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Tuning the Layout & White-Labeling Your Database
Tuning the Layout & White-Labeling Your Database
In Ragic, you can adjust many aspects of your database to suit your company’s needs and increase brand awareness. By creating customer-facing forms and customizing database settings comprehensively, it will be much more appealing to your clients and employees.

6 mins

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Search & Filter
Search & Filter
We provide many different ways to search and filter records. In this course, you will learn the differences between these methods.

5 mins

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Configuring Approval Flow
Configuring Approval Flow
Instead of distributing hard copy forms to multiple people for approval, online approvals are enabled in Ragic to ensure you have proper documentation and save time.

7 mins

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Using Ragic Formulas
Using Ragic Formulas
In this lesson, we will tell you how to apply formulas to calculate order amounts. Besides, we will also demonstrate the basic string formula and conditional formula.

6 mins

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Creating Reports
Creating Reports
In Ragic, you can generate many different reports such as dashboard reports, line graphs, calendars, etc. They are handy for you and your users to see the big picture and analyze your data.

5 mins

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Importing & Exporting With Excel
Importing & Exporting With Excel
Ragic allows you to import data from an Excel or CSV file so you can build your database faster. You can import data to create a new sheet, updates an existing sheet, or create subtable entries. Alternatively, you can export data from Ragic and download them to an Excel or CSV file.

9 mins

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Linking Sheets (Link & Load)
Linking Sheets (Link & Load)
Have you had a hard time copying and pasting data from one sheet to another? Do you have a problem with duplicate entries or managing information because the data isn’t standardized? With Ragic, data entry can be faster and more flawless with our link & load functionality!

5 mins

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Multiple Versions
Multiple Versions
In some cases, you may want to create different versions of the same form to allow different groups of users see different versions of the form. For example, the "Employee Information" used by HR Group should have all detailed information, whilst the "Phone Book" multiple versions sheet will only display general contact information.

4 mins

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New Sheet from Subtable
New Sheet from Subtable
Subtables are extremely useful for handling one-to-many relationships in your form. However, there will be times that you want to combine all subtable data into a new sheet. The "New sheet from subtable" function is a quick and easy way to do this.

4 mins

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Reference Subtables (Show References From Existing Sheets)
Reference Subtables (Show References From Existing Sheets)
Reference subtables in Ragic can help you manage your data more effectively by displaying related data from other sheets. For example, in the "Clients Information", you can see all the history quotations and orders related to the clients.

4 mins

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Convert Records
Convert Records
The Convert Records button can help you to post some data values in an entry from one sheet to another. For example, You can convert Quotations to Sales Order or Purchase Requisition to Purchase Order.

8 mins

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Update Values on This Sheet
Update Values on This Sheet
Sometimes you might want to update field values on a record without manually inputting the values, especially when it must be done repetitively. For this, you can create an update values action button, which will run an update for your record without manually editing it.

6 mins

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Goods Issue & Goods Receipt (Update Value on Another Sheet)
Goods Issue & Goods Receipt (Update Value on Another Sheet)
You might want to update field values in sheet A's records according to the values in a record from sheet B. For example, you may want the Sales Order sheet's issuing goods data updating the product inventory. To achieve this, you can create an update value on another sheet action button.

6 mins

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Send Custom E-mail
Send Custom E-mail
You can create e-mail templates and saving them directly on your sheet design. This will allow users to send out e-mails that containing entry values saved in your database. For example, one can send order confirmation details to customers or purchase receipts to vendors.

5 mins

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Reminders
Reminders
You can set reminders in Ragic, which are triggered automatically by the values in the date fields on your Ragic sheets. For example, a reminder e-mail will be sent to the entry creator on the expected delivery date in "Sales Order".

5 mins

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Feature Access Settings
Feature Access Settings
For every Ragic feature, you may configure its feature access rights for every user group. For instance, you can only allow the "Manager" user group to export or delete records.

2 mins

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Backup & Restore
Backup & Restore
All Ragic databases are backed up automatically on a daily basis. However, it's still recommended to save a manual backup before making major design changes, which is restorable if needed. Let's walk you through how to do it!

3 mins

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