Linking fields between different sheets is one of Ragic’s key features!

Before linking sheets, let’s use the "Orders" and "Customers" sheets as examples to introduce Linked Fields and Loaded Fields.

1. Linked Fields: If an "Orders" sheet includes a "Customer" field for selecting a customer when creating an order, and the data source for this field comes from the "Customers" sheet, it is a Linked Field.

The "Customer" field contains customer IDs, which correspond to the Unique Value field in the "Customers" sheet. A Linked Field must connect to another sheet’s Unique Value field, just like the "Customer" field in the "Orders" sheet links to the "Customer ID" in the "Customers" sheet.

2. Loaded Fields: When a user selects a customer ID in the "Customer" field of the "Orders" sheet, Ragic can automatically populate related information from the "Customers" sheet, such as the customer’s name, phone number, and address.

This significantly reduces data entry time and helps prevent manual input errors.

Understand the concepts of Linked Fields and Loaded Fields, and now you can easily set up form links through Link Manager!

For more information on sheet linking, please refer to the Link and Load documentation.

With the Ragic App, users can quickly add, edit, view, and approve records on their mobile devices, without opening a computer browser. This greatly improves daily operational convenience.

Ragic currently offers both Android App and iOS App versions:

Android App :

iOS App :

For more details on how to use the app and its features, please refer to the Ragic App Manual.

Note:

1. If you are unable to download the app via Google Play, you may also visit the Ragic website to register and log in to your account, then download the Android version via this APK download link.

2. In addition to the Ragic App, you can also access Ragic through a mobile browser.

If "User A" is editing a record and "User B" attempts to edit the same record, the system will automatically lock the record and notify "User B" that "User A" is editing it. This prevents simultaneous editing, which could lead to data errors or loss.

If you're "User B" and need to edit the record, you can manually "unlock" it. However, the first saved record will be overwritten by the later one. It's recommended to ask "User A" to save the record first or exit the editing mode before proceeding.

Note: The system will lock the record for editing based on the same record in the Form Page (including edits from other sheets with Multiple Versions) or for all records edited at once on the current screen in the Listing Page.

To make certain fields visible only to specific groups or users, such as displaying the "Product Cost" field in a "Product" sheet only to the Accounting department, there are two ways to achieve this. Choose the option that best fits your needs below.

1. Field Level Access Rights: Set access for individual fields. For example, the "Sales" group can view and edit all records in the "Product" sheet, but the "Product Cost" field will be hidden based on access settings.

2. Multiple Versions: Create different versions of the same sheet to show or hide specific fields and customize the layout for each version. For instance, you can create one version of the "Product" sheet for the "Sales" group and another for the "Accounting" group.

If these users are external to your company, you can choose from the following options based on your needs, without paying for additional user licenses:

1. For frequent access to the database, you can add them as External Users. There’s no extra cost for unlimited external users, but their permissions and access features will be restricted. For more details, refer to this documentation.

2. For users who only need to view or modify certain records occasionally, you can use the following features:

(1) Temporary Login for Guest Users: Send a record link via Email, allowing users to view and edit the record through the link temporarily.

(2) Sheet Embedding: You can embed the sheet on your website or send a link, allowing users without an account to access and view the records through the embedded page. Some website plug-ins require setting the sheet access rights for the EVERYONE group.

(3) Share This Sheet: Similar to sheet embedding, you can share the sheet with users without accounts to view or edit it. This feature requires setting the sheet access rights for the EVERYONE group.

(4) Share Records: Share specific records with non-account users via Share This Entry, Share This Entry With WhatsApp, or Email This Entry, granting temporary view or edit access to the shared record.

The main differences between the Lite and Professional Plans are as follows:

1. The Lite Plan is limited to 5 Custom Sheets (including self-designed sheets and modified Free Templates), while the Professional Plan has no limit.

2. The Professional Plan supports the on-premises option, whereas the Lite version does not.

The Professional Plan offers more comprehensive features and is the most popular choice among businesses. However, if you only need a few Custom Sheets or if Free Templates meet your requirements, the Lite Plan may be a suitable option.

For more detailed information, please refer to the Pricing Page.

What Is Upload File Storage

In Ragic's Paid Plan, there is no limit to the storage of the data itself. However, in many situations, users may utilize File Upload fields, Image Upload fields, or attachments in Comments to store files related to the record, such as uploading invoices, product images, and attached files. These methods contribute to the Upload File Storage.

Please refer to the following image for the Upload File Storage provided in each plan:

The Upload File Storage is shared among all users. For example, if you subscribe to a Professional Plan for 5 users, the storage space for the database would be 30 GB x 5 = 150 GB altogether.

On the Backup and Restore page, you can see the current usage of Upload File Storage.

What Happens if I Reach Storage Limit

When you upload a file that exceeds your storage limit, it will not affect your database subscription. However, Ragic will prompt you with a warning if you attempt to upload more files.

You can remove unnecessary files from your sheets or File Manager, or delete unlinked files from the Backup and Restore page to free up space. Alternatively, you can upgrade your subscription (manual payment users, see here) to increase storage capacity or purchase additional user licenses.