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You're reading from  Democratizing Application Development with AppSheet

Product typeBook
Published inJan 2023
PublisherPackt
ISBN-139781803241173
Edition1st Edition
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Authors (3):
Koichi Tsuji
Koichi Tsuji
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Koichi Tsuji

Koichi Tsuji works as Representative, CEO at Vendola Solutions LLC. He is a AppSheet pro consultant and developer. Koichi also runs the Appsheet community in Japan.
Read more about Koichi Tsuji

Suvrutt Gurjar
Suvrutt Gurjar
author image
Suvrutt Gurjar

Suvrutt Gurjar works as a Freelancer (AppSheet Solution Architect Partner since 2016). His professional qualifications includes Certification in Google Data Studio (2019-valid till August 2022), Certification in Microsoft Power BI(2017), Six Sigma Green Belt Certification (2015), Project Management Professional from 2005-2018, and Professional, Academy of Healthcare Management (PAHM) certification from AHIP (2012). His educational background includes Electrical Engineering from VJTI, Mumbai.
Read more about Suvrutt Gurjar

Takuya Miyai
Takuya Miyai
author image
Takuya Miyai

Takuya Miyai has been working in the IT industry for years with expertise in the Salesforce. He holds a number of Salesforce certifications. After meeting with AppSheet and being fascinated by the possibilities of AppSheet for the coming future, his direction of life has been completely changed. By joining Vendola Solutions LLC, he is actively working as AppSheet professional consultants to help the AppSheet communities and his clients. He is also acting as an active community member with a decent coding background for no-coding solutions
Read more about Takuya Miyai

View More author details
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Preface

This book enables citizen developers to create their own simple or complex hybrid apps for business or personal use. It teaches you how to combine features so that an app is efficient and easy to use for the end user. Many citizen developers regularly use spreadsheets in their business and day-to-day jobs. They can use the AppSheet platform to take their spreadsheet work to the next level with its ease of use. The AppSheet platform allows citizen developers to run their businesses more efficiently and manage them in the field, beyond the office.

As the book progresses, you will learn how the AppSheet editor works and how it is used to configure, test, and deploy an app. You will learn how to effectively use data sources, create app views, and deploy actions, and discover how you can make your app secure through security options and user-friendly through UX options. You will learn how to create, store in the cloud, and send files through emails by using AppSheet Automation bots. You will learn how to integrate third-party services. Also, you will build an app throughout the book so that you get hands-on experience.

By the end of this book, you will be able to build medium-complexity AppSheet apps using the AppSheet features discussed in the book.

Who this book is for

This book is aimed at beginner- and intermediate-level citizen application developers in small- or medium-sized businesses, and business users who want to develop their own business apps. You are expected to have a basic knowledge of Google Sheets or Excel and an understanding of different spreadsheet formulas. Knowledge of SQL and some basic software development knowledge is beneficial but not necessary.

What this book covers

Chapter 1, Getting Started with AppSheet, introduces the AppSheet platform. Before creating our first app, we first need to understand some basics about the platform so that you know what you are doing and why. We will go through the overall process and what is important to know.

Chapter 2, Understanding App Editor and Data Sources, explores the basic skills needed to create a new app and use the app editor. We will also discuss data sources, such as tables, columns, and sliced tables.

Chapter 3, Presenting App Data with UX/Views, describes how an app is presented to app users, what kind of views you can use, and how to format your data with colors and icons. This chapter also discusses branding and localizing if your app requires these features. We will also discuss how to control an app with UX options.

Chapter 4, Manipulating Data with Functions and Expressions, dives into the major AppSheet functions with which you can create expressions to manipulate data in your apps. You will learn to construct expressions with the help of practical use cases. You will learn different types of functions, such as yes/no, conditional, text, list, math, date, time, and duration functions. If you are already familiar with Google Sheets or Excel formulas, that will be beneficial. You will also learn to combine functions of different types to construct more complex expressions.

Chapter 5, Manipulating Data with Behaviors and Actions, examines actions, which enable you to implement app behaviors such as making quick data changes, in-app or out-of-app navigation, and CSV uploads/downloads. With external actions, you can navigate out of an app to a website, compose an email/text message, or make a phone call. You can directly invoke actions by tapping on an action icon or indirectly through events, such as record save or record select. In this chapter, you will learn how you can use different action types to improve app behavior. You will also learn how to best configure an app’s offline and sync behavior.

Chapter 6, Controlling App Users and Data Security, explains how to control who can use an app and at what permission level. You can also control data itself in different ways, such as filtering data on the server side by applying a security filter.

Chapter 7, Managing the App Environment, shows you how to use multiple options in AppSheet’s Manage tab to monitor and set up an app’s environment. Here, you can select team colleagues as app co-authors and transfer app ownership. You can see the app’s version history, define a stable version, and upgrade an app version. You can check an app’s deployment readiness for any environmental errors. You can monitor an app’s usage by various users, automation, and an app’s sync time performance, even at table and column levels. You will learn how to deploy an app and also how you can send on-demand messages to app users.

Chapter 8, Automating Recurring Data Changes and Schedulinge Tasks, conducts an extensive review of AppSheet Automation. Automation is built to handle more complex challenges such as sending emails, creating files with templates, and manipulating data in the background. It can also run business processes quicker than directly from an app.

Chapter 9, Using Intelligence and Advanced Features, explores three AI-driven features and the basics of each feature. AppSheet is generally a data-driven platform for developing feature-rich business applications, but it is also powered by AI to give additional and advanced functionalities, such as data searching, predictions, and data scraping out of image files.

Chapter 10, Extending App Capabilities with Third-Party Services, discusses open source services, which are in abundance these days. We will select a few external services that will add some flavor to your app views, such as a dynamic image with text on a colored background and a dynamic image-based static chart, and also look at how to set up integrations with Google Workspace applications such as Google Chat.

Chapter 11, Building More Apps with App Templates, shows you how you can share apps as “public” apps on your own portfolio page for any AppSheet user to view or copy them. Portfolio apps demonstrate a feature or business functionality that other app creators can learn from. Additionally, the AppSheet website has a collection of template apps that demonstrate certain business functionalities. We will learn how you can further build your app by copying the template or portfolio apps of other app creators. We will also discuss how you can build your own template apps for future reuse and reference.

Chapter 12, Tips and Tricks, offers you the most practicable and useful tips and tricks of AppSheet to help you develop custom functionalities to satisfy the unique needs of business applications. As AppSheet app creators spend more time with AppSheet, they will naturally find out that the learning curve to develop their own functionalities is a step up when they reach a certain skill or knowledge level. This is because app creators are expected to take the advanced step of implementing their own business logic in a single application. The tips in this chapter are not only related to data manipulation but also advanced UX settings to bring customized user experiences, as well as the advanced usage of bots to automate complicated business processes with ease.

Chapter 13, Appendix, concludes the book. When you have reached the end of book, you will have a good understanding of how to build an app with most of the AppSheet features. The next step is to join the AppSheet community and discuss with other citizen developers how they solved their challenges. The community is a good source to gain ideas and increase your own skill level. We will also briefly discuss what you can expect in the future from Appsheet.

To get the most out of this book

Before you start to build your apps, you need to create a Google account, as you need to have access to Google Drive, Google Sheets, and other Google services, such as Google Docs. You can create a new account at https://accounts.google.com/signup.

When the Google account is created (skip creation if you already have an account, of course), it’s time to create your AppSheet account. Follow these steps to create an AppSheet account:

  1. Go to www.appsheet.com and log in with your Google account from the top-right corner.
  2. Click the Get started button. Then, select the name of the cloud service to be used for authentication. Select Google. After that, follow the guide so that you give permission for AppSheet to have access to your data by using your Google account.
Figure 1.1 – The AppSheet home page

Figure 1.1 – The AppSheet home page

  1. Now, your account is generated and tied to your Google account.

You will also now have your AppSheet account ID, which is a seven-digit number. This account ID is used when a new app is created. Your unique app name will look similar to Inventory-5689905. As you created your AppSheet account with your Google account, all your images, files, and templates will be stored in Google Drive by default.

When creating any kind of app, it needs a data source. It could be a spreadsheet, such as a Google sheet or Excel file in OneDrive, or even a real database, such as a cloud SQL database. Whatever the data source is, it always needs to be in the cloud. For example, trying to connect an Excel file from your laptop or phone won’t be possible, as that file is not in the cloud. These are the data sources you can use with an AppSheet app:

  • Google
  • Google Calendar/Drive
  • Microsoft Excel Online
  • Smartsheet
  • Airtable
  • Salesforce
  • Dropbox
  • Box
  • Apigee
  • OData
  • BiqQuery
  • A cloud database (SQL, for example)

In this book, we will use Google Sheets as a data source because it’s one of the most common ones. Therefore, please make sure to access AppSheet using a Google account to follow along with this book.

AppSheet editor styles used in this book

The style and layout of the app editor we refer to in the book along with the screenshots are all taken from the app editor at the time of writing (October 2022). AppSheet changes the style and layout of its editor quite frequently, so you may see a different layout.

Downloading/referring the sample apps

While we are explaining AppSheet’s features and functionalities to you throughout the book, you can refer to the sample apps that we prepared for this book. All of the sample apps can be found on the portfolio page at https://www.appsheet.com/portfolio/5689905. In each chapter, we will name the relevant sample app, which you can check for reference. These sample apps will help you to see how things are set up. You can even copy the sample apps to your account. We hope these sample apps will help you get familiar with AppSheet quickly.

Check them out!

Download the color images

We also provide a PDF file that has color images of the screenshots and diagrams used in this book. You can download it here: https://packt.link/FigT2

Conventions used

There are a number of text conventions used throughout this book.

Code in text: Indicates code words in text, database table names, folder names, filenames, file extensions, pathnames, dummy URLs, user input, and Twitter handles. Here is an example: “Mount the downloaded WebStorm-10*.dmg disk image file as another disk in your system.”

A block of code is set as follows:

IFS(
       WEEKDAY([DATE)=1, "Weekly Holiday",
       WEEKDAY([DATE])=7, "Half Working Day",
       AND(WEEKDAY([DATE])1,  WEEKDAY([DATE])7),  "Working 
       Day"
)

When we wish to draw your attention to a particular part of a code block, the relevant lines or items are set in bold:

IFS(
       WEEKDAY([DATE)=1, "Weekly Holiday",
       WEEKDAY([DATE])=7, “Half Working Day”,
       AND(WEEKDAY([DATE])1,  WEEKDAY([DATE])7),  "Working 
       Day"
)

Any command-line input or output is written as follows:

$ mkdir css
$ cd css

Bold: Indicates a new term, an important word, or words that you see on screen. For instance, words in menus or dialog boxes appear in bold. Here is an example: “Select System info from the Administration panel.”

Tips or important notes

Appear like this.

Get in touch

Feedback from our readers is always welcome.

General feedback: If you have questions about any aspect of this book, email us at customercare@packtpub.com and mention the book title in the subject of your message.

Errata: Although we have taken every care to ensure the accuracy of our content, mistakes do happen. If you have found a mistake in this book, we would be grateful if you would report this to us. Please visit www.packtpub.com/support/errata and fill in the form.

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If you are interested in becoming an author: If there is a topic that you have expertise in and you are interested in either writing or contributing to a book, please visit authors.packtpub.com.

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Authors (3)

author image
Koichi Tsuji

Koichi Tsuji works as Representative, CEO at Vendola Solutions LLC. He is a AppSheet pro consultant and developer. Koichi also runs the Appsheet community in Japan.
Read more about Koichi Tsuji

author image
Suvrutt Gurjar

Suvrutt Gurjar works as a Freelancer (AppSheet Solution Architect Partner since 2016). His professional qualifications includes Certification in Google Data Studio (2019-valid till August 2022), Certification in Microsoft Power BI(2017), Six Sigma Green Belt Certification (2015), Project Management Professional from 2005-2018, and Professional, Academy of Healthcare Management (PAHM) certification from AHIP (2012). His educational background includes Electrical Engineering from VJTI, Mumbai.
Read more about Suvrutt Gurjar

author image
Takuya Miyai

Takuya Miyai has been working in the IT industry for years with expertise in the Salesforce. He holds a number of Salesforce certifications. After meeting with AppSheet and being fascinated by the possibilities of AppSheet for the coming future, his direction of life has been completely changed. By joining Vendola Solutions LLC, he is actively working as AppSheet professional consultants to help the AppSheet communities and his clients. He is also acting as an active community member with a decent coding background for no-coding solutions
Read more about Takuya Miyai