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
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
Highlight duplicates in your Appsheet’s Data
Maintaining the accuracy and cleanliness of your data is crucial for any application. In AppSheet, identifying and highlighting duplicates plays a pivotal role in ensuring data integrity. This tutorial will delve into using expressions to find and mark duplicate data entries, specifically through the COUNT and SELECT functions. The expression provided: COUNT(SELECT(customer[Name], [Name] = [_THISROW].[Name])) > 1 is a powerful tool for identifying duplicate entries within your data. This expression counts the number of times a specific name appears in the "customer" table. If the count is greater than 1, it indicates a duplicate
Understanding PDF filter (Part 3)
Part 3 of our exploration into leveraging AppSheet's FILTER expression for PDF generation introduces a more nuanced approach: combining multiple conditions to achieve precise data filtering. This method is particularly useful when generating reports that require data to meet several criteria before inclusion. The FILTER expression is versatile, allowing for the inclusion of logical operators such as AND, OR, and NOT. In this installment, we focus on using AND to combine conditions, ensuring that data must meet all specified criteria to be included in the PDF report. The syntax highlighted in this tutorial: <<Start:
How to use filter in PDF template for Appsheet
Creating dynamic and conditionally filtered PDF reports in AppSheet is a game-changer for app developers and business users alike. The FILTER expression, particularly when generating PDF documents, allows for the creation of customized reports that only include data relevant to specific conditions, such as matching customer names. The FILTER expression in AppSheet is a powerful tool used to retrieve rows from a table that meet certain criteria. When applied to PDF generation, it ensures that the output is precisely tailored to the requirements of the user or the application's logic. The syntax for using FILTER to create
Basics of Contains ( ) expression
The CONTAINS() function is a critical component in the toolkit of an AppSheet app developer. It serves as a simple yet powerful search tool that checks if a given text string includes a specified substring. This function is instrumental in refining user interactions, enhancing data filtering, and customizing app behavior based on specific text conditions. The basic syntax of the CONTAINS() function is as follows: CONTAINS(text_to_search, substring_to_find) text_to_search: The text within which you want to search for the substring. substring_to_find: The specific string you're looking to find within the main text. The function returns
Using OCR in Appsheet
Optical Character Recognition (OCR) technology has revolutionized the way we interact with digital data, and AppSheet's OCRTEXT function stands at the forefront of this innovation. This powerful tool enables AppSheet applications to extract text from images, transforming image-based data into actionable, searchable text. OCRTEXT allows developers to seamlessly integrate OCR capabilities into their AppSheet applications. By analyzing images for recognizable text, OCRTEXT converts these images into a string of text that can be used within the app for various purposes, from data entry to content analysis. The versatility of OCRTEXT opens up numerous
Appsheet PDF Fix
Many AppSheet users experience challenges with PDF generation, especially when integrating with Google Drive. A frequent culprit behind these issues is an incorrect directory path specified in the app's expression. This can lead to failed PDF creations, incorrect file storage, or errors during the automation processes. This tutorial aims to address and resolve these problems, ensuring your AppSheet applications run smoothly and efficiently. When generating PDFs in AppSheet, especially for reports or data snapshots, the application relies on Google Drive as a storage service. If the directory path in the expression is not accurately
Lookup ( ) Function
The Lookup() function in AppSheet serves as a bridge to access and retrieve data across tables, leveraging a common key. This functionality is crucial for developing interconnected and data-driven applications. By using Lookup(), app creators can dynamically pull information from a parent or child table based on specified criteria, enhancing the app's usability and user experience. Lookup() searches for a value in a table column and returns a result from the same or different column in the row where the match is found. Its syntax is: LOOKUP(search_value, "table_name", "column_name_to_search", "result_column_name") search_value: The value you're
