The following guide details how to create an app using the AppSheet editor directly from your existing data. Start by watching an overview of the AppSheet Editor or jump below to step by step instructions:
1. Prepare your data.
To create an app on the AppSheet platform, you first need to select which data you want to use. The AppSheet platform allows you to start form a wide array of data sources like Google Sheets, Excel, SmartSheet, SQL, and more.
For spreadsheets and databases, make sure that your top row is your header row, so that AppSheet can effectively understand your data.
2. Connect your data to AppSheet to create the app.
One of the benefits of AppSheet is that you keep control of your data. To get started with AppSheet, connect your cloud drive to AppSheet and select the file you want AppSheet to use to create an app. If you decide to delete the app, don't worry. The data will remain in your cloud drive.
3. Refine how your app uses the data.
AppSheet will automatically generate an app by using the data in your column header (i.e. the first row of your spreadsheet) as fields. These fields determine how the app captures or displays data. Use the Column tab within the data section to edit the properties of each column. Use Slices to create subsets of larger data sets.
4. Refine how the presentation of your app.
Custom Views allow you to turn generic spreadsheet or database rows into dynamic tables, charts, calendars, galleries, and more. Create up to five easily accessible views along the bottom of your app using your existing data sources and slices. Create additional views in your menu. Use the remaining remaining Brand and Format tabs to customize your app’s visual formatting.
5. Add actions, workflows, and reports to your app.
Add Actions to allow you to quickly navigate or make changes to your app’s data. Create Workflows based on specific conditions to trigger communications (i.e. email, SMS, push notifications) or data edits and updates. Utilize Reports to send out automated reporting on a regular cadence.
6. Define your app’s security settings.
Clarify your app’s security credentials with required user sign-ins and third party authentication options (e.g. Google Drive, Office 365, Salesforce). If you need advanced user-based security settings, consider using security filters or data partitions.
7. Test your app with real users.
Invite other users to test your app. Simply send them an email directly from the AppSheet editor with a personalized invitation. Users will get instructions on how to load the app on their mobile device or browser. You can also invite yourself in order to test the app. Right after the app is created, an install email will arrive to your inbox.
8. Deploy and share your app.
After you are done with changes to the app, mark it as deployed so all the services in the app are activated. Your app is now live! You can share it through the share tab in the editor, and you can now track usage of the app in the Manage tab.
9. Get feedback to improve your app.
Now that your app is being used by colleagues and managers, it's time to make it better. Utilize more advanced features such as Smart Assistant voice-based searches. Add more relevant data by connecting more files to the app. Of course, you can always create additional apps.
Your app users can also send you feedback and you can update the app in real-time. Each user will have access to the latest version of the app without needing to reinstall it.
Ready to get started building your first app? Start for free or explore our sample apps to get started.