Ragic supports different field types that can be specified from Design Mode while designing a sheet. The default field type is Free Text, which allows the user to enter content without restrictions, but Ragic will try to determine what field type you need when you enter a field name. While this works well in most cases, the application will generally work better if you manually select the correct field type. The Field Type can be set from the left sidebar, under the Basic tab in Design Mode.
We will explain some of the field types available in Ragic below:
The default field type. Users can enter whatever they want under this field, and there are no length restrictions for text input.
Users select a value from the dropdown menu of values previously entered into the Choices box while in Design Mode during sheet creation.
When there are many choices to choose from, this field can also work as a text filter, displaying available options as the user types. It is also possible to set a value as the default value.
If you need to create subcategories or display results connected to a previous selection field, Ragic allows you to set cascaded selections.
Users select multiple values from the dropdown menu of values previously entered into the Choices box while in Design Mode during sheet creation.
This field type works similarly to the Selection field but displays options with icons rather than option names.
By default, there will be two options: Yes and No.
To sort the values in the checkbox field on the Listing Page, you can include their sorting order within parentheses ( ). This will number the icons as a prefix next to the icon name. The text in ( ) will only be displayed in Design Mode.
If you would like to add icons aside from the default grey and green checkmarks, please refer to the following table:
Users can select values that are referenced from another sheet when entering data into this field. You can select the sheet and the field to be linked from Design Mode, but please note that the values in the linked source field must be unique.
The following field types are blocked from being selected as a link source:
User type fields: Select user, Select group, Reviewer fields.
Selection type fields: Selection, Multiple select, Checkbox, Linked fields.
Numeric type fields: Numeric, Money, Percentage, Exchange rate, Statistics fields.
If you need to load other values when selecting a value from another sheet, you can use Linking and Loading Fields instead.
Clicking on the dropdown menu will pop out a configuration panel that displays detailed information on the referenced sheet. For example, in the "Sales" sheet below, the Customer field type is set to Select from other Sheet. By clicking on it, users will be able to choose customer data from the source sheet (the "Customer" sheet) when completing the pending order.
The Select from other Sheet field can also work like a text filter that displays available options in the source sheet as you type values into it.
You can also configure Select from other sheet field as Multiple select.
In the below example, the Members field (a Select from other sheet field) in the Project Report sheet is linked to the Employee Management sheet and is set as multiple select. With this configuration, the Members field will show a drop-down menu that allows multiple selections.
Note: If the multiple select option is checked, the linked field will no longer support loaded field configuration.
Also, if the corresponding loaded fields are already set for the linked field, the setting will be automatically canceled once the multiple select option is checked, but the original field values will not be affected.
We currently limit the number of selections to 2000. If the number of records to select from the source sheet exceeds 2000, only the first 2000 records will be included in the selection list. If you need to include over 2000 selections, please contact email@example.com and briefly describe your requirement so we’ll be able to evaluate the plausibility to adjust the limit.
To upload a file, you can find and select it from your computer or drag and drop it into the field.
While Ragic has no restrictions on what type of files can be uploaded, if you would like to restrict user uploads, just type the acceptable filename extensions into the Filename Extension Filter. The size limit for a single upload is 1GB. If accepting more than a single filename extension, please use a comma (,) to separate them.
If you upload an audio or video file, Ragic will automatically display a media player for streaming supported files.
Audio streaming supports .mp3 and .ogg files.
Video streaming supports .mp4, .ogv, and .webm files.
While integrated media streaming is provided, the uploaded files can still be downloaded by double-clicking on the upload field.
If you'd like to upload files to multiple existing records, you can use the Mass File Upload feature.
When this option is selected, your users will only be able to preview Microsoft Office Files on Ragic.
To upload multiple files to one field, you can check this option.
You can find and select the files from your computer or drag and drop them into the field. To download all of the uploaded files, please click on the download icon.
You can set the maximum size of each file, the maximum size limit currently supported is 1 GB.
To upload an image, you can find and select it from your computer or drag and drop it into the field. It will then be displayed as a thumbnail, and users can view and download the image in a lightbox image gallery by clicking on the thumbnail.
If you'd like to upload images to multiple existing records, you can use the Mass File Upload feature.
When you upload an image to an Image Upload field, by default, the system will maintain the original field width but will slightly expand the field height to avoid distorting the image. This will also cause the height of other fields on the same row to expand.
If you don't want the height of other fields on the same row to be affected, you can configure advanced settings under Design Mode. There are two options for you: "Stretch/shrink to fit cell" and "Fix image max size".
The image will be automatically resized to fit the cell, therefore the height of other fields on the same row will not expand.
The image will be displayed in its actual aspect ratio regardless of the cell borders. If you do not set the "max width" or "max height", the image height will be 120 px.
In this mode, the field height in the same row will not expand, but the cells below the field may be covered by the image. Therefore, you will need to adjust the layout to avoid this.
Please note that "Stretch/shrink to fit cell" and "Fix image max size" work in different mechanisms and that errors might occur if you check both options in the same image upload field.
If you do not choose to "stretch/shrink to fit cell", the max height of the thumbnail will be 120 px, and you can fill in the "Max Height" and "Max" to resize the thumbnail.
If you check the "Hide Field Header" box, the field header will be hidden and the image will align to the upper-left corner of the header's original position.
To upload multiple images to one field, you can check this option.
You can find and select the images from your computer or drag and drop it into the field as well.
You can set the maximum size of each file, the maximum size limit currently supported is 1 GB.
Choose from a preset list of account users.
It's also possible to specify a certain user group that this user can be selected from.
If you choose Set selected user as entry owner, the person that is chosen as the value for this entry will have the same Access rights as the person who created the entry. Access rights give users permission to access or modify sheets.
Please view this document on Assigning an entry to a user for more information.
Also, when you import values to the select user field, the system will automatically match the users if the values you have imported completely match the emails or the names of the users in your database.
If you enable Multiple select in Design Mode
You will be able to Choose Group. When checking a group, the system will select all of the users under the group. And if you cancel it, the system will uncheck all of the users under the group as well.
If you wish to set multiple default values, please refer to this document.
Lists the groups from this account to choose from. If you choose Set selected group as entry owner, all users in the selected group will have the same access rights as the person who created this entry.
If you wish to set multiple default values, please refer to this document.
Specifies that the selected field is a date. A Date Picker will appear automatically when the user clicks on the field. You can also choose a date format from the formatting options listed under Format Type in Design Mode.
Note: If you also have time formatting applied, the Date Picker will allow you to set both options.
Ragic's default date field is a fixed time. If the field value is 9/15 00:00, the field value would be the same no matter which time zone you are in.
When selecting "Display Using Browser’s Time Zone", the field value will be different depending on the users' browser time zone. If the user located in the UTC time zone enters "9/15 00:00", this field value will display as "9/15 08:00" for the user in the UTC+8 time zone or "9/14 20:00" for users in the UTC-4 time zone.
With this option checked, users located in different time zone won't need to calculate the time differences and will present a more accurate time sorting.
1. Without enabling "Display Using Browser’s Time Zone", the time saved in the database won't belong to any time zone. If you enable this setting afterward, the field value will be regarded as UTC+0 time. For instance, if you are located in the UTC+8 time zone and entered the field value 2022/06/10 00:00 when "Display Using Browser's Time Zone" is not enabled, the field value will become 2022/06/10 08:00 if you enable this setting afterward.
2. When enabling "Display Using Browser’s Time Zone", the field value will be saved as UTC time and display different values depending on the users' browser time zone. If this setting is disabled afterward, the field value will be displayed in the UTC time zone.
3. "Display Using Browser’s Time Zone" is not supported on reports yet, so the date and time values will still display using the database's UTC time.
When selecting "Display as countdown", the filed value will be displayed using countdown.
Check the box "Clock In" will give users the option to clock in the present time when editing the field value.
Another common usage for the date field is to create a timestamp. This can be done by assigning a default value to the date field.
You can use the date value of this field to set a cyclic Reminder on the Form setting to automatically send birthday e-mail to customers on a specific day every year, or payment request to clients every month.
The recurring Cycle includes Yearly, Monthly, and Weekly.
If you choose Yearly cycle, the recurring value will be the specific month and day of each year (e. g. May the 4th of every year). For the Monthly cycle, the value will be the specific date in every month (e. g. the date 13 in every month). As for the Weekly cycle, the value will be the specific day of the week (e. g. every Monday).
If you set a reminder with a recurring date on the 31st of every month, the reminder will not be executed on the months that do not have a 31st.
About recurring date fields in event calendar, please refer to this page.
Specifies that the selected field is a numeric value. You can also choose a format from the formatting options listed under Format Type in Design Mode.
Numeric fields are most commonly used with Formulas.
Specifies that the selected field is a percentage value.
Percentage fields are most commonly used with Formulas.
Checking the “Show background progress bar” option below the percentage field will turn the field into a progress bar.
Once the Set button on the right side of the “Show background progress bar” option is clicked, a progress bar setting window will pop up, and you can drag the separators to define the percentage range. For example, if you want the percentage above 70% to be displayed in scarlet red, you can drag the separator from 75% to 70%.
When clicking on different percentage ranges on the progress bar, you can add separators, and set the text color and background color for the ranges.
If you want to reset the progress bar, simply click on the Reset button and the progress bar will be reset to default settings.
The value of the selected field will be automatically generated by Ragic. This is a great help for generating system IDs and document numbers. You can choose from a list of formatting options provided in the Design Mode, or customize the values by writing your own filing codes.
When clicking on a field to enter data, users will see the Auto Generate option.
Ragic will generate a number or string according to your formatting.
For example, you would like to generate sequence numbers for sales orders based on sales groups in order to categorize and review the performance of each group.
For more information about this field, please see the Auto Generated Field Values section.
In this field, a digital signature can be added via mouse or trackpad.
You can also upload the image file of a signature or insert a link to the URL of the image, or load a saved signature in personal settings.
In Design Mode, Signature Field has the same advanced settings as Image Upload Field.
The Rich Text Editor field type gives users text formatting options, as well as the ability to insert images, tables, and links through the use of a pop-out menu. There is also space for content editing and style notes.
You can use the Barcode field type to generate a Barcode. There is a selection of Barcode types you can generate in Ragic, such as Code 128 and QR Codes.
Alternatively, you can configure Additional field settings to display values as Code 128 Barcodes.
About more use cases of barcodes, please refer to Ragic Learning Center.
Action Barcode allows you to display an action button as a QR code, so that the action button can be executed by scanning the QR code. Common use cases include event sign-in or adding payment records.
Let's say we already have a "Corporate Training" sheet and an action button “Attendee Sign-in” that fills in the user name and current time for sign-in.
Add an Action Barcode field in the sheet and select the "Attendee Sign-in" action button under Field Settings.
With that, attendees can sign in by simply scanning the QR code. You can also print out the QR code or display it on a screen for attendees to scan, so the sign-in process can be completed without accessing the sheet.
Every time the action button is executed, SYSAdmin will see a sign-in record in the sheet.
The Masked Text field type is similar to the Free Text field type, but can additionally be configured to display only the last N digits of text, as well as full details for select users.
Users with access rights can click the Preview to see the full information.
Note: The masked text field cannot be edited. For data security purposes, the field value will be cleared when you try to edit content in a Masked Text field.
Similar to the Number field type, this field type sets the selected field as a money field so you can apply formulas. You can edit the currency format from the formatting options listed under Format Type in Design Mode.
This field retrieves real-time exchange rates from Open Exchange Rates when adding or editing a record. You can use formulas along with it to convert the original currency into other currencies. You can also populate empty values if needed.
The Exchange Rate field will default to fetching the latest rate and allow you to specify the conversion from one currency to another. For example, if you set it to convert from USD to EUR, the field value will display the fixed exchange rate of US Dollars to Euros.
Sometimes, we don't want to use the latest rate for calculations. For instance, quotations are often based on the exchange rate of the day the quote was issued, rather than the current rate. In such cases, you can use a "Referenced date field" to specify the exchange rate date based on the "Sales Order Date" field in the sheet.
If the original currency or target currency is not fixed, you can set the conversion from one currency to another based on a currency reference field. For example, if your company deals with customers from Europe and Japan and needs to convert USD pricing to EUR and JPY, you can set the conversion from USD and select a "Currency" field as a reference. Conversely, if you receive various foreign currencies and need to convert them back to USD for accounting purposes, you can set the conversion from the currency reference field to USD. If both currencies are not fixed, you can refer to different currency fields accordingly.
Please note that the referenced fields can only be either Free Text or Selection fields. The field value must be three uppercase letters, such as USD, JPY, EUR, etc. If you are unsure of the currency abbreviation, you can refer to the options in the menu.
When editing, selecting "EUR" for the "Currency" field will automatically retrieve the corresponding exchange rate.
The exchange rate field will only retrieve the exchange rate when adding or editing record. If you want to update the exchange rate for that field in all records at once, you can execute the Update Rate in Design Mode.
Please note that executing this button will update all the values of this field, overwriting the existing values. If there is no referenced date field to refer to, the system will update the field value with the latest exchange rate; otherwise, the system will update the field value with the exchange rate on the specified date.
Updating rate will also be recorded in the Entry Information.
You can assign specific users rights to review specific entries by setting up a Reviewer Field.
The value of this field will be formatted as a link to the e-mail. Clicking on the link will prompt your web browser to respond according to its settings, such as by launching an e-mail application.
Clicking on the value of a phone field will prompt your web browser to respond according to its settings.
You can further select the desired format for the country's phone/mobile number in Formatting.
This field allows you to enter your address or longitude and latitude so that when you click on it, you can see its location on Google Maps.
For the longitude and latitude, we also support multiple formats:
Degrees, minutes, and seconds (DMS): 41°24'12.2"N 2°10'26.5"E
Degrees and decimal minutes (DMM): 41 24.2028, 2 10.4418
Decimal degrees (DD): 41.40338, 2.17403
Another way to enter such values into this field is by clicking the Pin Icon.
A Google Maps window will pop up to let you pin the target location on the map. Please make sure that you pin it on the right location to generate the correct address value for the field. Save the value by clicking OK.
You can also set this field to display the address as map.
Enter and save the address in the field. It will be automatically displayed as a map.
Sometimes, you might need users to report their current location, for example, for field visit location reporting. You can use an address field with default value setting to choose the desired location format based on your needs.
Remember to add the read only setting, so that users cannot change the address on their own.
It will automatically retrieves the current location when creating the record. (Location data needs to be provided to the browser to obtain the current location.)
Currently, Ragic app does not support this feature yet.
The value of this field will be recognized as a link, and clicking on the value will take you to the linked website.
The value of this field will be formatted according to universal standards that you can specify.
There are preprogrammed options available such as SSN (Social Security Number) and VIN (Vehicle Identification Number), but you can enter custom formats here as well.
This field can aggregate all records on the source sheet (linked sheet) that has a linked field linked to this record. There are five aggregate methods: count, total, minimum, maximum, and average.
For example, if you have "Sales Order" and "Customers" sheets. And in "Sales Order", if you have already set a link and load relationship to "Customers".
You can add an Aggregate Field in the "Customers" to calculate the total amount spent by each customer from the records in "Sales Order". Based on your requirements, you can select the desired aggregate method, source sheet, and field to be aggregated.
In "Customer", you will be able to display the total amount spent, highest spending, and average spending for each customer.