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Ragic Knowledge Base

  • 1. How do I delete a sheet or tab?
    1. 10. Does Ragic have a mobile app?
      1. 11. How to let other people see the data on my sheet?
        1. 12. What happens when two users try to update the same entry?
          1. 13. How do I add my team members to my database?
            1. 14. Can some fields be visible only for certain groups of users?
              1. 15. Can I set entries to be viewed or edited only by certain users?
                1. 16. I have a lot of users outside my company that use our DB once in a while, how can I save on user licenses?
                  1. 17. What's the difference between Lite and Professional version?
                    1. 18. How do I upgrade or start my subscription?
                      1. 19. Can I change my plan?
                        1. 2. How do I create great looking forms?
                          1. 21. What does Ragic mean?
                            1. 4. How to import from Excel or CSV into Ragic?
                              1. 5. Can I embed a sheet into my website or blog?
                                1. 6. Can I store files, pictures, and videos on Ragic?
                                  1. 7. Can I save my data as Excel or print it out?
                                    1. 8. How do I create an HTML form that saves its data to a Ragic form?
                                      1. 9. How do I backup my data?
                                      2.  

                                        1    How do I delete a sheet or tab?

                                        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 stop 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 support@ragic.com to help you restore a backup.

                                        10    Does Ragic have a mobile app?

                                        Ragic has native Android and iOS apps you can download on your smartphone

                                        Get it on Google Play Download on the App Store

                                        You can also open your mobile browser and log in to www.ragic.com for a direct web access.

                                        100    Changing your account e-mail

                                        To change the e-mail address for your account, add the e-mail you would like address as a new system administrator user. View more information about adding an internal user here. You can then change the status of the user account for the e-mail you don't use to "Suspended".

                                        101    Changing your account name

                                        You can register for a new account with the account name you would like to use. Afterwards, backup your data on your previous account to restore your data in your new account.

                                        103    Referencing two sheets at once

                                        Displaying assignment-type relations are easy with generated sheets in Ragic. But what if we want to build a database application that would show cross-referenced relationships?

                                        In this example, we will build a simple project management tool in which we list employees under projects, and be able to filter for either sheet, so that we could view all employees that had worked in a project, or all projects a certain employee has worked in.

                                        We will begin with two simple forms that show Staff Members, and Projects.

                                        Since we would like to list employees involved in projects, we will be editing the Projects sheet. We would like to have the detail of more than one entries, so we'll add the employees with the link & load function as a subtable. But first, we'll add an assignment ID so that we can have a separate reference number.

                                        Now we can link fields from our staff members sheet as a subtable that starts with the assignment ID.

                                        You can add other fields that you would like to display in this sheet, such as the persons' specific function in the project.

                                        Now that we have a more complete project form, we can create a new sheet from this subtable that will show each staff members' assignment to each project. Pick the option new sheet from subtable under the sheet linking tools.

                                        Testing the project form shows that after saving project entries, an assignment ID will be generated for each assignment of staff members, which will also be automatically saved in the assignment sheet. This is very convenient when used with filtering options to check previous assignments.

                                        You can always add new fields to the generated Assignments sheet for more details about project assignments.

                                        If you'd like to see related "Assignment ID" as subtable entries under each staffs, you can use Show references from existing sheets on "Staff" sheet to insert a reference subtable from "Assignment ID" sheet.

                                        104    Hotkeys in Ragic

                                        Ragic has some handy keyboard shortcuts that you can use.

                                        Hotkeys for browsing data:

                                        HotkeyListing PageForm Page
                                        to previous entryto previous field
                                        to next entryto next field
                                        go to form page of entry
                                        back to listing page of entry
                                        Page Upto previous pageto previous entry
                                        Page Downto next pageto next entry
                                        Eedit multiple entriesedit entry

                                        Hotkeys for creating / editing data:

                                        HotkeyFunction
                                        NCreate a new entry
                                        EEdit entry/entries
                                        F2Edit entry
                                        Alt+↓Show selection drop-down
                                        TabSwitch between cells (clockwise)
                                        Shift+TabSwitch between cells (counter-clockwise)
                                        Ctrl+SSave entry
                                        EscGo back to browsing mode

                                        105    Learning Ragic

                                        There are many available ways to learn how to use Ragic to build your own database applications.

                                        Interactive Tutorials

                                        Your start page has interactive tutorials with step-by-step instructions, covering the basics of Ragic. You can access your start page from the Learn Ragic link on the top-right corner, or from the Start tab, under Learn how to create your own Ragic apps.

                                        Ragic Developer Guide

                                        The Ragic Developer Guide covers clear instructions on how to develop your own database app, including the following categories:

                                        Basic Form Design

                                        Advanced Form Design

                                        User Management

                                        Web Integration

                                        Ragic Knowledge Base

                                        You can search our knowledge base for its many articles on developing Ragic apps from your start page.

                                        Video Tutorials

                                        Ragic has some video tutorials available on your start page that shows you the basics of designing a database app.

                                        Ragic Forum

                                        You can post on our forum and also view past posts for discussions among other users and our support staff on building Ragic database apps.

                                        Developer Support

                                        Ragic offers a wide variety of support options for developers, such as the HTTP API documents and the Javascript Workflow Engine documentation.

                                        Have other questions? E-mail us at support@ragic.com.

                                        106    Changing the number of entries in listing page

                                        You can change the number of entries that are displayed in your listing page by clicking on the range shown in the upper-right hand corner.

                                        Remember if you set the number of records too high, the listing page may load slower. We generally recommend displaying no more than 100 records per page unless necessary.

                                        107    Styling field headers

                                        You can change the appearance of your field headers in your form and listing pages from the Styles tab in the Design Mode.

                                        Click on the Change Design button, and click on the field header you would like to edit. Navigate to the Styles tab on the left sidebar, where you can edit the formatting of your field.

                                        109    How to let non-SYSAdmins access Design Mode?

                                        SYSAdmin is the only user who has access right to all data and features in a database. SYSAdmin can create sheets, change sheet design and rearrange the order of tabs and sheets. Sometimes, you might want to let users other than SYSAdmin change the design of certain sheets. For instance, a sales manager might have a better idea on how to tweak the sheet design under "Sales" tab.

                                        SYSAdmin can grant other users right to access Design Mode under certain tabs. First, navigate to Hamburger Menu > User Acesss > Groups, and assign the users as Group Administrator. Next, enter the tab's URL slug in the Group Tabs field (e.g. /forms1, as it appears in the last part of the tab’s URL). Group administrators will be able to add sheets to a Group Tab or make design changes to the sheets under a Group Tab.

                                        11    How to let other people see the data on my sheet?

                                        You can simply give out the URL of your database to other people for them to access. All accounts, sheets and entries have their unique URL, which is also the URL in the address bar of your browser.

                                        For other people to actually see your data, they must have the correct access rights to your sheet. You can change the access right settings on your sheet by going to the Design Mode. You will find the Access Rights tab under Form Settings.

                                        All of the user groups in your account will be listed here, as well as an additional group Everyone, which represents everyone, including the users who haven't logged in, or individuals who are not a user in your account.

                                        You can set the access rights for every group of users listed here. The access privileges that are being set is specified on the configuration interface. If a user is in multiple groups, they will access the form with the group that grants them the most privilege.

                                        You can also add custom groups by clicking on "Add User Group", under the list of your user groups.

                                        Remember to save the form design after you change the access right setting. You do not need to set this to both listing page and form page, the access right is applied to all pages of a sheet.

                                        If a user still cannot see the data after you grant them the privilege, ask them to log out and log back in to refresh their access right settings.

                                        110    Toggle between the listing and form pages in the design mode

                                        Toggle between the design mode of the listing page and the form page while changing your database sheet's design with the arrow icon on the right.

                                        111    Integrating date fields in your Ragic database with your Calendar application

                                        You can add your event data from Ragic database sheet to your calendar applications with more information like title, description, and duration with beginning and ending date & time.

                                        To do this, navigate to the Calendar Sync option found under Tools

                                        Select the fields you would like to add to your calendar like Title, Description, Start Date, Start time, End Date, and End time of a event from the pop-up menu, you can create another set by clicking plus button if needed.

                                        Obtain your iCalendar URL from the button below, and follow the instructions to add these dates to your favorite calendar application.

                                        Ragic's calendar feature is supported on major calendar applications, including iCal, Google Calendar, IBM Lotus Notes, and Microsoft Outlook, which means that you'll be able to track the important dates within your Ragic database from all devices.

                                        Below is the result of Calendar sync with Google calendar:

                                        You can also refer to this topic about how to force refresh Google Calendar.

                                        112    Access rights for features

                                        Feature Access Settings

                                        Ragic has certain default access rights for user groups for features, that is visible under the Feature Settings menu. This is accessible from Start tab > Account Setup > Feature Settings.

                                        Below are the features that are listed in the Feature Access Setting menu.

                                        Feature Access SettingDescriptionDefault Setting
                                        Import/Export
                                        Import Data From FileThe ability to import data from .csv and .xls files. This includes doing a mass update by importing dataSYSAdmin
                                        Download ListingExporting data from the listing pageEveryone
                                        Download FormDownloading single entries from the form pageEveryone
                                        Mass Actions
                                        Mass E-mailSending out mass e-mailsEveryone
                                        Mass SMSSending out mass text messagesEveryone
                                        Mass DeleteDeleting filtered entries from the listing pageSYSAdmin
                                        Mass EditEditing entries through the listing pageEveryone
                                        Reporting
                                        View ReportViewing reports that are saved under the Reports tabEveryone
                                        Generate Website PluginsCreating a website plugin through the web embed toolSYSAdmin
                                        Basic Actions>
                                        Single DeleteDeleting a single entry that does not belong to a userSYSAdmin
                                        Single CopyCloning an entryEveryone
                                        Email EntryE-mailing an entryEveryone
                                        LockingLocking an entry so it cannot be edited without unlockingSYSAdmin

                                        Configuring Feature Access Settings

                                        You can configure the access rights for certain features within Ragic if you have a professional plan subscription or above. Simply select the user groups that should have access to use a certain feature.

                                        116    Formatting phone numbers to send SMS messages through Ragic

                                        Regarding how to send mass SMS through Ragic, you may refer to this article

                                        Ragic uses Twilio to send text messages, and you can send text messages to phone numbers in almost any country in the world. So if you're outside US or Canada, please format your mobile phone numbers in international format E.164 like +18886668037.

                                        E.164 international phone number formatting can have a maximum of fifteen digits, and are usually written as follows:

                                        [+][country code][subscriber number including area code]

                                        For example, for a mobile number 05 12 34 56 78 in France, you will have to write +33512345678.

                                        For a mobile number 0911-010203 in Taiwan, you will have to write +886911010203

                                        117    Switch to a different version of an entry

                                        If you have multiple versions of the same sheet, you can add an action button to easily switch between the same record's entries in other sheets within Ragic.

                                        To do this, go to the design mode of the form page you would like to add the action in. You will find a list of your linked sheets under the Sheet Linking Tools menu, sorted beneath the type of linking. Click on the + icon next to the version of the sheet you would like to navigate to through your entries.

                                        You will be prompted to name the button that will be added to your action.

                                        This will create an action button that will take you to the URL from each entry to the associated entry in your duplicated sheet.

                                        To have a link back to the first sheet, you can redo these steps in your second sheet.

                                        118    Create a full entry in a linked subtable

                                        If you have a subtable that is linked to a full entry with a sheet generated from this subtable, or is a reference from another sheet, you can add an action button to easily add a new entry in the form where this subtable is referring to.

                                        To do this, go to the design mode of the form page you would like to add the action in. You will find a list of your linked sheets under the Sheet Linking Tools menu, sorted beneath the type of linking. Click on the + icon next to the linked sheet you would like to add a new entry in.

                                        You will be prompted to name the button that will be added to your action.

                                        This will create an action button that will allow you to add a new entry to your subtable by filling out the full version of the form.

                                        119    Importing into multiple selection fields

                                        Ragic has a convenient import wizard for users to import from their existing data from Excel or CSV files.

                                        To import multiple values for your multiple selection fields, you can format your fields in the file you are importing with a vertical bar character (|) separating your values.

                                        12    What happens when two users try to update the same entry?

                                        When a user begins editing an entry, he will create a lock for this entry. So when another user tries to edit this entry, Ragic will display a screen telling the other user that the entry is locked, and that they should wait until that other user has finished editing to avoid overwriting each others' changes.

                                        The entry will be unlocked when the editing user saves or cancels their edit, or leaves the page without saving. Ragic allows a user to manually unlock the lock that another user has created, in case the editing user cannot be found, and that there is an urgency to edit this entry. But in this scenario, the users must understand the risk of overwriting each other's edits, as the system will only save the changes of the last edit.

                                        120    Setting up a Custom Domain

                                        You can make it easier for your users to find your database in Ragic by creating a custom domain name.

                                        For example, with a custom domain name, users can sign in to their Ragic account at ragic.yourdomain.com instead of at the longer default address www.ragic.com/youraccountname.

                                        First we need to know what is the server name. If the URL of your database account is:

                                        ap2.ragic.com/demo

                                        then your server name is:

                                        ap2.ragic.com

                                        After that, you can add a new CNAME record from where you manage your DNS. Make

                                        ragic.yourdomain.com

                                        point to

                                        ap2.ragic.com

                                        Note that adding a CNAME record requires logging in to your account at your domain host's website, not with Ragic. (You might have already done this to verify your domain, in which case you'll find the steps are similar.) If you can't access your domain's DNS records, contact your domain host directly for assistance.

                                        You can also refer to this document on typical CNAME configurations

                                        Next, navigate to Company Setting under Start tab > Account Setup in your Ragic database account.

                                        Fill the Company Domain field with the URL you have assigned for this custom domain. For this case it will be:

                                        ragic.yourdomain.com

                                        Finally, you can then use the URL created with your custom domain name to enter your Ragic database!

                                        121    Setting up a Custom Login Screen

                                        You can set up a custom login screen for your company that will make it easier for users to recognize your branding.

                                        To do this setting, under your Start tab, click on Account Setup. Navigate to go to your Company Setting.

                                        Upload a custom banner image to the Login banner field with the specified recommended image size setting. You can also change what the greeting message header is through the Login page greeting1 field, and the greeting message text through the Login page greeting2 field.

                                        Your custom login screen will be displayed according to the settings you have made in the company setting page.

                                        122    Setting up a Custom Splash Screen

                                        You can set up a custom splash screen for your company that will make it easier for users to recognize your branding.

                                        To do this setting, under your Start tab, click on Account Setup. Navigate to your Company Setting.

                                        For your custom splash screen, you can use basic HTML in the Custom Splash Screen field to add your company logo or other type of image.

                                        Example HTML code:

                                        <img src="https://www.companywebsite.com/companylogo.png"/>

                                        Design tip: depending on the size of the image you are using, the progress bar might overlap your image. For your progress bar to display below your image, you can add a margin property to your image to adjust your overall layout.

                                        Example HTML code:

                                        <img style="margin:0 0 100px 0;" src="https://www.companywebsite.com/companylogo.png"/>

                                        Your custom splash screen will be displayed according to the settings you have made in the company setting page.

                                        123    Setting up Custom Security Policies

                                        You can set up custom security policies for your users in your company.

                                        To do this setting, access your Company Setting Panel.

                                        View the last section, Security Settings and make the necessary changes to the fields.

                                        Password complexity

                                        Setting the password complexity to high will require the passwords include numbers and special characters. Your password will need to have at least two of the following: numbers, symbols, and uppercase characters.

                                        Setting the password complexity to medium will require the passwords include at least 6 characters in their passwords.

                                        Change password every __ days

                                        When set, the user will be prompted to change their password according to the number of days you enter. If there is no need for your users to change their passwords periodically, enter 0 for this value.

                                        Reuse old password?

                                        Input number only.

                                        Set to 0 to allow your users to reuse passwords that they have used before.

                                        Set to 1 to allow your users to reuse passwords except last passwords.

                                        Set to 2 to allow your users to reuse passwords except last two passwords.

                                        And so on.

                                        Default password

                                        This password will be the default password for users who have had their password reset by the admin. You can change this to another string if required.

                                        Auto logout after idle time (Minute)

                                        If set, Ragic will automatically log the user out after the specified minutes of idle time. Set to 0 if this is not required.

                                        124    Custom date field formatting in Ragic

                                        You can change the formatting in Ragic for most field types, including date fields.

                                        If none of the date formats fit your requirements, you can write your own formatting with the table below:

                                        Field Full Form Short Form
                                        Year yyyy (4 digits) yy (2 digits), y (2 or 4 digits)

                                        Month MMMM (full name Ex. January), MMM (abbr. Ex. Jan) MM (2 digits), M (1 or 2 digits)
                                        Day of Month dd (2 digits) d (1 or 2 digits)
                                        Day of Week EEEE (name) E (abbr.)
                                        Hour (1-12) hh (2 digits) h (1 or 2 digits)
                                        Hour (0-23) HH (2 digits) H (1 or 2 digits)
                                        Hour (0-11) KK K (1 or 2 digits)
                                        Hour (1-24) kk (2 digits) k (1 or 2 digits)
                                        Minute mm (2 digits) m (1 or 2 digits)
                                        Second ss (2 digits) s (1 or 2 digits)
                                        AM/PM a

                                        126    Hiding the left sidebar

                                        The left sidebar in Ragic contains many useful tools such as links to your account homepage, most visited sheets, and recent items you have worked on, as well as the left sidebar search tool.

                                        If, for any reason, you need to collapse this left sidebar, you can click the icon that points towards the left.

                                        127    Creating a new Ragic sheet with your spreadsheet file

                                        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.)

                                        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.

                                        128    Deleting your Ragic account

                                        Ragic has a forever free version that you can use, but for any reason, you can still delete your Ragic account.

                                        Please make sure that you have exported all your data beforehand, or you do not have any data of importance on your account.

                                        Access your Account Setup from the Start tab, and navigate to the DB Maintenance Menu page. You'll see the Delete My Account option on the bottom.

                                        Please check this documentation if you are looking to cancel payment to your account.

                                        13    How do I add my team members to my database?

                                        Manage your users from your Account Setup. Access the user management menu through the Start tab, or on the right side of your account homepage.

                                        Choose Manage Users, which will show a list of all the users in your account.

                                        You can add a new user by clicking on the +New button and enter their user information.

                                        When the user information is saved, Ragic will automatically send an e-mail to the new user containing their temporary password to log in to the system. The user can then change their password when they log on to Ragic.

                                        130    Advanced full text search syntax (top search bar)

                                        When querying in Ragic, you can write some syntax in the top search bar to combine multiple terms, and use boolean operators to form a more complex query to find specific entries, similar to the google syntax.

                                        You can also modify query terms to provide a wide range of searching options.

                                        Field Search

                                        While doing this, you can search any field by typing the field name followed by a colon ":" and then the term you are looking for.

                                        Boolean Operators

                                        Boolean operators allow terms to be combined through logic operators. Ragic supports AND, "+", OR, NOT and "-" as Boolean operators. Please note that the boolean operators are case-sensitive.

                                        OR

                                        The OR operator is the default conjunction operator. This means that if there is no Boolean operator between two terms, the OR operator is used. The OR operator links two terms and finds a matching entry if either of the terms exist in an entry. The symbol || can be used in place of the word OR.

                                        To search for documents that contain either "customer service", or just "customer" use the query:

                                        "customer service" customer

                                        or

                                        "customer service" OR customer

                                        AND

                                        The AND operator matches documents where both terms exist anywhere in the text of a single entry. The symbol && can be used in place of the word AND.

                                        To search for documents that contain "customer service" and "Service Issues" use the query:

                                        "customer service" AND "Service Issues"

                                        +

                                        The "+" or required operator requires that the term after the "+" symbol exist somewhere in a the field of a single entry.

                                        To search for entries that must contain "customer" and may contain "service" use the query:

                                        +customer service

                                        NOT

                                        The NOT operator excludes entries that contain the term after NOT. The symbol ! can be used in place of the word NOT.

                                        To search for entries that contain "customer service" but not "Service Issues" use the query:

                                        "customer service" NOT "Service Issues"

                                        Note: The NOT operator cannot be used with just one term. For example, the following search will return no results:

                                        NOT "customer service"

                                        -

                                        The "-" or prohibit operator excludes entries that contain the term after the "-" symbol.

                                        To search for entries that contain "customer service" but not "Service Issues" use the query:

                                        "customer service" -"Service Issues"

                                        Wildcard Searches

                                        You can place single and multiple character wildcard searches within single terms (not within phrase queries).

                                        To perform a single character wildcard search, use the "?" symbol.

                                        To perform a multiple character wildcard search, use the "*" symbol.

                                        The single character wildcard search looks for terms that match that with the single character replaced.

                                        For example, to search for "text" or "test" you can use the search

                                        te?t
                                        .

                                        Multiple character wildcard searches looks for 0 or more characters. For example, to search for test, tests or tester, you can use the search

                                        test*
                                        .

                                        You can also use the wildcard searches in the middle of a term, such as

                                        te*t

                                        Note: You cannot use a * or ? symbol as the first character of a search.

                                        Fuzzy Searches

                                        To do a fuzzy search (finding stings that match a pattern approximately, rather than exactly) use the tilde, "~" symbol at the end of a single word term. For example, to search for a term similar in spelling to "roam" use the fuzzy search

                                        roam~
                                        . This search will find terms like foam and roams.

                                        An additional (optional) parameter can specify the required similarity. The value is between 0 and 1, with a value closer to 1 only terms with a higher similarity will be matched. For example:

                                        roam~0.8

                                        The default that is used if the parameter is not given is 0.5.

                                        Proximity Searches

                                        You can find words that are within a specific distance away. To do a proximity search use the tilde, "~", symbol at the end of a phrase. For example, to search for a "customer" and "breakfast" within 10 words of each other in an entry, use the search:

                                        "customer breakfast"~10

                                        Range Searches

                                        Usually, the left sidebar search tool would have options to do a range search for specific field types, such as date fields, but range searches are also supported in Ragic.

                                        Range queries allow one to match entries whose field values are between the lower and upper bound, specified by the range query. Range queries can be inclusive or exclusive of the upper and lower bounds. Sorting is done lexicographically.

                                        Date:[20020101 TO 20030101]

                                        This will find entries whose "Date" field has values between 20020101 and 20030101. These dates would be inclusive to the search. Note that range queries are not only reserved for date fields. You could also use range queries with other fields:

                                        title:{Aida TO Carmen}

                                        This will find all entries whose titles are alphabetically between Aida and Carmen, but not including Aida and Carmen.

                                        Note: Inclusive range queries are denoted by square brackets. Exclusive range queries are denoted by curly brackets.

                                        Boosting a Term

                                        You can boost the relevance level of matching entries, based on the terms found. To boost a term use the caret "^" symbol with a boost factor (a number) at the end of the term you are searching. The higher the boost factor, the more relevant the term will be.

                                        Boosting allows you to control the relevance of an entry by boosting its term. For example, if you are searching for customer service,

                                        and you want the term "customer" to be more relevant, you can boost it using the ^ symbol along with the boost factor next to the term. You can type:

                                        customer^4 service

                                        This will make documents with the term customer appear more relevant. You can also boost Phrase Terms as in the example:

                                        "customer service"^4 "Customer Service"

                                        By default, the boost factor is 1. Although the boost factor must be positive, it can be less than 1 (e.g. 0.2)

                                        Grouping

                                        You can use parentheses to group clauses to form sub queries. This can be very useful if you want to control the boolean logic for a query.

                                        For example, to search for either "customer" or "service" and "address" use the query:

                                        (customer OR service) AND address

                                        This eliminates any confusion, and makes sure that address must exist, and either term customer or service may exist in the resulting entries.

                                        Field Grouping

                                        You can use parentheses to group multiple clauses to a single field.

                                        To search for a title that contains both the word "return" and the phrase "pink panther", use the query:

                                        title:(+return +"pink panther")

                                        131    Copying database applications you built to another account

                                        You can use our backup feature to download a copy of your database with only database definitions, and restore it to another new empty account.

                                        This way the entries in your database will not be copied to the new account, but all your database design will be copied.

                                        132    How do I set my database to be publicly viewable?

                                        You can create a public database sheet in Ragic by setting the correct access rights.

                                        Navigate to the database sheet you want to make public.

                                        Click on "Change Design" to go to the Design Mode.

                                        Navigate to Form Settings and Access Rights

                                        Set the default user group "Everyone" to "Viewer".

                                        This method will allow anyone to see your database entries. The best way to display your public database is through the web embed option, where you can embed your database as a list of entries, database search options, or a form that will populate your database when filled on your website.

                                        133    Math Objects supported in Ragic

                                        Below is a short list of math objects properties and methods available. These can be applied with your formulas.

                                        Property Description
                                        Math.E Returns Euler's number (approx. 2.718)
                                        Math.LN2 Returns the natural logarithm of 2 (approx. 0.693)
                                        Math.LN10 Returns the natural logarithm of 10 (approx. 2.302)
                                        Math.LOG2E Returns the base-2 logarithm of E (approx. 1.442)
                                        Math.LOG10E Returns the base-10 logarithm of E (approx. 0.434)
                                        Math.SQRT1_2 Returns the square root of 1/2 (approx. 0.707)
                                        Math.SQRT2 Returns the square root of 2 (approx. 1.414)

                                        Method Description
                                        Math.acos(x) Returns the arccosine of x, in radians
                                        Math.asin(x) Returns the arcsine of x, in radians
                                        Math.atan(x) Returns the arctangent of x as a numeric value between -PI/2 and PI/2 radians
                                        Math.atan2(y,x) Returns the arctangent of the quotient of its arguments
                                        Math.cos(x) Returns the cosine of x (x is in radians)
                                        Math.exp(x) Returns the value of Ex
                                        Math.log(x) Returns the natural logarithm (base E) of x
                                        Math.sin(x) Returns the sine of x (x is in radians)
                                        Math.tan(x) Returns the tangent of an angle

                                        134    Setting the title field for your sheet

                                        Ragic will display the first field in your forms as the entry title in the top search bar while searching, and in the mobile apps.

                                        In some cases, this might be inconvenient when you're viewing your data.

                                        You can change the field to display as the title of your entries, through the design mode of your form. Navigate to Form Settings > Form Settings, and change the Title Field from the dropdown menu that will show you all the available fields.

                                        This will change the title field for the top search bar and how your sheet is displayed in the mobile app.

                                        136    Adding your company logo to Ragic

                                        It's always a great idea to customize Ragic to fit your company's look & feel. If you are using Ragic's professional or on-premise plan, you can replace the Ragic logo in the top-left to your company's logo.

                                        Go to your Company Setting under your Account Setup. You can upload your company logo on this page so that it'll show up on every page.

                                        137    Nested conditional formulas

                                        Conditional formulas like the IF function can be nested, when you have multiple conditions to meet.

                                        Example:

                                        IF(A1==1,"Bad",IF(A1==2,"Good",IF(A1==3,"Excellent","No Valid Score")))

                                        The above formula means that

                                        if A1 is 1, the result is "Bad"

                                        if A1 is 2, the result is "Good"

                                        if A1 is 3, the result is "Excellent"

                                        if A1 is anything else, the result would be "No Valid Score".

                                        138    Deleting a field

                                        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 stop you from deleting a field, please refer to this document.

                                        14    Can some fields be visible only for certain groups of users?

                                        Yes. To do this you will need to create multiple versions for your sheet, because in this type of use, the sheets usually look different for different groups of users.

                                        To create two versions of the same sheet, first right click on the sheet, or click on the little arrow when you hover on a sheet, and choose "Duplicate Sheet". (You can also access this option from the Sheet Linking Tools. Ragic will create two sheets of the same name, fields, and everything. These two sheets point to the same set of entries in the database; when you enter a new entry in one, it will also appear in the other. All edits and deletions will also be on both sheets.

                                        You can change the access right for these two sheets, you can set up one sheet visible to one group, and the other sheet only visible to the other group of users.

                                        You can go to Change Design for both sheets, and add and remove the fields that were intended for different groups of users, which will let different groups of users see different versions of the same sheet.

                                        For more Information, please check out our document on how to create multiple versions of a form.

                                        140    ERP template structure

                                        There are many sheets in the ERP template that can be installed into your account from Start tab > Install Templates > ERP.

                                        Here is a flowchart showing how these sheets are linked to each other.

                                        141    Right panel

                                        While you are browsing entries in either your listing page or form page, if you hover on a linked field, Ragic will show you the original entry's details on a panel that appears on the right side of your screen.

                                        You can choose to open the original entry, or close this panel.

                                        If you would like to disable the right panel, you can run the following URL:

                                        https://www.ragic.com/sims/sharedProperties.jsp?update&fpHoverDisabled=true

                                        If you would like to enable the right panel again, you can run the following URL:

                                        https://www.ragic.com/sims/sharedProperties.jsp?update&fpHoverDisabled=false

                                        142    How do I set my database so that anyone can create entries?

                                        You can create a public database form that anyone can save entries, in Ragic by setting the correct access rights.

                                        Navigate to the database sheet you want to make public.

                                        Click on "Change Design" to go to the Design Mode.

                                        Navigate to Form Settings and Access Rights

                                        Set the default user group "Everyone" to "Survey User".

                                        This method will allow anyone to create records in your database. For others to fill out this form, you can embed it with the web embed option, as a form that when saved, will automatically populate your database.

                                        143    Why wasn't my edits to the formula reflected in the database records?

                                        Short answer first: When you add or make changes to a formula of a pre-existing field, you will need to click on the "Advanced Setting" link under the formula and choose to apply this formula to all saved records.

                                        The reason behind this is that Ragic is actually a database application, not just a flat spreadsheet file. So every record you have is saved in a database as a record with revision history, metadata, approval flow, comment threads, etc. Therefore, changes will need to be applied explicitly so that your database records are not changed unknowingly.

                                        Another reason is that the formulas in Ragic work as a type of default value, meaning that after the value is being calculated, you can still change it afterwards and save your database record. This enables you to for example use formula to calculate a default price for a sales order, or a estimated shipping date, and change the value of the result to make manual adjustments. Ragic will keep a history of every edit you make, which is visible through each entry's information panel.

                                        144    How can I view all edits on one record?

                                        Ragic will keep a history of a record for each time you edit and save this particular record, which is visible through each entry's information panel.

                                        145    How do I configure / access the API on my on-premise server?

                                        On your Ragic server, there is a configuration file in conf/ragic.properties. Inside the configuration file, there is a configuration called "API_URL". You should put down a domain name or an IP to this server that you plan to use with your API.

                                        For example, if your Ragic server's domain name is ragic.example.com, you can assign an additional domain name called ragic-api.example.com and point this domain to the same IP as your Ragic server. This way ragic.example.com will serve the normal Ragic service, and ragic-api.example.com will serve the API content.

                                        Also remember to restart your Ragic service after you change configurations here for it to take effect.

                                        146    How do I configure SSL, mail server on my on-premise server?

                                        Please go to the configuration file conf/ragic.properties on your on-premise server installation, this is where you'll find a way to do all types of configuration for your on-premise server.

                                        For configuring SSL / HTTPS

                                        # If SSL enabled, must create ./keystore file for java key

                                        # Must provide password to enable

                                        SSL_ENABLED=false

                                        SSL_PASSWORD=

                                        SSL_KEY_PASSWORD=

                                        SSL_TRUST_PASSWORD=

                                        SSL_KEYSTORE=./keystore

                                        SSL_TRUSTSTORE=./keystore

                                        For configuring mail:

                                        # For sending out notifications, using a free Mandrill account as default

                                        # Shared with other Ragic on-premise users, 12k emails per month

                                        # If left blank, no notifications will be sent

                                        SMTP_SERVER=

                                        SMTP_SENDER_EMAIL=

                                        SMTP_SENDER_PERSONAL=

                                        SMTP_SENDER_AUTH_USER=

                                        SMTP_SENDER_AUTH_PWD=

                                        SMTP_PORT=587

                                        SMTP_SSL_ENABLE=

                                        SMTP_SSL_PORT=

                                        There are also other optional configurations that you can try out. Remember that you will need to restart your Ragic service when you make edits to the configuration file.

                                        147    Do you have integration with zapier?

                                        What is Zapier?

                                        Zapier lets you easily connect the web apps you use, making it easy to automate tedious tasks. Ragic now support integrating with other on-line service via Zapier. If you'd like to join in to use Ragic as a trigger or action application, you can navigate to the Tools menu, and selecting Connect with your web apps under the Sync section.

                                        Apply pre-built zap: connect with Gmail

                                        Once you click on Connect with your web apps, you’ll have a pop-up window with pre-built suggestions.

                                        Click on any of the suggestions will lead you to the configuration wizard. With our example of connecting with Gmail, you’ll be asked to log into your Google account before proceed with next step.

                                        Step 1. Configure the trigger

                                        With our examples, you’ll need to set Ragic as trigger application while create a new record as trigger action.

                                        Then, you'll need to connect the API Key and Sheet Path. These can be found on your Ragic API page, which will be linked from Zapier in this step.

                                        You may click on Ragic API page to have the full list of your sheets or select from the dropdown menu.

                                        Since you can have many different apps on your Ragic account in different sheets, make sure that you are connecting the correct sheet path.

                                        Step 2. Configure the action

                                        After connecting to your Ragic accounts, you can continue on with the next step. With our examples, you’ll need to set Gmail as action application while send an email as action.

                                        In this step, you’ll need to create the mail template and decide what kind of information you would like to populate in the e-mail subject and the e-mail body.

                                        Once you have mapped all the necessary fields, you will be able to test and view samples from Gmail you are using.

                                        If the test mail works perfectly, you can name your Zap which will automate actions that you have specified according to your settings, in the timeframe that is specified depending on your Zapier account.

                                        Create a zap with Ragic and the app you want to integrate with.

                                        Log into your Zapier account (or create an account if you don't have one yet.) Click "Make a new Zap" to get started on your integration. You should be able to see Ragic in the available apps.

                                        Ragic can be used as either a trigger or an action on Zapier for creating entries.

                                        Example: Ragic + Trello

                                        In this example, when a new record is created in Ragic for a project task, a new card for this task will be created in Trello, a team collaboration tool. The possibilities are endless with all the available apps that have Zapier integration.

                                        Step 1. Configure the trigger

                                        With our examples, you’ll need to set Ragic as trigger application while create a new record as trigger action.

                                        If you're doing an integration with an app on Zapier for the first time, you'll need to connect the apps you use to allow Zapier access to read and write data.

                                        In Ragic's case, you'll need to connect the API Key and Sheet Path. These can be found on your Ragic API page, which will be linked from Zapier in this step.

                                        You may click on Ragic API page to have the full list of your sheets or select from the dropdown menu.

                                        Since you can have many different apps on your Ragic account in different sheets, make sure that you are connecting the correct sheet path.

                                        Step 2. Configure the action

                                        Once you have connected your accounts, you can continue on with the next step.

                                        The steps that Zapier offers for integration might differ according to the app combination you are creating. Usually, you will need to map which fields correspond to each other.

                                        Tip: Since the fields available on Ragic differs depending on your sheet design, you can always go back to design your sheet if you would like to make modifications, such as adding extra fields if necessary. Zapier will save the zap you are editing as a draft.

                                        Once you have mapped all the necessary fields, you will be able to test and view samples from each app you are using.

                                        Once you have finished linking your apps together, you can name your Zap which will automate actions that you have specified according to your settings, in the timeframe that is specified depending on your Zapier account.

                                        In this example, Zapier would automatically check for new Ragic records in our Project tasks sheet every 15 minutes, and will post them to Trello if there are new records with no further action required from the user.

                                          

                                        148    External user management (accounts created before Sept. 2015)

                                        You can have an unlimited number of free External Users that can register to your account, who can freely use your web plug-ins, but cannot access the back-end of the Ragic sheets that you have created.

                                        Important note: If your account was created after Fall 2015, please view this documentation on managing your external users.

                                        If a visitor who is not logged in to Ragic tries to access a Web Plug-in that does not allow unregistered users (set to have the user group to "Everyone"), they will be redirected to a log-in screen for your account. From here, they can log in or register for a free external user account. After this step, they will be redirected to your Web Plug-in.

                                             

                                        You can check the external users registered for your application from under Account Setup. You can also make modifications to the external user registration form, so that you can ask for additional information from users as they register.

                                        Through this way, Ragic can act as a flexible and powerful medium in managing your website members and content that they can access, with multiple Web Plug-ins embedded on different pages.

                                        Your external users will go through the process of viewing your embedded database or forms according to whether they have the right access rights. The following chart displays how this process is.

                                        You can also have public sheets and control how everyone can see your Ragic database through Ragic's access rights settings.

                                        Ragic also has a convenient way of giving a user temporary log in without him having an account on Ragic, by setting an E-mail Id. attribute.

                                        It is also possible to sign into Ragic with open ID.

                                        149    Download custom banners

                                        You can save these banners to upload and use as the custom banner for your account.

                                        You can also use the patterns below for your banner, these wrap the length of your screen so they will look seamless even if you have a very large monitor.

                                        If you would like to create your own banner, the recommended size is 1366x102 px. You can change the width according to your preference.

                                        15    Can I set entries to be viewed or edited only by certain users?

                                        Yes, By setting up different users to play different roles in each sheets. If a user's role is Survey User, he can only see the entries that he is the owner of, and if a user's role is Bulletin User, he can see all the entries, but can only edit the entries that he is owner of.

                                        By default, a user is owner to only entries that he created, but by changing the input type for one of the fields in the form to Select User or Select Group and choose Set selected user as entry owner, owner of the entry can be added as the entry is created or edited. You can also change the owner of a field to a group, this way all the users in the group will be able to see or edit the entry as the privilege is assigned to them when this field is set.

                                        Please check our documentation on access rights for more information.

                                        150    Slow database connection troubleshooting

                                        If your listing page is loading too slow, it might be caused by having too many fields displayed on your listing page. The solution would be to decrease the amount of fields that are picked on the listing page, or displaying a lesser amount of rows on your listing page.

                                        If you think that this problem is caused by a slow connection to Ragic, and would like to troubleshoot this problem, on Windows operating systems you can do the following:

                                        1. Open a command prompt window on your computer.

                                        A command prompt is an entry point for typing computer commands in the Command Prompt window. By typing commands at the command prompt, you can perform tasks on your computer without using the Windows graphical interface.

                                        Open a Command Prompt window by clicking the Start button, clicking All Programs, clicking Accessories, and then clicking Command Prompt.

                                        You can also use the Search box in your computer or Cortana in Windows 10 to find the Command Prompt.

                                        2. Run the following command in the command prompt

                                        Write or paste the following command in the command prompt window.

                                        tracert www.ragic.com

                                        (If your database is hosted on our US server.)

                                        or

                                        tracert eu2.ragic.com

                                        (If your database is hosted on our EU server.)

                                        Basically this will do a network testing on Windows to www.ragic.com or eu2.ragic.com

                                        3. Send us the content from the command prompt

                                        Once the trace is complete, copy and paste the content that comes up to us at support@ragic.com. This will help our developers to identify your issue.

                                        If you want to learn more about the tracert command please refer to this support documentation on microsoft.

                                        Please also provide us with the following info for us to diagnose your problem:

                                        1. Do you always feel the same latency when connecting to every single page? Like:

                                        Our homepage: https://www.ragic.com/intl/en/home

                                        Your account home, the listing page for a sheet, or the form page for a record, or maybe the page where you download a backup?

                                        2. Do you experience the same latency when you go to your account home or Ragic homepage without logging in?

                                        3. How much latency are you experiencing, is it 1 second, 5 seconds, 10 seconds, or 30 seconds?

                                        151    Automatic daily recalculation

                                        If you change a formula or a variable that is used in a formula very often, you have the option to add a script that will recalculate your formula every day. Please follow this guide to add your script:

                                        Step 1: Open the Ragic workflow editor.

                                        Right-click on any of the application tabs and select Global Javascript Workflow, which will take you to the Workflow Module.

                                        Step 2: Switch edit page to "Daily Workflow".

                                        Step 3: Add the code for sheet formula recalculation.

                                        If the URL link of the sheet you want to do this job is https://www.ragic.com/accountname/tabname/1

                                        Add this line to the daily workflow:

                                        db.recalculateAll("/tabname/1");

                                        Don't forget to save your changes!

                                        152    Guide to server-side Javascript Workflow

                                        All forms can trigger Ragic's server-side Javascript workflow engine to execute complex business logic, such as calculating costs and posting inventory balance. Basically, any complex business logic that you would like to execute but cannot be covered by Ragic's existing functions can be covered by server-side scripting.

                                        What does Javascript Workflow do?

                                        Ragic's spreadsheet design interface can handle most of your data management work, such as creating, editing, and querying records without much problem. On the other hand, manual data maintenance can be a bit time consuming and routine after a while. This is the time when Ragic users will start thinking of ways to automate these processes.

                                        Inside Ragic, there is a pretty powerful scripting engine where you can write Javascript that runs on the server-side, to retrieve data you have on your spreadsheet, make modifications, or even create many records with one click. Typical usage includes updating inventory, creating a new record based on another (creating a sales order from a quote, creating contact from a sales lead), or doing record validation based on database data.

                                        Types of Javascript Workflow

                                        There are several ways to run your Javascript workflow:

                                        Action Button

                                        This is the most common and cleanest way to run Javascript workflow, and generally our first recommendataion. You can write your script in the installed sheet scope of your sheet, and configure an action button to execute the script when the user clicks on the button that will be displayed in the "Actions" panel in the lower right side.

                                        To add an installed sheet scope script, just right click on a sheet, and choose Javascript Workflow:

                                        And choose installed sheet scope from the top dropdown:

                                        You can then go to the form page of your sheet design, and add an Action Button of the type JS Workflow, and refer to the Javascript function that you have written.

                                        Note that you can pass the record id of the current record by using {id} in the argument for the function call like:

                                        setStatus({id})

                                        Of course, we will talk more about how to write these functions in the following sections.

                                        Post-workflow

                                        Post-workflows are executed immediately after a record is saved. With post-workflow, it's very convenient to automate changes that you would like to make on the record that you just saved that cannot be done with formulas. Or you can make modifications to records on other related sheets, like updating inventory balance.

                                        To add a post-workflow, just right click on a sheet, and choose Javascript Workflow:

                                        And choose Post-workflow from the top dropdown.

                                        Pre-workflow

                                        Pre-workflows are executed before a record is saved, so it can be used as a way of validation to check the data entered against data in the database. Generally most validation can be done with our front-end regular expression checks, or the unique checkbox for free text fields. But for more complex backend checks, sometimes pre-workflow will be needed.

                                        To add a pre-workflow, just right click on a sheet, and choose Javascript Workflow:

                                        And choose Pre-workflow from the top dropdown.

                                        Daily Workflow

                                        Daily workflow runs on a daily basis. It's useful for doing modifications that needs to be refreshed every day. Like updating the results of the formulas based on the current date.

                                        To add a daily workflow, just right click on a tab, and choose Global Javascript Workflow:

                                        And choose Daily Workflow at the first top dropdown.

                                        Global Workflow

                                        Global workflow is a place where you can write Javascript workflow modules that other workflow functions can reference. It will not be exeucted by itself, but can be referenced in any types of the workflow listed above. It's a great place to put scripts that you might need to duplicate across multiple sheets otherwise.

                                        To add a global workflow, just right click on a tab, and choose Global Javascript Workflow:

                                        Record Update

                                        Link to example

                                        Let's start with a simple example which retrieves the current record as an object, update its value with a button, and then saves it back to the database. Here is what the demo form looks like:

                                        We would like to design some buttons that will change the value of our status field with the click of a button executing simple server-side Javascript workflow. Here's the code behind the button:

                                        /**

                                        * AP_Name:wfdemo

                                        * Key Field: 1000013

                                        * Name ID

                                        * - - - - - - - - - - - --------

                                        * No. : 1000011

                                        * Status : 1000012

                                        */

                                        function setStatus(recordId, status) {

                                        var STATUS_FIELD = 1000012; //field id of the status field

                                        var query = db.getAPIQuery("/workflow-demo/2"); //get the query object for a sheet with path to sheet

                                        var entry = query.getAPIEntry(recordId); //get the record object for the current record

                                        //set the status value for the current record to the object

                                        if (status) {

                                        entry.setFieldValue(STATUS_FIELD, status);

                                        }

                                        else {//for switching

                                        var newStatus = entry.getFieldValue(STATUS_FIELD) == 'On' ? 'Off' : 'On'; //get the current value of a field

                                        entry.setFieldValue(STATUS_FIELD, newStatus);

                                        }

                                        //save the record back to the database

                                        entry.save();

                                        }

                                        When writing Javascript workflow, the variable db is predefined. You can reference to it anywhere. Generally we call the method getAPIQuery(pathName) to retrieve the query object for a sheet.

                                        Then you can retrieve a record with its record id on the sheet object with getAPIEntry(recordId), and call setFieldValue(fieldId,value) to set value to a field, or getFieldValue(fieldId) to retrieve value from a record.

                                        If you're retrieving a value from a multiple selection field, where there may be multiple values, use getFieldValues(fieldId) to retrieve all the values in an array. You can also call setFieldValue(fieldId,value,true) with an extra true argument at the end to specify that you're "adding" an option to the current list of values, not overwriting the existing ones. Note that these operations is only suitable for multiple selection fields.

                                        After you're done, just call save() on the record object to save it back to the database.

                                        Subtables

                                        Link to example

                                        If you have subtables in a sheet, you can also use our API to retrieve data from it, or make edits like the following example. The form looks like this:

                                        The workflow will walk through each row in the subtable, and find the total amount for this year (according to date field in the subtable), the total for the year with the most amount, and identify which year has the highest total. This is designed as a post-workflow, so the three read-only fields will be filled by workflow after the record is saved.

                                        /**

                                        * AP_Name:wfdemo

                                        * Key Field: 1000006

                                        * Date subtable key: 1000007

                                        * Field Name Field Id

                                        * - - - - - - - - - - - --------

                                        * No. : 1000001

                                        * Name : 1000002

                                        * Date : 1000003

                                        * Amout : 1000004

                                        * Total of This Year : 1000010

                                        * Maximal Total of Year : 1000009

                                        * Year of Maximal Total : 1000008

                                        */

                                        var KEY_FIELD = 1000006;

                                        var AMOUNT_SUBTABLE_ID = 1000007;

                                        var DATE_FIELD = 1000003;

                                        var AMOUNT_FIELD = 1000004;

                                        var MAX_YEAR_FIELD = 1000008;

                                        var MAX_TOTAL_FIELD = 1000009;

                                        var THIS_YEAR_TOTAL_FIELD = 1000010;

                                        var query = db.getAPIQuery("/workflow-demo/1");

                                        var entry = query.getAPIEntry(param.getNewNodeId(KEY_FIELD));

                                        var subtableSize = entry.getSubtableSize(AMOUNT_SUBTABLE_ID);

                                        var yearTotal = {}

                                        for (var i = 0; i < subtableSize; i++) {

                                        var year = parseInt(entry.getSubtableFieldValue(AMOUNT_SUBTABLE_ID, i, DATE_FIELD).substr(0, 4));

                                        var amount = parseInt(entry.getSubtableFieldValue(AMOUNT_SUBTABLE_ID, i, AMOUNT_FIELD));

                                        if (year in yearTotal) {

                                        yearTotal[year] += amount;

                                        } else {

                                        yearTotal[year] = amount;

                                        }

                                        }

                                        var maxYear;

                                        for (var year in yearTotal) {

                                        if (!maxYear || yearTotal[maxYear] < yearTotal[year]) {

                                        maxYear = year;

                                        }

                                        }

                                        entry.setFieldValue(MAX_YEAR_FIELD, maxYear);

                                        entry.setFieldValue(MAX_TOTAL_FIELD, yearTotal[maxYear]);

                                        entry.setFieldValue(THIS_YEAR_TOTAL_FIELD, yearTotal[new Date().getFullYear()]);

                                        entry.save();

                                        The basic idea is to use getSubtableSize(subtableId) to get the number of rows for a record, and use getSubtableFieldValue(subtableId,subtableRowIndex,subtableFieldId) to retrieve their values. You should be able to find subtable id, field id information in the auto generated comments when you start editing workflow scripts.

                                        You can also use setSubtableFieldValue(subtableFieldId,subtableRootNodeId,value) to set values to a subtable. The subtableRootNodeId is used to specify which subtable row that you're referring to. To find a subtableRootNodeId for an existing subtable row, you can use the following call getSubtableRootNodeId(subtableId,subtableRowIndex) which will return an integer containing the subtableRootNodeId.

                                        If you need to add a row to the subtable, you can use a negative subtableRootNodeId like -100, this way all values set to the same negative subtableRootNodeId will be applied to the same new subtable row, and values set to a different negative subtableRootNodeId like -101 will create different row in the subtable with this different set of values.

                                        Copying records

                                        Link to example: Copy From and Copy To

                                        Copying records is one of the most common workflow program we encounter. We have written a pretty simple function to simplify this type of operation. Let's say we would like to see a record on this sheet:

                                        With the click of the button, generate a record on this sheet:

                                        Here is the code for this action button:

                                        /**

                                        * AP_Name:wfdemo

                                        * Key Field: 1000022

                                        * S1 subtable key: 1000023

                                        * T1 subtable key: 1000029

                                        * Field name Field ID

                                        * - - - - - - - - - - - --------

                                        * A : 1000014

                                        * C : 1000015

                                        * B : 1000016

                                        * D : 1000017

                                        * S1 : 1000018

                                        * S2 : 1000019

                                        * S3 : 1000020

                                        * S4 : 1000021

                                        * T1 : 1000024

                                        * T2 : 1000025

                                        * T3 : 1000026

                                        */

                                        function copyEntry(nodeId) {

                                        db.entryCopier(JSON.stringify({

                                        THIS_PATH:"/workflow-demo/3",

                                        THIS_NODEID:nodeId,

                                        NEW_PATH:"/workflow-demo/4",

                                        COPY:{

                                        1000030:1000014, // A

                                        1000031:1000015, // C

                                        1000032:1000018, // S1

                                        1000033:1000020 // S3

                                        }

                                        }),response);

                                        }

                                        Here you can see we can do the copy with one simple function call to entryCopier. entryCopier takes a JSON string as its parameter. Just put down the source sheet, target sheet, the record that we're copying, and most importantly, which field should be mapped to which field. When the mapping is complete, you can create action buttons to copy records from one sheet to another very easily.

                                        Sending e-mail notifications

                                        Sometimes you would like to send e-mail notifications based on a set of conditions, or you would like to really customize your notification message content. You can write server-side Javascript workflow for this purpose. Here is the script that you will use to send out e-mail, it's really simple:

                                        //omitted...retrieve record object first

                                        var name=entry.getFieldValue(1001426);

                                        var email=entry.getFieldValue(1001428);

                                        var title=entry.getFieldValue(1001386);

                                        mailer.compose(

                                        email, //to

                                        null, //cc

                                        'support@example.com', //reply to

                                        'Acme, Inc.', //displayed from

                                        title,

                                        'Hi '+name+',

                                        we have received your sales order '+

                                        'and will be processing your order very soon.

                                        '+

                                        'You can see your order details at https://www.ragic.com/example/1

                                        '+

                                        'Thanks.


                                        Best Regards,

                                        Sophia, Sales Manager

                                        Acme, Inc.'

                                        );

                                        //mailer.attach(myURL); //you can use .attach to attach content from a URL

                                        mailer.send();

                                        For attachments, you can use mailer.attach(myURL); to attach a record on Ragic by using the record's URL. For example, here is a record URL on Ragic (always ignore URL after the hash) :

                                        https://www.ragic.com/wfdemo/workflow-demo/2/9

                                        Here is its HTML printer friendly URL:

                                        https://www.ragic.com/wfdemo/workflow-demo/2/9.xhtml

                                        Here is its Excel version URL:

                                        https://www.ragic.com/wfdemo/workflow-demo/2/9.xlsx

                                        You can also use a Mail Merge URL like this, the cid being the id of the Mail Merge, you can get the cid in the URL when trying to download the Mail Merge document:

                                        https://www.ragic.com/wfdemo/workflow-demo/2/9.custom?rn=9&cid=1

                                        We do enforce some limitations on how many e-mails you can send. So send reasonably! If you have some questions on e-mail sending quota, send us an e-mail at support@ragic.com.

                                        Approver and other information on a record

                                        You can first issue the following command to the query object you get from db.getAPIQuery to include full record info:

                                        query.setIfIncludeInfo(true);

                                        and then you can get the approval information for a record like this:

                                        entry.getFieldValue('_approve_status');//getting status of current approval

                                        entry.getFieldValue('_approve_next');//getting the next person who should sign this record

                                        entry.getFieldValue('_create_date');//getting the create date of the record

                                        entry.getFieldValue('_create_user');//getting the create user e-mail of the record

                                        The approval status will be F is approved, REJ for rejected, P for processing.

                                        Filtering records with Javascript

                                        If you want to get more than one records by filtering:

                                        var query = db.getAPIQuery("/workflow-demo/1");

                                        query.addFilter(1000002, '=', 'Green');

                                        query.addFilter(1000008, '=', '2017');

                                        var results = query.getAPIResultList();

                                        for (var i = 0; i < results.length; i++) {

                                        var entry = results[i];

                                        // ...

                                        }

                                        You can add filters to query by addFilter(fieldId, operator, value), and call getAPIResultList() to get the list of records.

                                        Show message

                                        You can show message in a pop-up window:

                                        response.setStatus('WARN');

                                        response.setMessage(message);

                                        Send HTTP request

                                        You can send an HTTP GET/POST request to an URL and get returned result:

                                        util.getURL(String urlstring)

                                        util.postURL(String urlstring,String postBody)

                                        The variable util is predefined.

                                        API references

                                        ScriptAPIQuery

                                        MethodDescription
                                        getAPIResult()Get first entry when iterate over the query
                                        getAPIResultList()Get array of entries of the query
                                        getAPIEntry(int rootNodeId)Get entry by node ID
                                        insertAPIEntry()Insert a new entry to the query, the method returns the new entry
                                        addFilter(int domainId, String operand, String value)Filtering entries by specified condition
                                        setOrder(int orderDomain, int orderDir)Sort entries of the query by specified field domain ID and order direction, parameter orderDir is set to 1 if sort ascending, and set to 2 if sort descending.
                                        deleteEntry(int nodeId)Delete entry by node ID

                                        ScriptAPIEntry

                                        MethodDescription
                                        save()Save a entry
                                        setCreateHistory(boolean createHistory)Set if the entry need to create history
                                        isCreateHistory()Whether the entry is set to create history
                                        setIfExecuteWorkflow(boolean executeWorkflow)Set if executing workflow (pre-workflow and post-workflow) of the entry is needed
                                        setIgnoreEmptyCheck(boolean ignoreEmptyCheck)Set if checking not empty fields would be ignored
                                        setRecalParentFormula(boolean recalParentFormula)If this sheet is created by subtable of other sheet, or is referenced by other sheet, which means, this sheet has the parent sheet, then you can call this method to set if you want to recalculate the parent sheet or not.
                                        setFieldValue(int domainId, String value)Set value to specified single field
                                        setFieldValue(int domainId, String value, boolean appendValue)Set value to single field which is a multiple select field, parameter appendValue need to be true
                                        setSubtableFieldValue(int domainId, int subtableRootNodeId,String value)Set value to subtable field, you can get parameter subtableRootNodeId by method getSubtableRootNodeId.
                                        setSubtableFieldValue(int domainId, int subtableRootNodeId, String value, boolean appendValue)Set value to subtable field which is a multiple select field, parameter appendValue need to be true
                                        getJSON()Get JSON of the entry
                                        getFieldValue(int domainId)Get value of the field by domain ID
                                        getRootNodeId()Get root node ID of the entry
                                        getRootDomainId()Get root domain ID of the entry
                                        getSubtableSize(int subtableRootDomainId)Get size of subtable, specified by root domain ID of subtable.
                                        getSubtableRootNodeId(int subtableRootDomainId, int rowNumber)Get root node ID of subtable, specified by its root domain ID and row number in subtable.
                                        deleteSubtableRowByRowNumber(int subtableRootDomainId, int rowNumber)Delete subtable row by its root domain ID and row number in subtable.
                                        deleteSubtableRowAll(int subtableRootDomainId)Delete every row in specified subtable
                                        deleteSubtableRow(int subtableRootDomainId, int subtableRootNodeId)Delete subtable row by root domain ID and root node ID of subtable
                                        loadAllListenFields()Load value of all loaded fields in the entry.
                                        recalculateAllFormulas()Recalculate every field that contains formula in the entry.
                                        recalculateFormula(int domainId)Recalculate formula of specified field.
                                        loadAllDefaultValues(ScriptUser user)Load value of every field that is set with default value, parameter user is predefined.
                                        loadDefaultValue(int domainId, ScriptUser user)Load default value of specified field, parameter user is predefined.
                                        lock()Lock the entry
                                        unlock()Unlock the entry

                                        ScriptUser

                                        MethodDescription
                                        getEmail()Get user's email address
                                        getUserName()Get user name

                                        153    Repopulating loaded fields from their source sheet for link & load

                                        For fields that load data on a sheet A, that links data from another sheet B with the link & load method, changes that are made on the data in sheet B will not be reflected on sheet A on previous entries.

                                        The reason for this we can explain with an example. Let's say sheet A is sales orders, and sheet B is customers. When a sales order is entered by user Martha Stewart, her address information is populated with link & load on your sales order. Let's say Martha changed her address. Her previous sales order would still be under her previous address for the records, but new sales orders will be saved with her new address.

                                        We do understand this might not be how you use link & load, and that you will need to repopulate the loaded fields in all your previous records in sheet A.

                                        To do so, navigate to the Form page Design Mode, and click on Sheet Linking Tools to see a list of sheets that are linked with Link & Load under the category. Click on the gear icon next to the appropriate sheet.

                                        A prompt will show you the option for dynamic filtering above, and the option for repopulating below, that gives you the option to synchronize a single set of linked fields with the updated source value for all records, or all of your linked fields on this form.

                                        After choosing your option, a prompt will state that loading has started. This means that your loaded fields are reloading in the background, so you may now close this window and continue using your database while your data is synchronizing.

                                        154    How to make major design changes to live production systems

                                        If you are already using Ragic as your main database and would like to make changes or additions to your system, there are a few things you can consider;

                                        1. Manually download a backup of your database as a .ragicdb file so that you keep both your design and the data in your database, and restore your backup to your new trial account.

                                        2. Do the modifications you need on the trial account, since changes will not affect your current production system in your company account.

                                        3. After you're done, download a backup of this test account's design without any data, as a .ragic file. This way only the form designs are backed up.

                                        4. Restore this new backup to your current account (don't forget to save a manual backup or a snapshot of your database first just in case). Restoring a .ragic backup without any data will not change the data that you already have in your account. This way, only the new form design is being applied to your production account.

                                        155    How many users can be in my account?

                                        An account is a Ragic database account created for an organization, it can contain many users, which are actually user e-mail and password combinations that a person can log in with. Ragic uses the number of users to determine the price of an account's subscription fee.

                                        156    If a user is in different accounts, how is pricing calculated?

                                        In some cases, a user can also be in multiple accounts when multiple companies are using Ragic, and the user would like to access both of these Ragic databases with the same set of user e-mail and password. Since the user is in different accounts, they will have separate user instances that will need to be charged separately within the billing of these different accounts.

                                        157    Manually editing the Field ID

                                        Each of your fields have a Field ID, which is how Ragic identifies and references to your fields. In some cases you might need to manually edit the Field ID. Please note that manually editing the Field ID is in beta, so use at your own risk.

                                        To manually edit the Field ID, navigate to the Design Mode, and focus on the field that you'd like to edit. Double-click on the Field ID number below the Field Name. A window will prompt you to enter the new Field ID number.

                                        Where to use?

                                        If you accidentally deleted a field from your form, but the field and values are still in the listing page, you can add this field back to your form page.

                                        158    Locked Records

                                        If a user in your account is currently editing the same record, Ragic will lock this record so that other users won't be able to edit this account at the same time. This is to prevent data loss.

                                        If you really need to edit this record, you can still manually unlock this record from the pop-up menu at your own risk. Since the edit saved first will be overwritten by the edit saved later, it is suggested that you find the other editing user, and ask them to save their entry first, or leave the editing mode if they're not doing an edit.

                                        Sometimes you might need to manually lock a record from the information panel in the lower right corner, which will make this record read-only for all other users in your account until it is unlocked by you.

                                        In addition, you can add a lock record action button with this method if needed.

                                        159    Sending out a reminder on a certain day of the week

                                        Ragic has a built-in reminder system that can be triggered by the values entered in the date fields in your sheet. This reminder system can send out e-mails automatically according to the amount of days you set, before or after the date.

                                        If you want to receive reminder e-mails on a certain day of the week instead, you can use a simple formula that will calculate this day of the week first, and set this date to send out reminders.

                                        The following formula example will calculate the date of the next Sunday, and send reminders on the next Sunday for a date in field A1.

                                        A1+8-WEEKDAY(A1)

                                        16    I have a lot of users outside my company that use our DB once in a while, how can I save on user licenses?

                                        There are some alternatives to handling a large number of external users.

                                        1. Public sheets: You can set up the sheet so that everybody can access it without logging in with a Ragic account. If your application does not require access right management by users, you can simply set the access right from Everyone to Survey User so everyone can fill it out. Or to Bulletin Users so that everyone can not only fill it out, but also see other people's entry.

                                        If the user needs to log back in the system later and look at the latest status of their entry or provide updates, take a look at the next approach "E-mail Id".

                                        2. E-mail Id: Ragic has a convenient way of giving a user temporary log in without him having an account on Ragic. It can be done by setting an E-mail Id. attribute. When this attribute is set to a field in the form, user will need to put down his e-mail in this field. As the form is saved, Ragic will automatically send an e-mail to this e-mail address. This e-mail will contain a link that can authenticate that the user is the owner of this e-mail as he use the link to log in Ragic.

                                        Now Ragic knows who this user is, even though he has no Ragic account. Ragic can determine which records that he can see and which records he can edit. This is usually used so that the user can see changes or edit the entry that he created.

                                        The shortcoming of this approach is that (1) the user will always need that e-mail to log in, (2) users cannot be managed in groups, therefore cannot assign different privileges to them through Ragic's standard groups and role.

                                        3. Volume Licensing: While Ragic is not a costly solution, but if the number of user license needed is large, it can seem pretty expensive. Ragic understands this and have volume license and site licenses for you to choose from. Please contact sales@ragic.com and describe your license use, so we can assist you on choosing the best plan for your organization.

                                        160    Querying by using special parameters on the URL of your sheet

                                        Apart from using boolean operators on the top search bar, you can do querying by using special parameters on the URL of your sheet.

                                        For the sheet

                                        https://www.ragic.com/accountname/tabname/3

                                        You can use

                                        https://www.ragic.com/accountname/tabname/3?pqv100003=New

                                        The part before ? is your sheet path.

                                        The parameter name is pqv.

                                        (Your field ID can be found with this method.)

                                        The value after = is the value to filter with, which is "New" in our example above. Please note that this value is case-sensitive.

                                        For multiple queries, you can use the ampersand symbol &.

                                        Comparison operators such as, <, >, or >= will not work with this method. If you need to do this type of comparison, you can use the left sidebar to filter your data.

                                        161    What's new in Ragic?

                                        New features in Ragic, along with updates for existing features, and some event announcements can be seen in the What's New? pop-up.

                                        You can click on any of the announcements to read more details.

                                        Click on any image thumbnail to see an enlarged version.

                                        The pop-up will be hidden when there are no new announcements, but you can always display the announcements again by hovering on the Learn Ragic link on the upper-right corner of your account, and clicking on "What's New?"

                                        162    Restoring a sheet to the state in a saved backup

                                        In some cases you might need to go through restoring a backup of your account. But sometimes you only need to restore a single sheet of data. A workaround for this is:

                                        1. Download the backup containing the data from the time and state that you would like to restore to.

                                        2. Register for a new empty Ragic account, and restore your downloaded backup to this new account.

                                        3. You can now export the sheet that you would like to restore as an Excel or csv file from the new account. The downloaded spreadsheet should have the original values before the import.

                                        4. Import the values from your downloaded spreadsheet file to your original account.

                                        164    Updating a calculation in multiple versions without displaying constants in one copy

                                        When you have multiple versions of the same sheet, when a field value is updated and saved, it will be updated in other versions as well.

                                        On the other hand, if you have important constants or formulas that you would need to display results, but you don't want to display these values to other parties externally, you have the option to hide these fields with the hidden attribute.

                                        This might be a requirement when you have to edit fields or values quite often, as you'll still need to refer to values in the hidden fields.

                                        In the example below, the Internal copy has a few fields such as the profit that we're making, and the original vendor price that are sensitive, and will need to be hidden in the customers' invoice.

                                        In the customer invoice, we can still have the fields that we need to refer to with formulas, but keep them hidden.

                                        165    Do reports count as sheets?

                                        While saved reports do count in your accounts' sheet quota, you can generate as many new reports as you'd like without saving them.

                                        You can view more about the available report types in Ragic through this link.

                                        166    How to move subtable fields?

                                        Changing the order of your subtable fields:

                                        You can move your subtable field to the front or the last by dragging it horizontally and dropping it at where you want it to be.

                                        Moving your subtable fields to another row:

                                        Moving subtables to another row can be done in the design mode by dragging your subtable field into an empty cell.

                                        First make sure that you have enough space (3 cells beneath your subtable field headers (these will expand in your form in editing mode later).

                                        You can drag one of your subtable fields to an empty space on your form to start the process.

                                        Ragic will show you a prompt, asking if you want to move your subtable. Select the cell that you would like your first subtable field (the leftmost) would go to.

                                        Ragic will move your entire subtable upon confirming.

                                        167    What's the difference between having your sheets public and setting external users?

                                        The "EVERYONE" user group is a setting to make your database public, either to set your database sheet so that anyone can create entries, like a survey, or to set your database sheet to be publicly viewable, like a product catalogue.

                                        The external user structure is different in the way that you can add the users you want, or have others request access to your account.. It's also possible to assign entries to external users to have more control over what an external user can access.

                                        168    Creating a new account with the same sheet designs

                                        You can register for a new account with the account name you would like to use.

                                        Afterwards, backup your data manually on your previous account to restore your data in your new account.

                                        There are two ways of saving a manual backup in Ragic, you can either back up your entire database that includes your data as well (saved as .ragicdb format), or use the "Backup database definition only" option to save the design elements without your data (saved as .ragic format).

                                        You can restore either type of backup on your new account.

                                        169    My import file might have duplicates. How do I prevent from importing everything twice?

                                        If you want to prevent importing multiples, the easiest method is the following:

                                        1. Check the "Unique" option for the field that identifies your records from one another. This can be something like a product ID, or an e-mail address. Here's more about the "Unique option.

                                        2. While doing your upload, there will be an import policy step that asks you if you want to "renew" or "create new". If you click "renew", Ragic will check if the key field exists (usually the first column of your import file), and ignore the ones that are already there.

                                        The process of importing data is outlined here.

                                        17    What's the difference between Lite and Professional version?

                                        1. The Lite version has a limit of 5 Ragic sheets whereas the professional version has no such limit. A Ragic sheet refers to one type of form for users to enter data. If you have a customer information sheet containing data on 100 clients, it would still only be counted as 1 sheet, since the forms can have unlimited entries.

                                        2. The Lite version does not support server-side Javascript customization. In the professional version, all forms can trigger our server-side Javascript scripting engine to execute complex business logic. Basically any business logic that you would like to execute, but cannot be covered by Ragic's existing functions, can be covered by server-side scripting.

                                        3. You can only have one system administrator that can access the design and backend in the Lite version while the professional version has no limit.

                                        For more information, see our pricing page, or contact sales@ragic.com.

                                        170    Rounding numbers to the nearest two decimal points

                                        Ragic's ROUND formula will round a number to the nearest integer.

                                        Ragic's number formatting options, such as #,####.## and #,####.00 would actually display the decimal points rounded, but will store the numbers with their actual decimal values.

                                        If you're looking to round to the nearest two decimal points, as is found with currency or other financial transactions, you are most likely looking to calculate according to the nearest 2 decimal places, which would be the nearest cent for the resulting sum to be accurate.

                                        An example for a workaround that will have Ragic store numbers rounded to the nearest two decimals is shown below:

                                        Original formula that needs to be rounded: A1/4

                                        Suggested formula: ROUND(A1*100/4)/100

                                        171    What happens when I try to save the same value with the unique setting checked?

                                        Ragic will simply not save the record, and display a pop-up window that will direct you to the entry with the same value (opens in another window)

                                        172    Creating / editing entries on mobile app

                                        Creating and editing entries from mobile devices are available for both our iOS app and Android app.

                                        iOS app :

                                        – Adding or editing entries

                                        – Uploading photos from your mobile device (requires necessary permissions)

                                        Download on the App Store

                                        Screenshots:


                                        Android app :

                                        Get it on Google Play

                                        Create a new record by tapping the + button in the lower-right corner while browsing the listing page.

                                        Edit field values by tapping on the value you'd like to edit, while browsing the form page.

                                        173    Troubleshooting slow loading on the listing page

                                        If your listing page is loading too slow, here are some options that you can try to improve loading time:

                                        Decreasing the amount of fields that are picked on the listing page

                                        It's best to display only the essential fields that you would need at a glance for better readability, and a faster loading time.

                                        Click on the Change Design button on the upper-right corner to go to the Design Mode of your listing page that has too many columns.

                                        By default, all the regular fields you have in your listing page will be selected fields for your listing page. Select the fields you would like to display from the Listing Page Field Picker. You can also change the order of selected fields.

                                        You can also change the width of the columns according to your fields.

                                        After saving your changes in the design, your listing page will look more organized.

                                        You can always click on the summary of an entry in the listing page to view the entry's details in the form page.

                                        Decreasing the amount of rows that you're displaying on the listing page

                                        You can change the number of entries that are displayed in your listing page by clicking on the range shown in the upper-right hand corner.

                                        Remember if you set the number of records too high, the listing page may load slower. We generally recommend displaying no more than 100 records per page unless necessary.

                                        Removing image upload fields to be previewed on the listing page

                                        Image upload fields will display a thumbnail of your uploaded image, but displaying this thumbnail necessitates the full-sized image to be loaded before it is displayed.

                                        This may affect your listing page loading time significantly.

                                        You can remove the image upload field from the listing page with the Listing Page Field Picker using the method above to remove the image upload field to be displayed on the listing page.

                                        If it's absolutely necessary to display a thumbnail, you can upload images with smaller file sizes.

                                        If it's not necessary to display a thumbnail at all, you can use a file upload field instead of an image upload field.

                                        Removing the fixed filter or field sorting

                                        Consider removing the fixed filter or field sorting, to see if it helps. If the problem is caused by the fixed filter, you can further check if there are conditions with non-exact match including in the filter.

                                        If your form page is loading slowly, and have over 100 records for subtables, you can consider using our sheet sections feature to put subtables in sections.

                                        If you think that your database account connection is slow, please try the slow database connection troubleshooting option here.

                                        174    Hiding fields from the left sidebar search tool

                                        If you don't want some of your fields on your form to show up in the left sidebar search tool, you can add "__" as a prefix to the field name.

                                        So if your field name is "Project Assistant", writing "__Project Assistant" will make the system ignore your field while showing the fields available for querying on the left sidebar.

                                        Please note that this does not make your field entirely invisible while doing queries. If your field is selected to be displayed as a column in the listing page, or if a user searches for the content in the top search bar, the results will still be displayed.

                                        175    Usage of the TEXT() formula

                                        The text formula a number or date value into a specified format.

                                        Formatting a number with the TEXT() formula

                                        For the format 12,345.67 you can use TEXT(A1,'#,###.##')

                                        Other number formats can also be used.

                                        Formatting a date field with the TEXT() formula

                                        To format a date field into the name of the weekday like "Friday", you can use TEXT(A1,'EE')

                                        To format a date field into the abbreviated name of the weekday like "Fri", you can use TEXT(A1,'E')

                                        You can refer to other custom date formatting types here.

                                        176    Getting string values before and after a specified character in Ragic

                                        You can use the combination of RIGHT() or LEFT() with the FIND() function to find a specific character and get the corresponding string values before and after this character.

                                        In the example below, we will get the first and last name of a person, using the space character.

                                        Our form design is quite simple, with the full name on A1.

                                        Using LEFT(A1,LEN(A1)-FIND(" ",A1,1)) for the first name,

                                        and RIGHT(A1,LEN(A1)-FIND(" ",A1,1)) for the last name. Notice that we're looking for the space character with the blank space in between quotation marks (" ") with FIND.

                                        The output is the first name and last name that is extracted from the full name.

                                        177    Using the Enter and Tab keys while entering data

                                        Using the "Tab" key, the order for data entry goes from left to right and top to bottom.

                                        If you use the "Enter" key, the order goes from top to bottom.

                                        You can use the arrow keys to navigate to the next field in the direction of the arrow key.

                                        178    Creating a traffic light status indicator in Ragic

                                        If you're trying to display from a set of images that will change according to a certain value in a selection field, the easiest way is to use an insert image BBCode in the formula on a free text field.

                                        Since the image will need to be referred to with a URL, the image will need to be hosted online. This can be on your own website, on a free image hosting service, or even in an attachment you've made in a form comment on Ragic. In our example, we're using imgur to host 3 traffic light icons.

                                        We would like our project proposals to show a red icon if the project proposal has the status "Rejected", a yellow icon if the project proposal is "On Hold", and a green icon if the status is "Approved".

                                        Traffic Light Icons

                                        Using a nested conditional formula on field A5, where our Status Indicator will be,

                                        IF(A4.RAW=='Rejected','https://i.imgur.com/JTH6pcq.png',

                                        IF(A4.RAW=='On Hold','https://i.imgur.com/cVorwf4.png',

                                        IF(A4.RAW=='Accepted','https://i.imgur.com/xqtgvSV.png','please make a status selection'

                                        )

                                        )

                                        )

                                        the end result is displaying the appropriate icon link with the [img] BBCode tag, and the text 'please make a status selection' if a selection is not made.

                                        Selecting the field A4, which is the project status, we're able to view the icon on our form page.

                                        The status indicator is also visible from the listing page.

                                        179    Adding action buttons "Download as Excel file" or "Printer Friendly" to your sheet.

                                        Action buttons on the Form pages

                                        If your users don't have access right to see "Tool" on Ragic sheets (external users don't have tool button) or if your users don't have access right of features "Download as Excel File" or "Printer Friendly" under Export section from tool, you can add action buttons to let them have chance to download data in Ragic to Excel file or get printer friendly page.

                                        To add this kind of action buttons on your sheet Form page(to export a single record), please navigate to Form design mode >"Form settings" from left side panel > "Actions", and you can use parameter {id}.xlsx(to download as Excel file) and /{id}.xhtml(Printer Friendly) to create action buttons.

                                        Action Name: user defined.

                                        Action Type: URL

                                        Action: /account_name/tab_path/sheet_index/{id}.action_parameter

                                        Below is the example of adding a "Download as Excel file" action button to the Form page.

                                        Remember to click on "Add Action" once you finish this action setting.

                                        This action is now added, please save your design change before exiting design mode.

                                        You will now see this action button at lower right corner on your Form page.

                                        Below is the result of clicking this action button.

                                        Action buttons on the Listing page

                                        If it's to export all records or filtered records in rows, please add action buttons to your Listing page. You can navigate to Listing design mode >"Form settings" from letf side panel > "Actions", and you can use parameter .xlsx(to download as Excel file) and .xhtml(Printer Friendly) to create action buttons.

                                        Action Name: user defined.

                                        Action Type: URL

                                        Action: /account_name/tab_path/sheet_path.action_parameter

                                        Below is the example of adding a "Printer Friendly" action button to the Listing page.

                                        Remember to click on "Add Action" once you finish this action setting.

                                        This action is now added, please save your design change before exiting design mode.

                                        You will now see this action button at lower right corner on your Listing page. (Refresh your page if you didn't see this action button.)

                                        Below is the result of clicking this action button.

                                        18    How do I upgrade or start my subscription?

                                        Click on the "Upgrade Account" link at the top right corner of the page to start your subscription. You can choose your Ragic plan from the Pricing page, and continue on to your trial for your upgraded account.

                                        You will be redirected to a secure credit card transaction system for payment.

                                        You can also upgrade or change plans, any time by going to the Account Setup page and choose Account Billing.

                                        180    Calculating a running balance in Ragic

                                        You can now use update value on another sheet to calculate a running balance in Ragic.

                                        Let's take the sheet "Account Balance" and the new sheet from subtable "Transaction ID" as our example here.

                                        We start with the "Account Balance" sheet design, in the sheet, we create a subtable that can keep all transactions in records.

                                        And we use linking tool "new sheet from subtable" to create a new sheet "Transaction ID" that list each subtable records as separate entries.

                                        You can select "Account ID" as the Key linking field to the new sheet.

                                        After clicking "Create new sheet", you can now see this new sheet is with the fields that are actually from the subtable in sheet "Account Balance"

                                        We can add some more fields and assign formulas to calculate balance for a transaction under design mode.

                                        To load "Account Name" and "Current Balance" data according to its "Account ID", we can use link&load to link them as loaded fields for our existing set "Account Balance". (Click on the name under link&load section in sheet linking tool.)

                                        Assign formulas for field "New Balance". (Current balance from its account plus this transaction amount.)

                                        And now we can create an action button to update value on sheet "Account Balance".

                                        You can find this feature in sheet linking tool:

                                        Select sheet "Account Balance" as the sheet to be update.

                                        Configure your update value on another sheet settings.

                                        You can decide to have "force formulas recalculation on target sheet" after value is updated or "create reverse action button" in Advance Setting.

                                        Click on "Create update record button", you will be prompted to name the button, which will be added to your "Actions", visible in every records' form page on the lower-right corner.

                                        Now this action button is created.

                                        You may notice there is a new date & time field created by the system in order to record the time you execute an update value on another sheet action. You can rename it, but please do not delete this field.


                                        Now we can navigate back to our sheet "Account Balance" to adjust the layout.

                                        You can add one more subtable field "Initial Balance", move it to the place with the order you want and apply formula (New Balance less Amount.)

                                        To create full transaction entry in the new sheet "Transaction ID", you can create an action button from linking tool to help you.

                                        Click on the "gear icon" next to the sheet name under section New sheet from subtable in sheet linking tool.

                                        And click "Create Button"

                                        Name this action button.

                                        You can now see this action button is created from left side panel.

                                        Please configure the parameter to be without "Close", so your tab won't be closed once you create and save your transaction entry on the new sheet.

                                        Don't forget to "Save changes" to this action button.

                                        Now we can try create a full transaction record for our Account "ABC Mart".

                                        Click on the action button we just created at the lower right corner "Create transaction".

                                        Fill up the transaction Date and the Amount, save this entry.

                                        And you can click the action button "Run account balance".

                                        The system will prompt you with a message that the update is finished, and will automatically fill the date & time field.

                                        As you can see, the Account Balance of "ABC Mart" is now $1200.

                                        You can try creating multiple transactions for this Account.

                                        181    How can I make the embedded form display static text descriptions?

                                        Currently only the raw embed type will display static text fields. For other embedding types, you can add instructions for fields on Field Settings > Other, or change the field name to be more descriptive.

                                        182    Unable to link grayed out field

                                        Sometimes you may see some fields in grey color and you can't create a link while setting up a link & load, connection. The reason would most likely be two reasons explained as below:

                                        1. the fields you want to link from are subtable fields

                                        This type of link will not be permitted in the link manager, as you cannot link from a subtable and load to a regular field (from a subtable on the right side of the link manager to the left side), since a subtable could have many different values entered in an entry, but a regular field would only have one value.

                                        On the contrary, you can link & load from regular fields to a subtable, this works best if you would like to manually select (or type to see options) one field of the data, and load the corresponding information in other fields within a row of the subtable, such as having multiple line items for products in a sales order.

                                        2. Linking from a linked field or numeric field as the linked field

                                        The linked field is a kind of selection field (select from other sheet). In order to identify each selection as unique, the linked field should be linked from a key value that can identify each entry on the source sheet as a unique entry, which is usually the id number or serial number field. Thus, you cannot link from a linked field or a numeric field as the linked field. However, you can link from a linked field or numeric field as a loaded field.

                                        183    Removing action buttons

                                        There are two ways to navigate to the configuration of your action buttons on the sheet, where you can delete the action buttons that are obsolete to your database sheet:

                                        1. Under Form Design Mode > On the left side panel > Form Settings > Actions > click "x" next to the action button you don't need > Save design changes.

                                        2. Or under Form Design Mode > click Form Tools > and find Actions under Form Tool settings.

                                        You will see the configuration of your action buttons is on the left side panel > click "x" next to the action button you don't need > Save your design changes.

                                        184    Viewing the history of a record

                                        Ragic will keep a records' history for each time you edit and save this particular record, which is visible through each entry's information panel.

                                        Clicking the i icon at the lower-right corner of the form page while browsing your entry will display the history details, such as the create date, user the entry was created by, entry manager, users that are notified, and locking status.

                                        If you have access rights higher than survey user (such as viewer, bulletin user, or admin), you will be able to view the history details of records.

                                        You can click on the added/modified records, to view details on additions and modifications.

                                        185    Why isn't my subtable row saved to the database?

                                        This behavior has something to do with how Ragic determines if a subtable row should be saved to the database.

                                        For a subtable row to be saved to the database, it needs to have at least one non-empty values for a row. However, there are some exceptions that we need to consider. For example, if a field is configured to have a default value, its value is auto generated or generated by formulas, it will always have a value, regardless of the rest of the row being filled out or not. Therefore, Ragic has a rule in place to prevent empty rows to be generated. Fields in the subtable row with default values, formulas, or auto generated fields will need another fields' value filled in the same subtable row, so that this subtable row is saved to the database. Otherwise the default, formulas result, or auto generated value will not be counted as a non-empty field.

                                        186    Hide assignment status

                                        If you would like to assign entries to particular users to ensure that they only have the necessary access rights to a select amount of entries, a good way to hide this assignment is to use the form rules, especially if the assignments are made by a particular admin, or to prevent users to accidentally change the assignment.

                                        Leaving the form rule condition blank in this example ensures that the Select User field used for the assignment is hidden when a user is already assigned to a record.

                                        187    Account Billing Information and History

                                        You can view your account billing information by navigating to Start tab > Account Setup > Account Billing.

                                        This will display your current account plan, including the billing cycle, next billing date, the number of licensed users, billing amount, as well as your accounts' billing contact.

                                        Through this setup window, you can change your plan or plan details, update your credit card information, or purchase add-ons such as SMS credits or extra storage space. Clicking on the Billing History link on the right side will show you a breakdown of your previous payments.

                                        You can access each payments' invoice by clicking on a line item through the links on your payment description column.

                                        188    Entering data into linked fields

                                        Whether it's a single field linked through the select from other sheet field type, or a linked field via the link & load that links data from another sheet, the methods below can be used to enter data into linked fields:

                                        Start Typing:

                                        You can type directly into a linked field, which will automatically display related records.

                                        Using the link & load pop-up:

                                        Click on the empty linked field value to bring up a pop-up displaying the listing page of your linked sheet.

                                        You can use the full-text search bar on the top to show related results,

                                        or filter individual fields with the arrows next to the field headers.

                                        Both of these search options behave according to the search tools available in Ragic.

                                        189    Personal Settings

                                        Setting up your personal profile information for your database account and preferences can be done through your Personal Settings panel.

                                        To access the Personal Settings panel, hover on your name (if you don't have a name registered, your e-mail address will be shown) on the upper-right side of your screen. Under Personal, click Personal Settings.

                                        Profile

                                        Your Profile will let you set your display name, change your password, and set your phone, picture, and signature. This information will only be visible to System Administrators in your Ragic account through the internal user information panel, and anywhere this information is linked to within your database for users with the access rights to view this information.

                                        Preferences

                                        Your Preferences panel is a global display setting that affects how you interact with your Ragic database sheets. The default values and what these preference options mean are explained below:

                                        PreferenceDefault ValueDescription
                                        Show fly-in when hovering on linked fieldsOnDisplays the right panel fly-in when hovered on linked fields.
                                        Show fly-in when hovering on linked subtable fieldsOnDisplays the right panel fly-in when hovered on linked fields in subtables.
                                        Show fly-in preview when hovering on uploaded picture or fileOnDisplays an image or file preview for image upload fields or file upload fields when hovered on an existing uploaded image or file.
                                        Display link & load as a linkOnDisplays linked fields as links that take the user to the corresponding linked record.
                                        Display e-mail addresses as a linkOnDisplays E-mail fields as links, and behaves according to how the user has configured their browser setting for e-mail addresses.
                                        Display phone numbers as a linkOnDisplays Phone fields as links, and behaves according to how the user has configured their browser setting for phone links.
                                        Open tab folder menu with mouse clickOffToggles setting for tab menus to display sheet names when hovered or clicked.
                                        Number of entries per page25Global setting for the number of entries displayed on listing pages. This can be configured for individual sheets with this method.

                                        19    Can I change my plan?

                                        Yes, you can change your plan anytime you want from your Account Setup page under Account Billing.

                                        190    Additional Settings for Action Buttons

                                        There are three additional settings for action buttons that you can configure if necessary:

                                        These settings can be found under Design mode > Form Settings > Actions.

                                        Confirm before execution

                                        To prevent users from accidentally clicking on action buttons and cause unexpected situations, such as creating new data or modifying data you can configure the action buttons to be Confirmed before execution.

                                        With this configuration, users will have to confirm that they would like to execute the action.

                                        Only executable when approved

                                        In some situations, executing action buttons make significant changes to existing entries. In order to have another layer of security, you can configure the action buttons to be executable only when approved in the approval flow.

                                        Hide this action button

                                        If you would like to hide some action buttons, for example, after combining two action buttons, you will not have the option to delete the old action buttons, but you can hide it to prevent users from accidentally clicking them to execute actions that are irrelevant. You can configure the action buttons to be hidden by selecting the Hide this action button option.

                                        Action available for these user groups

                                        It's very common for a sheet to be accessible by multiple user groups, with different access right privileges.

                                        For example, while a user group might be a "Viewer" who can only view entries, "Admin" or "Bulletin Users", on the same sheet would be able to modify entries. In most cases users who have "Viewer" access rights shouldn't be able to view or click on the action button.

                                        As the result, you can have a more fine-tuned control on the access rights for each action button through this additional setting.

                                        By default, the action buttons are available for the EVERYONE user group, which means that anyone who has access to the sheet would be able to execute this action.

                                        You can click on the dropdown arrow under "Action available for these user groups" to select the user groups you would like to grant access to.

                                        Don't forget to Save the changes made in Design Mode.

                                        Only available for users who can edit this entry

                                        Sometimes you would like to allow users to modify entries with action buttons, but only the entries that they have editing rights to. In this case, you can check Only available for users who can edit this entry. With this being configured, this action button will be only available for users on the records that they have editing rights to, and not on the records that they can only view.

                                        191    Previewing files on the right panel

                                        Hovering on the file name of certain file or images uploaded in file upload fields and image upload fields will allow you to preview them within the right panel.

                                        Below are some examples on how these files are displayed:

                                        PDF files

                                        Word documents

                                        Excel files

                                        Image files

                                        192    E-mailing entries

                                        Users who have the appropriate access rights can e-mail details of an entry to others via e-mail.

                                        To e-mail an entry, you can click on the Tools menu on the top of the form page, and select E-mail this entry.

                                        You will have the option to include a link to this record, which will be displayed on the bottom of the entry. While the record details are sent on the e-mail body, if the receiver doesn't have access to the database sheet, they will not be able to access the record on Ragic, so you can choose to exclude the link.

                                        You can also choose to include an Excel copy of this record.

                                        An additional option, including a Mail Merge of this record can also be selected. This will give you an option to choose from Mail Merge templates you already have on this sheet.

                                        Once the e-mail is sent, it will be displayed in your e-mail history within Ragic. You can access sent e-mails through the records you have sent them.

                                        Users will also be able to reply to this e-mail through this record.

                                        193    Custom Review E-mail

                                        You can customize the subject and the content of your e-mail notification by clicking on Custom Review Email link under Invite user to review this record.

                                        In the pop-up window, you can design the e-mail template using HTML formatting and use variables. Check all supported variables here.

                                        You can click on which will show you a demo on how the custom e-mail looks like. If you decide to use our standard template instead, click on will discard all the changes you've made.

                                        Furthermore, you may also attach URL, Excel, PDF, or mail merge file of the record; or other attachments. When you attach the URL of the record, please make sure you have granted the access right of the sheet to the recipients. Otherwise, they'll have a blank page when they access the database through the entry URL.

                                        Once the editing completed, remember to save before you exit the pop-up window.

                                        194    Customer Service Tickets Template

                                        You can manage all of your support e-mails in this Ragic sheet that you can install as a template. Received e-mails will create a new entry, and your users can reply the e-mail directly through Ragic. All responses in the e-mail thread will be stored in the same entry as well.

                                        You can also assign the ticket to another user, or decide if this ticket still needs to be replied or followed up.

                                        By using this template, you can easily manage all your support tickets in the same place.

                                        Installing and Setting Up

                                        The E-mail Support Ticket System Template can be installed to your database account from Start Tab > Install Template > Support > Customer Service Tickets > GET .

                                        The corresponding e-mail address will be "apname.support1.1@tickets.ragic.com".

                                        (The corresponding e-mail address above is generated by the following: apname.tab_path.sheet_index@tickets.ragic.com)

                                        For example, if your template URL is https://www.ragic.com/accountname/support1/1, then your corresponding e-mail address for this template will be accountname.support1.1@tickets.ragic.com. (This address is case sensitive, you may send an e-mail to this address to test if the e-mail is received in your template as a new entry.)

                                        After installing the template and having the corresponding e-mail address, you will need either add this e-mail address into your company e-mail group (or mailing list) or configure automatic forwarding of your mail box, so when people send e-mails to your company's support e-mail address, new support tickets will be generated as entries in this template.

                                        Using the E-mail Support Ticket System Template

                                        Tickets Listing Page

                                        The default filter applied on the listing page is "Need Action?: Y", which will show only the tickets that need action on the listing page as default. This can be changed if necessary.

                                        When you reply to an e-mail, the "Need Action?" status will be changed to N, and will not be shown in the default filter that's applied.

                                        You can clear the filter if you'd like to see all e-mails.

                                        When you receive a reply to an e-mail, they will have the "Need Action: Y" status again, and will be shown in your listing page with the default filter.

                                        Ticket Entry Form Page

                                        Fields

                                        Field Name Content
                                        Status The ticket status, can be changed by selecting from the drop down menu. The default setting for new tickets are "New".
                                        Need Action? The default value to this field is "Y" for new tickets. Once you reply to an e-mail, it will be changed to "N" automatically. This field value can also be changed to "N" by clicking the "No Action Needed" button through the Actions panel.
                                        Priority To mark the priority of this ticket, which helps collaborating with other users.
                                        Assigned To You can assign this ticket to another user. The assigned user will receive a notification within Ragic, and via e-mail.

                                        You can click on the mail icon on the lower-right corner to view an e-mail thread.

                                        You can send a reply to an e-mail after scrolling down an e-mail thread. An e-mail draft will be saved even if you leave this page.

                                        BBCode tags can be used here as well, which are useful to insert images and links.

                                        Tip: You can paste an image from your clipboard directly into an e-mail, the system will help turn this into an inserted image using BBCode.

                                        Add a Reply Template

                                        Common replies that you write often can be added to your template. Your reply will be auto-filled with the reply template contents by clicking on the saved template name. Reply templates are shared within the account, so all users will be able to see all reply templates.

                                        You can click +New under the TEMPLATES section to add a reply template.

                                        Setting up a Signature

                                        You can add/edit your signature by clicking the arrow next to Send button > Edit Signature.

                                        Attachments

                                        You can attach files from the Attach File link below the e-mail body. The size limitation of an e-mail is 25MB, however, it's still recommended to check the policy of your recipient's server.

                                        195    How to remove the "Powered by Ragic" footer from an embedded sheet?

                                        You will need Ragic Professional / On-premises / Enterprise to remove "Powered by Ragic" from an embedded sheet.



                                        If you use Ragic's Website plug-ins to embed your Ragic database to your website or blog, you might notice that there will be a footer "Online database powered by Ragic" displayed on the bottom of the embedded sheet.

                                        To disable this footer, you can add the code snippet below to the JavaScript code used to embed your database sheet:

                                        var hideSlogan = true;

                                        196    Creating an entry from a received e-mail

                                        Note: This Ragic feature is completed using the features of AWS SES. If your database is using the on-premise option, you would need to purchase your own domain and AWS SES services to use this Ragic feature.

                                        While the E-mail Support Ticket System Template allows users to manage received e-mails within Ragic, it is possible to create entries from received e-mails to save in your Ragic database by setting "apname.tab_path.sheet_index@tickets.ragic.com" as the e-mail recipient.

                                        Let's say your database account name is testing123, and the sheet url is "www.ragic.com/testing123/forms1/1", then the corresponding e-mail address would be "testing123.forms1.1@tickets.ragic.com".

                                        After entering the corresponding e-mail address, you will need to set up automatic forwarding to this e-mail address or add this e-mail address into your company e-mail group (or mailing list), so when you receive e-mails through your company's support e-mail address, they will be generated as entries in this sheet.

                                        Your users can reply to the e-mails that are recieved directly through Ragic. All responses in the e-mail thread will be stored in the same entry as well.

                                        In order to retrieve e-mail content data in corresponding fields, you can map the e-mail content to fields by adding manual attributes to each field, such as the subject, sender's e-mail address, name, etc.

                                        Below are the parameters you can add for e-mail content mapping:

                                        Parameter Value Description
                                        email_subject 1 The e-mail's subject field will be mapped to this field
                                        email_content 1 The e-mail's full content will be mapped to this field
                                        email_updateDate 1 The ticket's last update date will be mapped to this field
                                        email_fromAddress 1 The sender's e-mail address will be mapped to this field
                                        email_fromPersonal 1 The e-mail from user name will be mapped to this field
                                        email_updateEmail 1 The e-mail of the person who last updated this field
                                        email_toAddress 1 The recipient's e-mail address will be mapped to this field
                                        email_toPersonal 1 The recipient's name will be mapped to this field
                                        email_ccAddress 1 The CC e-mail address will be mapped to this field
                                        email_ccPersonal 1 The CC name will be mapped to this field
                                        email_needAction 1 The need action Y/N will be mapped to this field

                                        After adding manual attributes to the fields, you can send a test e-mail to check if the e-mail content is now correctly mapped to the fields.

                                        197    Adding or removing manual attributes to a field

                                        Note: Please do not use this feature unless instructed by a KB article or by Ragic support.

                                        To add manual attributes to a field, you can enter the Design mode of the form page, select the field, and navigate to Field Settings > Other > Manual attributes on the left side of the page.

                                        After entering your parameter to the Manual attributes configuration, click the "+" button next to it.

                                        You might notice the entered parameter is now cleared, which means it has been added to the field.

                                        Before exiting the design mode, please don't forget to save your design changes.

                                        To remove an attribute, simply try to add an empty attribute value to an attribute and the attribute will be removed.

                                        198    Sending mass e-mail

                                        The mass e-mail feature sends out e-mails that you compose, to records that have at least one e-mail field. You can select an e-mail field to use for the recipients. This is extremely useful for sending follow-up e-mails, during promotional campaigns, or newsletters to certain groups of people.

                                        To send out mass e-mails, you can first filter your records if necessary, and use the Send Mass E-mail function under the Tools menu.

                                        Not filtering records would mean that the mass e-mail will be sent to all contacts in your database sheet.

                                        Select the e-mail field that you would like to send e-mails to, and enter the Subject and contents of the e-mail.

                                        You will be able to refer to field values within the record that you're using to send out this e-mail with variable syntax:

                                        Below is the list of variables you can use in the e-mail content:

                                        VariableDescription
                                        {{AP_NAME}}Your Ragic account name
                                        {{USER_NAME}}Name of sender
                                        {{RECORD_LINK}}Record URL
                                        {{FIELD ID}}Value of the field
                                        {{FIELD NAME}}Value of the field

                                        Note. If there are duplicated field names on the sheet, please use {{FIELD ID}} to retrieve the field value instead.

                                        After clicking the "Mass Send" button, you be able to view the sent e-mails' status.

                                        Below is a received e-mail sent with the mass e-mail feature that includes variables:

                                        The sent e-mail will be stored with your entry in the database, which can be found on the entry's form page, accessible through the e-mail icon on the lower-right corner.

                                        Similar to our E-mail Support Ticket System Template, you can reply to sent e-mails.

                                        199    How to update Ragic files on QNAP?

                                        When you need to update or backup your files of Ragic in QNAP, you can use FTP software to log in to your server as administrator with the SFTP protocol. After logging in, you'll find the installation directory as below: /share/CACHEDEV1_DATA/.qpkg/Ragic/Ragic.

                                        Once you find the installation directory, please copy the license in it and re-boot your NAS. Then, you can open the Ragic application.

                                        2    How do I create great looking forms?

                                        1. Add your company logo

                                        It's always a great idea to customize Ragic to fit your company's look & feel. If you are using Ragic's professional or on-premise plan, you can replace the Ragic logo in the top-left to your company's logo. (if you're using a different plan, check the next tip!)

                                        Go to your Company Setting under your Account Setup. You can upload your company logo on this page so that it'll show up on every page.


                                        2. Add images to your form design

                                        Adding a header or footer on paper or on digital forms usually works great to establish your corporate identity. Same goes for banners and your logo. The design elements you add here will be displayed in the printer-friendly version as well.

                                        To add a default image that will always display on all your forms, simply add a static text field with an HTML image tag containing a link to your image. Learn how to do this by following the simple instructions here.


                                        3. Mix and match your colors

                                        You can change the style of static text fields as well as the headers of regular fields to fit your company's corporate identity. Whether the colors you choose match your logo or your website's color scheme, editing the colors will add a sense of integrity to your overall design.


                                        4. Make the columns fit just right.

                                        Whether it's your listing page or form page, having overset text is pretty unseemly. To avoid this, you can drag the edges of the column header from the design mode to fit your field header, or the width of your field values.

                                        Additionally, you can change the field header text from the design mode of your listing page. The changes made for what is displayed on the listing page will not reflect to the form page, and vice versa.


                                        5. What about the rows?

                                        If you'd like to keep everything on one line, you can have a field span multiple columns from the Basic tab while designing your form page.

                                        If you'd rather have a paragraph-like field that would expand as you enter more data, you can resize the height of the row, just like editing the width of the columns in the design mode.


                                        6. Add some space

                                        It's always a good idea to leave some white space for better readability, like how you'd leave a margin when composing a text document.

                                        I've discovered that the best way for this in Ragic is to leave an occasional empty column (for me a 50-px width looks great) between fields in the same row in the form page.


                                        7. Keep your listing page clean.

                                        One of the best features that comes with using Ragic is the powerful search engine — you can search for values that aren't displayed on the listing page with any of the search tools.

                                        You can also click on individual entries to go to the form page and view the details of each entry.

                                        This means that you don't have to display most of the fields on your listing page, save the important data. You can choose which fields are displayed as columns in the listing page from the design mode.

                                        before:

                                        after:


                                        8. Be consistent.

                                        However you wish to design your forms, make sure that the design of your forms are consistent with each other to avoid confusion.


                                        This knowledge base entry was originally posted in our blog.

                                        20    Will I lose free trial days if I subscribe early?

                                        No. You can enjoy the full trial days even if you subscribe before your free trial expires. The new subscription will be added on to your free trial, and will start when your trial ends.

                                        200    Can I use a barcode or RFID reader to enter data in Ragic?

                                        Ragic supports both input to field values using a barcode or RFID reader, and generate barcode from values within your database.

                                        Input data with your barcode or RFID reader

                                        You may use the barcode reader to input field values or into the full text search box.

                                        Generating barcode from your values

                                        Ragic can also generate various barcodes based on field values. With the "Barcode" field type, your input will be shown as a barcode automatically after saving. For supported barcode types, please refer to this page.

                                        In case you need to export barcodes as labels, you may use "Label Maker" report.

                                        201    Hiding e-mail history of the sheet

                                        If your users use feature E-mail this entry for an entry, the email history will be displayed at lower right corner on the form page of the entry.

                                        If you do not want this email history to be displayed, you can disable it from Form Settings > Form Settings > Hide e-mail history of this sheet under form design mode.

                                        202    How to turn off the fly-in panel?

                                        When hovering on linked fields or uploaded images and files, the system will show related information on the fly-in panel on the right side.

                                        To disable this fly-in panel, you may navigate to the gear icon on the upper-right corner of the fly-in panel and click the Turn off fly in option.

                                        After clicking Turn off fly in, this will disable all fly-in panels from the right side, regardless of the type of linked information Ragic normally displays. If you would like to configure settings separately to enable or disable different types of information available, please navigate to Preferences under your Personal Settings panel.

                                        203    Adding a button to formula recalculate a single record

                                        To recalculate all formulas or the formula assigned in a field for a single record instead of all records, you can add an action button to execute formula recalculation for the current record by adding a simple script.

                                        Please follow this guide to add your script:

                                        Step 1: Open the Ragic workflow editor.

                                        Right-click on the sheet name under the tab and select Javascript Workflow, which will take you to the Workflow Module.

                                        Step 2: Switch the page being edited to the "Installed sheet scope".

                                        Step 3: Modify and add the following code to your installed sheet scope and save.

                                        Remember to change the '/sales/3' in the example code below to your own sheet path.

                                        Example If your sheet url is 'www.ragic.com/sample/sales/3', the code would be written as following:

                                        function recalc(nodeId){

                                        var query=db.getAPIQuery('/sales/3');

                                        var entry=query.getAPIEntry(nodeId);

                                        entry.recalculateAllFormulas();

                                        entry.save();

                                        }

                                        If you would like to only do recalculate for a single field, let's say with field id 1000001. You can use this instead:

                                        function recalc(nodeId){

                                        var query=db.getAPIQuery('/sales/3');

                                        var entry=query.getAPIEntry(nodeId);

                                        entry.recalculateFormula(1000001);//recalculate formula for only field id 1000001

                                        entry.save();

                                        }

                                        Step 4: Add the action button to your sheet.

                                        Under the form page design mode of the sheet, navigate to Form Settings > Actions. Add a new action as following:

                                        Action name: The name of the action button.

                                        Action type: JS Workflow

                                        Action: recalc({id});

                                        Remember to click "Add Action" and save your design changes.

                                        204    How do I change e-mail for a user?

                                        If you don't see "Change E-mail" action button on your user page, please contact support@ragic.com.

                                        In case you would like to change the e-mail address of a user, as a SysAdmin you may click on the "Change E-mail" action button from the Actions panel within the corresponding user's page.

                                        Input the updated e-mail address in the pop-up window. When the e-mail is confirmed, Ragic will automatically send an e-mail to the updated address containing the user's temporary password to log into the system. The user may then change their password when they log on to Ragic.

                                        205    Why can’t I delete a sheet or field?

                                        The Ragic system will not allow you to delete a field which is referenced by other sheets.

                                        For example, if a field is a linked field in the source sheet used with Link & Load or Show References from Existing Sheets.

                                        Similarly, when attempting to delete a sheet which contains a field referenced by other sheets, the Ragic system will stop you from doing so.

                                        This is because, if you delete a field referenced by other sheets, one or more fields will lose their reference source. For example, if you link the “Customer” sheet from the “Sales Order” sheet, and set the “Customer ID” field as the linked field, when you select the “Customer ID” field in the “Sales Order” sheet, Ragic can automatically load the customer's information. If you delete the “Customer ID” field in the “Customer” sheets afterwards, the link and load feature will not work.

                                        If you still want to delete this kind of field, we suggest you to unlink those fields before deleting.

                                        206    Configuration of printer friendly version

                                        Ragic will generate a preview page based on the printing settings of your browser in the printer friendly version, accessible in the Tools menu. To adjust the printer friendly version settings, you may need to check the printing settings of your browser, including the items listed below.

                                        1. Field background color (Background graphics)

                                        2. Margins (Margins & Scale)

                                        3. Headers and footers

                                        4. Portrait or landscape (Layout)

                                        207    How to copy / duplicate all sheets under a tab?

                                        If you have a set of linked sheets under a tab for a specific project, and you would like to copy the whole tab, preserving the design and linking relationships of the sheets in a new tab for another project, you can use the Duplicate Tab feature to achieve this so that you don't have to duplicate each sheet and re-arrange the linking.

                                        You can find this feature by clicking the arrow icon next to the tab name, or right-clicking the tab name and selecting Duplicate Tab.

                                        Select the sheets you would like to duplicate. (By default, all sheets under your tab will be selected.)

                                        Click Submit, and the tab with the selected sheets will be duplicated. The new duplicated sheets will link to each other instead of linking with the original sheets.

                                        Note This feature is to duplicate the design of all sheets under a tab. It's not for creating multiple versions of the same sheet. The newly created sheets will not be multiple versions of the same sheets that share the data, but rather be new sheets created with the same design.

                                        208    Loading automatically saved drafts

                                        When you are entering a record, what you entered are automatically saved as a draft to your browser every few seconds.

                                        This way, when your browser window are closed accidentally, you can simply load the draft by creating a new record on the same sheet. When creating a new record, the system will first check if there is a draft available. If a draft is available, it will first ask you if you would like to load this draft. You can choose to create the new record using the last draft or clear the draft to create a new record from scratch.

                                        209    How to archive old entries?

                                        For better data management, we do not recommend archiving a sheet and creating another new sheet with the same structure, as you won't be able to generate a meaningful report in a specified time period if it becomes necessary.

                                        Workarounds to archive data are:

                                        Configuring a default view or fixed filter from the left side bar

                                        Let's say you don't want to view orders that are older. You can click on the gear icon of the date field in the left side bar, choose "This Year", and then save it as the default view or fixed filter.

                                        This way, users will see sales order of this year only upon entering the order sheet.

                                        Create a "Archive" field and archive entries manually

                                        If the data that you want to archive cannot be filtered out by the left side bar, you can create a selection field named "Archive". You can then apply a default view or fixed filter based on the "Archive" field.

                                        In the future, when you have entry that want to archive, you'll need to manually change the field value of "Archive" field so that it won't show up in the listing page. In case that you want to update several entries at once, you may filter out those entries and use mass update.

                                        21    What does Ragic mean?

                                        Ragic is pronounced like magic, and the word Ragic was merged from rapid and magic.

                                        210    Creating an action button for opening the printer friendly version of a sheet

                                        Just create an URL action button with the record URL adding .xhtml to the end.

                                        For example, the sheet URL is https://www.ragic.com/demo/sales/1

                                        For a record, the URL would be like: https://www.ragic.com/demo/sales/1/18

                                        So for the action button, you can put down the URL:

                                        https://www.ragic.com/demo/sales/1/{id}.xhtml

                                        211    How can I allow guests query and view the data without granting them access rights?

                                        Generally the access rights of an embedded sheet is as same as the one you configured to the sheet in your Ragic database.

                                        For example, if you configure the access right for the "EVERYONE" user group as "VIEWER" to the sheet, guest users who are not logged in to the database would be able to view all records in the embedded sheet on your website. However, if you would like to allow guest users to search for data without setting your sheet as public, such as being able to search the delivery status of a package on-line upon entering the tracking number, this can be done by using Exact Mode in your embedding configuration.

                                        The Exact Mode setting is available for Database Query and Database View & Query. With this setting, users would be able to search for data by entering the query that is exact matched even if your sheet is not set to public.

                                        To enable this setting, in the embed configuration of Database Query or Database View & Query, check the box "Exact Mode" at the upper left corner. You can configure the query fields by clicking Set Default Query Field if necessary.

                                        Note: When the Exact Mode is activated, users would need to enter an exact match query to all query fields to be able to find data in their search.

                                        Users will now be able to search for data by entering exact matched data in all the query fields even if they don't have access rights to your Ragic sheet.

                                        Clicking on the entry row will reveal detailed information of the entry.

                                        Reminder: The Exact Mode configuration is shared with Database Query and Database View & Query to a sheet. If you have configured Exact Mode for the embed tool Database Query of a sheet, it would apply to Database View & Query if you have one. If you have deactivated Exact Mode, it would apply to both embed tools as well.

                                        212    How to send mass SMS through Ragic?

                                        The Send mass SMS feature is available if you subscribe with our Professional plan or above.

                                        The send mass SMS feature sends out SMS (text messages) that you compose, to selected recipients in a phone number field within your records. Your sheet will need to have at least one phone number field, and you will be able to select the phone number field to use for the recipients.

                                        This is extremely useful for sending follow-up messages as an SMS, during promotional campaigns, or newsletters to certain groups of people.

                                        Before you start using this feature, you will need to purchase SMS credits from your Account Billing. (Or click "Get SMS credits" from Send mass SMS configuration to navigate to this page.)

                                        To send out mass SMS, you can first filter your records if necessary, and use the Send mass SMS function under the Tools menu.

                                        Not filtering records would mean that the mass e-mail will be sent to all contacts in your database sheet with the specified phone number field.

                                        Select the phone number field that you would like to send an SMS to, and enter the body content of the SMS.

                                        Ragic uses a third-party service named Twilio to send text messages. You can send text messages to phone numbers in almost any country in the world. If your recipients are outside the US or Canada, please format your mobile phone numbers in the international format E.164, which will include country codes, such as +18886668037. For detailed information regarding formatting phone numbers to send mass SMS through Ragic, please refer to this article.

                                        Clicking on the option Test Send (To Self), will prompt you to enter your phone number to be used for testing in the pop-up window so you can test send an SMS to your phone number.

                                        And you can refer to this article for SMS character limit information.

                                        Another thing is that you will be able to refer to field values within the record that you're using to send out this SMS with variable syntax:

                                        Below is the list of variables you can use in the SMS content:

                                        Variable Description
                                        {{AP_NAME}} Your Ragic account name
                                        {{USER_NAME}} Name of sender
                                        {{RECORD_LINK}} Record URL
                                        {{FIELD ID}} Value of the field
                                        {{FIELD NAME}} Value of the field

                                        Note. If there are duplicated field names on the sheet, please use {{FIELD ID}} to retrieve the field value instead.

                                        213    What is the SMS character limit?

                                        The character limit for a single SMS message is 160 characters, however most modern phones and networks support concatenation and segment and rebuild messages up to 1600 characters. Messages not using GSM-7 encoding are limited to 67 characters.

                                        We recommend you check any mass messages in this tool before you send them out. It will flag any UCS-2 characters to avoid you being double charged for messages. Sending out SMS through Ragic, you can see whether a message was encoded as UCS-2 or GSM7 by viewing an individual message in your console logs.

                                        SMS Message Length and Character Encoding

                                        When you send a SMS message over 160 characters the message will be split. Large messages are segmented into 153 character segements and sent individually then rebuilt by the recipients device. For example, a 161 character message will be sent as two messages, one with 153 characters and the second with 8 characters.

                                        If you include non-GSM characters like eastern characters in SMS messages, those messages have to be sent via UCS-2 encoding. Messages containing any UCS-2 characters are limited to 67 characters and will be concatenated into 67 character message segments, even if the messages contain less than 160 characters.

                                        214    How to specify fields when using publish to the web?

                                        When you use publish to the web, you may choose to export data from fields on the listing page or all fields.

                                        If you would like to further specify which fields you'd like to export, you can add the snippet "?f=cust&s=1000&order=["field_id",...]" to the URL generated from the publish to the web feature.

                                        For example, below is the URL to download an excel file retrieved from publish to the web, which would only export data from the fields that are on the listing page:

                                         https://www.ragic.com/ExampleAccount/Tab1/18.xlsx 



                                        To export the data from certain fields instead of the fields on the listing page, or all fields on the sheet, we use the parameter "?f=cust&s=1000&order=["field_id",...]" to specify fields. (The field ID can be found under the design mode from field settings.) the URL to Download an Excel file for only the field IDs "1000231" and "1000243" would be:

                                         
                                        

                                        https://www.ragic.com/ExampleAccount/Tab1/18.xlsx?f=cust&s=1000&order=["1000231","1000243"]

                                        215    How to filter entries on the iOS App?

                                        Ragic's iOS App now supports filtering entries with views. Users can either apply saved views or create a new view.

                                        Apply saved views

                                        You may enter the listing page and click on the filter icon:

                                        Click on the name of the saved view you'd like to filter with. Ragic will apply it automatically and toggle back to the listing page:

                                        If you would like to clear the applied view, click on the filter icon again and select “Clear”. You'll be able to see all entries again.

                                        Create a new view

                                        You may click on the filter icon from the listing page and enter the criteria below:

                                        Click on to apply the new view.

                                        If you want to clear the view, click on the filter icon again and click on “Clear”.

                                        Notice

                                        New views created on the Ragic iOS App cannot be saved yet. If you would like to save a view, please access Ragic from the web version.

                                        Download Ragic's iOS App from the link below:

                                        Download on the App Store

                                        216    How to prevent subtable row deletion?

                                        When editing subtable data, you can click the deletion icon to delete the row completely.

                                        If you want to prevent your users from deleting subtable rows, you can navigate to Form Settings under Design Mode and choose the option no subtable deletion allowed.

                                        217    Adding a button to formula recalculate all records in a sheet

                                        To recalculate all formulas or the formula assigned in a field for all records without navigating to Design mode, you can add an action button to execute formula recalculation for all records by adding a simple script.

                                        Please follow this guide to add your script:

                                        Step 1: Open the Ragic workflow editor.

                                        Right-click on the sheet name under the tab and select Javascript Workflow, which will take you to the Workflow Module.

                                        Step 2: Switch the page being edited to the "Installed sheet scope".

                                        Step 3: Modify and add the following code to your installed sheet scope and save.

                                        Remember to change the '/sales/3' in the example code below to your own sheet path.

                                        Example If your sheet url is 'www.ragic.com/sample/sales/3', the code would be written as following:

                                        function recalc(){

                                        var pageSize = 1000; //read 1000 entries at a time

                                        var qMain = db.getAPIQuery('/sales/3');

                                        qMain.setUpdateMode();

                                        var mainAr = null, mainOffset = 0;

                                        while(mainAr==null || mainAr.hasMore()){

                                        qMain.resetData();

                                        qMain.setLimitSize(pageSize);

                                        qMain.setLimitFrom(mainOffset);

                                        mainAr = qMain.getAPIResults();

                                        var iterator = mainAr.iterator();

                                        while(iterator.hasNext()){

                                        var entry = iterator.next();

                                        entry.recalculateAllFormulas();

                                        entry.save();

                                        }

                                        mainOffset += mainAr.getData().size();

                                        }

                                        }

                                        If you would like to only do recalculate for a single field, let's say with field id 1000001. You can use this instead:

                                        function recalc(){

                                        var pageSize = 1000; //read 1000 entries at a time

                                        var qMain = db.getAPIQuery('/sales/3');

                                        qMain.setUpdateMode();

                                        var mainAr = null, mainOffset = 0;

                                        while(mainAr==null || mainAr.hasMore()){

                                        qMain.resetData();

                                        qMain.setLimitSize(pageSize);

                                        qMain.setLimitFrom(mainOffset);

                                        mainAr = qMain.getAPIResults();

                                        var iterator = mainAr.iterator();

                                        while(iterator.hasNext()){

                                        var entry = iterator.next();

                                        entry.recalculateFormula(1000001);//recalculate formula for only field id 1000001

                                        entry.save();

                                        }

                                        mainOffset += mainAr.getData().size();

                                        }

                                        }

                                        Step 4: Add the action button to your sheet.

                                        Under the form page design mode of the sheet, navigate to Form Settings > Actions. Add a new action as following:

                                        Action name: The name of the action button.

                                        Action type: JS Workflow

                                        Action: recalc({id});

                                        Remember to click "Add Action" and save your design changes.

                                        218    How do I add frequently used tools as custom buttons?

                                        You can create custom buttons to have easy access to your frequently used tools. From Design Mode, go to Form Settings, select the suitable Action type, and name your button.

                                        Simply click on the “Add Action” button, save the design, and exit Design Mode. Your custom button will show up in the lower-right corner of your database:

                                        Here are the tools which can be added as custom buttons:

                                        Tools
                                        Clone Entry
                                        Download as Excel File
                                        Printer Friendly
                                        E-mail this entry
                                        Apply all formulas to this record
                                        Lock or unlock record

                                        Please Note: This function is only supported in form pages and cannot be added to the listing page.

                                        219    Download filtered records in Excel, CSV, or printer friendly via URL

                                        Usually, sending users a download URL of a sheet allows them to download all records in the sheet they have access right to. By adding special parameters to the URL of the sheet, you can let users download only the filtered records of the sheet they have access right to.

                                        Below are the URLs of data exporting options:

                                        File Format URL
                                        Excel File www.ragic.com/account_name/tab_path/sheet_path.xlsx
                                        CSV File www.ragic.com/account_name/tab_path/sheet_path.csv
                                        Printer Friendly www.ragic.com/account_name/tab_path/sheet_path.xhtml

                                        Example:

                                        To download the Excel file of the sheet

                                        https://www.ragic.com/testaccount/practicetab/1.xlsx

                                        Use the link

                                        https://www.ragic.com/testaccount/practicetab/1.xlsx?pqv1000105=Taiwan


                                        The part before "?" is your sheet path.

                                        The parameter name is pqv (your field ID can be found with this method).

                                        The value after "=" is the value you’d like to filter with, which is "Taiwan" in our example above. Please note that this value is case-sensitive.

                                        For multiple queries, use the ampersand symbol &.

                                        Comparison operators such as <, >, or >= is not supported in this method, for this kind of query, you (SYSAdmin) may consider saving the query as a shared view and retrieve shared view url for downloading the filtered records.

                                        Note: only users with access right to the sheet may use the link to download the records.

                                        To grant people with no access right to download the records, use Publish to Web with API Link instead. You can also add special pqv parameters to the link to allow download of filtered records.

                                        22    Is my data secure?

                                        Ragic uses the same 128-bit encryption and physical security that banks use, sensitive data are all stored in encryption or hash. We do not use an SQL database, so there's no chance of SQL injection or many other security holes that you would see in most other products. Nobody can see your data through a DB console.

                                        We use two highly trusted and popular service providers to host our servers: Google server hosting and Amazon EC2. They have extremely high physical security measures, and data are written to multiple disks and backed up daily. You can also manually backup your database from Ragic anytime you want.

                                        If you still have concern, you can always purchase a private server to install on your own server or a service provider of your choice, and update your subscription to the on-premise version.

                                        220    Can I use my Google account (or other OpenID account) to sign up or sign in to Ragic?

                                        Yes you can!

                                        To sign up, go to Ragic sign up page and click "Sign Up with Google" under the "Sign Up for free" button.

                                        To sign in, simply go to Ragic sign in page and click “Sign in with Google”.

                                        221    How can I Mass Update Selection Field Values?

                                        Changing string values in multiple Free Text fields can simply be achieved by Mass Update > Search and Replace. However, since Search and replace function is not supported in Selection field type, updating Selection field values in bulk requires a different method.

                                        Here's an example:

                                        Suppose your current data is as shown below.

                                        You want to change the selection "banana" into "Banana" and apply the change to the current data to uniform the selection value format in the field "Product" (capitalized first letter). To achieve that, you need to do the following:

                                        1. Go to the design mode, add and save the new selection "Banana" to the selection field.

                                        2. On the listing page, filter the records whose selection field values you'd like to update into "Banana" (in this example, filter all selection fields with the value "banana"),

                                        then Mass update the original value "banana" with "Banana"...

                                        ...So that your data will look like this.

                                        3. After completing the above two steps, you may delete the old selection "banana" from the Selection field on the design mode.

                                        222    How to modify templates?

                                        When using Ragic templates, it is important to keep in mind that template design modification is only available in Professional plan or above. This applies to both free trial period and paid subscription.

                                        Note: If your account is downgraded from Professional to Lite or Free plan because you have passed the free trial period or discontinue your subscription, the free templates you have installed will be reverted to its original design.

                                        Modify the template design

                                        On the form page of the template, click Change Design.

                                        Add、delete or modify fields

                                        You can create a new field by clicking on any blank cell and typing the field name.

                                        To delete fields, right-click > delete or press Backspace or Delete button on your keyboard. Please note that a warning message will pop up if you delete fields referred by a formula.

                                        In addition, if a field is linked to other sheets, it can only be deleted after the link is removed.

                                        To change field name, go to the left panel under on the design mode.

                                        Field type can also be changed in the left panel of the design mode. However, changing field type may affect the saved field value and formula calculation. For example, changing Free Text Field to Numeric Field will clear out the field values; and changing Numeric Field to Free Text Field may affect its numeric calculation.

                                        Modify linking relationships between sheets

                                        Please note that modifying relationships between sheets which are linked through Link & Load, Multiple Versions, New Sheet from Subtable and Show References from Existing Sheets will change the original structure of the template. For more information on Ragic linking tools, please refer to this page.

                                        Modify custom action button settings

                                        Please note that modifying custom action buttons Convert Records, Update Values, Update Value On Another Sheet and Send Custom E-mail will affect the original function of the template. For more information on custom action buttons, please refer to this page.

                                        Note:Currently, template sheets cannnot be rearranged or moved to other tabs.

                                        223    Creating an Identification Field (Key Field)

                                        What if…

                                        There are so many ‘John Doe’s in your customer database?...

                                        ...Or you can’t determine which product was purchased because the information of each product in your database looks exactly the same?

                                        If you have problem differentiating entries in your sheet, you might be missing a component in your form design, that is, something each of your entry possesses yet is “unique” enough for the system to accurately distinguish them.

                                        What is a “Unique/ Key Value”?


                                        A unique value can be a serial number, or “identification” sequence consisting of letters and/ or numbers in each entry.

                                        The importance of Key field in data management

                                        Since each sequence is one-of-a-kind, having a unique value field allows us and the system to detect a seemingly slight but distinctive feature of each entry. This unique feature holds your data together while at the same time allowing them to be identified at an individual level in data management and analysis. This identification method has been adopted in data management systems at large.

                                        1. As a visual identification of an entry

                                        With a quick look at the key value (Customer ID, for example), you'd be able to identify entries regardless of the overlapping information they carry.

                                        E. g. Unique customer IDs for customers with the same name.

                                        2. An identification property in file import.

                                        For Ragic to map your information correctly to entries during file import, you will need to have a key field as entry identification, such as "Product Code" for products, or "Customer No."

                                        3. An identification property in data linking

                                        Ragic has several data linking tools, and key fields enable the system to correctly map data during linking.

                                        In a link and load example, linking Customer ID field to Sales Order sheet enables the system to more accurately load the customer information in the target sheet (compared to linking Customer Name field).

                                        (If you've already used a non-unique value field to link data with link and load tool, you can use this method to switch it into unique value field without deleting anything or reorganizing your table format).

                                        Which field(s) can be used as the key field in my sheet?

                                        Any field containing a unique value can be a key field, but the most common one is ID number field.

                                        For example, in customer information entries, email address or ID number can be the key field; in company information entries, company code or VAT number can be the key field; in sales order entries, sales order numbers can be the key field, etc.

                                        In addition, you may also set a "Unique" attribute to your key field to prevent users from duplicating entries.

                                        If you don't find any field with a unique value in your sheet design, a quick way to add one is by creating an auto-generated field. This type of field will automatically generate sequential, unique numbers for each entry you add to the sheet.

                                        224    Whitelisting Ragic email IPs to avoid messages not getting through

                                        You can ask your e-mail system administrators to whitelist the following IP:

                                        54.240.35.150

                                        225    Why is TODAY() formula returning the wrong value?

                                        Ragic automatically runs daily recalculation in UTC ± 00:00 time zone, hence the inconsistency in the returned time value if you're located in a different time zone.

                                        For example, configuring the execution time at 01:00 while you're located in UTC+8 will result in one day delay due to the 8-hour time difference.

                                        The solution is to replace the referred TODAY() with TODAYTZ() so that the system will apply the time zone configured in your company settings when executing daily recalculation.

                                        226    How to change the field order on form page for mobile App?

                                        By default, Ragic mobile app form page displays fields from left to right, top to bottom. To change the app form page field order, click on the App Field Order Setting under the form page design mode:

                                        Then, click on the field name and use the arrow button to arrange the order:

                                        Note: To change the listing page field order in mobile app, you may refer to this document.

                                        227    How to import from the Excel file stored in OneDrive or Google Sheet?

                                        In Ragic, you can use Import from URL feature to import Excel files stored in the cloud and automatically update the records within your Ragic sheet.

                                        To be able to use "Import from URL", you need to first have a URL of your Excel file stored in the cloud, and this URL should directly link to the download .csv or .xlsx page.

                                        If your Excel file is stored in OneDrive, you may follow below steps to get the direct download link of the file for import in Ragic.

                                        Click Share at upper right corner, then copy the URL.

                                        The URL you just copied is the direct path to your OneDrive:

                                        https://org.sharepoint.com/personal/user_org/folder/filename.ext?d=oiuqjaweorihjlkj

                                        Substitute everything after the "?" symbol in the URL with "download=1". In case there's no "?" in the URL, you can add "?download=1" at the end of it.

                                        https://org.sharepoint.com/personal/user_org/folder/filename.ext?download=1
                                        



                                        If you are importing from Google sheet, you can get the direct .xlsx/ .csv download link by using their "Publish to the web" feature. You can use this link for import in Ragic.

                                        228    Reminder of min. inventory requirement

                                        x
                                        Min. Inventory requirement

                                        Daily Reminder

                                        Real-time Reminder

                                        With Ragic's current available tools, we can set a minimum inventory requirement value with two methods.

                                        Here, we use the "Inventory" sheet in "Inventory Management" template as an example.

                                        Daily Reminder

                                        Step 1. Create a "Min. Requirement" field and a "Notify Date" field

                                        Set "Min. Requirement" field type to Numeric, and

                                        "Notify Date" field type to Date field with IF(A6>A5,TODAYTZ(),"") formula applied.

                                        The formula will return today's date when the "Min. Requirement" field value is larger than that in "Total Qty" field. Otherwise, it will return an empty value.

                                        Step 2. Configure a reminder based on "Notify Date" field

                                        Step 3. Set up automatic daily recalculation

                                        Step 4. Arrange the order of workflow in job schedule

                                        Note: make sure that the execution time of daily workflow is earlier than the reminder.

                                        With the above settings, the system will send reminders if the inventory is below the min. requirement value at the time configured in the job schedule.

                                        Real-time Reminder

                                        Step 1. Create a "Min. Requirement" field and a "Check" field

                                        Set the "Min. Requirement" field type to Numeric, and

                                        "Check" field type to Selection field with IF(A6>A5,"Yes","No") formula applied.

                                        The formula will return "Yes" if the "Min. Requirement" field value is larger than that in "Total Qty" field. Otherwise, it will return "No".

                                        Step 2. On the listing page, apply a shared view based on "Check" field

                                        Step 3. Apply a notification for shared view based on the view created in step 2.

                                        With the above configuration, you'll receive a notification email of:

                                        1. New records that match the query conditions (either by creating a new entry or modifying an existing entry).

                                        2. Records that formerly matched the queries but do not any longer.

                                        229    How is mass SMS fee charged in Ragic?

                                        Ragic uses Twilio service to send mass SMS. To use this feature, you will need to purchase SMS credits in Ragic so that the actual cost of each SMS sent (the fee charged by Twilio) will be deducted from your total purchased credits.

                                        To purchase SMS credits, go to Tools > Send Mass SMS. This will take you to the SMS Credits section of the Account Billing page. Please note that only paid Professional plan or above can purchase SMS credits.

                                        For information on the fees charged for each SMS in Twilio, please visit Twilio's official website: https://www.twilio.com/sms/pricing/us

                                        Below is the screenshot from Twilio's official website showing the cost of each message sent to Germany domestic telecommunications (in US$).

                                        23    How do I enter default value information for my existing entries to a new field added to a sheet?

                                        There are two ways to do this:

                                        1. You can do a mass edit by exporting the sheet as an .xls or .csv file, fill in the new field, and then import the file back if you have existing data. Don't forget to click on Renew data for the Import policy step. Learn more about importing in our documentation here.

                                        2. Write a Javascript workflow program to fill it in.

                                        230    Print documents with fixed title and page numbers on each page

                                        An extensive amount of subtable records in an entry may expand the subtable long downward, resulting in multiple pages of print preview. In this case, if you want to display certain parts of the sheet design on each page (e. g. showing the title field and page number on top of each page), you can use Ragic’s mail merge tool and set up the “Page Layout” of the Excel template file. This allows you to configure the parts you’d like to include on each print page. Let’s take a look at below example.

                                        To print documents with fixed title and page numbers on each page as shown above, first download the record’s Mail Merge sample template in Excel. In the file, navigate to the “Page Layout” top bar option, choose “Page Setup” > “Sheet” > “Print Titles” to select the rows and columns you want to show on each page. After everything is set, upload the template back to Ragic.

                                        To set up page number on every page, go to “Page Layout” > “Page Setup” > “Header/Footer”, and select your preferred page number format.

                                        Remember to upload the modified template back to Ragic and set it as a mail merge action button (shown in below image). By doing this, you will have the same template format the next time you export the records.

                                        You can print it after you download the record through mail merge.

                                        The page number and title are shown on every page as configured.

                                        231    How to add approval fields on the form page?

                                        After adding an approval flow on your sheet, you can use the listing page field picker to add approval-related fields on the listing page. If you add these fields on the listing page, they will be automatically added on the bottom of the form page and set as hidden by default. If needed, you may manually unhide those fields.

                                        Alternatively, you may manually create fields and apply approval formulas to populate approval-related values. For example, if you would like to populate the status of the approval flow, you may create a free text field apply the following formula.

                                        APPROVAL.STATUS()

                                        After saving the sheet’s design, you will need to execute formula recalculation to populate the approval status of existing records.

                                        Note: If you use this formula to populate the status of your approval flow, the system will populate their respective system values, such as “F” means approved and “REJ” means rejected. If you want to convert these system values to text, you may create another field applying conditional IF() formulas. For more information, you may refer to this document.

                                        233    How to reset sequence number in subtable?

                                        Due to certain reasons (such as record deletion), the sequence numbers in the numeric subtable fields may not be in your preferred order. To reset the order, you may follow the steps below.

                                        1.

                                        Go to the sheet design mode, click Form Tools and choose Update Values".

                                        2.

                                        Choose the subtable field with the default value $SEQ and enter {{$SEQ}} under "with these values". Also remember to tick the "Update all subtable records" option under Advanced setting.

                                        Save the design after you create the button.

                                        3.

                                        The result:

                                        Originally, the order of the sequence numbers was 1, 3, 4, 5.

                                        After the reset, the order became 1, 2, 3, 4.

                                        234    How can we get the entry/record URL?

                                        You can easily generate the URL of an entry as a field value by creating an auto generate field in the sheet. On the field settings' formatting list, scroll down and choose "Record URL" format.

                                        With this format, the system will auto-populate the field with the URL of each entry created in the sheet.

                                        235    How to use RequestBin to diagnose API call issues

                                        1. Please go to http://requestbin.com and click "Create a request bin".

                                        2. Copy the request bin endpoint (at top right), and then send the request that you would have sent to Ragic and send it to this URL instead. This way RequestBin will receive your request detail

                                        3. You can use this to compare API calls, or to save into a URL and send the request detail to support@ragic.com for Ragic team to look into why some API calls are not working as expected.

                                        236    Generating last modification date & time of a specific field in the entry

                                        In Ragic, you can set up default value to auto populate a date field with the last modification date & time of the entry. However, if you need to auto populate the field with the last modification date & time of a specific field in the entry, you’ll need to add a script to achieve it.

                                        Please follow this guide to add your script:

                                        Step 1: Open the Ragic workflow editor

                                        Right-click on any of the application tabs or sheets and select Javascript Workflow or Global Javascript Workflow, which will take you to the Workflow Module.

                                        Step 2: Switch edit page to "Global Workflow"

                                        Step 3: Paste the following code and save

                                        function setLastModifiedOnField(pathSheet, observeField, recordField) {

                                        if (param.getOldValue(observeField) !== param.getNewValue(observeField) ||

                                        param.isCreateNew()) {

                                        var today = new Date(new Date().getTime() + account.getTimeZoneOffset());

                                        function pad2(n) { return n < 10 ? '0' + n : n }

                                        var fmtValue = today.getFullYear() + "/" +

                                        pad2(today.getMonth() + 1) + "/" +

                                        pad2(today.getDate()) + " " +

                                        pad2(today.getHours()) + ":" +

                                        pad2(today.getMinutes()) + ":" +

                                        pad2(today.getSeconds());

                                        var query = db.getAPIQuery(pathSheet);

                                        query.addFetchDomains(recordField);

                                        var entry = query.getAPIEntry(response.getRootNodeId());

                                        entry.setFieldValue(recordField, fmtValue);

                                        entry.save();

                                        }

                                        }

                                        Step 4: Switch edit page to "Post-workflow" of the sheet you'd like to add this script

                                        If your sheet URL is https://www.ragic.com/accountname/tabname/1

                                        And

                                        The field whose last modification date & time you’d like to generate is "Active Status" (field ID 1003114), and the field where you’d’ like to record last modification date & time of field "Active Status" is "Last Edit (status)" (field ID 1003115).

                                        Add this to the Post-workflow:

                                        setLastModifiedOnField("/tabname/1", 1003114, 1003115);

                                        Don't forget to save your changes.

                                        (The populated date & time value is based on the timezone set in your Company Setting.)

                                        237    How to do a manual update on my on-premises installation?

                                        Note: If you run Ragic on QNAP, you may also follow the instructions below to do a manual update.

                                        1. Download our full installation file (https://www.ragic.com/sims/download.jsp), unzip it to another dir.

                                        2. Stop the Ragic service.

                                        3. Delete the lib dir and the web dir in the Ragic installation dir. (Or move it to a temporary space, just make sure the target dir is empty)

                                        4. Copy the lib and web dir from the unzipped full installation dir to the deleted location where the lib and web dir originally were.

                                        5. Restart the Ragic service.

                                        238    Open different page with action button

                                        You can add an action button and set action type as URL and go to specific sheet.

                                        You can also put a parameter in the link address so you can go to different pages based on different parameters.

                                        For example, you can save specific Facebook or Instagram account name in the field and click the button to go to specific Facebook page or Instagram page.

                                        As you can see in the image below, the value in the "Facebook Account" field is the account name in the link address.

                                        If you want to configure the action button, you can go to Change design > Form Settings > Actions to add an action button, select URL in action type, and paste the link address which you want to access and a field ID as parameter in that link address in action.

                                        It's better to select a field which you save unique value in it. Remember to click add action and save after you configure the action. After you finish it you can click that button to go to different pages based on different values.

                                        You can use other link address like Google search engine or Instagram link address. The link address in URL field will look like...

                                        1.Google Search:https://www.google.com/search?q={field ID}

                                        2.Instagram account:https://www.instagram.com/{field ID}

                                        239    My on-premises server won't start, error message: java.net.BindException: Address already in use: bind

                                        This means that the port that your Ragic service is being used by another process, and you should stop that process before you start Ragic. The port that is being used is usually port 80 or port 443. The other process can be another Ragic service that you did not stop, or another web application like Windows IIS or Apache web server. Sometimes even applications like Skype can occupy port 80.

                                        On a Linux server, you can use the following commands to find out which processes are listing on certain ports:

                                        sudo lsof -i -P -n | grep LISTEN

                                        sudo netstat -tulpn | grep LISTEN

                                        sudo lsof -i:80 ## see a specific port such as 80 ##

                                        sudo nmap -sTU -O IP-address-Here

                                        On a Windows server, you can use the following command to find out all the ports being used by your applications on the server:

                                        netstat -a -b

                                        On Windows server, a service called "Web Deployment Agent Service" (MsDepSvc), which is part of IIS, may be the cause of this. Disabling the service will resolve the issue. This agent ran even after IIS was stopped/disabled.

                                        24    Cannot find suggested result in the full text search box

                                        The results in the dropdown when the top search bar is dependent on which sheet you're on, and will only show you results from that sheet. You can search from your account homepage, or try searching from another sheet.

                                        240    Find out which process is using which port

                                        On a Linux server, you can use the following commands to find out which processes are listing on certain ports:

                                        sudo lsof -i -P -n | grep LISTEN

                                        sudo netstat -tulpn | grep LISTEN

                                        sudo lsof -i:80 ## see a specific port such as 80 ##

                                        sudo nmap -sTU -O IP-address-Here

                                        On a Windows server, you can use the following command to find out all the ports being used by your applications on the server:

                                        netstat -a -b

                                        241    What’s inside the Ragic Enterprise Plan?

                                        Ragic allows you to easily design your own database without customizing any scripts or writing any codes. However, for most plans, you would have to design your database with the tools in Ragic. If you would like us to design your database, you can consider the Enterprise Plan.

                                        The Dedicated Ragic Consultant of the Enterprise Plan

                                        If you purchase the Enterprise Plan, a dedicated Ragic consultant will be assigned to your account to gather your application requirements and design your database for your organization.

                                        The design service includes all customizations that can be done with Ragic but without writing code.

                                        For customization that requires writing code, Ragic can introduce partner companies and freelances to engage in projects that may incur additional costs paid to our partners directly.

                                        Time and Process

                                        Although the dedicated Ragic consultant will create and design your database, you will still need to take part in the process too. The Ragic consultant will have many meetings with you to understand what your database needs and how it should be.

                                        The time needed to complete the design of the database varies depending on the database's level of complexity and the communication process. From our previous experiences, the designing process can take from one month up to one year.

                                        Here is a brief view of the process:

                                        Discussion and confirmation of database requirements, Consultant designs the database, clients test the database and provide feedback, consultant make updates to your database regarding the feedbacks, clients test the database again and provide more feedbacks…...(repeat the previous three steps many times)…..., database goes online.

                                        Generally, the communication process will be done via e-mails or online conference calls.

                                        Pricing and Payment

                                        The Enterprise Plan is $55 per month per user. However, this plan requires a minimum of 10 users, meaning that it starts at $550 per month.

                                        In addition, this plan is paid yearly, meaning that you have to use this plan for at least one year. Within this period, the consultant is responsible for designing and maintaining your database. You can switch to other plans after the year if you wish to do so. Furthermore, there is no 30-day trial for the Enterprise Plan, which is only available on the Lite and Professional Plans.

                                        For more details on the pricing of Ragic, you can click here.

                                        What do you Need to Prepare Before Proceeding with the Enterprise Plan?

                                        First and foremost, the Ragic consultant will have a meeting with you to understand what your database needs. In the meeting, the Ragic consultant will also evaluate whether your database requirements would work on Ragic, or what functions would need extra customized scripts.

                                        Before the meeting, please prepare a document with the detailed requirements (including process, types of sheets, the relationship between sheets, etc). The document is essential for us to evaluate your database.

                                        Other Options?

                                        If you still want us to design your database but you have concerns about the pricing, you can simply request for the Ragic consulting service, which is $90 per hour. We will provide you with the estimated price and time (this includes the time used in meetings) regarding your requirements. If there are additional requirements after the initial estimate, there may be an additional charge. Therefore, we suggest you clearly describe what your database needs in the first place.

                                        242    Conditional formatting doesn't work as expected.

                                        Why is my conditional formatting not working correctly?

                                        In most cases, the error results from conflicts between rules, especially when you have a field listed in multiple rules.

                                        When creating or editing entries, the system will execute those conditional formatting rules from top to bottom and display the result of the last rule. Hence, if there are conflicts between rules, the result may not work as expected.

                                        For example, if you have payment log as below:

                                        And you would like to set the rules as:

                                        1. If the "Payment Type" field is "Cash," display the "Amount Received" field.

                                        2. If the "Payment Type" field is "Wire Transfer," display the "Amount Received," and "Transaction Fee" fields.

                                        3. If the "Payment Type" field is "Check," display the "Check Number" field.

                                        Most of the users will set the conditional formatting like:

                                        With this setting, the "Amount Received" field is listed in multiple rules and may result in an error. For example, let's say we have a payment that is paid with cash, the "Amount Received" field won't be displayed as expected:

                                        Let's see how the system executes those rules when a payment is paid by cash:

                                        1. Match the rule and display the "Amount Received" field.

                                        2. Does not match the rule and thus hides the "Amount Received" and "Transaction Fee" fields.

                                        3. Does not match the rule and thus hides the "Check Number" field.

                                        As a result, the system will hide the "Amount Received" field after executing all those rules.

                                        How to fix it?

                                        Step 1. Find out the fields that are listed in multiple rules.

                                        In the example mentioned above, the "Amount Received" field is listed in multiple rules.

                                        Step 2. Set up an independent rule for that field.

                                        For example, set up a rule that displays "Amount Received" field when "Payment Type" field is "Cash" or "Wire Transfer".

                                        Step 3. Create rules for rest of the fields.

                                        Then, the conditional formatting shall work as expected:

                                        243    How does full-text search work?

                                        Full-text search finds data according to the keyword you entered. However, it cannot find a query term appearing in the middle section of a word.

                                        For example, if you have a product code “CODE1234”, you will not be able to find the record if you only enter ”1234” in the search engine since “1234” is a query term appearing in the middle section of "CODE1234".

                                        244    Ragic On-premises update procedure 2020

                                        If you have not updated your Ragic On-Premises Server after 2020/1/1, please carefully follow these instructions carefully for upgrading core components.

                                        You will only need to do this once for this core component upgrade. After this you will be able to patch your Ragic service as usual:

                                        1. Make sure the Java version on your server is JDK 8 or later. If you're running on earlier Java versions, please install a new version. You can check your java version like this:

                                        java -version

                                        2. Make a backup of your Ragic directory so that you can roll back any changes made and start the Ragic version that you were previously running.

                                        3. Upload the latest patch using the patch uploader, or unzip the patch file to replace directories of the same name in the Ragic installation directory.

                                        4. Modify your setclasspath.sh (for Linux) or setclasspath.bat (for Windows) file, find the line at the bottom of the file that starts with "CLASSPATH=" (Linux) or "set CLASSPATH=" (Windows), and change it to the following:

                                        # For setclasspath.sh

                                        CLASSPATH=lib/db/je4/*:lib/jetty9.4/*:lib/jetty9.4/annotations/*:lib/jetty9.4/apache-jsp/*:lib/jetty9.4/http2/*:lib/jetty9.4/transactions/*:lib/jetty9.4/websocket/*:lib/*:lib/serviceSync/*:lib/ZXing/*:lib/poi/*:lib/jfree/*:lib/aws/*:lib/google-api-client/*:lib/stripe/*:lib/dropbox/*:.

                                        # For setclasspath.bat

                                        set CLASSPATH=lib/db/je4/*;lib/jetty9.4/*;lib/jetty9.4/annotations/*;lib/jetty9.4/apache-jsp/*;lib/jetty9.4/http2/*;lib/jetty9.4/transactions/*;lib/jetty9.4/websocket/*;lib/*;lib/serviceSync/*;lib/poi/*;lib/jfree/*;lib/google-api-client/*;lib/stripe/*;lib/ZXing/*;lib/aws/*;lib/dropbox/*;.

                                        5. Modify your ragic.sh or the shell script file you are using to start your Ragic service. Find the keyword "com.ragic.s3.nui.RagicJettyServer" near the end of the file and change it to "com.ragic.s3.nui.RagicJetty9Server", this is the newer version of the application that you need to run.

                                        6. Now you can restart your Ragic service. For any reason that you cannot start your service, please use the backup of your Ragic directory to run your previous version for now and contact support@ragic.com and let us know the error message that you see in ragic.out file of the log directory.

                                        245    Usage of the SPELLNUMBER formula

                                        You will see numbers that written in words in formal documents or other special circumstances. For example, you may need to use "one hundred" instead of "100".

                                        You can use SPELLNUMBER formula if you need to translate numbers to words in your sheets.

                                        The formula should be written in the format below:

                                        SPELLNUMBER(number, [lang])

                                        [lang] is an optional element. It means the lauguage that you want to translate your numbers to, and will be in English if [lang] is empty.You can refer to the table below to know which languages are supported.

                                        Language [lang]
                                        Traditional Chinese cht
                                        Simplified Chinese chs
                                        English en
                                        French fr

                                        For example, let's say G1 is a numeric field and the value in that field is 100,032.02. Below are the results when you apply the SPELLNUMBER formula in other fields regarding G1.

                                        SPELLNUMBER(G1) -> one hundred thousand and thirty-two point zero two

                                        SPELLNUMBER(G1,'cht') -> 壹拾萬零參拾貳點零貳

                                        SPELLNUMBER(G1,'fr') -> un cents mille trente-deux point zéro deux

                                        246    Automatically recalculate formulas after saving the record

                                        If in some cases the formulas on the sheet is not triggered when the record is created, and you would like to trigger formulas recalculation right after saving the record automatically, please follow this guide to add your script:

                                        Step 1: Open the Ragic workflow editor.

                                        Click on the arrow icon of the sheet from the tab and select Javascript Workflow, which will take you to the Workflow Module.

                                        Step 2: Switch edit page to "Post-workflow".

                                        Step 3: Paste, edit the following code and save.

                                        var nodeId = param.getNewNodeId(Key Field);

                                        var path = '/tab_path/sheet_path'; 

                                        var query = db.getAPIQuery(path);

                                        var entry = query.getAPIEntry(nodeId);

                                        entry.recalculateAllFormulas();

                                        entry.setIfDoLnls(true);

                                        entry.setCreateHistory(true);

                                        entry.save();

                                        Please replace the Key Field with the Key field id of your sheet, which you can find it in the workflow editor or you can look up in your data dictionary.

                                        In this example, the line should be replaced to:

                                        var nodeId = param.getNewNodeId(1001404);

                                        And replace '/tab_path/sheet_path' with your own tab and sheet path.

                                        Example If your sheet url is 'www.ragic.com/sample/sales/3', this line would be written as following:

                                        var path = '/sales/3'; 

                                        To recalculate the formulas of certain fields only, you can replace the line

                                        entry.recalculateAllFormulas();

                                        with

                                        entry.recalculateFormula(field id);

                                        For field id please replace it with the field id of the fields that you would like to recalculate. For example, if you would like to recalculate the fields of these field ids: 1000001,1000002,1000003, the result would look something like this:

                                        entry.recalculateFormula(1000001);

                                        entry.recalculateFormula(1000002);

                                        entry.recalculateFormula(1000003);

                                        247    List of browser extensions that's currently known to interfere with Ragic

                                        Some browser extensions are known to interfere with Ragic, causing different issues. We keep the list of these browser extensions here for our user's reference. We will remove the extension from the list when the conflict resolves:

                                        AdBlock: Interferes with the display of Notification Settings.

                                        uBlock Origin: Results in duplicated execution of action buttons.

                                        Kaspersky password manager: Interferes with delete function of sheets and tabs.

                                        ProWritingAid: Interferes with the display of text during data entry.

                                        Talking Web: Interferes with the display of UI for the import data function

                                        Black Mode - Dark theme for Facebook: Interferes with the display of UI for the import data function

                                        249    What is {{RECORD_ID}} in e-mail template and how does it work?

                                        The URL of each record in Ragic is "www.ragic.com/Account Name/Tab Path/Sheet Index/Record ID".

                                        The {{RECORD_ID}} parameter can be very useful if you need to send E-mails attaching the URL of a record in corresponding multiple versions because the record ID is the same in any multiple versions of the sheet.

                                        For example, you have two multiple versions for "Job Application Management", where the first version is open for guest users (the applicants) to submit resumes, and the second contains applicant's resume with the HR's evaluative comments (which cannot be viewed by the guest users).

                                        For internal management purposes, you can also create a Custom E-mail Button to confirm and send interview invitations with the URL of the applicant's resume attached.

                                        Note: to prevent applicants from seeing their resume evaluations, the URL attached in the E-mail you are going to send them should be "the URL of the multiple version of the sheet without the action button/{{RECORD_ID}}".

                                        25    How do I make things viewable only to certain people?

                                        You can use this feature "Set selected user as entry owner" to assign a user to an entry:

                                        When a user is selected, he will have the same right as the entry creator.

                                        Learn more about access rights in the Access Rights documentation.

                                        250    How to Use Formulas to Obtain and Determine the Value of the Approval Status Fields?

                                        If you have configured an approval flow on your sheet, and have also added the approval status field to state the approval status, in addition to the fact that you would like to use a formula regarding the field value (such as using a IF() formula), then you would need these values to use your formulas correctly. Below is the chart for the values that each type of status refers to.

                                        Displayed Status on Approval Field Value Used in Formulas
                                        Not started N
                                        Rejected REJ
                                        Approved F
                                        In process P

                                        Therefore, if one of your fields would like to use a formula to reference the approval system field, the value would be "F" when this entry has completed the approval rather than "approved".

                                        Furthermore, if you would like a field to display the approval status of the system field stating the status of the approval flow, you can additionally use the IF() formula. Let's say you've created a new field and applied the following formula.

                                        IF(A1.RAW="N","Not started",IF(A1.RAW="P","In process",IF(A1.RAW="F","Approved",
                                        IF(A1.RAW="REJ","Rejected",""))))

                                        This means if the value on the approval status field located in cell A1 is "N", the new field's value will be "Not started"; if the approval status field's value is "P", the new field's value will be "In process"; if the approval status field's value is "F", the new field's value will be "Approved"; and if the approval status field's value is "REJ", the new field's value will be "Rejected".

                                        251    Using SAML Protocol to Allow Your Users Log In to Ragic Using Single Sign-On With AD (Active Directory)

                                        Note: This feature is only available for the Enterprise plan databases using the on-premises version and the cloud version.

                                        You may refer to our pricing page to know more about the differences between different Ragic plans.

                                        If you are not on the Enterprise Plan, you can use the LDAP protocol for AD integration. However, this is only supported on on-premise databases using the Professional plan or higher. For more information, you may refer to this document.

                                        Your users may log on to Ragic using the Single Sign-on function integrated from Active Directory after finishing the following settings.

                                        Active Directory Single Sign-on Setup for Your Ragic Database

                                        Step 1. Fill in the ADFS server location In the field “ADFS Server Location” under company settings in Ragic.

                                        Step 2. While creating new users in AD, make sure that every user has an E-mail. This E-mail will be used as the value to verify and distinguish users on your Ragic database (Name ID).

                                        Note: The E-mails must not be an existing Ragic account in other Ragic databases.

                                        Step 3. Add relying party trust on ADFS. Please follow the following instructions correctly to add successfully.

                                        a. Select the default option "Claim Aware".

                                        b. Select the third option "enter data about the relying party manually".

                                        c. Enter the display name you wish to use.

                                        d. Skip the encryption configurations, just click next.

                                        e. Skip the URL configurations, just click next as well.

                                        f. In the "Relying Party Trust Identifier", you will be setting the server’s URL right here, such as ap2.ragic.com or na3.ragic.com.

                                        g. Skip the access policy control settings, click next.

                                        h. Click next to finish adding the relying party trust.

                                        Step 4. Select to edit claim issuance policy, and add a rule to make the LDAP Attribute E-mail Addresses’ outgoing claim type as the Name ID.

                                        After all of the previous steps are completed, your users may log in to Ragic using the single sign-on feature with the following process.

                                        Log In to Ragic Via Single Sign-On

                                        Step 1. Enter your database with its link to then log in.

                                        If you see this screen below, it means that there is not a public SSL certificate bought for your Active Directory account. You can simply click to proceed and continue with your login process.

                                        Step 2. Enter your username and password of your Active Directory server to log in, and then you can access the database.

                                        252    How to set up a checkbox field as a radio button?

                                        We don't actually support a radio button field type. However, you can input "circle" and "dot-circle" in the choices list of the "Checkbox" field type to have it work as a radio button.

                                        For example:

                                        Once added, please set the "circle" as the default value."

                                        In case you only want to let users "check" one option in the subtable, you can create a regular free text field with COUNTIF() formulas to count how many "dot-circles" you have in the subtable.

                                        For example:

                                        Note: you may hide this field if necessary.

                                        Then, apply the validation as "1" so that the entry can be saved when users check only one option in the subtable:

                                        Note: you may add error message in this step if necessary.

                                        In the future, when users check more than one option in the subtable, they will get the notification when they save the entry.

                                        253    Usage of the WEEKNUM() formula

                                        Sometimes you may need to calculate how many weeks have passed in this year based on a date.

                                        You can use this formula, WEEKNUM(Date,[return_type]), to calculate.

                                        Date: Date field

                                        Return_type: Optional. A number that determines on which day the week begins. The default is 1.

                                        In the following table are all the return_types that you can use.

                                        Return_type Week begins on
                                        1 or omitted Sunday
                                        2 Monday
                                        11 Monday
                                        12 Tuesday
                                        13 Wednesday
                                        14 Thursday
                                        15 Friday
                                        16 Saturday
                                        17 Sunday
                                        21 Monday

                                        Example

                                        Let's say we apply a formula that refers to A2, and the value in A2 is 2020/01/07. The result will be:

                                        WEEKNUM(A2) -> 2

                                        WEEKNUM(A2, 13) -> 1

                                        254    What is the difference between the new and old version of "embedded database form"?

                                        For better user experience on different devices, we have recently released a new version of our web embed tool - Database Form. Since the new version changes a lot in layout, we offer an option for you to "switch to old version". Meanwhile, all the embedded database forms set up before this release will not be upgraded without your permission.

                                        The main difference

                                        The main difference between the new and old versions is the layout of columns. In the old version of Database Form, you can put more than one column in the same row, just like what you can do in a Ragic sheet. But the layout of a new version is more like a Ragic's mobile app form page, which only allows single-column in a row.

                                        Other adjustments in the new version include: adding new theme colors and banner images, increasing default font size, and changing the aspect ratio of the banner.

                                        How to switch to old version

                                        After picking "Database Form" as your web embed type, you can preview and configure the layout of your new version form. After finishing all the settings, Ragic will give you an HTML code snippet, a URL for this form, and a WordPress shortcode.

                                        If you still need to use the old version, you'll need to click on the "switch to old version" button on the top. Ragic will take you to the old version configuration page and give you the URL and codes for the old version.

                                        The URL/codes Ragic gives you in the new version will contain different parameters from those you get in the old version, even if they are embedded from the same sheet.

                                        For example, if the URL of an old version embedded database form is "https://www.ragic.com/databaseaccount/tab/form?webview&webaction=form", the new version web form will be "https://www.ragic.com/databaseaccount/tab/form?webview&webaction=form&ver=new". The difference between the URLs is that the new version has an additional "&ver=new" at the end.

                                        Another important thing you need to know is that although Ragic offers the option to "switch to old version", we will not continue maintaining the old version of embedded database form. We strongly recommend you to give our new version a try.

                                        255    Automatically re-execute all sets of link & load after saving the record

                                        If you would like to re-execute all sets of link & load of the record right after saving it automatically, please follow this guide to add your script:

                                        Step 1: Open the Ragic workflow editor.

                                        Click on the arrow icon of the sheet from the tab and select Javascript Workflow, which will take you to the Workflow Module.

                                        Step 2: Switch edit page to "Post-workflow".

                                        Step 3: Paste, edit the following code and save.

                                        var nodeId = param.getNewNodeId(Key Field);

                                        var path = '/tab_path/sheet_path'; 

                                        var query = db.getAPIQuery(path);

                                        var entry = query.getAPIEntry(nodeId);

                                        entry.loadAllLinkAndLoad();

                                        entry.setCreateHistory(true);

                                        entry.save();

                                        Please replace the Key Field with the Key field id of your sheet, which you can find it in the workflow editor or you can look up in your data dictionary.

                                        In this example, the line should be replaced to:

                                        var nodeId = param.getNewNodeId(1001404);

                                        And replace '/tab_path/sheet_path' with your own tab and sheet path.

                                        Example If your sheet url is 'www.ragic.com/sample/sales/3', this line would be written as following:

                                        var path = '/sales/3'; 

                                        256    If I don’t need to use my Ragic database temporarily, can I cancel my subscription or downgrade to the free plan?

                                        You may temporarily cancel your Ragic subscription anytime in the Account Billing page. By canceling it, the future automatic payments will be canceled, and you may continue to use your current Ragic subscription until it expires.

                                        When your Ragic subscription has expired, you will see this message on your screen, and you may convert your account into a free version here or renew your subscription.

                                        If you do not do anything on this page, your database will be locked. You may only access it after you have renewed your subscription or converted your account into a free version.

                                        If you decided to convert your account into a free version, you will be guided to this page where you can select to keep which customized sheets on your database (maximum three sheets).

                                        On the other hand, you may also downgrade your plan when your current subscription is about to expire by clicking on the “subscribe now” button located on the top of your screen.

                                        However, you may only select the downgraded plan if your database conforms to its limits (number of customized sheets, number of records per sheet).

                                        In addition, all the design changes on the templates will be reverted to default after you have selected to downgrade your plan.

                                        257    How to let users open the entry by scanning the QR code?

                                        You may follow the steps below to create a QR code for each of your entry:

                                        Step 1. Create an "Entry URL" field with the auto-generate field type. Then, apply it with Record URL formatting

                                        Note: you may hide this field if necessary.

                                        Step 2. Save the design and trigger the populate empty values

                                        The step is to apply the formatting to all existing entries. If you have no existing entries, you may skip this step.

                                        Step 3. Create an "QR Code" field with barcode field type and apply formulas to refer to the "Entry URL" field

                                        Step 4. Save the design and trigger the formulas recalculation

                                        The step is to apply the settings of new formulas to all existing entries. If you have no existing entries, you may skip this step.

                                        Once the recalculation completed, you'll have the QR code in the "QR Code" field:

                                        Step 5. Set proper access right to the sheet in the global access rights panel

                                        You may set the proper access right based on your use case. For example, if you want to let any users, with or without a Ragic account, view the entries, please grant the "EVERYONE" user group with "Viewer" access right.

                                        If you only want to let some of the user groups view the entries, please refer to this article for different access right levels.

                                        Step 6. Generate the label with lable maker

                                        Once labels printed, you can attach them to your products or equipment. Users will be able to view the detailed information by scanning the QR code.

                                        258    Dropbox Integration in Ragic

                                        We've just made document management on Ragic easier with our new application RagicDocs. The only thing you'll have to do is to link one of your Dropbox folders to your RagicDocs sheet, and you're good to go.



                                        An awesome and very useful update we've done for Ragic during this implementation is the ability to search the content of your uploaded files. No more sifting through folders to find that one file with the name that escapes you.



                                        We've also adapted all the features you've come to know and love in Ragic, such as setting access rights to users and user groups, and included them as fine-tuned sharing options for your documents.



                                        You're welcome to try RagicDocs out! For existing Ragic users, you can add RagicDocs to your account by navigating to your "Start" tab > "Install Templates" > RD > "RD Document Management - Dropbox".

                                        259    How to prevent users from clicking the convert record button more than once?

                                        Our standard feature does not provide a way to set a limit on the convert record action button. However, you can achieve the goal by applying the "Unique" attribute in the destination sheet.

                                        Take the "Purchase Requisition" sheet in our module as an example. It has a covert record action button as below:

                                        If you wish to convert only one "Purchase Order" entry for each "Purchase Requisition" entry, you may follow the steps:

                                        Step 1. Find the unique key field from the source sheet

                                        You'll need to find the unique key field from the listed fields in the action button settings. If you don't have such a field, consider updating your action button to include one. In the screenshot above, the action button's source sheet is the "Purchase Requisition" sheet. Furthermore, the unique key field is the "PR #" field.

                                        Step 2. Set the "Unique" attribute to the corresponding field on the destination sheet

                                        In the screenshot above, the corresponding field of the "PR#" field on the destination sheet is the "From PR #" field. Hence, please apply the "Unique" attribute on it.

                                        When users click on the covert record action button more than once, the system will reject the request and notify the users with the error message, which indicates the purchase order already exists:

                                        26    How do I query for empty values?

                                        You can use the filtering arrow buttons at the right of each field name in the listing page. Check the Exact match checkbox and click Submit for Ragic to return entries that have the filtered field empty.

                                        You can also use the left sidebar search tool to query for empty values with the same method.

                                        Ragic currently does not support querying for empty values for the "Select from other sheet" field type. A workaround to query for empty values would work as described below:

                                        Step 1. Create a new free text field

                                        Step 2. Configure formulas so that the field value of new field will equal to the field you would like to query

                                        Step 3. Run a formula recalculation to populate values for your new field.

                                        With this method, you'll be able to query the empty value from your new field.

                                        260    How to prevent "Admin" users from creating entries in a specific sheet?

                                        If you want to apply "No create" setting for "Admin" users on a specific sheet, you may follow the steps below:

                                        Step 1. Open the JavaScript Workflow

                                        Right-click on the sheet name and select "JavaScript Workflow"

                                        Step 2. Switch to "Pre-workflow"

                                        Step 3. Copy and paste the code

                                        if(param.isCreateNew() && !user.isInGroup('SYSAdmin')){

                                        response.setStatus('INVALID');

                                        response.setMessage('None-SYSAdmin users are not allowed to create entries');

                                        }

                                        In above code, 'None-SYSAdmin users are not allowed to create entries' is the error message that users will see when trying to save new entries. You may customize the error message if necessary. Once completed, please save and then exit the JavaScript Workflow editor.

                                        In the future, when "Admin" users try to save new entries, they'll see the error message you set.

                                        Note: For "Survey User" or "Bulletin User" access rights, you may set this from the additional access rights settings.

                                        261    How to Apply Multiple Currencies In Your Ragic Sheet Design?

                                        If you require multiple currencies in your data management, such as a product or service may be priced with different currencies for global businesses, here are the different ways to customize it on your Ragic sheets.

                                        Please note that Ragic is a database builder tool instead of a database software package. Therefore, you would need to know which currencies are needed in your system and apply the corresponding fields, formulas, and settings on your forms. This document will guide you through the key concepts of money fields, formulas, and exchange rate fields.

                                        The Difference Between Money and Numeric Fields

                                        Basically, a money field is simply a numeric field that has a dollar sign ($) before the numeric value by default. Both field types will store the same numeric value if you disregard the symbol.

                                        You may customize the format of the money field, such as changing the dollar sign to other currency symbols (Euros, British Pounds, etc).

                                        Since the money field works the same as a numeric field, you can also use a numeric field and state the currency in the field headers.

                                        Managing Multiple Currencies

                                        When you need to manage different currencies at once, you may create multiple fields to store the different prices of products in different currencies.

                                        There are a lot of different situations that may require you to apply multiple currencies to a record. Let’s generalize them into five conditions.

                                        1. Set Different Prices in Currencies

                                        For example, if a product can be priced differently with different currencies, all you need to do is to create the respective fields for the products’ prices in different currencies and manually enter the prices yourself.

                                        2. Converting Currencies With Current Exchange Rate

                                        You can create an exchange rate field and set the currencies to convert from and to on that field. When you are creating a new entry, the field will instantly populate the exchange rate at that time.

                                        To convert currencies, you can create a new field and apply a formula referencing the exchange rate field. In the example below, the price in Euros is obtained by using a formula that multiplies the price in US Dollars with the exchange rate.

                                        If you need to convert to multiple currencies, you would need multiple exchange rate fields and their new corresponding price fields in respective currencies.

                                        3.Converting Currencies By Entering the Exchange Rate Manually

                                        Sometimes you would need to manually enter the exchange rate, such as entering the exchange rate used in a previous transaction or provided by a certain bank. If that is the case, Ragic’s exchange rate field will not be suitable. Instead, you should create a new numeric field for you to enter the exchange rate manually. And just like the 2nd option, you will also need to create a new field and apply a formula that references the exchange rate field.

                                        Also similar to the 2nd option, if you need to convert to multiple currencies, you would need multiple numeric fields for you to manually enter the exchange rates and their new corresponding price fields in different currencies.

                                        4. Allow Users to Manually Select the Currency to Convert From

                                        You can create a selection field that allows users to select and determine which currency to convert from. On the sheet, you’ll still need to create a field for the price in the original currency, a field for manually entering the exchange rate, and a field for the final price in the currency converted to (with the correct formula applied).

                                        5. Select the currency and load the exchange rate

                                        If there is a list of currencies you could be using and would like to automatically populate the exchange rate after selecting a certain currency, you can create another sheet to manage all currencies and exchange rates needed and set up link & load relationships on the sheets needed.

                                        First of all, please create a new sheet to record all the currencies needed and their respective exchange rates.

                                        Next, please set up the link and load relationships on any sheet that needs currency conversion. The sheet with all currencies recorded will be the linked source.

                                        With the link and load relationship set up, when selecting a currency, the corresponding exchange rate will also be loaded, and you can then apply formulas referencing that loaded field (exchange rate) on the fields needed.

                                        262    How do I import a Google Sheet?

                                        The simplest way would be to first download an Excel or CSV version of the Google sheet and [url=https://www.ragic.com/intl/en/doc/41/Importing-&-Exporting]import it manually[/url]

                                        If you would like to do a [url=https://www.ragic.com/intl/en/doc/83/Periodic-import-from-URL]periodic import[/url], you can find the CSV feed URL of the sheet in this format:

                                        https://docs.google.com/spreadsheets/d/DOCID/export?format=csv

                                        Remember to replace DOCID with the actual document id, which you can find on the URL of your Google Sheet.

                                        263    How do I configure LDAP or Active Directory integration on my on-premises server?

                                        You will need to configure these three items on your on-premises server and do a restart of your Ragic service:

                                        LDAP_AUTH_SERVER=ldaps://your.server.name

                                        LDAP_AUTH_DOMAIN=your.active.directory.domain

                                        LDAP_AUTH_EMAIL_DOMAIN=your.email.domain

                                        LDAP_AUTH_SERVER is the domain name or IP address of the LDAP service like Active Directory that you're connecting to. LDAP_AUTH_DOMAIN is the domain name for the principal on the LDAP server, and LDAP_AUTH_EMAIL_DOMAIN is the domain name part of the email addresses that the users will be used to log in to Ragic.

                                        264    Using "\" in Formulas

                                        When setting up formulas in Ragic, you can use the special character "\" with other text for certain situations. For example, "\t" will act as your keyboard’s tab key and "\n" will act as the enter key to move to a new line.

                                        And because "\" is a character with special functions, if you would like to populate it on your fields using formulas, you would need to reference it by "\\" in your formulas. For example, if the field value on A1 is “a/b/c” and you would like to replace all "/" with "\" to make it into "a\b\c", your formula would need to be set as SUBSTITUTE(A1,"/","\\").

                                        265    Why do two date fields with the format yyyy / mm / DD have a decimal point when they are subtracted by a formula?

                                        This situation usually occurs when the user’s browser time zone is in the Daylight Saving Time, assuming that the time in one date field is in daylight saving time (March to October), and the time in the other date field is not (November to February), there will be a decimal point if the two fields are subtracted.

                                        For example: the user’s browser is in the US time zone. A1 and A2 in the form are all date fields in the format yyyy/MM/dd, the value of A1 is 2020/10/31, and the value of A2 is 2020/11/02. Applying the formula "A2-A1" to A3, you will find that A3’s result is "2.0416667" instead of the expected "2". This is because 2020/10/31 is the daylight saving time in the United States whereas 2020/11 /02 is no longer daylight saving time, so there will be a difference of 0.0416667 days (equal to 1 hour). At this time, the formula should be changed to ROUND(A2-A1) to obtain an integer result.

                                        266    Why "show references from existing sheets" says "no field linked to this form" while there are links in the subtable?

                                        At the moment, "show references from existing sheets" only refers links on regular fields instead of subtable fields.

                                        For example, if you have a "Sales Orders" sheet that selects items from the "Products" sheet:

                                        When you try to reference the "Sales Order" sheet in the "Products" sheet via show references from existing sheets, you'll get the message that indicates "The sheet Sales Order has no field linked to this form.":

                                        The reason is that the link between the "Sales Order" sheet and the "Products" sheet is created on a subtable field, "Product Name".

                                        In this case, you'll need to combine the other linking tool "new sheet from subtable" to achieve the same result.

                                        Let's take the "Sales Orders" and "Products" sheet as an example, you may follow the steps below:

                                        Step 1. In the "Sales Orders" sheet, use new sheet from subtable to create a "Sales Information" sheet:

                                        Step 2. If you need more fields from the "Sales Orders" sheet, you may use link fields from parent sheets to insert.

                                        Step 3. In the "Products" sheet, use show references from existing sheets and select the "Sales Information" as the referenced sheet:

                                        In the future, you'll be able to see all relevant orders when you access a specific product entry.

                                        267    Actions on Multiple Fields

                                        Actions in Design Mode

                                        In Design Mode, you can click and drag or press the Shift key plus the arrow keys to select multiple fields.

                                        After selecting the fields, you may use the supported actions below:

                                        1. Press Delete/Backspace to delete selected fields.

                                        2. Apply styles to selected fields.

                                        3. Copy and paste to create a new set of selected fields.

                                        Edit mode actions

                                        In Edit Mode, you can click and drag or press the Shift key plus the arrow keys to select multiple fields.

                                        After selecting the fields, you may use the supported actions below:

                                        1. Press Delete/Backspace to delete selected field values.

                                        2. Drag the lower-right corner of selected fields to copy the first field value to the other selected fields.

                                        3. Copy and paste selected field values to or from Ragic and Excel.

                                        268    How to set text to sentence case with formulas in Ragic?

                                        For example, let's say you want to set text to sentence case using formulas for the "Description" field.

                                        What you need to do is to create a new field and apply this formula:

                                        TOUPPERCASE(LEFT(A8, 1)) + TOLOWERCASE(RIGHT(A8, LEN(A8)-1))

                                        You can replace A8 with the field you would like to reference.

                                        After applying that formula, your new field will populate the sentence on the "Description" field on A8 with the first letter capitalized.

                                        269    How to manage access rights?

                                        In access rights, we understand that there are 4 different levels of access rights. But how exactly does it work? Here are common organizational structures for your references.

                                        Flat Department

                                        Scenarios

                                        1. In the "Sales Order" sheet, agents can only view orders created by themselves.

                                        2. In "Job Assignment" sheet, works can only view jobs assign to them.

                                        3. In public sheet, students, clients, or vendors can only view entries created by themselves.

                                        Example 1. Entries are created by end users

                                        Take the "Sales Order" as an example, agents can only view orders that are created by themselves. Entries created by other agents are invisible to them.

                                        You may follow the steps below:

                                        Step 1. Create a "Sales" user group and assign all agents to that group.

                                        Step 2. In the global access rights panel, grant the "Sales" user group with the "Survey User" access rights in the "Sales Order" sheet.

                                        In the future, when agents access the "Sales Order" sheet, they'll be able to view entries created by themselves, but no entries created by other agents.

                                        Example 2. Entries are not created by end users

                                        Take the "Job Assignment" as an example, entries on the sheet might be logged by the clients or support team instead of each worker. Furthermore, workers should only view jobs that are assigned to them.

                                        In this scenario, settings of "Survey User" access right won't work since entries are not created by the workers. Hence, you'll need to combine with assign feature as below:

                                        Step 1. Create a "Workers" user group and assign all workers to that group.

                                        Step 2. In the global access rights panel, grant the "Workers" user group with the "Survey User" access rights in the "Job Assignment" sheet.

                                        Step 3. In the "Job Assignment" sheet, create a "Select User" field with assign feature.

                                        With the above settings, you can assign a job entry to a specific worker by filling in the field you created in step 3. Workers can only view jobs that are assigned to them.

                                        Hierarchy Department

                                        Scenarios

                                        1. Sales team is divided into several groups. Agents can only view their own clients. Furthermore, group managers can view all clients within their groups.

                                        2. Job assignment works as a tree structure. Jobs will be assigned to the group manager first, and then assigned to individual worker by the group manager.

                                        Example 1. Entries are created by end users

                                        Take the "Sales Order" sheet as an example. Further to let agents view their own orders, you would like to let team managers view orders within their teams but not the orders created by other teams:

                                        You may follow the steps below:

                                        Step 1. Create a "Sales" user group and assign all agents to that group.

                                        Step 2. In the user page, fill in the "Department" field for each agent such as "Team A" or "Team B".

                                        Step 3. Create a user group for each team such as "Team A" and "Team B". Then, assign team managers to the proper user group.

                                        Step 4. In the global access rights panel, grant the "Sales", "Group Team A", and "Group Team B" user groups with the "Survey User" access rights in the "Sales Order" sheet.

                                        Step 5. In the "Sales Order" sheet, create a "Select User" field with the "Default to current user" attribute. Then, set the "Department" field as the loaded field in the link manager.

                                        Step 6. In the "Sales Order" sheet, create a "Select User Group" field with assign feature. Then, apply formulas to reference the value in the "Department" field you created in the step 5:

                                        With the above settings, when agents create new orders and save them, the system will run the assign settings so that team managers will be able to view the orders.

                                        Example 2. Entries are not created by end users

                                        Take the "Job Assignment" sheet as an example, once the a job is created, it will be assigned to the team manager. Then, further assign to each worker by the team manager.

                                        You may follow the steps below:

                                        Step 1. Create user groups for the "Team Manager", "Installation", and "Maintenance". Then, assign team managers to the "Team Manager" group. Also, workers to the "Installation" or "Maintenance" user group.

                                        Step 2. Assign team managers to their teams' user groups. For example, assign the maintenance team manager to the "Maintenance" user group.

                                        Once completed, team managers will be in two users groups, one is the "Team Manager" and the other is their own team group.

                                        Step 3. In the global access rights panel, grant the "Team Manager", "Installation", and the "Maintenance" user groups with "Survey User" access right in the "Job Assignment" sheet.

                                        Step 4. In the "Job Assignment" sheet, create a "Responsible Team Manager" field with assign feature, limiting to "Team Manager" only from drop-down menu:

                                        Step 5. In the "Job Assignment" sheet, create a "Assign to Worker" field with assign feature, limiting to "Same group as submitter" only from drop-down menu:

                                        With the above settings, when a new job is created, it could be assigned to a specific team by filling the "Responsible Team Manager" field. Then, the team manager can assign it to workers within the same team.

                                        Cross Department

                                        Scenarios

                                        An entry will be viewed by multiple departments. However, part of the fields is visible to certain departments only. For example, when agents access the "Product" sheet, you would like to hide the cost. Or, when workers access the "Product" sheet, you would like to hide the sales price.

                                        Example

                                        Take the "Product" sheet as an example. Let's say we wish to hide the "Cost" field from the agents:

                                        Since the access right settings in Ragic are based on sheet level, you won't be able to set it up as field level. As workaround, you'll need to achieve this with multiple versions. You may follow the steps below:

                                        Step 1. Create a multiple version based on the "Product" sheet. For example, the "Product for Agent" sheet.

                                        Step 2. In the "Product for Agent" sheet, hide the "Cost" field.

                                        Step 3. In the global access rights panel, set up proper access rights so that the "Sales" user group can only see the "Product for Agent" sheet but not the "Product" sheet.

                                        Above examples would be common settings of the access rights. If your structure is not listed above, feel free to contact us at support@ragic.com to discuss the proper settings.

                                        27    Can Ragic create alerts, reminders, schedules, email notifications etc?

                                        Yes, you can find the reminder settings in the Design Mode. Go to the Reminder tab under the Form Settings tab.

                                        Learn more about setting reminders here.

                                        Users can also change their personal notification settings through the Tools button at the top:

                                        You can view more detailed information about configuring notification settings here.

                                        You can also create custom e-mail notifications. Learn how to here.

                                        270    How can I load user information into certain fields?

                                        User-related info can be automatically filled in using the link & load function.

                                        1. Go to the User sheet in the hamburger menu on the upper left corner > User Access > Manage Users. Confirm whether the Manage Users sheet contains the info you want to load into another sheet.

                                        If not, you can add fields to the User sheet, but please do not delete any default fields. It might affect system functionality

                                        2. Go back to the sheet you want to load information into, under Design Mode. Add a field and set Field Type as Select User.

                                        3. Click on Form Tool > Link & load to open Link Manager.

                                        Select Ragic System Config > Manage Users on the lower right corner.

                                        You'll see that the User Name field has already been set as the linked field.

                                        You then can set up the loaded fields.

                                        Click on Exit Link Manager on the upper right corner when you're done.

                                        User info will be loaded into related fields automatically once the User Name field is filled.

                                        You can also set the default user as the entry creator by checking the "Defaulted to current user" box. User related info will be loaded automatically upon entry creation.

                                        271    Which features require triggering, and which don’t?

                                        Ragic has a variety of features that allow you to create relations between sheets and automate workflows. Each feature operates differently; some are synced automatically; others can only be “triggered” manually. See table summary below.

                                        Auto-syncedTriggered
                                        DefinitionChanges made in sheet a will be reflected in sheet b automaticallyChanges made in sheet a will not be reflected in sheet b without “triggering”
                                        Ragic featuresMultiple Versions, New sheet from subtable, Show references from existing sheetsLink & load, Formulas, Auto generated field values, Default values

                                        Difference between “auto-synced” and “Triggered” links

                                        Ragic provides 4 features to link sheets together: Link & Load, Multiple versions, New sheet from subtable, Show references from existing sheets .

                                        Except for Link & Load, the other 3 features support auto-sync. In principle, these features create links between sheets by allowing 2 sheets to share fields with the same Field ID. That is, whenever you modify a field value in sheet a, the same field in linked sheets will also be synced because they are exactly the same fields.

                                        Note: Not every field in sheets created by Multiple versions or New sheet from subtable shares the same Filed ID with the source sheet (e.g., fields unique to one of the Multiple version sheets, or new fields created in the New sheets from subtable ). Fields that do not share the same Field ID will not be auto-synced.

                                        Link & Load is different. Loaded fields will only be populated when triggered by “entering data into linked fields

                                        Knowing the difference between “auto-synced” and “triggered” is crucial to choosing the right design feature for your database.

                                        Multiple versions and New sheet from subtable are the perfect features to establish links between “Employee Information” sheet and the “Contacts” sheet, or link the “contact info” subtable in the “Customer Info” sheet to the “Customer Contacts” sheet, because you want the info to be in sync at all times

                                        But you probably wouldn’t want to auto-sync the “Sales Information” subtable in the “Sales Order” sheet to the “Pricelist” sheet, because you want product prices in “Sales Orders” to reflect the current prices at the time of sale, impervious to subsequent changes in “Pricelist”.

                                        Common use cases for “Triggered” links

                                        Besides Link & Load, these features also require triggering: Formulas, Auto generated field values and Default values

                                        In general, these features can only be triggered in the sheets to which the features are applied, i.e., in a sheet where you apply Default Value, Auto generated field values (such as sequential numbers), and formulas, corresponding fields will be populated in the sheet when you create new entries or modify existing entries.

                                        If a field value is modified/populated by other means, e.g., Update Value On Another Sheet, or execution of Link & Load when importing files, then in most cases, additional steps are required to trigger value syncing. For example, by checking the “Automatically execute when saving“ box in Advanced Setting, changes made and saved to sheet a will trigger automatic modification to the field value in sheet b.

                                        Additionally, Action Buttons also require manual triggering (by pressing the Action Button or using the Mass Update function in the listing page). You don’t have to worry about accidentally triggering the Action Button when updating field values.

                                        For more detailed information, please refer to corresponding documents in Ragic Design Manual.

                                        272    How to copy a sheet with data?

                                        You can copy the design of a sheet (without the data) using Duplicate Sheet, or create a new sheet that share the same data source using the Multiple Version. But if you want to copy both the design and data in a specific sheet without sharing its data source, we suggest the methods below.

                                        First, duplicate a sheet following the instructions here. Remember to uncheck the “Use same data source on new sheet” box.

                                        You will get a blank sheet with the same design.

                                        To duplicate data from the source sheet to the new sheet, use the methods below:

                                        1. If there are subtables in your sheets, use the “convert records button” to retrieve data from the source sheet

                                        Go back to the source sheet. Under Design Mode, set up a convert records button to convert data from the source sheet to the new sheet. Click on “Auto mapping fields” to speed up the mapping process (As the new sheet is a duplicate of the source sheet, the field names should be exactly the same. Auto mapping will quickly match all fields in both sheets, so you don’t have to do it manually.)

                                        Now, go to the Listing Page of the source sheet. Click on Tools>Mass Update>Execute Action Button to convert all/selected data to the new sheet.

                                        Go to the new sheet. And voila! All the data is in place.

                                        2. If there is no subtable in your sheet, you can also export data from the source sheet and import it into the new sheet

                                        As importing data into subtables is a complicated process, if you are dealing with subtables, we would recommend method 1. However, if there is no subtable in your sheet, you can easily convert data from the source sheet to the new sheet using Importing & Exporting functions.

                                        Again as the new sheet is a duplicate of the source sheet, the field names should be exactly the same. Ragic will auto-map corresponding fields in both sheets. (Double check to avoid mis-matches due to duplicate or edited field names!)

                                        273    How to lock entry when criteria match?

                                        The feature is still under development and plan to integrate with conditional formatting feature. If you would like to get an update on this feature release, please contact us at support@ragic.com.

                                        Before the feature is released, you can apply scripting as below:

                                        Step 1. Create a free text field type with conditional formulas to check if the entry matches your criteria. Please return "Yes" when it matches.

                                        Note: you may hide this field if necessary.

                                        Step 2. Check the field ID of the free text field.

                                        Step 3. Right-click on the sheet to access the JavaScript Workflow engine. Then, navigate to the "Post-Workflow":

                                        Copy and paste the scripting:

                                        var ENTRYLOCK_KEY = field ID;

                                        var entry=param.getUpdatedEntry();

                                        var entrylockValue = entry.getFieldValue(ENTRYLOCK_KEY);

                                        if (entrylockValue == "Yes"){

                                        entry.lock();

                                        }

                                        Please replace the field ID with the ID you get in step 2. For example, 1000925.

                                        Take the "Sales Order" as an example, if you wish to lock entry when the "Status" field is "Complete" or "Cancelled", you may follow the steps below:

                                        Step 1. Create a "Entry Lock Check" field with conditional formulas to check if "Status" field is "Complete" or "Cancelled":

                                        Step 2. Get the field ID of the "Entry Lock Check" field:

                                        Step 3. Access the "Post-Workflow" and paste the scripting:

                                        var ENTRYLOCK_KEY = 1013368;

                                        var entry=param.getUpdatedEntry();

                                        var entrylockValue = entry.getFieldValue(ENTRYLOCK_KEY);

                                        if (entrylockValue == "Yes"){

                                        entry.lock();

                                        }

                                        In the future, when users update the "Status" field to "Complete" or "Cancelled" manually, the system will lock the entry upon saving. SYSAdmin can unlock it for editing if needed.

                                        Note:

                                        1. The workflow will only be triggered by manual edit. Edits that are made by action button, formulas recalculation, or from listing page will not trigger the post workflow.

                                        2. Entry lock via this scripting won't show up in the edit history.

                                        274    Where does Ragic host?

                                        We host your Ragic database on Google Cloud Platform (GCP) and Amazon EC2 located in the US, Europe (Belgium and Ireland), and Asia (Taiwan, Japan, and Singapore). If you need your database to be stored in a server at a specific region, please contact Ragic support so we can assist in moving the database to the required server.

                                        If you are registering from a European IP, automatically your account will be hosted on a European server, with a domain name that starts with eu.

                                        275    What third party Subprocessors does Ragic use to provide service?

                                        We use third party Subprocessors to provide certain services at Ragic. You can refer to this page to learn about the identity, location, and purpose of processing of the subprocessors.

                                        [img=467x482]https://www.ragic.com/sims/file.jsp?a=kb&f=_clipboard1651663239277.png[/img]

                                        276    How to pop up a warning but still allow saves when users input duplicate values?

                                        If you wish to prevent users from creating duplicated entries, you can set up the "Unique" attribute.

                                        Sometimes, we would like the system to pop up a warning but still allow saves when users input duplicate values. For example, we want to prevent users from creating duplicated entries for the same customer in the "Contacts" sheet. However, there are cases where clients might have the same names. Hence, we would like to be notified before we save the entry and check if the entry is duplicated.

                                        You may follow the steps below:

                                        Step 1. In the "Accounts" sheet, create a link and load field and link to the "Contact Name" field:

                                        Step 2. On the field you created in step 1, apply formulas to reference the "Contact Name" field:

                                        Step 3. Save the design and trigger the formulas recalculation.

                                        Step 4. Set up conditional formatting based on the field so it will pop up warning when there are duplicated values:

                                        In the future, when users input duplilcated values, the system will pop up the message:

                                        You may click the "Ok" and then save the entry still.

                                        277    What if I can’t write regular expression?

                                        In validation, we support checking users' input via regular expression. If you're not familiar with regular expression, you may apply conditional formulas as a workaround. For example, if you would like to make sure the users input numbers between 1~99 in the "Qty" field:

                                        You may follow the steps below:

                                        Step 1. Create a free text field with conditional formulas to check if the values match your criteria

                                        With above example, you can apply conditional formulas to chech if the values are within 1~99:

                                        The formula means when the values are within 1~99, return "Yes". Otherwise, return "No".

                                        Step 2. Apply validation on the field you created in step 1.

                                        Apply validation "Yes" and add error message if necessary:

                                        In the future, when users input numbers that don't match the criteria, the system will pop-up the error message upon saving:

                                        28    How do I cancel my account?

                                        Please go to the Start tab, and choose Account Setup. On the left sidebar, click on Account Billing, and find the Cancel Account link on the right to cancel your unused account.

                                        If you would like to cancel your trial account, just let your trial period end on it's own. Your data would be suspended but secure, and you can always return to using Ragic. If you would like to delete your account entirely, please contact support@ragic.com.

                                        29    How do I retrieve detailed user information with HTTP API?

                                        You can use this URL to determine if the user has logged in and get more info on the user at the same time:

                                        http://api.ragic.com/AUTH?json

                                        adding the param "json" will provide you with user information in JSON.

                                        We have some authentication, read and write samples for integration on our GitHub page.

                                        3    How do I change the width or height of a row or column?

                                        You can change the width and height of the row or column in your sheet that everyone sees in the Design Mode. Firstly, click on the "Change Design" button on the upper-right hand corner to enter the design mode. Move your mouse cursor to the first row of your grid (the row that says A,B,C,...) and point at the right border of the cell you would like to adjust. Your cursor will display that the width of the column is adjustable. You can now Drag the cell border to change the width of the column, like the way you do it in other spreadsheet softwares like Excel.

                                        Remember to save your form design after you're done. When the design changes are saved, the changes will be applied to everyone's view on this sheet.

                                        You can also change the width and height without entering the design mode while looking at a form by dragging the locations where the row and column definition borders would be in the design mode, but these changes will not be preserved next time you see this sheet.

                                        30    How does Wordpress integration work?

                                        There's a link in the last page of the Web embed wizard that you can download the Wordpress plugin. Once it's installed, you can use the short code provided on that page to add a sheet as a part of the Wordpress page. There is no separate log in required for this type of integration, it's exactly the same as the normal code embed. All log in needs to be done through Ragic, because that's the place where you configure all the user and group access control to your Ragic sheets.

                                        31    How do I add a new field from another existing duplicated sheet?

                                        If you would like to add a new field to the design in both of the copies of this sheet after saving the design, first add this to one of the copies. On your other copy of the sheet, click on Sheet Linking Tools to view all the existing links. You'll see the duplicated sheet's name, and will be able to go to a configuration to add available fields by clicking on this name.

                                        Drag and drop the new fields you would like to add that have already been added to your other sheet from this configuration.

                                        Just remember that the fields that you are adding will show up for every user that has the correct access rights for this sheet.

                                        32    I cannot see the sheets I created or any data entries in my database!

                                        Please make sure that you are logged in the system, if you are signed in, your user name or e-mail address will be shown at the top right corner of your screen:

                                        If you are not logged in, you will see a link for you to log in:

                                        Note. You cannot log in with two different accounts in the same browser, please log out with one account first then log in with another account, or please open in an incognito window or another browser to do it.

                                        33    I want some of my users to only be able to view some of the records

                                        Sometimes we need to provide each company with a way to log in and access to only their data online.

                                        You can create a new user group and assign a certain access right to this user group in a form. This way, the users can only see records in entries that they have created.

                                        Additionally, if you set a selected user as the owner of an entry, they can see this entry even if they aren't the creator.

                                        If you would like to give a temporary login right for a guest user, you can set up an E-mail Id. attribute. Learn more about how to do this here.

                                        34    Can I fetch data in Ragic with Java, C#, perl, PHP, RoR or other languages?

                                        Yes, you can simply use our HTTP API to fetch / store data on Ragic with any type of languages.

                                        We have some authentication, read and write samples for integration on our GitHub page.

                                        35    Get my external users to pull up a site and access a link on a form to upload documents.

                                        You can set the access rights of a new form or your existing form that includes the document upload field or URL field visible to your external users, and share the link of this form. You also have the option to embed the form on your website.

                                        For your external users to be able to see a URL link you would like to send them to whenever they access the form, you might want to make a static text field, which you can set to an external link. This would show up on the form your external users see as a link.

                                        37    How do I use Ragic as a backend database for my Android or iOS app?

                                        Hosting your database on Ragic seems like a very reasonable choice. All you have to do is create your database in Ragic and follow our HTTP API guide to read/write data from your mobile app.

                                        You can also check out our HTTP API integration samples on GitHub.

                                        38    I want only few rows of data based on queries and not the full database to be returned in Json format

                                        Please refer to our API document with the section on filtering query results here.

                                        39    My curl HTTP API call always creates an empty row

                                        You are probably putting your request parameters as GET query strings.

                                        Ragic's HTTP API is RESTful, meaning that a GET command will retrieve data, and a POST command will insert/update data. The -d or --data parameter you used will make the request a POST request. You need a GET request to retrieve data. You can see https://curl.haxx.se/docs/manpage.html for more details on the parameters of curl.

                                        4    How to import from Excel or CSV into Ragic?

                                        Ragic has a convenient import wizard for users to import from their existing data from Excel or CSV files. To import from your files to Ragic, you can go to the listing page that you would like to import your data to, and choose Import Data From File under Tools. There will be a step-by-step wizard to guide you through the field mapping process as well as other configurations for the data to import correctly.

                                        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.

                                        Upload your file. Ragic supports .xls .xlsx and .csv files. We recommend that you save your file as .csv for the best performance.

                                        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.

                                        Check to see if all the target fields are correct. This is especially important if you have similar names for two seperate fields. You can also choose to ignore columns of data that you do not want to import. Note that the target field values should also be in the correct formatting, such as the date format. If you're importing into a "select user" field, you will need to have the user's e-mail that's used in Ragic instead of the username that you see to uniquely identify the person.

                                        Choose the import policy to handle duplicated keys during your import. If you choose Create new entry, new entries will be created containing data with the same key values. If you choose Renew data, your existing data will be updated if you have entries with the same key value, and new entries will be created for the key values that aren't in your database. This type of import policy is especially useful when you are doing mass editing.

                                        You can configure Advance Settings in Import Policy as well if necessary.

                                        Advanced SettingDescription
                                        Fill in default field valuesIf you have a configured default value in your sheet, please check this box so that the field value will be updated or populated with the import.
                                        Execute link and loadIf there are sets of link and load configured on your sheet, please check this box to have the loaded fields auto-populated. Otherwise, the loaded fields will be left empty if the field values aren't included in your import file.
                                        Recalculate all formulasRecalculate all formulas during the import.
                                        Execute work-flowExecute work-flow, if any, in your sheet.
                                        Execute not empty checkCheck if there are field values configured with the "Not Empty" feature. If there is no field value, Ragic will skip that row during the import.
                                        Create detail historyShow editing history in entry's information panel.
                                        Execute validation check Check if the field value meets the configured validation . If it doesn't, Ragic will skip that row during the import.

                                        If you're not importing into an existing Ragic sheet, you can also use the Excel or CSV file to create a new sheet as you import. Just choose "Create Form From Excel" in the "Tools" menu instead.

                                        40    Will I be able to erase the current auto generated field so it starts at "1"?

                                        Yes, you can reset or change the status of the automated sequence in the auto generate setting through the Sequence Status at the bottom. Enter the sequence number you want to start from and click the Set current seq button. If you would like to view the current sequence number, click on Get current seq.

                                        For more information about auto generated fields, please see our documentation here.

                                        41    How to set validation for a cell on how many characters inputted?

                                        You can use a regular expression in the validation tab for your field to validate the input.

                                        The regular expression

                                        ^.{6,7}$

                                        validates that the field has a minimum of 6 characters and a maximum of 7.

                                        Other than changing the set of numbers, you can also set it to a maximum, such as ^.{,7}$ (a maximum of 7 characters), or a minimum, ^.{6,}$ (a minimum of 6 characters).

                                        For other kinds of validation, you can check here.

                                        42    Can I upgrade my plan or buy more users after I purchased a subscription?

                                        Yes, you can upgrade and change the number of users any time you want! Just go to the Account Billing page in your Account Setup under the Start tab, where you will be able to update and modify your subscription.

                                        43    Is there a way to download a database that we've created on Ragic?

                                        Yes, you can do a manual backup of your account, just go to the Backup & Restore page in your Account Setup under the Start tab to get a backup of your account. You will still need Ragic to read the full backup of your account. If you would like to install Ragic on your local computer, we have an on-premise version that you can consider.

                                        For detailed information regarding Backup & Restore, please refer to here.

                                        44    How do I create multiple contacts for one supplier / client / customer on a Ragic sheet?

                                        It's easy, just make the contacts into a subtable!

                                        Just put the fields that you pulled from the contact sheet lined up horizontally into a subtable, and you will be able to enter multiple contacts into it.

                                        For more info on subtables, please visit the Creating Subtables documentation.

                                        45    How I can get embed Ragic sheets in an iframe?

                                        Step1: Clicking on the Tools button on listing or form page, You can choose the option Embed This Sheet.

                                        Step2: Selecting Raw Embed which can embed the exact same spreadsheet UI you see on Ragic with an iframe on your website.

                                        Step3: After setting up, you can copy and paste the embed code and use it to embed Ragic on your website.

                                        46    Can I get Ragic installed on my own servers?

                                        We do support an on-premise version to allow companies to host their data on their own servers.

                                        You can view our license plans on our pricing page.

                                        Click here to download system requirements.

                                        47    Do you have a free plan?

                                        We have a permanent free license which allows three sheets with a maximum of 1000 entries.

                                        Our free plan has no limit on the number of users. If you would like to switch to free version, your database will need to be in accord with our policy.

                                        For more information about Ragic's plans, please visit our pricing page.

                                        48    Can I add approval to the form?

                                        Configuring the Approval Process

                                        You may configure the Approval process for your application sheets in Ragic for all users in your account.

                                        Configure the approval flow of a form by going to the Design Mode. You will see a checkbox in the lower-right hand corner.

                                        Hovering on this checkbox will display where you can set the approval steps.

                                        You can add as many approval steps as you would like to from the configuration box.

                                        Set the Approver Title you wish to use for an approval step such as "Purchasing Manager", or "Project Manager", and Name for each approval step. You may select this approver Name from certain Users that are in your account. On the other hand, if an approver can be anyone from a certain user group in your account, you can select this user group instead.

                                        After finishing setting up the approval steps, don't forget to Save the changes you have made in the design mode.

                                        Using the Approval Flow

                                        The approval steps you have set for the form will show up in every entry for your users. After an entry is saved, clicking the Start Approval button will begin the approval process.

                                        Doing so will display the Approval status as "Pending approval". The selected user or users in the user group that were configured for this approval flow will be notified for an Approval Request. The Approval Status will update as the sheet is approved during each step.

                                        49    Can I get an account trial extension?

                                        Please e-mail support@ragic.com to apply for a free trial extension.

                                        5    Can I embed a sheet into my website or blog?

                                        Ragic applications come with a variety of useful Website Plug-ins that could be embedded on your website, or sent as a separate link to others. These website plug-ins become available automatically as you create the sheets in your applications.

                                        You can view our documentation on how to use the Web Embed Feature in Ragic for more information.

                                        50    Can I create databases and embed on my Weebly / Wix / Jimdo website?

                                        Yes! Just use our Web Embed function as described in our documentation.

                                        51    How do I change the layout of my web embed table views? ex. to make rows taller

                                        There are two things you can do:

                                        a) Make the fields that contain paragraphs taller by adjusting them in the design mode. The change of width and height will be reflected on your web embed.

                                        b) Adjust the columns that you are displaying on the listing page, so that the listing is not so wide and cluttered.

                                        We recommend that you only have a few fields in the listing page, since users can click on one entry to see the full detail.

                                        52    How to create an autofill web form for users to fill out from an existing Ragic sheet?

                                        Just create a Web form with our Web embed function as described here.

                                        Just make sure to choose the Database Form option, and follow the steps in the wizard. Ragic will provide you with the URL for the auto-fill web form.

                                        53    Can I issue SQL queries?

                                        Ragic does not support direct SQL access.

                                        But you can issue your queries via our HTTP API to integrate Ragic with your own applications.

                                        54    How do I migrate my existing spreadsheet Excel data into database?

                                        Here are some of the features that may apply to you:

                                        1. If you haven't created a Ragic database sheet, but have an organized spreadsheet that contains your data, you can create a new Ragic sheet with your spreadsheet file.

                                        2. If you already created a Ragic database sheet, you can import your existing data from your spreadsheet into your new sheet.

                                        3. If you don't have data to import, but would like to create a form for others to fill out, you can first follow the steps to create a Ragic database sheet, and set up the necessary access rights so that anyone can create entries.

                                        55    How do I embed a single entry to a web page?

                                        This can be solved by simply embedding the "printer friendly version" of the form. In the spreadsheet form, go to an entry, and choose Printer Friendly under Tools. This will take you to a page with a printable version of this entry. You can use an iframe to embed this page to show the detail of one page.

                                        This can also be resolved with our HTTP API, which will give you a JSON format of the data, you can just replace www.ragic.com with api.ragic.com to get this URL for pages that do not require authentication.

                                        56    Do you provide other forms of billing and payment?

                                        Besides online payments, we also accept direct transfers to our bank accounts in the US or Taiwan (We are registered in the US and Taiwan). We will issue a PDF invoice after we've confirmed your transfer. But please note that for manual payments, you will need to pay annually because monthly would incur too much administration overhead for us.

                                        If you would like to proceed with bank payments, please e-mail sales@ragic.com with your Company Title, the plan and number of users you would like to subscribe with, and we can provide you with the info to proceed.

                                        57    How do I calculate the difference between two dates or times?

                                        You can simply use a formula to do the calculation.

                                        First make sure both fields are set the correct input format of "Date", and the result field with the formula should be set to "Number".

                                        Now simply do a subtraction between the two fields and you will get the difference.

                                        The if the two dates have a date element (ex. yyyy/MM/dd) in the date format, the result will be in number of days. Otherwise if the dates does not have a date element (ex. HH:mm), the result will be the number of minutes.

                                        If you need to translate the result from minutes, you can simply divide the result by 60 with the formula.

                                        You can also check our documentation regarding using formulas to calculate dates and times here.

                                        58    How to add a longish paragraph text to a record?

                                        You can make a row taller by changing the row height, in order to enable rows to contain longer paragraphs.

                                        Basically, go to the design page by clicking on the Change Form Design button, and drag the side of the row number to adjust the height, as you would do on other spreadsheet software like Excel. After saving the layout change in the form design mode, the display would also become a longer paragraph input field.


                                        You can also add a paragraph text field from left side panel Add Components > Fields > drag and drop the "Paragraph Text" field.

                                        59    How do I ensure that user fills in a field in certain language?

                                        You can do that by using the validation feature by adding a regular expression, checking that the input is in a certain language code range.

                                        For example if you want to make sure the language is in Cyrillic, you can use:

                                        [\u0400-\u04FF\u0500-\u052F]

                                        Below is a list of language code ranges for each languages. You can also go to this link for more references.

                                        0000-007F Basic Latin

                                        0080-00FF Latin-1 Supplement

                                        0100-017F Latin Extended-A

                                        0180-024F Latin Extended-B

                                        0250-02AF IPA Extensions

                                        02B0-02FF Spacing Modifier Letters

                                        0300-036F Combining Diacritical Marks

                                        0370-03FF Greek and Coptic

                                        0400-04FF Cyrillic

                                        0500-052F Cyrillic Supplement

                                        0530-058F Armenian

                                        0590-05FF Hebrew

                                        0600-06FF Arabic

                                        0700-074F Syriac

                                        0750-077F Arabic Supplement

                                        0780-07BF Thaana

                                        07C0-07FF NKo

                                        0900-097F Devanagari

                                        0980-09FF Bengali

                                        0A00-0A7F Gurmukhi

                                        0A80-0AFF Gujarati

                                        0B00-0B7F Oriya

                                        0B80-0BFF Tamil

                                        0C00-0C7F Telugu

                                        0C80-0CFF Kannada

                                        0D00-0D7F Malayalam

                                        0D80-0DFF Sinhala

                                        0E00-0E7F Thai

                                        0E80-0EFF Lao

                                        0F00-0FFF Tibetan

                                        1000-109F Myanmar

                                        10A0-10FF Georgian

                                        1100-11FF Hangul Jamo

                                        1200-137F Ethiopic

                                        1380-139F Ethiopic Supplement

                                        13A0-13FF Cherokee

                                        1400-167F Unified Canadian Aboriginal Syllabics

                                        1680-169F Ogham

                                        16A0-16FF Runic

                                        1700-171F Tagalog

                                        1720-173F Hanunoo

                                        1740-175F Buhid

                                        1760-177F Tagbanwa

                                        1780-17FF Khmer

                                        1800-18AF Mongolian

                                        1900-194F Limbu

                                        1950-197F Tai Le

                                        1980-19DF New Tai Lue

                                        19E0-19FF Khmer Symbols

                                        1A00-1A1F Buginese

                                        1B00-1B7F Balinese

                                        1D00-1D7F Phonetic Extensions

                                        1D80-1DBF Phonetic Extensions Supplement

                                        1DC0-1DFF Combining Diacritical Marks Supplement

                                        1E00-1EFF Latin Extended Additional

                                        1F00-1FFF Greek Extended

                                        2000-206F General Punctuation

                                        2070-209F Superscripts and Subscripts

                                        20A0-20CF Currency Symbols

                                        20D0-20FF Combining Diacritical Marks for Symbols

                                        2100-214F Letterlike Symbols

                                        2150-218F Number Forms

                                        2190-21FF Arrows

                                        2200-22FF Mathematical Operators

                                        2300-23FF Miscellaneous Technical

                                        2400-243F Control Pictures

                                        2440-245F Optical Character Recognition

                                        2460-24FF Enclosed Alphanumerics

                                        2500-257F Box Drawing

                                        2580-259F Block Elements

                                        25A0-25FF Geometric Shapes

                                        2600-26FF Miscellaneous Symbols

                                        2700-27BF Dingbats

                                        27C0-27EF Miscellaneous Mathematical Symbols-A

                                        27F0-27FF Supplemental Arrows-A

                                        2800-28FF Braille Patterns

                                        2900-297F Supplemental Arrows-B

                                        2980-29FF Miscellaneous Mathematical Symbols-B

                                        2A00-2AFF Supplemental Mathematical Operators

                                        2B00-2BFF Miscellaneous Symbols and Arrows

                                        2C00-2C5F Glagolitic

                                        2C60-2C7F Latin Extended-C

                                        2C80-2CFF Coptic

                                        2D00-2D2F Georgian Supplement

                                        2D30-2D7F Tifinagh

                                        2D80-2DDF Ethiopic Extended

                                        2E00-2E7F Supplemental Punctuation

                                        2E80-2EFF CJK Radicals Supplement

                                        2F00-2FDF Kangxi Radicals

                                        2FF0-2FFF Ideographic Description Characters

                                        3000-303F CJK Symbols and Punctuation

                                        3040-309F Hiragana

                                        30A0-30FF Katakana

                                        3100-312F Bopomofo

                                        3130-318F Hangul Compatibility Jamo

                                        3190-319F Kanbun

                                        31A0-31BF Bopomofo Extended

                                        31C0-31EF CJK Strokes

                                        31F0-31FF Katakana Phonetic Extensions

                                        3200-32FF Enclosed CJK Letters and Months

                                        3300-33FF CJK Compatibility

                                        3400-4DBF CJK Unified Ideographs Extension A

                                        4DC0-4DFF Yijing Hexagram Symbols

                                        4E00-9FFF CJK Unified Ideographs

                                        A000-A48F Yi Syllables

                                        A490-A4CF Yi Radicals

                                        A700-A71F Modifier Tone Letters

                                        A720-A7FF Latin Extended-D

                                        A800-A82F Syloti Nagri

                                        A840-A87F Phags-pa

                                        AC00-D7AF Hangul Syllables

                                        D800-DB7F High Surrogates

                                        DB80-DBFF High Private Use Surrogates

                                        DC00-DFFF Low Surrogates

                                        E000-F8FF Private Use Area

                                        F900-FAFF CJK Compatibility Ideographs

                                        FB00-FB4F Alphabetic Presentation Forms

                                        FB50-FDFF Arabic Presentation Forms-A

                                        FE00-FE0F Variation Selectors

                                        FE10-FE1F Vertical Forms

                                        FE20-FE2F Combining Half Marks

                                        FE30-FE4F CJK Compatibility Forms

                                        FE50-FE6F Small Form Variants

                                        FE70-FEFF Arabic Presentation Forms-B

                                        FF00-FFEF Halfwidth and Fullwidth Forms

                                        FFF0-FFFF Specials

                                        6    Can I store files, pictures, and videos on Ragic?

                                        Yes, Ragic supports the upload of all types of files. In the Design Mode, choose the input type File Upload or Image Upload for the field.

                                        Another way to do this is to simply drag and drop the File Upload or Image Upload components from the "add component" tab at the left.

                                        When a user is adding a new entry to the form, they will be prompted to upload an image or a file to the corresponding upload field. Files will be shown as a link to download the file, and images will be displayed on the sheet in a smaller version. Clicking on the image will display the full-sized version of the image.

                                        60    I would like to create a directory application on my Joomla / Drupal website

                                        You can create your database on Ragic just like creating a spreadsheet form. You can also use our Web Embed function to embed forms that you built on your website.

                                        Moreover, you can manage all your data on our online spreadsheet data backend. You can also embed Web Forms on your website for people to submit data into your database.

                                        If you need a customized UI for your web pages, you can also use our HTTP API to create custom web pages and retrieve/post data from the database.

                                        61    Can I link my SQL database and use Ragic?

                                        Right now there are two ways to do this:

                                        1. Export the data on your SQL database to an Excel or CSV file and import this data to Ragic manually with our import feature. You can learn more about importing here.

                                        2. Write a program to read data from your SQL database and post to Ragic with our HTTP API. View our HTTP API documentation here.

                                        Both ways should be fairly simple and serve different purposes.

                                        62    Can I use conditional formulas in the formula fields?

                                        Ragic supports conditional formulas. Please note that the conditional formulas are case sensitive, and that the field input type changes how formulas calculate in some situations.

                                        For example, when used on free text or selection fields that contain strings, .RAW is required to be added to the referenced field name (please see below for "Referencing a string condition with the IF function"), while this is not needed when used to reference a numeric field. Date fields are calculated as days.

                                        Conditional formulas can be nested.

                                        The IF Function

                                        The IF function returns one value if a specified condition evaluates to TRUE, or another value if it evaluates to FALSE.

                                        FormulaSyntax
                                        IFIF(value==condition,[value_if_true],[value_if_false])

                                        Examples

                                        Basic example: IF(A2==10,10,0)

                                        If the value in the reference field A2 equals to 10, the value in this field would be 10. For any other value of A2, the value of this field will be 0.

                                        Having a string value as a result: IF(A1==1,'true','false')

                                        If the value in the reference field A1 equals to 1, the value in this field would be "true". For any other value of A1, the value of this field will be "false".

                                        Practical usage: IF(A2>=60,'yes','no')

                                        If the age field is equal or greater than 60, the value in this field "qualifies for senior discount?" would be "yes", otherwise, the value would be "no".

                                        Note

                                        An older syntax of using the IF function in Ragic is still supported.

                                        Value=='condition'?'[value_if_true]':'[value_if_false]'

                                        Basic Example: A1=='open'?'O':'C'

                                        If A1 is open, give O. if not, give C.

                                        Referencing a string condition with the IF function

                                        If you would like to reference string values in numeric or selection fields, please add .RAW after the field that you're referencing to.

                                        Syntax
                                        IF(value.RAW='string condition',[value_if_true],[value_if_false])

                                        Examples

                                        Basic Example: IF(A1.RAW=='Active',1,0)

                                        If the value in the reference field A1 is "Active", the value in this field would be 1. For any other value of A1, the value of this field will be 0.

                                        Having a string value as a result: IF(A1.RAW=='Pending','Open','Closed')

                                        If the value in the reference field A1 is "Pending", the value in this field would be "Open". For any other value of A1, the value of this field will be "Closed".

                                        The LOOKUP Function

                                        The conditional process in formulas can also be done with the LOOKUP function, which is the equivalent of conditional processing.

                                        FormulaSyntax
                                        LOOKUPLOOKUP(value,lookup_list,[result_list])

                                        Searches for the value in the lookup_list and returns the value from the same position in the result_list.

                                        value is the value to search for in the lookup_range.

                                        lookup_list is an array like [0,100,500]. The LOOKUP function searches for value in this list.

                                        result_list is optional. It is an array that is the same size as the lookup_range like ['Small','Medium','Large']. If the result_list parameter is omitted, the LOOKUP function will return the value in the lookup_list. If the LOOKUP function can not find an exact match, it chooses the largest value in the lookup_range that is less than or equal to the value. If the value is smaller than all of the values in the lookup_range, then the LOOKUP function will return empty string.

                                        Examples

                                        Basic Example: LOOKUP(A1,[0,45,65],['Small','Medium','Large'])

                                        The value would be 'Small' if A1 is between 0 and 45, 'Medium' for 45~65 and 'Large' for over 65.

                                        Referencing multiple fields: LOOKUP(A1,[0,45,65],[A3+A4,B5,B6])

                                        The value would be A3+A4 if A1 is between 0 and 45, B5 for 45~65 and B6 for over 65.

                                        The AND Function

                                        Returns TRUE if all its arguments evaluate to TRUE; returns FALSE if one or more arguments evaluate to FALSE.

                                        FormulaSyntax
                                        ANDAND(logical1, [logical2], ...)

                                        The AND function syntax has the following arguments:

                                        logical1 is required. The first condition that you want to test that can evaluate to either TRUE or FALSE.

                                        logical2, ... is optional. Additional conditions that you want to test that can evaluate to either TRUE or FALSE.

                                        The OR Function

                                        Returns TRUE if any argument is TRUE; returns FALSE if all arguments are FALSE.

                                        FormulaSyntax
                                        OROR(logical1, [logical2], ...)

                                        The OR function syntax has the following arguments:

                                        logical1 is required. Subsequent logical values such as logical2, ... is optional. Additional conditions that you want to test that can evaluate to either TRUE or FALSE. The arguments must evaluate to logical values such as TRUE or FALSE, or in arrays or references that contain logical values.

                                        63    How do I let other users in my account design new forms or edit form designs?

                                        Just add the user to the group "SYSAdmin" and have them re-login. They will have the privileges just like the person who registered for the account, and can add new forms, as well as change the design.

                                        64    Customer Support Options

                                        Ragic offers a wide variety of customer support.

                                        Self-Help

                                        The Knowledge Base and FAQ sections on Ragic provides answers to most commonly experienced problems by users. Solutions provided here are easy to follow and implement, using step-by-step instructions. This may be the fastest way to get your problems resolved. These sections are updated regularly based on the feedback that we receive from users. You can find the "Learn Ragic" link under your start tab or access from the "Learn Ragic" link on the upper right corner of your homepage.

                                        You can also use the Ragic Developer Guide that helps you the with designing your database with Ragic.

                                        Ragic Customer Support

                                        You can click the "Need Help?" link on the upper-right corner in your account, and fill up the form that comes up about problems that you are having or e-mail Ragic Support directly.

                                        Ragic Support Chat

                                        This option allows you to do a chat with our bot which will return the needed information according to key words. The link is on the lower-right corner of your homepage.

                                        Ragic Forum

                                        You may post in the forum to discuss with other users. Our customer support team also checks the forum regularly and reply to questions that you may have.

                                        Developer Support

                                        Ragic offers a wide variety of support options for developers, such as the HTTP API documents and the Javascript Workflow Engine documentation.

                                        65    Mass Update by Importing

                                        Filter and Export your Data

                                        To do a mass update, you can use filters to filter out the data you would like to export as a .csv or excel file, make mass editing on this spreadsheet file, and later import your file back to Ragic. If you would like to export every entry in your sheet, make sure that you have cleared all filters.

                                        Your Import File

                                        Edit your spreadsheet file and don't forget to save. During this step, you can feel free to add new entries as well.

                                        Import your edited Excel file back to Ragic.

                                        On your import file, the first row of your spreadsheet consists of your headers, and your other rows will be updating your entries.

                                        We will use the first field on your Excel file as a key to map the entry to an entry on Ragic.

                                        Importing your Data

                                        During your import, you will need to choose to renew your existing data in the Import policy step.

                                        You can configure Advance Settings in Import Policy as well if necessary.

                                        Advanced SettingDescription
                                        Fill in default field valuesIf you have a configured default value in your sheet, please check this box so that the field value will be updated or populated with the import.
                                        Execute link and loadIf there are sets of link and load configured on your sheet, please check this box to have the loaded fields auto-populated. Otherwise, the loaded fields will be left empty if the field values aren't included in your import file.
                                        Recalculate all formulasRecalculate all formulas during the import.
                                        Execute work-flowExecute work-flow, if any, in your sheet.
                                        Execute not empty checkCheck if there are field values configured with the "Not Empty" feature. If there is no field value, Ragic will skip that row during the import.
                                        Create detail historyShow editing history in entry's information panel.
                                        Execute validation check Check if the field value meets the configured validation . If it doesn't, Ragic will skip that row during the import.

                                        Tip: if you would only like to edit a few entries from the listing page, you can use the hotkey E on your keyboard. Please take caution as the edits done with this method are not kept in the edit history for your entries.

                                        66    BBCodes in Ragic

                                        You can use some of the BBCode tags that you would normally use in forums or bulletin boards when you are filling your form in Ragic. Using BBCode tags are extremely useful when you are filling free text fields for internal communication.

                                        These are the supported tags and how they will be displayed:

                                        Text to URL

                                        Make a text into a URL by adding the [url] BBCode.

                                        Run your business smarter

                                        Run your business smarter

                                        Tagging

                                        Tag a text with square brackets so that it could be searchable in your database. This works great in comments if you know a related entry's ID, and would like to tag these entries.

                                        [search query term]

                                        Use Formulas

                                        You can use formulas in Ragic to display values from other fields with the [formula] BBCode.

                                        [formula]A3[/formula]

                                        Text Formatting

                                        Change the text formatting to bold, italic, underlined, strikethrough, subscript, or superscript with the following BBCodes.

                                        bold text

                                        italic text

                                        underlined text

                                        strikethrough text

                                        subscript

                                        superscript

                                        Change the color of a text with the [color] BBCode.

                                        Red color text

                                        Below you can see some examples:

                                        BBCode Display
                                        blue text blue text
                                        yellow text yellow text
                                        green text green text
                                        pink text pink text
                                        gray text gray text
                                        orange text orange text
                                        purple text purple text
                                        brown text brown text
                                        cyan text cyan text

                                        This would also work with a hexadecimal color value.

                                        Red color text

                                        Insert an Image

                                        Insert an image, using the [img] BBCode.

                                        https://www.ragic.com/sims/img/logoRed_150x56.png

                                        You can also add "width x height" as a parameter in the BBCode to resize your image if needed:

                                        image_url

                                        Embed a Map

                                        Embed a map by entering an address in the [addr] BBCode.

                                        New York, New York

                                        Embed a Video

                                        Embed a video using the [embed] BBCode.

                                        https://www.youtube.com/v/rEUYC4kh2k0

                                        67    Importing data to your existing subtables

                                        To import data into a subtable, you may select the subtable name in the drop-down menu:

                                        Then, you can select the fields you would like to import to from the drop-down lists. However, please note that the first column must be mapped to the field with the star sign (the "selection title field") for the system to recognize which main entry does the imported data belong to.

                                        And the second column must be mapped to the unique field in the subtable (such as product name or product ID).

                                        After mapping fields, you may select proper import policy and advanced settings and then import your data.

                                        You may follow this article to change the "Selection Title Field" if necessary. However, please make sure you set a field that is without duplicates to avoid errors when importing.

                                        68    Finding the field ID while using API

                                        Right-click on any of your app tabs, and click Global Javascript Workflow.

                                        This will take you to the Workflow Module.

                                        You can view all the Field Ids under their respective sheets.

                                        Alternatively, you can go to the design mode, and click on the field you want to reference to. On the left sidebar, you're going to see the Field Name. The Field Id is right under the field name.

                                        69    Restore accidental deletion

                                        If you accidentally deleted an application tab, a sheet, or an entry and would like to recover it, you can check to see if it's under the Recycle Bin in your Account Setup, which can be located through the Start tab, or on the right side of your account homepage.

                                        If you cannot find your deleted sheet or tab, you can contact Ragic Support at support@ragic.com to help you restore a backup.

                                        7    Can I save my data as Excel or print it out?

                                        Yes, simply go to "Tools" and choose "Download as Excel File". For a printer friendly version, just choose "Printer Friendly" instead.

                                        This works both on listing and form pages. If you would like to download from the listing page, Ragic can download all entries regardless of the paging.

                                        To save it as PDF, you can save it as PDF from printing configuration on your browser.

                                        70    Adding a column to the listing page.

                                        Once you change the design of a listing page, the changes are saved, and Ragic will no longer auto generate the listing page from your form page, so that it will not overwrite your design. If you add a new field in your form page and would like it to be displayed on the listing page, you will need to add it manually using the listing page field picker in the listing page design mode.

                                        If you are not sure about the difference between a listing page and a form page, please view our documentation. Learn more about the normal process of developing a sheet here.

                                        For other terms, please check our glossary.

                                        71    Glossary

                                        Using Ragic


                                        Field: A normal field consists of two parts that are connected to each other: the field header, and the field value. You can create new fields in the design mode of the form page.

                                        This form currently has 4 fields:


                                        Record (Entry): A record is an instance of form data that a user fills out, which consists of all the values entered in fields in a form page. Records are shown with their full details in form pages, and are summarized as rows in listing pages.

                                        This is a highlighted record in a listing page:


                                        Clicking on a record in the listing page will take us to the form page of this record, which shows us detailed information:


                                        Form Page: A Form page is the full detail of a single record as a page. This can contain as many fields as you want. Learn more about the normal process of developing a sheet in our documentation here.

                                        This form page shows detailed information about a sales order:


                                        Listing Page: A listing page is a table that contains the summary of many records. This is automatically generated when you create your form page. In a listing page, the first row consists of field headers, which show columns of field values in their respective records. Learn more about the normal process of developing a sheet in our documentation here.

                                        This listing page shows us all the records in a sales sheet:


                                        Sheet: A sheet contains the entire information of all the records in a certain listing page, or all the form pages that show the details of one category. Sheets can be found under your tabs.

                                        A list of your sheets can be viewed in your account homepage:


                                        Subtable: A subtable is a table that you add in a form page, and is usually used to show detailed information in an record. Subtables consist of fields placed side by side. Learn how to create and use subtables in our documentation here.

                                        This subtable shows the quoted line items in a sales order form:


                                        Tabs: A tab is a collection of your sheets in Ragic. You can have an unlimited number of tabs. Tabs are used to organize your sheets in categories of your choice, and have no effect on linking.


                                        Designing your Database in Ragic


                                        Design Mode: The design mode is where a form page or a listing page can be created or modified. The design mode can be accessed by clicking on the "Change Design" button on the upper-right hand corner, given that the user has the necessary access rights. Learn about the normal process of designing your Ragic sheet in our documentation here, and how to design great looking Ragic forms in our documentation here.


                                        Description Field: A description field (also called a static text field) is a field without a field value, and is used for viewing purposes. Learn more about how to use description fields in our documentation here.


                                        Field Header: The field header describes what a field will be used for. In a form page, the field header is the set name of a field. In a listing page, the field headers are the column headers, with the field values listed below in their respective records. In the design mode, the field headers are shown as light blue, where you can rename them. Formulas should refer to the location of field headers.

                                        The field header of the selected field is "Item Category":


                                        Field Value: The field value is the value entered to a field when creating or modifying an record. Ragic will format the entered field value according to the field type. In a listing page, the field values will be shown under the records they belong to in rows, and under the column order of the field headers that have been set for the listing page in the design mode. In a form page, the white cells when fields are created depict where the field values will be, with the field type written as the description.

                                        The field value of the selected field would be one of the selection choices, "Tops", "Bottoms", "Shoes", or "Accessories":


                                        Field Type: There are different field types in Ragic, since the field value formatting can vary. The field type is defaulted to Free Text, which allows the user to enter field values without restrictions, like most other spreadsheet applications. While this works in most cases, the application will generally work better if you specify the right field types. The field type can be set in the design mode. In the design mode, you can also view the field types of existing fields written in the white cells depicting where the field values will be. Learn more about different field types here.

                                        The field type of this field is a "Selection":


                                        Linking: Ragic supports several ways of one-to-many relationships to link your sheets, which can be found under the Sheet Linking Tools button in the design mode. Learn more about how to configure linking in our documentation here.

                                        An example of linking - linking a sheet as a subtable with the Link & Load option:


                                        Formulas: You can add formulas in Ragic to make calculations in your form pages and display them on your listing pages. Formulas in Ragic work very similar to the formulas you use on spreadsheet software, but the major difference is, instead of assigning formulas to field values, you assign cell references to field headers. This makes calculations much easier, especially for subtables, for which you can write more complicated formulas with less effort. You can add formulas to fields in the design mode. View a list of formulas supported in Ragic here.


                                        Account Management


                                        Account Homepage: Your account homepage is a page that displays all the tabs and sheets under your account, and can be accessed by clicking on the Ragic logo on the upper-left corner of your account.


                                        Access Rights: Ragic has a variety of access rights that allows you to determine users and user groups that can see the data on your sheets. Learn more about access rights in our documentation here.


                                        Account: An account is a Ragic database account created for an organization, it can contain many users, which are actually user e-mail and password combinations that a person can log in with. Ragic uses the number of users to determine the price of an account's subscription fee.

                                        In some cases, a user can also be in multiple accounts when multiple companies are using Ragic, and the user would like to access both of these Ragic databases with the same set of user e-mail and password.


                                        Users: A user is an e-mail address that can be used to log in to your Ragic account. Your account can have any number of users you need, and they will access the same set of database sheets in your account. Ragic charges by the number of internal users in your account, an internal user is generally a person inside your organization. External users are free, and they can only be people outside of your organization, like clients, vendors, partners and freelancers. You can add internal and external users to your Ragic account from your account setup. You can configure the access rights of these users by adding them to user groups. Learn more about adding users in our documentation here.


                                        User Groups: User groups are groups of users in Ragic. As you add new users to your account, you can manage which sheets they can view or edit. The default user group SYSAdmin has the access rights to the design backend of your sheets.


                                        Account Setup: Your account setup can be found in the Start tab, where you can configure your users, user groups, billing information, account and company information, and other Ragic features. You can also download backups to your account, view recent changes, and access your recycle bin for accidental deletion of sheets, tabs, or records.


                                        72    Normal Process of Developing a Sheet

                                        You can create a new tab by clicking on the "+" sign at the top of your page

                                        After naming your new sheet, make sure that it's under the correct tab. This sheet will become your Form Page, as described in the last section. Clicking on Create will take you to the Design Mode of youre new Form Page.

                                        Usually, the process of designing the page starts with creating new form fields for the Form Page. Just type 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. These fields all have their own formatting options, which will be discussed in the Field Types documentation.

                                        When the fields are created, you can adjust the height and width of a cell with your mouse 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.

                                        Users usually don't like to have many fields in a listing, and 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 that these fields are 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.

                                        This is a brief overview of the process of designing a simple form on Ragic, but of course there are tons of other things that you can do with Ragic to do almost anything that you would like to do on a database application. Check out the rest of this manual and your imagination is the limit.

                                        73    How do I undo changes to the design?

                                        If you are in the design mode, you can choose to exit the design mode without saving.

                                        If you have already saved your design, you can restore a previous design from the Design Mode, bu clicking the Previous Versions button.

                                        It is best practice to save periodically while working on a form design.

                                        74    Looking for entries and field values

                                        You have two options when doing queries in Ragic: Through the top search bar, and through the left sidebar search tool.

                                        The top search bar works like a search engine, which can help you to find full values, while also offering you search suggestions when you begin to type. This is a very useful tool when you are looking for a specific entry where you know at least one of the values.

                                        The top search bar cannot be used to search partial data, which means that you cannot search for the last three digits "001" if you have a value such as "1234567001". For this kind of query, you can use the left sidebar search tool.

                                        The left sidebar search tool is able to find more complicated search queries, since you can select one or more filters to narrow down your search results. These filters are defined according to the corresponding value type of every field in the form, therefore different query methods are offered for different types of fields. For example, if the field type is a Selection field, all the choices within the selection field will be listed as a multiple selection, so that you can click on the ones you need to filter. If the field type is a Number field, you can search in a range. After setting all of the filters you need in the search bar, click on the Search button above the filter categories for the results.

                                        You can save your search as a View if you would like to use the same filters frequently.

                                        Your saved Views are listed on the left side, above the Search button.

                                        After finishing your search, clicking on the Clear Filters button will lead back to the full database.

                                        75    Moving and rearranging tabs and sheets

                                        To rearrange sheets under a tab, click on the gray arrow that appears on the right side when you hover over any sheet inside the tab. Click Rearrange, and drag to change the order of the sheets.

                                        Don't forget to click Save Sort when you are done.

                                        To move a sheet under a different tab, click Move Sheet under Rearrange.

                                        Doing so will display a popup where you can choose a specific sheet to move to a specific tab.

                                        The process when rearranging your tabs is the same with rearranging sheets. Click on the arrow that appears on the right side when you hover over any tab. Click Rearrange and drag to change the order of your tabs.

                                        Don't forget to click on Save Sort when you are done.

                                        76    How can I add external users?

                                        External users can be clients, vendors, partners, freelancers or other people who are not in your organization, but would like to access your Ragic account. Ragic allows an unlimited number of free External Users in your account.

                                        To enable the external user function in your account, navigate to your Account Setup in Ragic under the Start tab. Click on External Users on the left side.

                                        Fill the form to submit your application to enable external users in your account for the Ragic team to review.

                                        Once your application is approved, you will have access to the external user management panel that will display external users in your account.

                                        After your application to add external users is approved by the Ragic staff, you will be able to add new external users to your account from your Account Setup under the External Users menu by clicking on the +New button, or by importing to your database under the Tools menu.

                                        For more information about external users, please refer to this document.

                                        77    Deleting Entries

                                        Deleting a single entry

                                        Navigate to the form page of the entry you would like to delete, by clicking on the entry in the listing page.

                                        Click on the Tools button in the form page, and select Delete Entry.

                                        Deleting multiple entries

                                        You can use filters on the left sidebar search tool, the top search bar, or through field headers to view all the entries you would like to delete.

                                        Click on the Tools button and select Delete All Filtered to delete all filtered entries.

                                        To delete all of the entries under your listing page, you can select Delete All Filtered without creating a filter.

                                        78    Where is the Server-side Javascript Workflow Module?

                                        Right-click on any of the application tabs and select Global Javascript Workflow, which will take you to the Workflow Module.

                                        79    Mass editing entries through the listing page

                                        The keyboard shortcut to edit multiple entries through the listing page is E.

                                        You can also do this by clicking on the Edit multiple entries under the Tools menu in your listing page.

                                        Note that these changes will not be reflected in the entry history, so if you have sensitive data that you are sharing with others, you may want to set up the correct Access Rights, or make the field Read Only from the design mode.

                                        If you would like to edit many entries at once, please refer to our documentation file on mass editing.

                                        8    How do I create an HTML form that saves its data to a Ragic form?

                                        This is very simple to do with Ragic if you know how to create forms in HTML. Suppose you want to create a form that saves entries in this sample pet store merchandise form.

                                        1. Find the Field Id for each field that you would like to save in the HTML form. You can find them in the Design Mode when you focus on a field.

                                        2. Create a form like this HTML sample, Your HTML form saves data to the same form URL, adding the query string parameter "api". Put down the field id as the parameter name for each field to be mapped on the Ragic form:

                                        <!-- Your HTML form saves data to the same form URL, except change www.ragic.com to api.ragic.com -->

                                        <!-- Adding the web parameter means that api server returns html instead of default JSON -->

                                        <form action="https://www.ragic.com/start/petstore/1?html&api" method="POST">

                                        <!-- Put down the field id as the parameter name for each field to map them to a field on the Ragic form -->

                                        <p>Item Id: <input type="text" name="1000001" /></p>

                                        <p>Item Name: <input type="text" name="1000003" /></p>

                                        <p>Item Price: <input type="text" name="1000005" /></p>

                                        <!-- Selections work the same way, just pass the selection value as parameter value -->

                                        <p>Item Category:

                                        <input type="radio" name="1000002" value="Dog" /> Dog

                                        <input type="radio" name="1000002" value="Cat" /> Cat

                                        </p>

                                        </form>

                                        3. Make sure that the user has the correct access rights to enter data on this form.

                                        80    Making a field read-only

                                        You can make a field read-only through the Design Mode in your form page. Check the Read Only box in the Field Settings.

                                        81    Setting form rules

                                        You can set form rules to hide or show a field according to other fields.

                                        Our example form design is a shop that has different categories and subcategories of products, named "Product Category" and "Product Type" respectively. We have set the product types in cascaded selections, but don't want to display the "Product Type" field when it's empty (when the category "Special Collection" is selected).

                                        Navigate to Rules under Form Settings in the Design Mode.

                                        Click Add Rules and set the options according to your form design. For our example, we have set to show the field "Product Type" if the "Product Category" is not "Special Collection".

                                        Make sure you save your form design. You can see that the rule we have just set works great to avoid confusion during form filling.

                                        82    Pricing changes with the number of users

                                        You can change the number of users or your subscription plan anytime you want. Ragic pro-rates subscription changes, and this is how prorating is handled if you change details of your subscription:

                                        If you change to a different billing cycle

                                        (ex. monthly payment to yearly payment)

                                        The first full period of the billing cycle begins immediately, and you will be charged for the first period less the account balance.

                                        For example,if a customer signs up on May 1 for a plan that costs $30 per month and then switches to a yearly plan that costs $300 on May 15. The customer is credited $15 for the unused portion of the monthly plan and owes $300 for the first year of the new plan. The customer is invoiced—at the time of the switch—$285, and the annual billing cycle begins that day.

                                        (Note that if the payment fails, the plan change will not go into effect).

                                        If you change the subscription plan or the number of users

                                        The first full period of the new plan begins immediately. However, you'll be charged for the first period less the account balance in upcoming billing date.

                                        Besides, a downgrade will generate a credit to be applied to the next invoice. If your account balance amount is larger than the amount due (if you have decreased the number of users), you won't be charged anything, and the account balance is carried over to future billing periods, until it's spent down.

                                        For example, if a customer signs up on May 1 for a $10 plan, she'll be billed $10 immediately. If she then switches to a $20 plan on May 15, on June 1 she'll be billed $25 ($20 for a renewal of her subscription and a $5 prorating adjustment for the previous month).

                                        Here is an example of changing the subscription plan and number of users for your reference

                                        Learn how to modify your subscription here.

                                        83    Usage of the Link & Load type Sheet Linking Option

                                        The linking types in Ragic have some rules, and we have listed out some guidelines on correct linking between your Ragic applications with Link & Load. You can also refer to our documentation on Link & Load and Linking Sheets Together while you are designing your form to decide on the correct linking type that would fit your own workflow the best way.

                                        1. You may link & load data from other forms as a subtable. This works best if you would like to manually select (or type to see options) in one field of the data, and load the corresponding information in other fields in a row of the subtable.

                                        Please refer to our documentation for generating a linked sheet and adding a reference subtable for more linking options regarding subtables.

                                        2. You can rename the fields anytime - this would not affect the linking or your entries.

                                        Common mistakes when creating links are listed below. Please check if you are attempting any of the listed linking types below if you are having problems with using link & load.

                                        1. Linking data from subtables to your form.

                                        The reason for this is you cannot link from a subtable and load to a regular field (from a subtable on the right side of the link manager to the left side), since a subtable could have many different values entered in an entry, but a regular field would only have one value.

                                        2. Linking a different subtable on the same row.

                                        There might be issues that could arise in interpreting your links when you create different subtables on the same row, so it's best to avoid doing so. Moreover, if you have other users that use the same account, it having different subtables on the same row could lead to confusion.

                                        84    Configuring Notification Settings

                                        Notification settings for your listing and form pages could be configured through the Tools menu under Notification Setting.

                                        A window will pop up that shows the options available for e-mail notifications

                                        If you would like to set the notifications for many sheets at the same time, or for your Ragic System configurations, you can go to the Notification Settings from the Account Setup under the Start tab, where you can also see your past notifications. (This page can also be reached through the URL https://www.ragic.com/accountname/notificationSetting - make sure to replace your account name in the URL.)

                                        Clicking on any of your application tab names in the menu will take you to a list of all the sheets under that application tab where you can configure the e-mail notifications you would like to receive.

                                        If you are the administrator of the Ragic account and would like to configure the notifications being sent to other users under this account, you can use this type of URL by replacing the account name and the user's e-mail.

                                        https://www.ragic.com/accountname/notificationSetting?e=user@email.com

                                        85    Creating a custom automatic e-mail notification

                                        Below is a sample that would send out an e-mail notification when a sales order entry is created by a customer. Notice that the parameters refer to the Field IDs, which can be looked up both in the design mode of your forms, and in the global javascript workflow.

                                        var name=param.getNewValue(1001426);

                                        var email=param.getNewValue(1001428);

                                        var title=param.getNewValue(1001386);

                                        mailer.sendMail(email,'Your Sales Order'+

                                        title,

                                        'Hi '+name+',<br><br>we have received your sales order '+

                                        'and will be processing your order very soon.<br><br>'+

                                        'You can see your order details at https://www.ragic.com/example/1<br><br>'+

                                        'Thanks.<br><br><br>Best Regards,<br><br>Sophia, Sales Manager<br><br>www.ragic.com');

                                        If you're sending e-mail to multiple recipients, just separate each e-mail addresses with commas.

                                        You can add this script to the form's "post-workflow" from the Javascript Workflow module.

                                        As you can see in the e-mail example above, you can use HTML tags to format your e-mail. The e-mail being sent is in HTML format, so basically all HTML tags would work. You can also add your form entries as an attachment within the e-mail by appending the URL of the record as an extra parameter.

                                        You can follow this format:

                                        mailer.sendMail(email,subject,content,attachmentURL)

                                        The last number in the URL is the record id of an entry, you can find the record id of a record by calling param.getNewNodeId to the key field. The key field field id can be found when you open the Javascript workflow editor.

                                        86    Can I have a discount?

                                        Please contact sales@ragic.com for enterprise volume discount.

                                        Special pricing is available for educational and non-profit organizations.

                                        87    Using strings in formulas

                                        A string formula is pretty straightforward: if the value on C1 is Michael, and C2 is Scott, then C1+' '+C2 will be "Michael Scott".

                                        Further to the previous example, if you want to add a fixed string into your formulas, please mark the string with either single quotes or double quotes. For example, C1+" "+C2+" "+"Jr.". Then, the result would "Michael Scott Jr.".

                                        Concatenating Text

                                        As a more advanced example, we will create a field that will display an address in standard postal format for shipping purposes in the U.S.

                                        Make sure you have all the fields that you need to display the information required.

                                        Here we would like to have the field header Full Shipping Address display the title and name of the customer, with the shipping address written in the standard postal format. We add the following formula to the field settings:

                                        A3+' '+A4+' '+D14+' '+D13+' '+D12+' '+D10+' '+D11

                                        Now that the Full Shipping Address displays, we can use information from this field whenever we need a full address, for example when printing shipping labels.

                                        89    Setting Reminders

                                        You can set reminders triggered by the values entered in the date fields in Ragic. You will have the option to send these reminders to either the entry creator, or an e-mail entered to an e-mail field in the same form.

                                        To access the reminder settings in a form, go to the Reminder tab under the Form Settings in the Design Mode.

                                        Here you can set reminders according to the fields that contain dates. You will only have to do this once in your form design, and Ragic will send reminders automatically according to the date values that are entered in entries. You can set as many reminders as you want.

                                        In the example below, we have already set two reminders for a Sales Order form that contains two date fields that are sent to the data creator, and we're adding a new one for the field "Shipping Date", which will send a notification to the Customer's e-mail the day an order is shipped.

                                        If you would like to have a customized message upon an action being completed instead of Ragic's default reminder e-mail, please check our documentation on creating an automatic e-mail notification.

                                        9    How do I backup my data?

                                        Ragic servers are backed up daily automatically. But if you need an extra layer of protection, you can manually back up your data by going to the Backup & Restore section in your Account Setup page.

                                        Choose Download backup of your account, and download the backup.

                                        If you want to download your data in a format that is easier to read, you can also use the Download as Excel File or Download as Text File feature that could be accessed in the listing page of a form from Tools.

                                        90    Adding a default image on a form

                                        If you would like to add an image to your form that would show up every time anyone views, you can add it to a description field by using the BBCode tag. For this, your image should have a URL (whether your image is on Ragic or elsewhere on the Internet).

                                        Tip: you can upload your image file to the comment box and click on it to obtain its URL.

                                        Add a static description field to the field you would like your image to show up in.

                                        Use this snippet to point to your image:

                                        [img]your image URL here[/img]

                                        Make sure you save the changes you have made to your design.

                                        Your image will now show up in your form and will also be displayed in the Printer Friendly version. This is useful if you would like to customize your form design more by adding logos, banners, headers and footers to your forms.

                                        91    How to search for data in a subtable

                                        You can search for data in a subtable by filtering from left sidebar on your subtable fields.

                                        To make the data in the subtables more accessible, you can create a new form from a subtable. When you're in the Design Mode, simply click on the Sheet Linking Tools button, and choose the New sheet from subtable option.

                                        92    Fields Displayed in the Listing Page

                                        You can choose which fields you would like to display on your listing page. It's best to display only the essential fields that you would need at a glance for better readability.

                                        Click on the Change Design button on the upper-right corner to go to the Design Mode of your listing page that has too many columns.

                                        By default, all the regular fields you have in your listing page will be selected fields for your listing page. Select the fields you would like to display from the Listing Page Field Picker. You can also change the order of selected fields.

                                        You can also change the width of the columns according to your fields.

                                        After saving your changes in the design, your listing page will look more organized.

                                        You can always click on the summary of an entry in the listing page to view the entry's details in the form page.

                                        93    Have dates to display in the correct format after importing

                                        Usually Ragic interprets the format of dates when you are importing from an excel or .csv file. If you are using a format that Ragic interprets incorrectly, make sure that the format you are using in your spreadsheet is the same in Ragic.

                                        It's recommended to use the format yyyy/MM/dd, which is the ISO standard format for calendar dates in your .csv file.

                                        You can change the date formatting that is displayed in date fields in Ragic in the Design Mode. Navigate to the Basic tab under Field Settings. You can select the format type from the formatting options, or edit the chosen formatting manually.

                                        94    Adding new fields

                                        You can add new fields to your form by clicking on the Change Design button, which will take you to the Design Mode. Click on an empty cell that you would like to place your field, and start typing the field name. By default, the field type would be free text, which allows anything to be typed as the field value.

                                        Check how the normal process for developing a sheet is done here.

                                        Learn more about different field types here.

                                        95    Levels of Access Rights Explained

                                        Ragic has different types of Access Rights that you can set for your users or user groups.

                                        You can find a comparitive table for system default access rights below:

                                        Access Right SettingViewCreateModifyLevel
                                        No RightsNothingNoNo
                                        Survey UserOwn entriesYesOwn entries**
                                        ViewerAll entriesNoNo***
                                        Bulletin UserAll entriesYesOwn entries****
                                        AdminAll entriesYesAll entries*****

                                        Here is a detailed explanation of how they work:

                                        No Rights: The user group will not be able to see this sheet at all.

                                        Survey User: The user group will be able to create and edit their own entries, and won't be able to see other entries.

                                        Viewer: The user group will be able to view all entries and entry details, but won't be able to edit or create new entries.

                                        Bulletin: The user group will be able to create and edit their own entries, and view all other entries. They won't be able to edit or delete entries that they don't own.

                                        Admin: The user group will be able to create, edit, view and delete all entries in the sheet.

                                        96    Granting administration privileges to a user

                                        If you would like to give an internal user administrator privileges for all sheets, add them to the SYSAdmin user group from your User Management Settings in your Account Settings.

                                        If you would like to give administrator privileges for a user group on one sheet, change the access rights settings of the sheet in the Design Mode. You will find the Access Rights tab under Form Settings. Change the access rights of that user group to Admin.

                                        97    Granting admin privileges for a certain user group on a specific sheet

                                        To have some of your users to be able to create and edit entries without access to the design mode, you can add a new User Group from your form design. Click on Add User Group under Access Rights in your Form Settings while in the Design Mode to add a new user group.

                                        Set the newly created user group to have administrator rights by selecting the Admin option. Users in this user group will now be able to create and edit all entries under this form.

                                        To add a user to the newly created user group, navigate to your User Management Settings in your Account Setup.

                                        98    Adding Internal Users

                                        You can add new users from the User Management page under your Account Setup, by clicking the red +New button, which is essentially creating a new entry. You can also import your user information from excel or csv files.

                                        You can always change the amount of users under your account from the Account Billing settings. Learn how to here.

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