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
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
Difference between SELECT and FILTER in Appsheet
In the realm of AppSheet, efficiently managing and querying your data is pivotal for app performance and functionality. Two functions at the forefront of data manipulation are SELECT and FILTER. Though they might seem similar at first glance, understanding their nuances is key to leveraging them effectively. This guide dives into these differences, highlighted through a common use case: identifying duplicate entries. Before we delve into the differences, let’s consider the excerpt provided: COUNT(FILTER("customer", [Name] = [_THISROW].[Name])) > 1 This expression is used to count duplicate names in the "customer" table, illustrating a scenario
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:
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
Switch ( ) function
The SWITCH() function in AppSheet is a powerful tool that simplifies decision-making processes in your applications. Unlike traditional IF() statements that can get complex and hard to manage with multiple conditions, SWITCH() offers a cleaner, more readable alternative. This function evaluates a given expression and matches its result to a list of cases, returning the corresponding value for the first matching case. Using the SWITCH() function in AppSheet is straightforward. Here’s a simple syntax to get you started: SWITCH(expression, case1, value1, case2, value2, ..., default_value) expression: The value or expression you want to evaluate.
