What is a Loop?

A Loop provides a way to connect the data, insights, and actions needed to help provide visibility and insights into a function within a business. 

For example, a Loop can be built for your Employee On-boarding, Content Marketing, Sales Forecasting, Fulfillment Tracking, or other unique processes that drive your business. 

Each Loop can contain data from Multiple sources - for example, a single loop could combine data from a CRM tool, a Marketing tool, and Accounting Tool, and even custom data added directly into Interloop.  

A loop can help your organization:

  • Increase Visibility - view your data in context of you process and using one of the rich visuals such as Table, Kanban, Gallery, & more.  
  • Provide Insights - use calculated fields and lookups to gain cross application analytics without the headache. 
  • Automate Processes - use actions to update data or interact with other business tools you are already using. 
  • Make Better Decisions - use tiles and summary information to make critical businesses decisions with clarity and confidence. 

Loop Structure

A Loop consists of Tabs, Fields, Records, & Views.

Tabs
Use tabs to view different data. You can think of tabs as similar to a "table" in a database or a "tab" in a spreadsheet. Each tab can either pull data from an existing source (i.e. Opportunities from Salesforce) or can contain custom data added directly to Interloop.  


Fields
Fields determine which columns are shown within a given tab. For example, Opportunities in Salesforce may contain 40+ attributes, fields allow you to select attributes you would like to see within a tab. Fields also have various types and can be used to show your data in a rich format (such as a checkbox or select dropdown). 

For more information on the various field types - see the Fields help article.


Records
Each row within a tab represents a record. Each record can contain information from the source system along with additional fields. For example a single record could have all the attributes from a Quickbooks Invoices along with a custom "Notes" field that allows information pertinent to this loop to be tracked.


Views
Views allow you to Visualize, Filter, Sort, Group, and Style your data according the needs of a given loop. You can save this configuration as a View within Interloop. Once a view is created, you can then share it with others. The data within a view is dynamically updated according to its configuration.

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