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Ragic Database design 101

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Ragic Database design 101

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Introduction to designing a Ragic cloud database for your business. Great for internal training course to teach your team how to design Ragic cloud databases for everyday use.

Introduction to designing a Ragic cloud database for your business. Great for internal training course to teach your team how to design Ragic cloud databases for everyday use.

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Ragic Database design 101

  1. 1. Ragic Database Design 101 START!
  2. 2. CONTENT Introduction Basic Advanced Designing your Ragic application Managing users Searching and filtering Integrating with Excel Building data relationships Improving efficiency with one click Reports Database settings 29 9 3 39 47 55 74 92 106 Click on title to jump to a chapter Extra Online support 115
  3. 3. Introduction 3
  4. 4. 4 Introduction 1 A complete database can contain all kinds of business applications.
  5. 5. 5 Tab Sheets 1 2 Introduction 2
  6. 6. 6 Click on a sheet to access records 1 Introduction 3
  7. 7. 7 The“Listing Page” is a table that contains the summary of many entries. Click to see the details of this entry 1 Introduction 4
  8. 8. 8 The“Form Page” is the full detail of a single entry as a page. Field1 Introduction 5
  9. 9. Designing your Ragic application 9 Get the hang of Ragic
  10. 10. 10 Design application 1 – Create sheet Design your own sheet Create new tab and sheet 1
  11. 11. 11 Name your tab1 Design application 2 – Create sheet
  12. 12. 12 Name your sheet1 Design application 3 – Create sheet
  13. 13. 13 Type the field name that you would like to create 1 Design application 4 – Create fields
  14. 14. 14 Field Type Field Name Field Value Field Settings 1 2 3 Design application 5 – Create fields
  15. 15. 15 Field Description Fields 1 2 Design application 6 – Create fields
  16. 16. 16 Set up Default Value Format Fill out this field Default Value 1 2 3 Design application 7 – Create fields
  17. 17. 17 Subtable Handling one-to-many relationships 1 Design application 8 – Subtable
  18. 18. 18 Set up Formula Applying a formula Assign to Field Header1 2 Design application 9 – Formula
  19. 19. 19 Setting up approval flow Configure approval flow 1 Design application 10 – Approval
  20. 20. 20 Click to configure Add approval step Set the approver 1 2 3 Design application 11 – Approval
  21. 21. 21 Approver Title Select Approver 1 2 Design application 12 – Approval
  22. 22. 22 Done! Design application 13 – Approval
  23. 23. 23 Remember to save before leaving “Design Mode”1 Design application 14
  24. 24. 24 Input Data Default Value 1 2 Design application 15 – Adding an entry
  25. 25. 25 Back to listing page Approval Form page 1 2 Design application 16 – Adding an entry
  26. 26. 26 Listing page Design application 17 – Adding an entry
  27. 27. 27 Fields Displayed on the Listing Page Click on “Change Design” on listing page 1 Design application 18 – Listing page
  28. 28. 28 Choose the fields that will be displayed in the listing page 1 Design application 19 – Listing page
  29. 29. 29 Design application – Exercises Create an “Sales Order”which including fields and subtable1 2 Apply formula to sum the subtotal in subtable 3 Configure a two steps approval flow in “Sale Order” 4 Add a entry and save
  30. 30. Managing users 30 Get the hang of Ragic
  31. 31. 31 Managing users 1 Define user groups Adding new users Configure access rights Add new users and assign them to appropriate groups 1 2 3
  32. 32. 32 Just add the new user groups that you need Need more groups? 1 Managing users 2
  33. 33. 33 Option 1: Global Access Rights Panel Configure access rights on all of sheets for each user group 1 Managing users 3
  34. 34. 34 Option 2: Setting up Access Rights for Individual Sheets Additional Access Rights Settings 1 2 Managing users 4
  35. 35. 35 Add new users List all users in this database 1 2 Managing users 5
  36. 36. 36 Ragic will send an e-mail to the new users and guide them through the setup process 1 Managing users 6
  37. 37. 37 You can assign users to more than one group1 Managing users 7
  38. 38. 38 Decide who can access these features Managing users 8
  39. 39. 39 Configure feature access rights for user groups1 Managing users 9 Decide who can access these features
  40. 40. 40 Managing users – Exercises Create an“Marketing”group1 2 Configure access rights for“Marketing”group 3 Add a new user and assign him/her to“Marketing”group
  41. 41. Searching and filtering 41 Get the hang of Ragic
  42. 42. 42 Searching 1 Full Text Search If you search on the “Home page”, the full text search results will apply to the entire database If you search on a specific sheet, the full text search results will only apply to that sheet 1 2
  43. 43. 43 Filter Specific Field Searching 2
  44. 44. 44 Searching 3 Filter Specific Field
  45. 45. 45 Input your query1 Searching 4 Filter Specific Field
  46. 46. 46 Clear Filter Result 1 2 Searching 5 Filter Specific Field
  47. 47. 47 Filter more than one field Searching 6
  48. 48. 48 Saving frequent searches as views Click Name this view 1 2 Searching 7
  49. 49. 49 Searching – Exercises Query through top search bar(full text search)1 2 Filter entries through field headers 3 Set multiple conditions to filter entries through left side bar
  50. 50. Integrating with Excel 50 Get the hang of Ragic
  51. 51. 51 Integrating with Excel - 1 Prepare Import Files The headers of the fields Key field 1 2
  52. 52. 52 Click Import File 1 Integrating with Excel - 2
  53. 53. 53 Choose File Next Upload1 2 3 Integrating with Excel - 3 Import File
  54. 54. 54 Next1 Integrating with Excel - 4 Import File
  55. 55. 55 Map Fields Next 1 2 Integrating with Excel - 5 Import File
  56. 56. 56 Advanced Settings Back to database Import 1 2 3 Integrating with Excel - 6 Import File
  57. 57. 57 Click to download Download Configuration 1 2 Integrating with Excel - 7 Export File
  58. 58. 58 Integrating with Excel – Exercises Import an Excel file to Ragic1 2 Export“Sales Order”as Excel file
  59. 59. Building data relationships 59 The Road to Mastery
  60. 60. 60 Four different linking tools Linking sheets together 1 Data relationship
  61. 61. 61 Case 1: When entering sales orders, we want to populate the related customer information which is saved in another form. Data relationship 1-1
  62. 62. 62 Click here Select from“Customers”sheet1 2 Data relationship 1-2
  63. 63. 63 Select customer ID Populate corresponding information 1 2 Data relationship 1-3
  64. 64. 64 Click Link & Load 1 Data relationship 1-4
  65. 65. 65 Set up the Linked Field1 Data relationship 1-5 Link & Load
  66. 66. 66 Link the Loaded Fields to the corresponding cells1 Data relationship 1-6 Link & Load
  67. 67. 67 Case 2: Sometimes you will want to create different versions of the same form so that different groups of users can see different versions. Data relationship 2-1
  68. 68. 68 Click here Duplicate Sheet1 2 Data relationship 2-2 Multiple Versions
  69. 69. 69 All edits and deletion of entry values will be reflected on both sheets 1 Data relationship 2-3 Multiple Versions
  70. 70. 70 Fields, access right and layout can be different from another sheet1 Data relationship 2-4 Multiple Versions
  71. 71. 71 Case 3: To make the data in the subtables more accessible, you can create a new sheet from a subtable. Contains all of the subtable entries 1 Data relationship 3-1
  72. 72. 72 Click Create new sheet1 2 Data relationship 3-2 New Sheet from Subtable
  73. 73. 73 The newly created form will contain an additional field that will link back to your original form 1 Data relationship 3-3 New Sheet from Subtable
  74. 74. 74 Case 4: To see all sales orders a customer has placed, we can add a reference subtable on the Accounts sheet. Data relationship 4-1
  75. 75. 75 Show References from Existing Sheets Click Choose the sheet you want to reference to1 2 Data relationship 4-2
  76. 76. 76 Insert reference table1 Data relationship 4-3 Show References from Existing Sheets
  77. 77. 77 All of the order records of that account Data relationship 4-4 Show References from Existing Sheets 1
  78. 78. 78 Data relationship – Exercises Create an “Client Sheet”and link data to “Sales Order”1 2 Create multiple versions for “Client Sheet”and configure different layout and access right for the new sheet 3 Create new sheet from“Sales Order”subtable 4 Create a reference subtable from “Sales Order ”on“Client Sheet”
  79. 79. Improving efficiency with one click 79 The Road to Mastery
  80. 80. 80 Four different custom buttons Have work done with one click! 1 Improving efficiency
  81. 81. 81 Case 1: Creating a button to post some values in this entry to be saved in another sheet. Improving efficiency 1-1
  82. 82. 82 Create a copy of your data to be saved in another sheet. Improving efficiency 1-2
  83. 83. 83 Convert Records Click1 Improving efficiency 1-3
  84. 84. 84 Convert to this sheet Convert these fields Create button 1 2 3 Improving efficiency 1-4 Convert Records
  85. 85. 85 Case 2: You might want to update field values on a record without manually inputting. Click to update value 1 Improving efficiency 2-1
  86. 86. 86 Update to “Qualified” Improving efficiency 2-2
  87. 87. 87 Update value on this sheet Click1 Improving efficiency 2-3
  88. 88. 88 Update field(s) Create button 1 2 Improving efficiency 2-4 Update value on this sheet
  89. 89. 89 Case 3: You might want to update field values in sheet A's records according to the values in a record from sheet B. Issuing goods from a Outgoing Stock to change the inventory of the products 1 Improving efficiency 3-1
  90. 90. 90 Update value on another “Inventory Sheet” Improving efficiency 3-2
  91. 91. 91 Update value on another sheet Click1 Improving efficiency 3-3
  92. 92. 92 Select sheet to be updated Update to field(s) Conditions 1 2 3 Improving efficiency 3-4 Update value on another sheet
  93. 93. 93 Case 4: Creating a button to send a custom e-mail that contain your entry values. Improving efficiency 4-1
  94. 94. 94 Send custom e-mail Click1 Improving efficiency 4-2
  95. 95. 95 Design template Automatically filled with the values in this entry 1 Improving efficiency 4-3
  96. 96. 96 Improving efficiency 4-4 Preview template
  97. 97. 97 Improving efficiency – Exercises Create an “Delivery Note”and convert record in “Sales Order”to it1 2 Update field values in “Sales Order”through action button 3 Update“Sales Order”order amount due field to “Client Sheet”accumulate spending field 4 Send order confirmation E-mail in “Sales Order”through custom E-mail action button
  98. 98. Reports 98 The Road to Mastery
  99. 99. 99 You can generate reports from the data you have in your Ragic sheets. Reports 1
  100. 100. 100 Option 1: Create new report from “Reports Tab” 1 Reports 2 You can generate reports from the data you have in your Ragic sheets.
  101. 101. 101 Option 2: Create new report in your sheet1 Reports 3 You can generate reports from the data you have in your Ragic sheets.
  102. 102. 102 Dashboard ReportReports 4
  103. 103. 103 Ranking Report Reports 5
  104. 104. 104 Pivot Table Reports 6
  105. 105. 105 Calendar Reports 7
  106. 106. 106 To-do List Reports 8
  107. 107. 107 Label Maker Reports 9
  108. 108. 108 Address MappingReports 10
  109. 109. 109 Line Graph Reports 11
  110. 110. 110 Gantt Chart Reports 12
  111. 111. 111 Grouping ReportReports 13
  112. 112. 112 Reports – Exercises Create Dashborad Report to analyze “Sales Order”1
  113. 113. Database settings 113 The Road to Mastery
  114. 114. 114 Database settings 1 Customizing Ragic for your Company
  115. 115. 115 Custom LogoDatabase settings 2
  116. 116. 116 Database settings 3 Custom Banner
  117. 117. 117 Custom Login ScreenDatabase settings 4
  118. 118. 118 Account BillingDatabase settings 5
  119. 119. 119 Backup and RestoreDatabase settings 6
  120. 120. 120 BackupDatabase settings 7
  121. 121. 121 Choose backup file Upload 1 2 Database settings 8 Restore
  122. 122. 122 Database settings – Exercises Upload custom logo and banner1 2 Manually download database backup
  123. 123. Online support 123
  124. 124. 124 Documents Blog and Social Media 1 2 Online resources
  125. 125. 125 Customer support 1 Lower right corner Ask a question with keywords Ragic Bot 1 2
  126. 126. 126 Upper right corner Provide URL and describe the problem you are facing Contact Support 1 2 Customer support 2

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