What is Tabidoo?

How To Start With Tabidoo

Import Of Different Data Types

Tabidoo’s Terminology

Templates

Custom Design And Settings

Sign Up And Login

Create Application

Create Table

Create Record

Modules

How to Import data from Excel

Export data

Filters

Data Views

Save Active View

Data Audit (History)

Invite Users

User Account Settings

Multi Edit

Field Types

Lookup Settings

Link To Table

Advanced Features In Table Fields

Users And Roles

Payment & Subscription

Change a Payment Card

Mathematical Functions

Conditional formatting

Dashboard

Widget - Text

Widget - Speedometer

Widget - Summary Panel

Widget - Metrics

Widget - Charts

Reporting

Report Example - Invoice

Getting Started with Workflow Automation

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

Widget - List

Custom Data Source

Zapier

Form Designer

Applications, Modules and Tables

doo.model

doo.model.<field>.isVisible

Introduction

Widget - Free Html (Beta)

Custom Domain - Settings

Snapshots

Application development and testing

doo.model.<field>.setStyle()

Widget - From report

System log

Change the application owner

Data audit limitation

doo.model.modelMetadata

doo.table

doo.alert

Create template from existing application

doo.functions.request

Application Parameters

Multilingual Applications

GDPR Settings

Number Series

Publish Form

Publish Dashboard

Make

doo.currentUser

doo.form

doo.toast

doo.functions.scripts

doo.functions.browser

doo.environment

doo.functions.math

doo.functions.date

Notifications in Tabidoo

When Record Changed

Time from Table Field

At the Scheduled Time

Custom Button

When Records Imported

Send Email

Webhook

Calculated Fields in Tabidoo

Change Widget Settings

Widget - Pivot table

doo.function.audit

Internal Naming Of Fields

Example - Check The Lookups Value

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.

Workflow Automation

Triggers

Actions

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.

Notifications

<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>Tabidoo is a simple <a href="https://tabidoo.cloud/en" target="_blank" rel="noopener noreferrer">web application</a> 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.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 <a href="https://tabidoo.cloud/en/features" target="_blank" rel="noopener noreferrer">track of your data</a>.<figure class="image"><img src="https://cdn-assets.productfruits.com/781e7c04-8f32-48d3-87ce-b989510d6000"></figure><h2>Tabidoo features</h2>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;<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/en/pricing" target="_blank" rel="noopener noreferrer">price list</a>.&nbsp;

In order to better understand the entire system, it is important to be familiar with comprehensible terminology in <a href="https://tabidoo.cloud/en" target="_blank" rel="noopener noreferrer">Tabidoo</a>.<figure class="media"><div data-oembed-url="https://www.youtube.com/watch?v=_uYWzXTn134"><div style="position: relative; padding-bottom: 100%; height: 0; padding-bottom: 56.2493%;"><iframe src="https://www.youtube.com/embed/_uYWzXTn134" style="position: absolute; width: 100%; height: 100%; top: 0; left: 0;" frameborder="0" allow="autoplay; encrypted-media" allowfullscreen=""></iframe></div></div></figure><h2>Application</h2>Applications are the cornerstone of Tabidoo. In each application, you can <a href="https://tabidoo.cloud/en/document-management" target="_blank" rel="noopener noreferrer">create your own tables</a> that you know from Excel.<img src="https://cdn-assets.productfruits.com/31d1b452-2239-43fb-ada7-4c896c6d2e3b">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, <a href="https://tabidoo.cloud/en/crm" target="_blank" rel="noopener noreferrer">CRM</a>, etc. Then you can create one app for all these modules and assign tables to them.<img src="https://cdn-assets.productfruits.com/c48b4056-6c4b-4b95-81af-29e6e5387408">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/a6d69eae-0872-4498-9b59-3250ffbf6cb2">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/f9af3ac5-faa8-4309-a77f-7de80a492dcf">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/3402f1d2-effe-4f90-ad45-06d6cb0511e7">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/fbf26d6c-44aa-4569-b6f8-e819733ab6a8">Templates in Tabidoo

Do you want to give each user you share your application with special permissions? 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 the Add new table button (in the bottom left corner), click on "Add Tabidoo extension" and select the extension - Users and roles.</li></ul><img src="https://cdn-assets.productfruits.com//197a02d7-8fe2-42e5-9ff8-3ca1b308cb27">The new table Role will appear in the left column. If you want to make any changes to it, just click on Edit.<img src="https://cdn-assets.productfruits.com/4b91fd51-c3d4-426d-b88e-dd0ef6443744">How to edit Roles in Tabidoo<h3>Set User Roles</h3>In the basic version, there are the following preset roles:<ul><li>User – a user can't change the table definition but can change the data. The user can't share the application with anyone.</li><li>ReadOnly – the user can't change the table definition but can read the data. The user can't share the application with anyone.</li><li>Admin – the user can manage tables and data and share the application with anyone.</li></ul>You can, of course, change these roles and their permissions as you wish.<h3>Permissions within the Application</h3>Within the whole application, you can set whether the user will be able to:<ul><li>Change tables: Change the table definition (edit table fields).</li><li>Manage sharing: Share the application with another user or change user permissions.</li><li>Hide unassigned items: Hide tables that have no permissions set at the table permission level.</li><li>Manage access: If the user can make changes to the data or can only read the data.</li><li>Hide denied fields: Hide fields from the user if you deny access to certain fields.</li></ul>&nbsp;<img src="https://cdn-assets.productfruits.com/a02db463-3088-424b-9cc7-a0f36f17e088">An example of the set permissions<h3>Permissions within tables</h3>You are free to set even more detailed permissions to each table: &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<ul><li>Access - whether the user can write or only read data in the table, or whether access will be denied.</li><li>Show - whether the table will be displayed to the user.</li><li>Add - if the user can add a new record within the table (if the Add button appears in the table).</li><li>Edit - if the user can edit individual fields in the table (If the Edit button appears in the table).</li><li>Delete - if the user can delete a field in the table (If the Delete button appears in the table).</li><li>GDPR - if the user can see which data is sensitive and can anonymize or delete it (If the GDPR button appears in the table). &nbsp;</li></ul><h3>Examples of Settings</h3><ul><li>User can export but cannot add/edit records</li></ul>Application - Access: Not setTable - Add: Not setImport/Export: Allowed 👉 The user can export data but does not have permissions to add or edit records.<ul><li>User can add records but cannot import/export</li></ul>Application - Access: Not setTable - Add: AllowedImport/Export: Not set 👉 The user is allowed to add new records but cannot import or export data.<ul><li>User can export, import, and make bulk changes</li></ul>Option 1:Application - Access: Not setTable - Access: AllowedTable - Add: AllowedImport/Export: Not setOption 2:Application - Access: Not setTable - Access: AllowedTable - Add: Not setImport/Export: Not set 👉 The user has permissions to export, import, and perform bulk changes in the tables.<ul><li>User Cannot Export, Import, or Make Bulk Changes</li></ul>Application - Access: Not setTable - Access: WriteTable - Add/Edit: AllowedImport/Export: Deny 👉 Export, import, and bulk changes are denied for the user.📌 Note: Bulk change permission is tied to Import permissions!<h3>Roles and Audit Access</h3>Roles can allow or deny access to audit features, depending on the permissions set at the application or table level.You can also set more detailed permissions within each field of the table and specify whether the user is allowed to write, read, or deny access to the field.If I have a link to a table where Import/Export is set to Deny, this restriction will also apply to the settings of the second table.<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 email. Login must always be entered as an e-mail.</li></ul><img src="https://cdn-assets.productfruits.com/5952ff70-e7d7-40fc-b8f3-e92d7abc2944">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/a6098b16-bdf8-4de3-9576-37186b33acfc"><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/e3fa2442-f9e5-4baa-941d-eab15264c383">How to invite users into an appOnce invited to the app, the user will receive an email invitation to enter the Tabidoo app.<img src="https://cdn-assets.productfruits.com//d71fcaeb-7388-421a-9e40-897e7c8484cd">The invitation for entering an application in TabidooThe user invited to the application must confirm the email, otherwise they will not be able to access the application.If the user has not confirmed their email after registering for Tabidoo, they must check their email history to find their account confirmation email.<img src="https://cdn-assets.productfruits.com//f9311471-6901-4fb7-bdbe-d40b6446feba">You can now assign roles to individual users by clicking on the appropriate row and moving the arrow to the right table.<img src="https://cdn-assets.productfruits.com//0f03b4c3-dcbe-4e8a-9922-9791300055a5">

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