What is Tabidoo?

How To Start With Tabidoo

Field Types

Import Data (Excel)

Tabidoo’s Terminology

Templates

Custom Design And Settings

Sign Up And Login

Create Application

Create Table

Create Record

Modules

Import Of Different Data Types

Export data

Filters

Data Views

Save Active View

Data Audit (History)

Invite Users

User Account Settings

Multi Edit

Lookup Settings

Link To Table

Advanced Features In Table Fields

Application Parameters

Multilingual Applications

GDPR Settings

Number Series

Publish Form

Users And Roles

Payment & Subscription

Change a Payment Card

Mathematical Functions

Conditional formatting

User Roles - Advanced Settings

Report Example - Invoice

Workflow Automation

Reporting

Internal Naming Of Fields

Integromat (Make)

Templates - Import And Use

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

Custom Data Source

Zapier

Dashboard

Widget - Text

Widget - Speedometer

Widget - Summary Panel

Widget - Metrics

Widget - Charts

Widget - List

doo.toast

doo.table

doo.form

Form Designer

doo.model

doo.model.<field>.isVisible

Introduction

Applications, Modules and Tables

doo.functions.request

Change Widget Settings

Widget - Free Html (Beta)

Custom Domain - Settings

Snapshots

Application development and testing

Scripting Extensions

Example - Check The Lookups Value

doo.model.<field>.setStyle()

Widget from report

System log

Change the application owner

Private

Getting Started

Basics

Fields

Advanced

Find out how you can visualize your data using different widgets.

Dashboard & Widgets

For Reporting, you need an extension from Templates. Here you can find information on how and where to download it and start using it.

Simplify your company's work and processes.

Developers

Scripting

Integrations & API

App development and testing 

Templates are ready-made applications that will help you in your work. Learn how to easily customize them.

Tabidoo is a simple web application that helps companies digitize all operational records that they often keep in paper form in excel or sub-applications.Simply put, all businesses have some sort of customers, contracts, projects, assets, employees, or anything else. Tabidoo helps companies easily record, manage and control this data.&nbsp;In Tabidoo, you can easily create any kind of spreadsheet where you can easily, clearly, and securely keep track of your data.<img src="https://cdn-assets.productfruits.com//20918531-acd9-4288-9e9b-d99abda993fd"><h2>Tabidoo features</h2>There are many features built into the Tabidoo. Let's take a look at a few of them.&nbsp;<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>Users are invited to Tabidoo by email. You can set unique access rights for each application. This makes Tabidoo a reliable guardian where your data is safe.<h2>Pricing policy</h2>In Tabidoo, you don't pay for individual users, but for the number of apps, tables and records. For more information on pricing plans, please visit our <a href="https://tabidoo.cloud/cs/cenik">price list.</a>&nbsp;

In order to better understand the entire system, it is important to be familiar with comprehensible terminology in Tabidoo.<h2>Application</h2>Applications are the cornerstone of Tabidoo. In each application, you can create your own tables that you know from Excel.<img src="https://cdn-assets.productfruits.com//71bd5b99-7980-43a9-b8f7-d366055c713e">The appearance of the applications in Tabidoo<h2>Modules</h2>If you want to divide tables into groups, you can use modules. This is very useful if you have too many tables in one application. Or you want to share e.g. contacts between HR, CRM, etc. Then you can create one app for all these modules and assign tables to them.<img src="https://cdn-assets.productfruits.com//61b96427-3170-4b63-83cb-8bb97fd7877a">Modules in Tabidoo<h2>Table</h2>You can freely add records to the tables and design the data structure exactly to your liking. In Tabidoo, we often use the name Grid for a table. For example, in the Order System application, you can have a Customers table, an Orders table, a Suppliers table, an Assortment table, etc.<img src="https://cdn-assets.productfruits.com//e9b8886b-48f1-4fe8-bfd9-e9b212b6846c">Table in Tabidoo<h2>Record</h2>Tables consist of individual records, in other words, rows that you can easily add, edit or delete.<img src="https://cdn-assets.productfruits.com//b64e2f44-d3ee-434b-b8d7-f015dfa3e1e6">Record in Tabidoo<h2>Field</h2>Each Record you add to a Table is composed of individual Fields, which you may freely edit. Do you need to record a Name, Surname, Address, E-mail, and Telephone Number in your Customers Table? You can simply create these fields in the Table.<img src="https://cdn-assets.productfruits.com//be14bcce-44dd-45ae-8974-8f78bf45770c">Field in Tabidoo<h2>Templates</h2>Templates are ready-made applications that will help you in your work. You can easily customize these templates.<img src="https://cdn-assets.productfruits.com//0c67f39e-27c6-4937-986e-18425761e4cb">Templates in Tabidoo

Do you want to give each user you share your application with special rights? That is not a problem for Tabidoo, you just have to follow these steps:<hr>If you haven't made any <a href="create-application">App</a> or <a href="create-table">Table</a> yet, see the instructions.<hr>First of all, you have to add the extension Users and Roles into your application. You can achieve it in two ways:<ul><li>Download extension <a href="https://app.tabidoo.cloud/#/market/detail?marketAppId=14428607-e3c5-4faa-a7e2-2b744d5348aa&amp;publicCall=false">Users and Roles from Templates</a>.</li><li>Use a button Add a new table (left down corner) and afterwards select from all the options of App extensions the last one - Users and roles.</li></ul><img src="https://cdn-assets.productfruits.com//197a02d7-8fe2-42e5-9ff8-3ca1b308cb27">The new field Role will appear in the left column. If you want to make any changes to it, you just have to click on Edit.<img src="https://cdn-assets.productfruits.com//402a4353-bf0d-4600-9956-6ec36ed7f1a5">How to edit Roles in Tabidoo<h2>Set users roles</h2>In the basic version are the following preset roles:<ul><li>User - In this role a user can't change the fields of the tables but he can change data. A user can't share the application with anyone.</li><li>ReadOnly - Within this role, a user can't change tables and even share the app with any other user. His access is reduced to reading.</li><li>Admin - Within this role, a user can change and manage tables and share the application.</li></ul>You can of course change these roles and their rights as you wish.<h3>Permissions within the application</h3>Within the whole application you are able to set if the user will be eligible to:<ul><li>Change tables: If a user can edit fields of the tables. However, can't make any changes to the data. If Read assign, user can read definitions, but cannot write.</li><li>Manage to share: If a user can share the application with another user or change the roles of the already existing users.</li><li>Hide unassigned items: By selecting this option you can hide tables that aren't set any permissions (See Rights within tables) from the user.</li><li>Manage access: If a user is eligible to Write, that means to make any changes in data or he can only Read the data without permission to edit them.</li><li>Hide denied fields: If you forbid access to any fields in the app to a user (see Permissions within tables), this option gives you the possibility to hide those fields from the user.</li></ul>&nbsp;<img src="https://cdn-assets.productfruits.com//395d1c16-369b-40c7-8c68-c220e9cc6d9b">An example of the set permissions<h3>Permissions within tables</h3>You are free to set even more detailed permissions connected to each table: &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<ul><li>Access - If a user can Write to the table or only Read it or whether the access will be Denied.</li><li>Show - If these tables show up to a user.</li><li>Add - If a user can add a new record within the table (If the button Add appears in the table).</li><li>Edit - If a user can edit each field of the table (If the button Edit appears in the table).</li><li>Delete - If a user can delete fields in the table (If the button Delete appears within the table).</li><li>GDPR - If a user can see which data are sensitive and will be able to anonymize or delete them (If the button GDPR appears in the table)</li></ul>You can also set more detailed rights within each field of a table and that whether the user will be eligible to:<ul><li>Write - A user will be able to edit data within the field.</li><li>Read - A user will be able to only read the content of the field.</li><li>Deny - Access to the field's content will be denied.</li></ul><h2>Add the First User</h2>After setting the user's Roles, you can assign each user-chosen Role. But first of all, you have to invite users into an application. There are three ways how to invite users into the application:<ul><li>When you click on Add new record, a form will appear in which you invite the user by entering his email. Login must always be entered as an e-mail.</li></ul><img src="https://cdn-assets.productfruits.com//64fa7cd0-df38-480d-8c12-064eb878f86d">Extension Environment Users and Roles in Tabidoo<ul><li>The second way to invite users into an app is to click on the upper button Invite. A user will be then invited into the app and will appear in the table Users.</li></ul><img src="https://cdn-assets.productfruits.com//6ba2ebe3-80ce-488c-8456-00b79c59870b"><ul><li>You can also invite a user by selecting the option Invite users in the settings of the application. The user will be afterwards automatically added to the table Users.</li></ul><img src="https://cdn-assets.productfruits.com//45df696a-1772-4403-958a-29a4bc79d79a">How to invite users into an appAfter inviting the user into an app, he will receive by email an invitation for entering the application in Tabidoo.<img src="https://cdn-assets.productfruits.com//d71fcaeb-7388-421a-9e40-897e7c8484cd">The invitation for entering an application in TabidooThe user invited into an app must confirm email or he will not be able to access the app.If he didn't confirm his email after registering into Tabidoo, he has to have a look into his email history and find the email about account email confirmation.<img src="https://cdn-assets.productfruits.com//f9311471-6901-4fb7-bdbe-d40b6446feba">Now you can assign the rights to each user by clicking on the appropriate line and by arrow moving it to the right table.<img src="https://cdn-assets.productfruits.com//0f03b4c3-dcbe-4e8a-9922-9791300055a5">

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