Sheetward User Guide

Using a generated app

Your app is ready to use the moment it's generated — no training course needed. Open it from My Apps: each form shows its records in a grid, and New record opens the entry form. The form applies your rules and runs your formulas as you type, so an expense claim or purchase order arrives complete and correct. Calculated fields fill themselves in and can't be typed over.

• Switch between forms. An app with several forms — say Orders and Price List — shows each one as its own page. Pick the one you need at the top.
• Who changed what, recorded for you. The change_date and changed_by columns fill themselves in and can't be edited, so every record shows its latest change. Changed by shows the person's initials — hover to see the full address.
• Show the columns you care about. The grid starts with the first six fields. Open the Columns menu — it has a search box — to turn any field on or off.
• Find a record fast. Press Ctrl K (or ⌘ K) anywhere on the page to jump straight to record search.
• Dropdowns keep everyone consistent. Dropdown fields offer the options in your lookup tables, so the whole team picks from the same list. A currency or unit column beside a value shows only the code (USD) — the full name would repeat on every row.
• Every record keeps its history. Open a record and click History to see who changed what, and when — handy when a price or an approval is questioned. Sensitive fields show that they changed without revealing the values. Admins decide how long history is kept, and can purge it, on the Housekeeping tab of the Admin console.
• List view or Tile view. Switch with the toggle beside Columns. A tile leads with the record's image, then its key field, then the next few visible columns — a natural fit for a product catalog. The image appears while the Image column is ticked in Columns; untick it to drop the picture. The key field always shows, marked with a key icon. The app remembers which view you chose. On a phone, records start as tiles — a table with many columns doesn't fit a small screen — until you pick a view yourself.
• Edit and Delete stay out of the way. They appear on the row you point at, so they never compete with your data. On a touch screen they're always visible, and tapping anywhere else on a row opens it.
• The summary line is a shortcut. The line above the grid — Records · Fields · Rules · Formulas — is clickable. Records jumps to the grid; the others open a read-only inspector. A count of zero is left out, so an app with no formulas doesn't mention them.
• Long forms get a map. On wide screens, a long form shows a Sections panel beside it — click a section name to jump there. The panel button hides or shows it, and your choice is remembered.
• Copy a record instead of retyping it. Rows offer Copy record when the form has no hand-typed key. The copy opens as a prefilled New Record with a fresh auto number — attached files and sensitive values stay behind.

On a phone. Sheetward adapts: the app's Data, Members, Settings and Help tabs move to a bar along the bottom of the screen, within thumb reach, and the app's name sits at the top so you always know where you are. Your apps list opens as a compact list and records open as tiles. All of these are only starting points — whatever you choose yourself is remembered.