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How to Create an App

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1. Prepare your data.

Select which data you want to use. The AppSheet platform allows you to start from an array of data sources like Google SheetsExcelSmartSheetSQL, and more. For spreadsheets and databases, make sure that your top row is your header row so that AppSheet understands your data.


2. Connect your data to AppSheet to create an app.

You always keep control of your data with AppSheet. Connect your cloud drive to AppSheet and select the file you want to use to create an app. If you decide to delete the app, don't worry. The data will remain in your cloud drive. 

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3. Refine how your app uses your data.

Your app will automatically generate. AppSheet uses the data in your column header as fields (i.e. the first row of your spreadsheet). These fields determine how the app captures or displays data.

Navigate to data section of the editor. Select the Column tab to edit the properties of each column. Click the Slices tab to create smaller data sets from your main data source.



4. Refine how your app presents your data.

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. Add additional views to your menu if needed. Use the remaining Brand and Format tabs to customize your app’s visual formatting.


5. Add actions, workflows, and reports to your app.

Add Actions which will help you 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.

Set up 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 a personalized email invitation directly from the AppSheet editor. Users will get instructions on how to load the app on their mobile device or browser.

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. Improve your app and get feedback.

Now it's time to iterate on your app! Utilize advanced features such as Smart Assistant voice-based searches. Add additional data by connecting more files. Of course, you can always create additional apps.

Get user feedback and update the app in real-time. App users will have access to the latest version of the app without needing to reinstall.

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Now that you've learned the basics, let's get you started on AppSheet!

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