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Basic Form Design

  1. 1.1. Form Pages and Listing Pages
    1. 1.1.1. Mobile App Layout Settings
  2. 1.2. Creating a Ragic Sheet
    1. 1.2.1. Duplicating Sheet Design
  3. 1.3. Field Types
    1. 1.3.1. Auto Generated Field Values
    2. 1.3.2. Cascaded Selections
  4. 1.4. Field Attributes
    1. 1.4.1. Default Values
    2. 1.4.2. Fields Formatting
    3. 1.4.3. Additional Field Settings
  5. 1.5. Description Fields
    1. 1.6. Subtables
      1. 1.7. Tuning the Layout of Your Sheets and Tabs
        1. 1.7.1. Managing Tabs and Sheets
        2. 1.7.2. Adding Shortcuts Under Tabs
        3. 1.7.3. Insert Image in Your Sheets
        4. 1.7.4. Setting the Sheet Description
      2. 1.8. Formulas
        1. 1.8.1. Numeric Calculation Formulas
        2. 1.8.2. Dates and Times Formulas
        3. 1.8.3. Strings Formulas
        4. 1.8.4. Conditional Formulas
        5. 1.8.5. Subtables Formulas
        6. 1.8.6. Multiple Select Field Formulas
        7. 1.8.7. Approval Formulas
      3. 1.9. Approval Flow Configuration
        1. 1.9.1. Approval Flow Advanced Settings
      4. 1.10. Sheet and Field Version History
        1. 1.11. Undo Settings in Design Mode
          1. 1.12. Search Fields in Design Mode

            Users Management

            1. 2.1. Internal Users
              1. 2.1.1. User Card
            2. 2.2. Access Rights
              1. 2.2.1. Entry Managers
            3. 2.3. User Groups
              1. 2.4. Assigning Entries
                1. 2.5. Entry Review
                  1. 2.6. External Users
                    1. 2.7. Guest Users: Temporary Log In Without Signing Up
                      1. 2.8. Feature Access Settings
                        1. 2.9. Service Account

                          Database Setup

                          1. 3.1. Account Setup
                            1. 3.1.1. Account Billing
                            2. 3.1.2. Customizing Ragic for Your Company (Company Settings)
                            3. 3.1.3. Job Schedules
                            4. 3.1.4. Notifications
                            5. 3.1.5. UI Translations
                            6. 3.1.6. Global Constant
                          2. 3.2. Database Management
                            1. 3.2.1. Recent Changes
                            2. 3.2.2. File Manager
                            3. 3.2.3. Sheet Relationship Diagram
                            4. 3.2.4. Recycle Bin
                            5. 3.2.5. Backup and Restore
                            6. 3.2.6. DB Maintenance
                            7. 3.2.7. Cross Account Sheet Copier
                          3. 3.3. Customizing Your Database Home
                            1. 3.3.1. Tasks
                            2. 3.3.2. Event Calendar

                          Searching

                          1. 4.1. Saving Frequently Used Filters as Views
                            1. 4.2. Customizing the Left Sidebar

                              Advanced Form Design

                              1. 5.1. Linking Sheets Together
                                1. 5.1.1. Link and Load
                                2. 5.1.2. Dynamic Filtering
                                3. 5.1.3. Multiple Versions
                                4. 5.1.4. New Sheet From Subtable
                                5. 5.1.5. Show References From Existing Sheets
                                6. 5.1.6. Link Fields From Parent Sheets
                              2. 5.2. Custom Action Buttons
                                1. 5.2.1. Convert Records Button
                                2. 5.2.2. Update Values
                                3. 5.2.3. Update Value on Another Sheet
                                4. 5.2.4. Send Custom E-mail
                                5. 5.2.5. Send Instant SMS Message
                                6. 5.2.6. Combine Buttons
                                7. 5.2.7. Add Other Custom Buttons
                                8. 5.2.8. Add Action Buttons on the Sheet Interface
                              3. 5.3. Sheets Interaction Features
                                1. 5.3.1. Reminders
                                2. 5.3.2. Processing Payments
                              4. 5.4. Advanced Layout Settings
                                1. 5.4.1. Freeze Rows or Columns
                                2. 5.4.2. Sheet Sections
                                3. 5.4.3. Widgets
                                4. 5.4.4. Setting Print Header, Footer, and Page Breaks
                              5. 5.5. Data Entry and Validation
                                1. 5.5.1. Conditional Formatting
                                2. 5.5.2. Validation
                                3. 5.5.3. Auto Save
                                4. 5.5.4. Set Custom Save Message
                                5. 5.5.5. Disable Modifications on Listing Page
                                6. 5.5.6. Form Submission Reminder
                                7. 5.5.7. Sheet AI Settings
                              6. 5.6. Sheet Data Management Rules
                                1. 5.6.1. Form Deletion Policy
                                2. 5.6.2. Setting the Title Field for Your Sheet
                                3. 5.6.3. Rebuild Sheet Search Engine Index

                              Moving Your Data In and Out of Ragic

                              1. 6.1. Importing and Exporting
                                1. 6.1.1. Mail Merge (Export records as Excel/Word)
                                2. 6.1.2. Publish to the Web (Data Feed)
                                3. 6.1.3. Periodic Import from URL
                                4. 6.1.4. Schedule Report
                              2. 6.2. Embedding on Your Website
                                1. 6.3. Calendar Sync
                                  1. 6.4. Integrating Ragic With External Applications
                                    1. 6.4.1. Zapier Integration
                                    2. 6.4.2. Make (Formerly Integromat) Integration
                                    3. 6.4.3. IFTTT Integration
                                    4. 6.4.4. SQL Database Sync
                                    5. 6.4.5. Google Looker Studio Integration
                                    6. 6.4.6. n8n Integration
                                    7. 6.4.7. Accessing Ragic Data via MCP

                                  Reports

                                  1. 7. Reports
                                  2. 7.1. Report Center
                                    1. 7.2. Visualization Reports
                                      1. 7.2.1. Line Graph
                                      2. 7.2.2. Pie Chart
                                      3. 7.2.3. Bar Chart
                                      4. 7.2.4. Dual Axis Chart
                                      5. 7.2.5. Gantt Chart
                                      6. 7.2.6. Calendar
                                      7. 7.2.7. Address Mapping
                                      8. 7.2.8. Dashboard Report
                                    2. 7.3. Interactive Reports
                                      1. 7.3.1. Reservation System
                                      2. 7.3.2. Kanban Board
                                      3. 7.3.3. To Do List
                                    3. 7.4. Analytical Reports
                                      1. 7.4.1. Ranking Report
                                      2. 7.4.2. Pivot Table
                                    4. 7.5. Printing Reports
                                      1. 7.5.1. Grouping Report
                                      2. 7.5.2. Label Maker
                                      3. 7.5.3. Custom Print Report
                                    5. 7.6. System Reports
                                      1. 7.6.1. User Status Report
                                      2. 7.6.2. Approval Report

                                    Ragic AI

                                    1. 8.1. Getting Started with Ragic AI
                                      1. 8.2. Ragic AI Usage
                                        1. 8.3. Asking Questions
                                          1. 8.4. Building and Querying the Database
                                            1. 8.5. Assigning Agents

                                              Customizations - For Developers

                                              1. 9.1. RESTful HTTP API
                                                1. 9.2. Javascript Workflow Engine
                                                  1. 9.3. Workflow Generator

                                                    On-premises Private Server Installation (Including NAS)

                                                    1. 10. On-premises Private Server Installation (Including NAS)

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                                                    立即科技 Ragic, Inc.
                                                    02-7728-8692
                                                    info@ragic.com
                                                    台北市中正區南昌路二段81號9樓
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                                                    立即科技 Ragic, Inc.
                                                    02-7728-8692
                                                    台北市中正區南昌路二段81號9樓
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