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Moving spreadsheet work into an app

Move a list kept in a shared spreadsheet (requests, fixed assets, sample tracking…) into an app with record history and permissions.

Steps

  1. Looking at the spreadsheet columns, define a table and its fields in the designer; pick lists and required fields are set here.
  2. Publish the project: its list, search, grouping and record form come ready.
  3. Download the import template from the list and paste the existing rows into the template columns.
  4. Import in bulk with validation: faulty rows are shown before anything is saved; if you do not like the result, undo the import.
  5. Use roles and groups to decide who sees and who changes the data; from then on every change is written to the history.
List in a published app: search, grouping, columns, Excel/PDF (fictional demo data)
List in a published app: search, grouping, columns, Excel/PDF (fictional demo data)

A good fit for

  • Work where several people update the same list and nobody knows which copy is the latest.
  • Records where you need to know who changed what and when.

Scope limit

  • An arbitrary spreadsheet layout is not recognised automatically; data is filled in following the downloaded template's columns.
  • Macros and cell formulas do not move by themselves; calculations are redefined with the formula helper.
  • There is no live two-way sync with a spreadsheet file; moving data is a one-off or repeated import.

Features used and their status today

  • In the demoWorking with ExcelExport lists to Excel with real numbers; download a template, fill it in, import in bulk with validation and undo if needed.
  • In the demoDesigner (Studio)Tables, fields, relations, forms and the menu on one screen; changes stay in draft until you publish.
  • In the demoReady-made lists and documentsEvery table gets a list with search, grouping, column picker and Excel/PDF export; header-and-lines documents with shortcuts matching the ERP you know (Logo, Mega, SAP).
  • In the demoHistory and permissionsWho changed each record and when is tracked; project, form and menu permissions through user, group and role screens.
  • In the demoDelete approval and archiveDeleted records are archived with a reason and can be restored by an authorised user.

Other use cases