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How to Create an App

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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:

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  1. Prepare your data.
  2. Connect your data to AppSheet to create the app.
  3. Refine how your app uses the data.
  4. Refine how things are presented in your app.
  5. Add actions, workflows, and reports to your app.
  6. Define your app’s security settings.
  7. Test your app with real users.
  8. Deploy and share your app.
  9. Get feedback to make it better.

 



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. If you don't have a spreadsheet ready to get started, use one of our sample datasets below. You can choose Excel or Google Sheets.


Don't have data? Download one of these sample data sets to get started: Student Tracker
Rental Property, Order Tracking & Invoicing, Job Dispatching, Expense Tracker, Employee Directory.


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, you'll connect your cloud drive to AppSheet and select the file you want AppSheet to display as 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 based on the data you have using your column header (the first row of your data) as a field which you can now use to capture or display 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 things are presented in your app.
Custom Views allow you to turn generic spreadsheet or database rows into dynamic tables, charts, calendars, galleries, and more. Create up to 5 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 with just a tap. Create Workflows based on specific conditions to trigger communications (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 3rd 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. They will get instructions on how to load the app on their mobile device or browser. You can also invite yourself 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 make it better.
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. Or, how about adding more relevant data to it? Simply connect more files to the app. Or, create new apps altogether!

Your app users can also send you feedback, and you can update the app on the go. 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 the sample apps to get started.

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