Tip: This five-step tutorial shows you how to create a new Ragic Sheet from scratch. We also provide Quick Templates you can use to create a new database sheet, or you may want to consider installing sets of templates from Install Templates designed by Ragic for Project, Sales, and Inventory Management; CRM; and other common uses. If you want to create a database sheet by importing your data, please see below or check this guide to Creating a New Ragic Sheet With Your Spreadsheet File.
The following screenshot shows a standard simple database sheet:
You can watch the full process of creating a simple Ragic database sheet in the video tutorial below.
Step 1. Creating a tab
You can create a new tab by clicking on the "+" sign at the top of the page.
Feel free to skip this step if you'd like to add a new sheet to a pre-existing tab.
Step 2. Add a new sheet to your tab
You can create your new sheet from the tab configuration, or, if you already have tabs, click on the correct tab and then click the "+" sign. Double-check that you are in the right tab, and then name your new sheet. Once you save this sheet by clicking the Create button, it will take you to the Design Mode of your new Form Page, as described in the previous section.
Step 3. Create fields in your new sheet
Typically, the process of designing a Ragic Sheet starts with creating new form fields for the Form Page. Start by typing in the field names that you would like to create, ordering them vertically in columns. You can enter fields into more than one column as needed. Just remember to leave enough space between columns to input the values for each entry.
You can also right-click to insert field or field description.
When creating a field, remember that Ragic allows you to set the Field Type, which is one of our most commonly used features. If the field value is a set of subcategories or a value that will be repeated during input, choose Selection or Multiple Select. If the field is a Number or Date, there are options to set it as such. Ragic will automatically set some field types according to what you're typing, but you can manually modify these changes by resetting the field type from the left sidebar. Each field has a number of different formatting options to choose from, which we discuss in depth in the Field Types documentation.
You may as well create fields by Copying (Right-click and copy, or Ctrl+C) the current available fields in the sheet. Doing this will not only copy the field name but also all the field attributes including the field type, formula applied, style, etc. In addition, you can also copy Field description.
When designing your sheet, you might decide to delete a field. To do this from Design Mode, simply select the field you want to delete and press the backspace key (delete key for Mac users).
If the system prevents you from deleting a field, please refer to this document.
Step 4. Adjusting field width and height
Once you have created your fields, you can use your cursor to adjust the width and height of a field. Simply drag the edge of the column or row you would like to extend, just like you would in Excel or other spreadsheet applications. This will make the form look a lot better.
When you're done, click Save and exit Design Mode. You should see your form online and awaiting input.
Step 5. Select the fields to display in the listing page
To view your Listing Page, click on the back button at the upper left corner of the Form Page. By default, after saving a Form Page, a Listing Page will be automatically generated. You should see all the fields that you just created auto-filled on the Listing Page as column headers. The Listing Page will function as a table with all entries displayed together as rows.
Most users generally don't like visual clutter on a listing page and prefer to keep only the data they need to see at a glance. To remove columns from the listing page, you can click on the Change Design button to switch back to Design Mode. Here you will find the Listing Page Field Picker. You can select and filter the fields that you would like to display on the listing page, as well as the order you would like to have them displayed in.
You can also adjust the width of the columns with your cursor, just as you did on the Form Page. When you've finished editing the Listing Page, don't forget to Save changes!
From the Form Page, when you change the name of one or more fields that are also displayed on the Listing Page, a pop-up window will ask whether you would like to update the field name(s) on the Listing Page as well.
Note: If you choose not to update the field name(s) on the Listing Page, the pop-up window will no longer appear when you make future edits to the same field(s).
Please note that once you have changed the design of the Listing Page, your changes are saved and Ragic will no longer autogenerate the Listing Page from the Form Page in order to avoid overwriting your design. This means that new fields must be manually added to both the form and listing pages. You can manually add new fields to a listing page from Design Mode by using the Field Picker.
Tip: When in Design Mode, you can toggle between a listing page and a form page by using the arrow icon on the right.
Create a database sheet by using Quick Templates
If you prefer to use templates rather than designing your sheets from scratch, Ragic has you covered. When you're adding a new sheet in Design Mode, several quick templates will be displayed on the right side of your screen for you to choose from. You can explore each quick template by clicking on its icon. There is also a drop-down menu at the top for you to select the template category.
The fields in each template can be deleted or adjusted to suit your preference. You also have the option to manually add additional fields.
You can also open Quick Templates under Form Tools.
You can also choose from several predesigned template sets containing one or more sheets by selecting the Install Templates option. Our template library is geared toward common usage, including popular categories like Project, Sales, and Inventory Management, CRM, and more.
You can select the Install Template option when creating a new sheet by clicking on the "+" sign from the tab configuration.
Select the category type from the left side bar, and click Get to install the template you have selected. If you have previously installed a template, the option to Update it will be displayed instead.
Other ways you can navigate to Install Templates are:
1. From the Start Tab
2. From Most Visited link in the Side Bar
3. From the Home link in the upper right corner
If you would like to modify the template design, please refer to this article.
Create a new sheet by importing your data
You can also use an Excel or CSV file to import your data into a new Ragic Sheet. (If you would prefer to manually build a Ragic Sheet first, please refer to the following guide.)
Note: if your Excel file includes formulas, they will not be automatically applied after importing. You will need to manually add them to your Ragic Sheet design. For a list of supported formulas in Ragic, please click here.
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 labeled 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 the other configurations required for your data to import correctly.
Now select the file you want to upload to 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 the corresponding entries, you will need to use what we call a key field — a unique identifier such as the "Product ID" for products, or "Customer No." for your customers. To make your database easier to use, always assign the first column of your import data this type of key field data.
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 final step is to import and create your new sheet in Ragic. This step can take 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!
Tutorial Video: Create a new sheet with your Excel file
Next step: Entering or importing your data
If you have already finished your design, the next step is to create new entries. You can do this by clicking the +New button on your new sheet, but if you have existing data stored in spreadsheets, you can import your data directly into the fields you have just created.
Deleting a sheet or tab
You can access the Context Menu of a tab or sheet by right-clicking on it, or by left-clicking on the arrow icon that appears when you hover over the tab or sheet name.
Choosing the Delete option 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 is preventing you from deleting a sheet, please refer to this document.
If you accidentally delete a sheet or application tab and would like to recover it, first 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 email@example.com to help you restore a backup.