Tip: This tutorial shows you how to create a Ragic database sheet from scratch through steps 1-5. We also provide Quick Templates you can use while creating a sheet, or you may consider installing sets of templates designed by Ragic from Install Templates for CRM, Project Management, and Inventory templates, etc. If you want to create a database sheet by importing your data, check this section on creating a new Ragic sheet with your spreadsheet file.
Here is an overview on how the structure of your database would be once it is complete.
You can create a new tab by clicking on the "+" sign at the top of your page.
(skip this step if you already have a tab you'd like to add your sheet to)
You can create your new sheet from the tab configuration, or if you already have tabs, click on the "+" sign again. While naming your new sheet, make sure that it's under the correct tab (you can click on the correct tab during this step). Once you save this sheet by clicking the Create button, it will take you to the Design Mode of your new Form Page, as described in the last section.
Usually, the process of designing the page starts with creating new form fields for the Form Page. Start by typing in the field names that you would like to create, and line them up vertically. You can put these fields in more than one column if needed. Just remember to keep the space needed for the values of these entries.
When a field is created, remember that you can set the input types, which is generally the most often used attribute. If the field value is like a category, or if it will be repeated many times during input, choose Selection or Multiple Select. If the field is a Number or Date, it should be a good idea to set them accordingly. Ragic will set some field types according to what you're typing, but you can change this from the left sidebar. These fields all have their own formatting options, which will be discussed in the Field Types documentation.
You might want to delete a field while you're changing the design of your sheet. To do this, simply press the backspace key on your keyboard (or delete on mac) while focused on the field you want to delete while in the Design Mode.
If the system stops you from deleting a field, please refer to this document.
When the fields are created, you can adjust the height and width of a cell with your mouse cursor by dragging the edges of the description column and rows of the sheet, just like how you would do it on a spreadsheet application such as Excel. This will make the form look a lot better.
When you're done, click Save and exit the design mode, you will see your form online and ready to take input.
Now let's take a look at your Listing Page, you can click on the back button at the upper left corner of your sheet to go to the listing page, which should contain all the fields that you just created as column headers.
Users usually don't like to have many fields in a listing page and prefer to only keep the data they would need to see at a glance. To remove columns from the listing page, you can click on the Change Design button on the listing page to go to the design mode. Here you will see a listing page field selector. You can select the fields that you would like to display on the listing page, and decide on the order of these fields to be displayed. You can also adjust the width of the columns like you have done in your Form Page. When you're done, don't forget to click Save to save your design.
You can watch the process of creating a simple Ragic database sheet in the video tutorial below.
When you're adding a new sheet, there will initially be some quick templates displayed on the right side of your screen for you to use under the design mode. You can check out how each quick template looks like by clicking on the icons.
You will see the designed sheet with the fields automatically placed for you. The fields can be deleted or adjusted to your preference. You can also add more fields.
You can also select from the several templates that were designed that contain one or more sheets through the Install Templates option. Our template library contains templates that fit different purposes such as CRM, Project Management, Sales Order management, and Inventory Management, etc.
You can choose the Install Template option when you create a new sheet by clicking on the "+" sign from the tab configuration.
Changing the category from the left side bar, and clicking on the Get button will install the template you have selected. If you have installed a template before, Update will be displayed instead.
Other ways you can navigate to Install Templates are:
1. From the Start Tab
2. From Most Visited in the Side Bar
3. From Your_Home at upper right corner.
You can use an Excel or CSV file to create a new sheet as you import your data into Ragic, instead of creating the Ragic sheet first. (If you would prefer to build a Ragic sheet first, please check the normal process of developing Ragic sheets.)
Note. if your Excel file includes some formulas, it can't be auto applied to Ragic sheet when you create a new sheet by importing. You will need to manually add them to your Ragic sheet design. For the list of supported formulas in Ragic, you can refer to here.
You can create a new sheet by clicking on the + sign at the top of your page.
Name your new sheet and check the box Create new sheet with my Excel file. This will take you to the import wizard. The step-by-step wizard will guide you through the field mapping process as well as other configurations for the data to import correctly.
Pick a file from your computer to upload into Ragic.
Ragic supports .xls .xlsx and .csv files. We recommend that you save your file as .csv for the best performance.
For Ragic to map your information correctly to entries, you will need to have a unique identification that we call key field, such as "Product ID" for products, or "Customer No." for your customers. To make your database easier to use, let the first column of your import data be this type of key field.
Determine if your first row is the header. If so, Ragic will automatically determine how the data in this row will be mapped to your fields for the next step.
You can choose an initial field type for each field.
There are many other field types available in Ragic, and you can later edit your fields according to your own requirements.
The last step is to import your data and create your new sheet in Ragic. This step can take up to a few minutes if you have a lot of columns and rows in your spreadsheet.
Congratulations, you have now created your new database sheet in Ragic.
If you have already finished your design, the next step is to create new entries! You can do this by clicking the +New button on your new sheet, but if you already keep some data in spreadsheets, you can import your data directly into the fields you have just created.
You can access the context menu of a tab or sheet by right clicking on it, or left clicking on the arrow icon that appears when you hover on the tab or sheet name.
Choosing "Delete" will delete the tab or the sheet.
To delete a report, you can right click on the report name to access the context menu and choose "Delete".
If the system is preventing you from deleting a sheet, please refer to this document.
If you acccidentally deleted an application tab or sheet and would like to recover it, you can check to see if it's under the Recycle Bin of your Account Setup.
If you cannot find your deleted sheet or tab, you can contact Ragic Support at firstname.lastname@example.org to help you restore a backup.