This guide shows you how to create an app directly from your existing data in the AppSheet editor. We've broken down the basic app-making process into 8 steps:
Open the spreadsheet or database you would like to use for your app. AppSheet lets you choose from an array of data sources like Google Sheets, Excel, SmartSheet, SQL, and more. To make sure AppSheet can read your data appropriately, set up your data with column headers in the first row, and rows of data underneath. If you’d like, you can also start from a prebuilt app template.
Learn more about preparing your data here.
AppSheet never hosts your data, but interacts with it based on how you set up your app. You can connect AppSheet to your data in one of three ways:
Learn how to connect multiple tables to your app in this video.
Learn how to connect to more advanced data sources here.
You are now in the AppSheet editor! If you look on the right hand side there is a live preview of your app.
Each page you see in your app is known as a View. Notice that AppSheet may suggest Views based on the data you connected it to. Hopefully these are views you want to have in your app, but if not, no worries! We’ll learn how to update views soon.
On the left side of the editor you’ll see your primary menu, with a number of tabs.
Finally, whenever you make edits to your app, you’ll see the save button in the top right corner turn blue. Make sure you click on it so your edits are saved.
That might seem like a lot, but don’t worry! You won’t need to use all of them to deploy your first app.
Before you build your app interface, you will want to specify how your data is being used in the Data tab.
Add additional tables to your app by going to Data>Tables and click on “New Table”
In Data>Columns, you’ll see a list of each column you have in your table listed in a field. The column structure of your connected data will determine what features you're able to add to your app. For example, if you want to capture and display images in your app, there must be a column in your data set as 'Image'.
By either clicking on the pencil to the left of each field, you can adjust settings for how the app will interact with your data. Here’s two examples of the settings you can adjust here:
The Data section can initially feel a little overwhelming, as there are a lot of powerful features available in it, but don’t worry--as you create your views, you’ll be able to go back and adjust it as needed. Plus, we provide a lot of resources to help you know what to do.
Learn more about setting up data interactions here.
AppSheet makes it easy to create and customize views by providing ready-to-use view templates that you can customize. To create a view, go to the UX tab (UX stands for user experience, or how people interact with your app), click on the Views section and select “New View”. From here, you can:
To customize your app’s look and feel, go to UX>Brand and UX>Format Rules , where you can specify your theme, colors, logos, and more!
Learn more about views and UX here.
The Behavior tab in the AppSheet editor lets you set up custom buttons and actions that can be used in a wide range of ways. These can be set by going to Behavior>Actions>New Action. From there you can set the Action Name, specify the type of action to occur, and, if you want that action to be triggered by a button, you can specify the button’s Look and Feel.
Workflows and Reports let you set up automations, such as emails or texts being sent, data being added or updated, or new calendar events being added. Workflows and Reports are very similar, with one key difference: Workflows are automations that are triggered when certain actions occur, while Reports are automations that are triggered based on periodic schedules.
Finally, if you want to be able to use your app when its not connected to the internet, you can enable offline use in the Offline/Sync section
Learn more about actions, workflows, and reports here.
Whenever you’re ready, you can easily share your app with others to test it. Go to the Users tab, and in the Users section type the email addresses for the people you want to to share your app with. Once you verify you’re human, you can customize the email message they will receive from AppSheet, inviting them to use your app. From there, they can either download the AppSheet app on their device, or open your app in a web browser.
Finally, once you’ve finished making changes to you app, you can officially deploy it, which will activate all the services in your app. Go to Manage>Deploy>Deployment Check and click “Run Deployment Check.” AppSheet will analyze your app to make sure it’s working properly and give you a full report. If you’re ready for it to be deployed, select “Move app to deployed state.” Your app is now live!
Learn more about managing users here.
Congratulations on creating your first app! From here, you can continue improving your app or start on your next idea! AppSheet provides numerous resources you can use to learn how you can leverage the platform to build your own tailored apps.