PR
Polly Rose
7
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/4/2019
BD
Buck Dubois
8
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/4/2019
PR
Polly Rose
9
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/4/2019
AD
Adam Davis
10
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/4/2019
JD
Joel Davis
11
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/4/2019
JD
Joel Davis
12
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/4/2019
JD
Joel Davis
13
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/4/2019
BD
Buck Dubois
14
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/4/2019
LT
Lola Tseudonym
15
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/4/2019
MM
Maria Marquis
16
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/4/2019
PR
Polly Rose
There are no rows in this table
16
Count

Lesson 9 - Master, individual and team views
Try It!
Make a change in each of the views and see how it impacts the other locations
Polly's View 2
2
Search
Company Name
Phone Number
Address
Date Created
Assigned Team Member
1
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 11:02 AM
PR
Polly Rose
2
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 11:02 AM
PR
Polly Rose
3
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 11:02 AM
PR
Polly Rose
No results from filter
3
Count

EMEA Team View
2
Search
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
1
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 11:02 AM
FM
Felix Marlin
EMEA
2
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
3
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
4
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
No results from filter
4
Count

Master View 2
2
Search
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
1
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
10/5/2017, 11:02 AM
BD
Buck Dubois
NATAM
2
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
10/5/2017, 11:02 AM
FM
Felix Marlin
EMEA
3
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
10/5/2017, 11:02 AM
LT
Lola Tseudonym
NATAM
4
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
10/5/2017, 11:02 AM
JD
Joel Davis
APAC
5
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
10/5/2017, 11:02 AM
AD
Adam Davis
NATAM
6
Amet Ltd
(901) 318-1102
4185 Sed St.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
7
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
10/5/2017, 11:02 AM
BD
Buck Dubois
NATAM
8
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
9
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
10/5/2017, 11:02 AM
AD
Adam Davis
NATAM
10
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
10/5/2017, 11:02 AM
JD
Joel Davis
APAC
11
Convallis In Inc.
(659) 373-0785
8454 Varius Road
10/5/2017, 11:02 AM
JD
Joel Davis
APAC
12
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
10/5/2017, 11:02 AM
JD
Joel Davis
APAC
13
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
10/5/2017, 11:02 AM
BD
Buck Dubois
NATAM
14
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
10/5/2017, 11:02 AM
LT
Lola Tseudonym
NATAM
15
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
10/5/2017, 11:02 AM
MM
Maria Marquis
NATAM
16
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
10/5/2017, 11:02 AM
PR
Polly Rose
EMEA
There are no rows in this table
16
Count

Lesson 10 - Master and time views
Try It!
Make a change to the master table
Select a new timeframe from the dropdown menu
Timeframe -
Everything

Master Time
0
Search
Company Name
Phone Number
Address
Date Created
Assigned Team Member
Team
1
A Facilisis Non Corporation
(954) 534-3204
P.O. Box 768, 4709 Donec Ave
1/15/2018
BD
Buck Dubois
NATAM
2
Ac Mattis Industries
(659) 870-4305
Ap #559-3340 Proin Road
1/16/2018
FM
Felix Marlin
EMEA
3
Ac Sem Ut Institute
(557) 741-5213
343-4489 Augue, St.
1/18/2018
LT
Lola Tseudonym
NATAM
4
Ac Sem Ut LLC
(359) 439-8840
333-195 Sapien, Avenue
1/26/2018
JD
Joel Davis
APAC
5
Adipiscing Consulting
(603) 521-2997
8424 Donec Rd.
1/27/2018
AD
Adam Davis
NATAM
6
Amet Ltd
(901) 318-1102
4185 Sed St.
2/28/2018
PR
Polly Rose
EMEA
7
Ante Company
(328) 889-6823
P.O. Box 967, 2211 Justo St.
2/14/2018
BD
Buck Dubois
NATAM
8
Arcu Corp.
(612) 711-6857
P.O. Box 319, 8105 Enim. Rd.
2/8/2018
PR
Polly Rose
EMEA
9
Augue Eu Industries
(997) 154-3086
306-5934 Egestas. Rd.
2/19/2018
AD
Adam Davis
NATAM
10
Class Consulting
(995) 574-4599
Ap #852-8358 Est Rd.
2/23/2018
JD
Joel Davis
APAC
11
Convallis In Inc.
(659) 373-0785
8454 Varius Road
3/22/2018
JD
Joel Davis
APAC
12
Curabitur Consulting
(773) 266-5869
Ap #811-2943 Sit Street
3/15/2018
JD
Joel Davis
APAC
13
Curabitur Consulting
(975) 269-3580
Ap #930-7099 Sem Avenue
3/5/2018
BD
Buck Dubois
NATAM
14
Curabitur Consulting
(467) 606-1535
786-2594 Diam. Road
3/16/2018
LT
Lola Tseudonym
NATAM
15
Dictum Cursus Nunc PC
(692) 932-4582
Ap #417-4117 Interdum St.
3/15/2018
MM
Maria Marquis
NATAM
16
Donec At Associates
(950) 415-1915
P.O. Box 324, 1054 Posuere Rd.
2/23/2018
PR
Polly Rose
EMEA
There are no rows in this table
16
Count

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Search
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