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Customizing Layouts and White-Labeling Your Database
Customizing Layouts and 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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Creating Role-Based Sheet Interfaces with Multiple Versions
Creating Role-Based Sheet Interfaces with Multiple Versions
In some cases, you may want to create different versions of the same sheet to allow different groups of users to view different versions. For example, the "Employee Information" sheet used by the HR group contains all detailed information, while the "Phone Book" version only displays general contact information.

4 mins

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Creating New Sheets from Subtable Records for Line Item Analysis
Creating New Sheets from Subtable Records for Line Item Analysis
Subtables are extremely useful for handling one-to-many relationships in your sheet. 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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Organizing Customer Purchase Histories with Reference Subtables
Organizing Customer Purchase Histories with Reference Subtables
Reference Subtables in Ragic can help you manage your data more effectively by displaying related data from other sheets. For example, in the "Client Information" sheet, you can view all historical quotations and orders related to each client.

4 mins

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Managing Feature Access Settings
Managing 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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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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Converting Records to Another Sheet
Converting Records to Another Sheet
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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Updating Field Values
Updating Field Values
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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Updating Inventory with Values from Another Sheet
Updating Inventory with Values from 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 to update the product inventory. To achieve this, you can create an Update Value on Another Sheet Action Button.

6 mins

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Sending Record Details via Custom Email Buttons
Sending Record Details via Custom Email Buttons
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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Sending SMS Message
Sending SMS Message
Workplace communication no longer depends solely on email. Notifications are often sent instantly via SMS. With the Send Instant Message Action Button, you can convert record data into customized messages and send them to designated users with a single click, making communication faster and more efficient.

5 mins

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Sending Reminder Emails Automatically
Sending Reminder Emails Automatically
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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Automating Work with Ragic AI
Automating Work with Ragic AI
Ragic AI isn't just for building your database, it can also become your everyday work assistant. This article introduces how Ragic AI can help you automate your daily work.

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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Sharing Sheets and Records
Sharing Sheets and Records
After building your database, you'll often need to share sheets or records with clients or partners who don't have a Ragic account. This article covers how to share an entire sheet, share a single record, and embed your database into your own website.

6 mins

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Generating Custom-Formatted Files in Word, Excel, PowerPoint, PDF, and Images
Generating Custom-Formatted Files in Word, Excel, PowerPoint, PDF, and Images
If you frequently need to export data into fixed format documents, for example quotations, orders, contracts, or product specifications, Ragic’s Custom Print Reports feature makes it easy. You can export data as PDF, DOCX, PNG, XLSX, or PPTX files and freely design the layout.

10 mins

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Generating Custom-Formatted Documents with Mail Merge
Generating Custom-Formatted Documents with Mail Merge
If you need to print or export records into custom-formatted documents, Mail Merge can help you generate common formats like statements, delivery notes, or invoices.

3 mins

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Integrating Your Database
Integrating Your Database
In your daily workflow, you'll often need to connect with external systems to keep data flowing automatically. This article introduces the integration methods Ragic offers, from built-in tools to no-code platforms, so you can choose what best fits your needs.

15 mins

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