Lookup Settings

Templates

Import Of Different Data Types

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Create Application

Custom Design And Settings

Create Record

How to Import data from Excel

Multi Edit

Filters

Data Views

User Account Settings

Data Audit (History)

Field Types

Advanced Features In Table Fields

Users And Roles

Mathematical Functions

Dashboard

Widget - Text

Payment & Subscription

Templates - Import And Use

Report Example - Invoice

Widget - Speedometer

Widget - Metrics

Widget - Charts

Widget - List

Reporting

Publishing Application To Templates

Updating Application To Templates

Digital Company

Digital Company - Human Resources

Digital Company - CRM

Digital Company - Asset Management

Digital Company - Operation

Digital Company - Document Management

Digital Company Customization

Snapshots

Application development and testing

Data audit limitation

doo.alert

doo.functions.request

Application Parameters

Multilingual Applications

GDPR Settings

Publish Form

Advanced Number Series

Publish Dashboard

Notifications in Tabidoo

When Record Changed

Time from Table Field

At the Scheduled Time

Custom Button

When Records Imported

Send Email

What is Tabidoo?

Link To Table

Webhook

Calculated Fields in Tabidoo

Change Widget Settings

Widget - Pivot table

Send Notification

Send to Slack

Send Webhook

Load external data

Run Script

Create Report

Map Fields and Save Records

Foreach Loop

Workflow Condition

Confirmation Message Box

doo.function.audit

Custom Domain - Settings

User Roles - Advanced Settings

Tabidoo’s Terminology

Form Designer

Applications, Modules and Tables

Change the application owner

Create Table

Custom Data Source

doo.form

doo.table

System log

Export data

doo.model.<field>.setStyle()

doo.extensions.customDataSource

doo.functions.math

Conditional formatting

Internal Naming Of Fields

doo.model.modelMetadata

Save Active View

doo.currentUser

Change a Payment Card

Zapier

doo.toast

doo.functions.browser

Example - Check The Lookups Value

Scripting Extensions

Widget - Summary Panel

Make

Private

Getting Started

Introduction to Tabidoo

First Steps

Managing, editing and organizing data effectively.

Working with Data

Data Operations

Views and Filtering

Import / Export

Special Table Types

Fields & Relationships

Linking Tables

Advanced Field Features

Customizing the user interface and experience

Design & Interface

Dashboard & Widgets

Sharing and Publishing

Simplify your company's work and processes.

Workflow Automation

Triggers

Actions

Personal settings and preferences for each user

Account Settings

Localization & Language

ustomize and integrate Tabidoo using code

Scripting & Development

App Development

API & Integration

Start automating tasks and customizing Tabidoo with simple scripts.

Scripting - Getting Started

Scripting - Objects and Functions

Scripting - Advanced Techniques

Scripting - Use Case Examples

System Tools & Extensions

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Troubleshooting & FAQ

Advanced

<p>In <a href="https://tabidoo.cloud/en">Tabidoo</a>, <strong>applications</strong> are the core building blocks for managing your data. Each project, department, or agenda can have its own application where you manage tables, records, user access, and more.</p><p>This guide walks you through the full process of creating a new application step by step.</p><figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=I6eO8uaJgng&amp;t"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/I6eO8uaJgng" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><h2>How to create an Application</h2><p>After logging into Tabidoo:</p><ul><li>Click the <strong>+ Create new app</strong> button on the home screen (top right corner).</li><li>A form will open for creating your new application.</li></ul><p><img src="https://cdn-assets.productfruits.com/9545e641-114e-4a8b-bd10-aa63013dbce3"></p><p><i>How to create/add an application in Tabidoo</i></p><p>In the menu you can now choose whether you want to <strong>create a completely new application or</strong> <strong>import a template from Templates.</strong></p><p>Select the option <strong>to create a new app</strong> in the upper-right menu under the Add application button.</p><p><img src="https://cdn-assets.productfruits.com/3bc29310-0ba5-4e7c-b0ff-98b881e0be05"></p><p><i>How to modify an application in Tabidoo.</i></p><h3>Icon, Color &amp; Image</h3><ul><li><strong>Icon and color</strong> – Choose an icon and background color to visually distinguish your app.</li><li><strong>Image</strong> – Instead of an icon, you can upload an image such as a logo or project banner <i>(recommended max size: 480×480 px)</i>.</li></ul><h3>Application Name</h3><ul><li>Enter the application name into the <strong>Application name</strong> field <i>(max. 100 characters)</i>.</li></ul><p>Do not forget to Save the data.<br>&nbsp;</p><h2>Advanced Settings</h2><p>Click <strong>Advanced settings</strong> to reveal more configuration options. These are divided into three tabs:</p><h3>Localization</h3><p>Set basic localization and formatting preferences:</p><ul><li><strong>Application time zone</strong> – e.g., Europe/Prague.</li><li><strong>Date format</strong> – e.g., <code>DD.MM.YYYY</code>, <code>YYYY-MM-DD</code>.</li><li><strong>Time format</strong> – 12-hour or 24-hour format.</li><li><strong>First day of week</strong> – Choose Monday or Sunday.</li><li><strong>Multilingual application</strong> – Enable this option if your app will support multiple languages.</li><li><strong>Send user an email invitation</strong> – Automatically send an email when a user is invited to the application.</li></ul><p><img src="https://cdn-assets.productfruits.com/1c7e4920-e495-4b1b-868a-d802b78ff355"></p><h3>Developer</h3><p>Configure developer-level and API settings:</p><ul><li><strong>Data provider</strong> – Choose the database server (e.g., Mongo Public Server EU).</li><li><strong>Data provider for files</strong> – Choose the file storage (e.g., AWS Bucket EU Central 1).</li><li><strong>Application internal name</strong> – Set a technical name for API usage.</li><li><strong>API settings</strong> – Option to validate filters and sorting in API queries.</li><li><strong>Application owner</strong> – (Optional field for identifying the app owner).</li></ul><h3><img src="https://cdn-assets.productfruits.com/539ecdfe-d1f1-45d2-809b-0df416759eeb">Local File Servers <i>(BETA)</i></h3><p>If you use local file storage:</p><ul><li>Use the <strong>+ Add file storage</strong> button to connect your own server for file handling.</li></ul><p><img src="https://cdn-assets.productfruits.com/ed39ab1e-e006-48dd-afad-f4d6d26b0534"></p><hr><h4>Saving the Application</h4><p>Once all fields are filled in, click <strong>Save</strong> in the top-right corner. Your application will be created and displayed on your homepage among your other apps.</p><hr><h3>Editing the Application &amp; Application Extensions</h3><p>Once the application is created, you'll enter the <strong>Edit application</strong> mode. Here you can update the name, icon, image, and access additional features:</p><h3>Application Extensions</h3><p>This section allows you to enhance the functionality of your app through optional modules.</p><p>Common extensions include:</p><ul><li><strong>Users and Roles</strong> – Manage permissions, invite users, and assign roles.</li><li><strong>Automation and Integration</strong> – Add webhook triggers, scheduled actions, or custom API integrations.</li><li><strong>Reports</strong> – Extend the UI with visual overviews or custom pages.</li></ul><p>Extensions can be added from the <strong>Templates</strong> section or implemented manually by advanced users.</p><p><img src="https://cdn-assets.productfruits.com/23875d90-9375-4d13-97a8-800f3a17407b"></p><h2>Create from Templates (Alternative Method)</h2><p>Instead of creating an application from scratch, you can also <strong>select a ready-made application from the Templates section</strong>.</p><h3>Templates Overview:</h3><p>Found under the <strong>Templates</strong> tab in the top menu.</p><p>Divided into:</p><ul><li><strong>Applications</strong> – Full apps ready to use.</li><li><strong>Extensions</strong> – Add-on modules to enhance your apps.</li><li><strong>Private</strong> – Applications that have been published privately (only accessible to you or your team).</li></ul><h2>Free &amp; Paid Templates</h2><h3>Free Templates</h3><p>Most of the application templates in Tabidoo are available completely for <strong>free</strong>, allowing you to quickly build powerful solutions without additional cost.</p><p>These free templates cover a wide range of common use cases — from <strong>project tracking</strong> to <strong>simple CRM</strong>.</p><hr><h3>Paid Templates</h3><p>Some templates are <strong>paid</strong>, such as:</p><ul><li><strong>CRM Platinum</strong></li><li><strong>ATS Platinum</strong></li></ul><p>These <strong>premium templates</strong> are designed to save you even more time by offering:</p><ul><li>Advanced features</li><li>Pre-configured workflows</li><li>Professional-level setup right out of the box</li></ul><p>In many cases, they reflect <strong>hundreds of hours of expert configuration</strong>, which is why they come with a small fee.</p><hr><h3>Free Trial</h3><p>All paid templates include a <strong>free trial</strong>, so you can try them before committing.</p><hr><h3>Need Something Custom?</h3><p>If you can’t find a template that fits your needs, don’t hesitate to reach out to us at<br>📧 sales@tabidoo.cloud.<br>We're happy to suggest or even help build a <strong>tailored solution just for you</strong>.</p><h2><br>Application sharing</h2><p>With <strong>Application sharing</strong>, you can<strong> add users</strong> to an application and <strong>share with them the data</strong> in that application.</p><p>In the upper-right corner of an Application, you will find the <strong>+ Invite</strong> button. Invite users by e-mail and set their own roles.</p><p>You can manage permissions and roles by downloading <a href="https://app.tabidoo.cloud/#/public-market/detail?marketAppId=14428607-e3c5-4faa-a7e2-2b744d5348aa&amp;publicCall=true">the Users and Roles extension</a> from Templates for free.</p><p><img src="https://cdn-assets.productfruits.com/ab5a5256-6861-480f-af00-5819a8992f5e"></p><h2>&nbsp;</h2><h2>Summary</h2><p><img src="https://cdn-assets.productfruits.com/05d9192a-a17c-414b-a595-7a0dcfe82e84"></p>

<figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=qij-qvYyrAk&amp;list=PL-OEVA_xBSc6BjccllHVfOk1GFhnaaH-q"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/qij-qvYyrAk" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><p>Tabidoo is a <strong>simple </strong><a href="https://tabidoo.cloud/en" target="_blank" rel="noopener noreferrer"><strong>web application</strong></a><strong> </strong>that helps <a href="https://tabidoo.cloud/en/digital-company" target="_blank" rel="noopener noreferrer">companies digitize all operational records</a> that they often keep in paper form in excel or sub-applications.</p><p>Simply put, all businesses have some sort of customers, contracts, projects, assets, employees, or anything else. <strong>Tabidoo helps companies easily record, manage and control this data.&nbsp;</strong></p><p>In Tabidoo, you can easily create any kind of spreadsheet where you can easily, clearly, and securely keep <a href="https://tabidoo.cloud/en/features" target="_blank" rel="noopener noreferrer">track of your data</a>.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/781e7c04-8f32-48d3-87ce-b989510d6000"></figure><h2>Tabidoo features</h2><p>There are <a href="https://tabidoo.cloud/en/features" target="_blank" rel="noopener noreferrer">many features</a> built into the <a href="https://tabidoo.cloud/en" target="_blank" rel="noopener noreferrer">Tabidoo</a>. Let's take a look at a few of them.&nbsp;</p><ul><li>Create applications and individual tables in them.</li><li>Edit, delete, or connect the data between tables.</li><li>Import data from excel or other programs.</li><li>Share your applications with colleagues and give each user special rights.</li><li>Create notifications, reports, and much more...</li></ul><p>Users are invited to Tabidoo by email. <strong>You can set unique access rights for each application</strong>. This makes Tabidoo a reliable guardian where your data is safe.</p><h2>Pricing policy</h2><p>In Tabidoo, <strong>you don't pay for individual users</strong>, but for the number of apps, tables and records. For more information on pricing plans, please visit our <a href="https://tabidoo.cloud/en/pricing" target="_blank" rel="noopener noreferrer">price list</a>.</p><p>&nbsp;</p>

<p><strong>A table consists of columns and records</strong> which can contain text, a number, a check box, a calendar, or another type of data. You can create it in Tabidoo or import it from Excel.</p><p><img src="https://cdn-assets.productfruits.com/52685602-97a9-403d-8bfb-4ce040198c07"></p><p><i>The appearance of a table in Tabidoo</i></p><h2>How to create a new table</h2><p>Click on the icon of the application in which you want to create the table. On the home screen, you will see the following options for adding a new table:</p><ul><li><strong>Custom table</strong> – define your own fields manually.</li><li><strong>From Excel</strong> – import data structure and values.</li><li><strong>From Template</strong> – use a pre-made setup for common use cases.</li></ul><p><i>Each table must have a name and icon. You can also select the</i><a href="https://help.tabidoo.cloud/en/article/what-is-module"><i> <strong>module</strong></i></a><i> it belongs to (if using modular structure).</i></p><p>Select the option you want to use and click on the button next to that option.</p><p><img src="https://cdn-assets.productfruits.com/aeef2136-2df0-44fb-a22a-27ececc104e9"></p><p><i>Options of adding a new table in Tabidoo</i></p><h2>Create your own table</h2><p>Name the table, using <strong>up to 100 characters,</strong> and select its icon. <strong>In the beginning, it is always a good idea to set up your own system for labeling tables.</strong></p><p><img src="https://cdn-assets.productfruits.com/7f72f332-9330-4a55-8c20-feaaa93f3c51"></p><p><i>Creating your own table in Tabidoo</i></p><p>In the advanced settings, you can choose <strong>the display, the GDPR settings, or the description of the table</strong>. <strong>Save the settings</strong> and continue.</p><h3>Select the field type</h3><p>In this step, you choose whether you want to have <strong>text, a number, a check box, or another data format in your table. </strong>We go through them in more detail in the chapter <a href="field-types">Types of Data Entries</a>.</p><p><img src="https://cdn-assets.productfruits.com/b29b1439-0cb3-4f1f-8604-e09a882c7bcf"></p><p><i>Types of data entries in Tabidoo</i></p><p>Each of the columns/types of data entries <strong>must be named</strong>.</p><p>Under the icons of data entry types, you will find the <strong>Required field option</strong>. Use it, if you want this field to always be filled in.</p><h3>Add other fields to the table</h3><p>Once you <strong>save the data creation</strong>, the environment of the newly created table will appear in front of you. If you wish to edit it further, click on the gear icon in the left column. The menu of the table will then appear.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/8568569e-cdd0-4dde-a99a-f09c2df527cb"></figure><p><i>How to edit table settings in Tabidoo</i></p><p>Select the item <strong>Table Settings.</strong></p><h3>Table Settings Overview</h3><p>Each table in Tabidoo includes a comprehensive settings panel that allows you to customize its <strong>name, appearance, behavior</strong>, and <strong>developer-level features</strong>.</p><hr><h3>Basic Settings</h3><p>In the top section of the settings panel, you can:</p><ul><li><strong>Change the name of the table</strong> – used for display in the UI and menu.</li><li><strong>Set an icon</strong> – helps visually identify the table in the left-hand panel.</li></ul><p>These two settings are key for organizing tables clearly, especially in multi-module applications.</p><hr><h3>Advanced Settings</h3><p>This section allows you to define the table's behavior and available features:</p><h4><strong>Views Selection</strong></h4><p>Configure which views are available and choose a default one:</p><ul><li><strong>Grid view</strong> – spreadsheet-style interface.</li><li><strong>View as cards</strong> – card layout useful for pipelines or grouped data.</li><li><strong>View as calendar</strong> – calendar view for date-based records.</li></ul><p>⭐ <strong>Click the star</strong> to mark the default view.</p><h4><strong>Table Settings</strong></h4><ul><li><strong>Line wrapping</strong> – toggles whether long text wraps inside cells.</li><li><strong>Allow direct (inline) edit</strong> – enables editing directly in the grid without opening record details.</li></ul><h4><strong>GDPR Settings</strong></h4><ul><li><strong>GDPR root table</strong> – marks the table as the primary data subject table for GDPR operations.</li></ul><h4><strong>Menu Settings</strong></h4><p>Link to:<br>&nbsp;<a href="https://help.tabidoo.cloud/en/article/action-button-settings">Action Button Settings</a></p><h4><strong>Audit (History) Settings</strong></h4><ul><li>Enable/disable automatic change logging.</li><li>Option to manually <strong>clear audit history</strong>.</li></ul><p>Link to:<br><a href="https://help.tabidoo.cloud/en/article/data-audit-limitation">Data audit limitation</a></p><hr><h3>Developer Level</h3><p>This final section allows you to view or change the <strong>internal name of the table</strong>, used for:</p><ul><li><strong>Scripting</strong></li><li><strong>API requests</strong></li><li><strong>System automation</strong></li></ul><blockquote><p><strong>Important:</strong> The Developer section is only visible if the user has enabled <strong>Developer settings</strong> in their user profile under User profile<i> &gt; User level</i>.</p></blockquote><p>This internal name is system-safe and does not affect how the table is shown in the user interface.</p><p>Select another data type you want to add. It is then automatically assigned to the existing data. You can specify the order yourself.</p><h3>Entering data into a table</h3><p>If you wish to enter or edit data in a table, use the Add - Edit buttons - Delete icon, which can be found under the name of the table.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/679a7801-c5df-4407-8df7-d5007849e6ea"></figure><p><i>Add, edit, or delete data in a Tabidoo table</i></p><ul><li>Use the <strong>Add</strong> button to add new data to the prepared tables.</li><li>Use the <strong>Edit</strong> button to edit the existing data.</li><li>Use the <strong>Delete</strong> icon to delete the selected data.</li><li>Other icons will help you duplicate, Multi duplicate , delete records, Changes overview, Refresh browser, Upload data from the server, import data, export data, view editing history or GDPR</li></ul><p>Read more in:<br>&nbsp;<a href="https://help.tabidoo.cloud/en/article/manage-records"><strong>Create and manage records</strong></a></p><h3>Customize table buttons - Action Buttons Settings</h3><p>The <strong>Action Buttons Settings</strong> in Tabidoo allow users to customize which buttons are <strong>visible or hidden</strong> above the table. This feature gives users control over the visibility of action buttons and allows them to customize the interface to their specific needs and preferences. In addition, users can adjust the <strong>visibility </strong>of buttons <strong>based on specific roles</strong>. The button settings can be configured for both the main table and sub-tables.</p><p>Users can access this settings menu by clicking on settings icon that appears when hovering over the buttons menu.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/7d4feddf-4dc8-42ac-a8da-934f27157c06"></figure><p>Configure this in:<br>&nbsp;<a href="https://help.tabidoo.cloud/en/article/action-button-settings"><strong>Action Button Settings</strong></a></p><blockquote><p>Did you know that in Tabidoo you can select more records and delete them? Simply <strong>hold Ctrl and select the records</strong>. Afterwards, use the Delete .</p></blockquote><h3>View sharing and other functions</h3><p>Next to the search box, there are icons that will help you easily and quickly manage the table view.</p><figure class="image"><img src="https://cdn-assets.productfruits.com/5ff58cc1-d011-4378-90c3-c191c253d57d"></figure><p><i>How to manage Table view in Tabidoo</i></p><h3>Working with Views</h3><ul><li>Each user can customize how the data is displayed using views:</li><li>Change visible columns, sorting, filters.</li><li>Use full screen mode, quick filters, etc.</li><li>Save your preferred layout for later reuse.</li></ul><p>Learn more in:<br>🔗 <a href="https://help.tabidoo.cloud/en/article/save-active-view"><strong>Save active view</strong></a><br>🔗 <a href="https://help.tabidoo.cloud/en/article/data-views"><strong>Data Views overview</strong></a></p><blockquote><p><i><strong>How to find data in a table?</strong> Use the search box in the upper-right corner or press CTRL + F.</i></p></blockquote><h2>Summary</h2><p>Creating a table in Tabidoo is quick and flexible. Whether you're building it from scratch or importing from Excel, you have full control over fields, views, actions and data.</p><p>&nbsp;Want to organize your tables into Modules? <a href="https://help.tabidoo.cloud/en/article/modules">Read about Modules</a></p>

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