Appsheet Manual
Appsheet Manual
RECORD
We enter www.appsheet.com and log in with the Google account.
- In the first row we write the column headers that will be used for the app.
We create a folder in Drive where all the content of the App will be stored.
- We enter Drive, create a folder, open it and within it, click on new and click on Google
Spreadsheet. At the top left we click on “Untitled Spreadsheet” and write a name that
will be the one our Database will have.
- In the first row we write the column headers that will be used for the app.
Click on “Make a New app” then select the “Start with your own data” option
We enter a name for the app “New App” and in the category we choose one, or we choose
“other” and click on “choose your data”
It must be taken into account that the database is in the cloud and so is the application and
these must be synchronized.
1. Click Behavior, click Offline/Sync.
2. We activate the Sync on start option (it allows the application to be synchronized
every time the application is started, which ensures that the data that the application
will have is updated, very important when the app is on several users, so that they
are synchronized with the App.
3. Note all three options must be active: Sync on start , Delayed sync Y
Automatic updates
4. Note, the option The app can start when offline must be enabled when the Sync
on start option is disabled, but if we enable the Sync on start option then the The
app can start when offline option must be disabled
We mark the first option Expand all views? , and we uncheck the second option that says
Show system actions?, click on Done , leaving it as follows:
SET SECURITY (LOGIN)
1. On the left of the screen we click on Security , and in the Require Sign-In tab,
( it is for the user to enter the application and ask them to log in with their email
account) then we activate it if not be activated.
2. Note. If the option Allow all signed-in users is activated, then it will allow all
logged-in users to enter the application with the email
Note, if we want to create a list of users who can open the application, then we
disable Allow all signed-in users, and in Users, in the User emails option, we can
manually add the users' emails, and these will be the ones that will have access to the
application.
DATA OPTION
TABLES
The tables or sheets of a Book, it is recommended that their first column must always have
a field that contains the ID or primary key of the table, this field must be unique and must not
allow duplicates. There should not be columns with the same name in the same table.
-Being located in “Data” (Left part of the window) we add or add the tables (Excel Sheets),
which will be shown in the App. and we see to our right how our App is looking, seen from
the cell phone. For example, if our spreadsheet had two sheets, one called “Students” and
another called “Payments,” it would look like this:
- By clicking on one of the tables, for example on the “Student” table, we can select if
this table can be (updated, added, deleted or if it is read-only) usually Updates, Adds
and Deletes is active
NOTE: if we want the plus button “+” to disappear in the application, it is because we
do not want it to allow adding data and it is achieved by deactivating the “Adds”
option
STORAGE
Store for image and file: Images are being saved by default
SECURITY
You see different options that restrict the information based on criteria that we specify
through a condition. this condition would be written qui
For example, if you wanted to see only the inspections that have been done today. Then we would have to
say that the date is equal to today.
Scale
Location
Documentation
Apsheet does not enable it, so that we can write any notes, important if we work as a team, to explain any
decision that we have made and that we have configured, so that the other people on the team understand
what we have done and why we have done it.
COLUMNS
Displays the fields of the table that is selected (the fields are the same column headings of a
given sheet). Here we can change the data type of the field and assign different properties.
By clicking on the pencil in the “Name” column we can make other modifications and enter
codes to the column data type.
YAM
It corresponds to the column header name of our data sheet. but if we want the column to
be displayed with another name in the application view, then we can change the name but
in the “Display Name” option
TYPE
The type of column, for example some of the most used we have:
Address for home or residence addresses. This address could be opened in Google
Map by clicking on it.
text a single line of text. also used for ID columns and for names
number an integer
Percent : Percentage
Change counter Shows how many times an entry has been edited
Change Location It will automatically populate with the current GPS location. shows where the
change was made
E-mail It allows you to write an Email and also allows you to validate it if it is correct
Enum It allows you to create a list of options, for example if we want you to choose
a career from several that are offered. Here we can make the different
careers appear so that the user can choose one. They may appear in the
form of a button where you must click.
Yes/No Question type fields, have a question mark at the end of the question
Ref Reference type field, refers to data from another table. Gives the relational
property to a column.
Enum Allows you to establish several options to choose from. for example to
choose between the options Yes , No , I don't know
Once we are in “Columns” and after choosing the “ Date ” field, we click on the pencil that
appears before the field name, and a window opens. We go down and click on “ Auto
Compute ” then in “ Initial Value ” we click on the box where the sign (=) is shown, we
make sure that the “ Time ” tab is selected and we can proceed to make the following
changes:
Show the current date: We insert Today()
For example, if we have two tables, one called Students and another called Programs .
The main table will be the “Students” table but the first table that must be filled out will be
the “ Programs” table.
When we open the form that contains the “Student” table, and taking into account that the ID
is filled in automatically and is not displayed, then we write the names of the student, and for
the program, simply clicking on the program box will show them the 4 programs, which are
found in the “Programs” table where we must choose one.
Students Table
Programs Table
FORMULA
Here we define what values will be shown from the respective field, that is, we can make
some type of filter. For example, if we want the program column to only show the students
of the systems program.
SHOW
INITIAL VALUE
In “Initial Value” of the ID field, we click and in the new window that appears we write
“UNIQUEID()” It must be taken into account that this field must be of type Text, so that this
field is not displayed in the form , we deactivate the “Show” option.
EDITABLE
REQUIRES
If activated, it forces this field to be filled out in the form.
DISPLAY NAME
Here, we can change the name of the field, if we want this name to be displayed on the
form.
DESCRIPTION
SEARCH
SCAN
NFC
Technology that allows us to have the data when we bring the cell phone closer.
PII
VIEWS TAB
Primary Views - We find the views displayed at the bottom of our application.
Menu Views : we find the views that we will find in the app's hamburger menu
PRIMARY VIEWS
Vews Type
The first 5 buttons at the bottom ( left most - left - center and right most ) correspond to
the App menu at the bottom. The menu button allows the menu that is selected from the
APP (those at the bottom of the APP), by clicking on the menu button to move it to the
hamburger menu. The Ref button allows, if one of the menus at the bottom of the App is
selected, it will hide it
Note: depending on the view that is selected, all the properties that can be modified
to the selected view will immediately appear at the bottom of the views.
It must be clarified that we have three options, which are also shown at the bottom
but will be common for all views, such as: Display - Behavior and Documentation
deck: Allows you to add images, and even a second title in the APP and allows us to
see the shortcut buttons such as edit, delete.
detail - shows only one image and can be navigated from left to right
map: shows us a map depending on the location and address in the form
chart: shows a graph of the chosen column. Once you have clicked on chart, several
options are shown and we choose the Chart Columns option and select the column,
so that the chart is shown in the App
dashboard: Very important. because it allows you to see details of almost all the
tables, through modules, this option is viewing the App from the browser, not from the
cell phone. adding options in View entries
1. Being in the “DESK” view, in the Group By option, we click on Add and
choose by which field we want to group .
2. Being in the “DESK” view in the Show Action Bar option, we activate
it, then in Actions we can select the action buttons that we want to
show. for example such as delete edit and others.
1. Being in the “DESK” view in the Primary header option and in the
Secondary header option, we choose the fields to display.
BEHAVIOR SECTION
NOTE: This Detail View , as selected in Ref , is not shown in the bottom menu, it is only shown
when you open the main view that is in the Desk view type and contains the same table as the Detail
view. and when you click on one of the students, then you can see this view in the App.
DECK VIEWS OF THE UX OPTION
Group by: allows us to use groupers, for example in the case of students we can group them
according to the program or course they are taking.
Group aggregate: Selecting Count allows us to count the students for each of the programs in
which they were grouped.
Main image: allows you to choose the main image that you want to show in this view, in our case
it is the student's photo.
Primary header: Allows you to choose a first field to display, in our case it will be the student's
name, it will be displayed after the photo on the right side
Secondary header: Allows you to choose a second field to display, in our case it will be the
student document. which will be displayed below the student's name
Summary column: Allows you to choose a third field to display, in our case it will be the cell
phone that will be displayed to the right of the App.
Nested table column - It is an additional table that allows us to display other data.
Image shape: We change the shape of the image displayed, it can be square, round, or large.
Show action bar : allows us to choose which buttons we want to show, inside the App
Behavior / Event Actions: Here we find three events for the view that are:
Row Selected: When we click on the student's photo, the Detail view opens, allowing us to see the fields that
were configured in that view.
Row Swiped Left (beta): That when we swipe to the left of the cell phone screen, we can give an action
such as making a call
Row Swiped Right (beta): When we swipe to the right of the cell phone screen, we can give an example
action that can edit the fields.
BRAND TAB
Here we find information related to the parameterization of the logo of the launch image, as
our lower, upper bar should see.
Theme: change the background of the App white background or black background
Primary Color: Change the color of the text and image in the App menu at the bottom.
Launch Image : allows you to set a background image that is displayed at the start or when
opening or synchronizing the APP.
Show logo in header: (shows the logo in the header of the APP)
Hide menu and search buttons: (hides the search button, which is displayed at the
top of the APP
Style: allows you to set a background color to the header area and the area where
the app menus are displayed at the bottom.
LOCALIZE TAB
If we have our application for different countries in “ Share” we can define what
name the Application will adopt depending on the country in which it is located
BEHAVIOR OPTION
Automation and behaviors. Here we define how our application behaves. There are buttons
that are automatically created in the app, such as delete, edit, send message button and
others.
ACTIONS TAB
- We select the menu corresponding to the table at the bottom of the APP.
-In the central area we click on the table that we want to modify
-We click on “Only if this condition is true” and after the equal sign (=) with
a click we write the formula.
If from the Programs table, we want two action buttons, one called “
Discounted ” and another called “ Discount Denied ”
When the “Discounted” action button is clicked then once confirmed; The
Discount column of the Programs table will change to “ Approved ”.
But if we click on the “Discount Denied” action button then once confirmed;
the Discount column of the Programs table will change the value to “ Denied
”
The APP group allows you to create behaviors within the APPs. that touching
a button takes us to another part of the APP.
The EXTERNAL group takes us to parts that are outside the application
An example, if from the Programs table, we want two action buttons, one
called “ Discounted ” and another called “ Discount Denied ”
When the “Discounted” action button is clicked then once confirmed; The
Discount column of the Programs table will change to “Approved”.
But if we click on the “Discount Denied” action button then once confirmed;
the Discount column of the Programs table will change the value to “ Denied
”
- 6. In “Set these columns” we choose the row for which we want to change
the values and in front we write = ”True”
- 7. In Appearance, we write a name for the action button
- 8. In Action icon we select an icon for the action button
- 9. In Behavior, in Needs confirmation we choose if it needs confirmation, we
activate it and in Confirmation Message, we write a message for
confirmation.
Steps: to create the “Discount Denied” action
button
-1. Since we already created a similar action button from the same table and
the same column, we make a copy of the “ discounted” action button and
make some minimal changes like this:
WORK FLOW TAB
Workflow allows you to add different rules that trigger types of actions.
Example, we are going to create a Work Flow, which allows when a new record is added
to the Students table, and the Electricity program is chosen, to send us the notification of
this student of the electricity program to an email that we choose.
1. On the left side of the screen, click on Behavior and click on the Work Flow
column.
2. Click New Workflow Rule
3. In Rule name we enter a name for the rule
4. We click on When this happens… and in Target Data we choose the table
5. In Update event we choose Update event we choose ADDS-ONLY ( it means only
when new records are added)
6. We click on If this is true… and in Condition we enter the formula (we click,
then click on Columns, we look for the column that in this case is programs
and at the front in Insert we click and complete the formula like this:
[Program ]="Electricity" ) and click save.
7. In Run these tasks… we click on "New notification"
8. We observe that the Send an email button is marked and in the To option we
write our email
USER OPTION
Users
User emails
Here we can send an invitation so that a friend or a user or a coworker can install the
application we have created on their cell phone, or view it from the browser. They will
receive an email, through which they will click on a button, which will take them from
their cell phone to install APPSHEET, and then install the application or if it is from
the browser, enter the view of the application in the browser.
LINK
Allows you to share a Link by email or WhatsApp, note if the link is sent, but we have
not registered the user, we will not be able to enter
Install Link
Allows mobile users to install the app on their device.
Browser Link
This link allows you to run the application directly from the browser.
Not Deployed
When our application is completely finished. We enter here, and we complete the information
that is necessary. Some warnings appear, and the error that appears is that we do not have a paid
plan, but Apsheet still allows it. To launch the application we click on the “ Move app to
deployed state despite errors” button
www.Tailorsheet.com/from-zero-to-expert
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1. Click on Data then on Column and choose the table, in our case we choose the
Home table
2. Click on Add virtual Column , in Column Name we write Total
Students, then we click on App Formula and enter the following
formula:
The graph that we will take as an example. en Radial Gauge / "Meter" Charts
” https://quickchart.io/chart?c={type:'radialGauge',data:{datasets:
[{data:[70],backgroundColor:'green '}]}}”
We modify the formula and replace [70]
We observe that the virtual column indicators is text , so we change the text type to
Image and the result is that the graph will be displayed in our App. So:
FORMULAS IN APPSHEET
In the payments table we create a new Translation: Add, as long as you select from the
virtual column and in the formula box Payments table, in the Value column, and in the Name
we write: column, all payments that are the same or correspond
to this same name.
Payments : Corresponds to the Payments table
We must go to Users and in User emails, But if we have a lot of users, it would be annoying to do
we add the users' emails, which will manage it user by user, we better do it taking into account their
our App. The Link to our App will be sent to role. So:
your emails. But first we must place the
restrictions, for each user.
Then in Data/Columns of the sales table, we edit the Total Price and in the Auto
Compute / App formula Option, we write the following formula:
[Quantity]*[Product].[Price]
When we register a sale and enter the quantity and price, it automatically shows us the total
value, which cannot be edited.
YES, we want to show the details of a product (its price and its unit), at the time of making the sale.
We make.
FORMULAS VIDEOS
youtube video
AppSheet Tutorial 2021 - 05. Relationships between tables
https://translate.google.es/translate?hl=es&sl=en&tl=es&u=https%3A%2F
%2Fhelp.appsheet.com%2Fen%2Farticles%2F1013271-column-types-diving-
deeper&prev=search