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
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
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
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:
Understanding PDF filter (Part 2)
Continuing from the previous exploration of utilizing the FILTER expression in AppSheet for dynamic PDF generation, this blog post will delve deeper, focusing on a more advanced usage scenario: filtering data to include rows where a certain field is not blank. This capability is essential for creating reports that only contain entries with specified information present, ensuring relevance and efficiency in document generation. Building on the foundational use of the FILTER expression in AppSheet, this tutorial explores how to refine your PDF reports further by including only those records with specific, non-empty fields. This
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
