Views in the Inventory

The Inventory is the central database where all your architecture assets are stored (applications, processes, data flows, teams, etc.).
A view is a specific way to explore and represent these assets. It allows you to filter, organise, and visualise the data according to your needs—whether for reporting, analysis, or workshop preparation.

Available View Types

You can display assets in several formats depending on your preference or use case:

• Table view – A spreadsheet-style grid for quick browsing or bulk editing.
• Card view – A more visual layout, presenting assets as individual cards with key properties.
• Pivot table – An aggregated view to analyse how assets are distributed across two dimensions (e.g. application type by department).

View Configuration Options

Each view can be customised to suit your needs:

• Organise – Choose which properties to display and reorder the columns.
• Filter by – Apply criteria to display only selected assets (e.g. critical applications).
• Sort by – Order assets based on a specific attribute (name, score, date…).
• Group by – Cluster assets by a property to add structure and clarity.

Saving and Managing Views

• Save – Update the current view after adjusting the layout or filters.
• Save as – Create a new custom view that you can share with colleagues.

Inventory Actions

• Import from CSV – Bulk upload or update assets via spreadsheet.
• Export to CSV – Download the current view for offline analysis or sharing.
• Bulk edit mode – Edit multiple assets quickly using an Excel-style interface.
• Convert to diagram – Generate a visual diagram based on the current view.

Managing Assets in the Inventory

• Create an asset – Click Create asset, fill in the key properties, and define its relationships.
• Edit an asset – Click the pencil icon next to an asset to update its details.
• Search for an asset – Use the smart search (typo-tolerant) to quickly locate a specific resource.