How to create custom login in Appsheet
In the world of app development, ensuring secure access while providing a personalized user experience is paramount. AppSheet offers robust functionalities for app builders, and integrating custom login features is a crucial step toward achieving both security and personalization. This tutorial guides you through the process of enhancing your AppSheet applications with unique login mechanisms. Why Implement Custom Login? Custom login functionalities not only bolster security by ensuring that only authorized users can access your app but also allow for a personalized user experience. By customizing the login process, you can tailor the app's
Creating CRM in Appsheet Part 3
In the final installment of our series on building a CRM with AppSheet, we focus on a cornerstone of any CRM system: the Sales Data. This tutorial will guide you through setting up a comprehensive sales data table, automating key calculations, and effectively linking sales to specific products. By the end of this post, you'll be equipped to maximize your CRM's potential in managing, tracking, and analyzing sales activities. A well-structured SalesData table is essential for tracking each sale's details. Your table should include fields such as SaleID, Date of Sale, ProductID, Quantity Sold,
Creating CRM in Appsheet Part 2
In the second installment of our series on creating a CRM in AppSheet, we explore the steps to effectively manage your sales team and customer opportunities. This guide will provide you with the knowledge to set up a robust system that tracks sales progress and prioritizes leads, ensuring your team focuses their efforts where it counts. Creating the SalesTeam Table The foundation of managing your sales team in AppSheet begins with the SalesTeam table. This table should include all necessary information about your sales personnel, such as: Salesperson ID: Unique identifier for each team
Creating CRM in Appsheet Part 1
In the realm of business, efficiently managing customer relationships is paramount. AppSheet provides a robust platform for creating a custom CRM system tailored to your unique needs. This tutorial kicks off our series by guiding you through the initial steps: designing your database, implementing key features, and leveraging custom expressions. The first step in creating your CRM is to design a comprehensive Contacts table. Essential fields to include are: ContactID: A unique identifier for each contact. Name: The full name of the contact. Email: The contact's email address. Phone: The contact's phone number. Additional
Formatting DD/MM/YY in Appsheet
Managing dates within your AppSheet applications is a common task, whether you're tracking event dates, deadlines, or logging activities. Consistency in date formatting is crucial for clarity, reporting, and even user experience. This tutorial will guide you through using the TEXT() function in AppSheet to format dates as DD/MM/YYYY, ensuring a standardized date presentation across your app. The TEXT() function in AppSheet is a versatile tool that converts various data types into text strings. When applied to date fields, it allows for the transformation of the date format into a more readable or required
Produce Radar Chart in Appsheet with Quick Charts
Radar charts are an excellent tool for displaying multivariate data in a way that's both comprehensive and comparative. AppSheet's integration with Quick Charts offers a straightforward approach to creating these charts, enabling users to present data across various dimensions—such as skills, performance metrics, or any other comparative analysis. This tutorial will walk you through the process of adding a radar chart to your AppSheet application. Radar charts allow for the comparison of multiple variables, making them ideal for analyzing the strengths and weaknesses of a dataset, comparing different items, or tracking changes over time.
Viewing previous balance in Appsheet
Managing financial transactions and keeping track of balances can be challenging in any application. AppSheet provides a powerful platform to not only store transactional data but also to dynamically calculate and display previous balances using custom expressions. This tutorial delves into an expression that calculates a user's previous balance, ensuring accurate financial tracking within your app. The expression provided offers a method to calculate the previous balance for a specific house in a transaction record: IF( COUNT( SELECT( Transaction[DateTime], AND( [Houses] = [_THISROW].[Houses], [DateTime] < [_THISROW].[DateTime] ) ) ) > 0, ANY( SELECT( Transaction[Running
Viewing your own data in Appsheet
In multi-user applications, ensuring that each individual has access only to their relevant data is crucial for privacy and efficiency. AppSheet offers a powerful feature to achieve this personalized experience: slices combined with the USEREMAIL() function. This tutorial will explore how to set up user-specific data views in your AppSheet applications. The Importance of User-Specific Views Offering personalized data views not only enhances user experience by filtering out irrelevant information, but it also adds a layer of security and data privacy, ensuring users access only the data meant for them. Prerequisites An AppSheet account
How to integrate Slack with Appsheet using API
In an era where instant communication is paramount, integrating Slack with AppSheet via its API presents a powerful solution to streamline workflows and enhance team collaboration. This guide will walk you through the process of setting up an integration that leverages the best of both platforms. Why Integrate Slack with AppSheet? The integration of Slack with AppSheet can transform how teams communicate about app data, updates, and notifications. By automating messages to Slack channels or direct messages based on events in your AppSheet app, you can ensure that your team stays informed in real-time, enhancing
How to integrate Google Forms with Appsheet
Integrating Google Forms into AppSheet applications opens up a plethora of opportunities for collecting data efficiently. A common challenge, however, lies in effectively managing image submissions from Google Forms. This tutorial will walk you through the integration process and offer a clever solution to handle images submitted via forms. Google Forms is a powerful tool for gathering data. When integrated with AppSheet, it allows for real-time data collection directly into your apps. This synergy can be especially useful for surveys, feedback forms, event registrations, and more, where images may be submitted as part of the
