Cloud DB/Creater

Cloud DB

TeamOB CloudDB enables customers to set up dynamic storage tables in the cloud, streamlining the management of business data. With its seamless integration capabilities, users can effortlessly synchronize their data with tools such as Google Sheets, Excel, and various thirdparty platforms, facilitating both import and export processes. CloudDB provides detailed control over access permissions, allowing for precise management at both the row and column levels. Additionally, customers have the flexibility to develop tailored workflows through Google Apps Script and the platform's robust built-in functionalities.

Accessing the Setup Panel

1. Log in to your Teamob CloudDB account.

2. On the left sidebar, click on Setup.

3. The Setup panel will display a list of all existing tables.

3. Viewing Existing Tables

1. In the Setup panel, you can see a list of tables.

2. Click View next to a table to see its structure and data.

4. Creating a New Table

1. In the Setup panel, click the Add New button (top-right corner).

2. Fill in the required details: Object Name, Project, Icon, and View Type (Tabular or Form).

5. Configuring Table Views

Choose either Tabular View (for multiple entries) or Form View (for single entries).

Tabular view is useful for batch data entry, while Form view is good for individual records.

6. Adding Fields to the Table

1. After choosing the view type, click Next.

2. Enter the field name and select the appropriate data type.

7. Understanding Field Data

Types Here’s a breakdown of supported data types:

Auto: Auto-generates unique values (like IDs).

DateTime: Stores both date and time.

Number: Stores whole numbers.

Float: Stores decimal numbers.

String: Stores short text.

Text: Stores long text.

Date: Stores date values.

Timestamp: Tracks precise date and time.

Enum: Predefined dropdown values.

Custom Objects: Links data from another table.

System Table: Fetches data from external Teamob tables.

Formula: Performs field calculations.

File: Allows file uploads.

Data Types

8. Setting Up Sharing Rules

1. Configure who can access what data:

Admin: View all records.

Team Leader: View team records.

User: View only personal records.

9. Publishing the Table

Once the fields and rules are set, click Publish. The table becomes live and ready for data entry.

10. Entering and Managing Data

1. Click View to input data.

2. Fill in the fields and click Submit.

3. Click View to see submitted records.

11. Using OnChange Events

1. Automate field updates with OnChange events: -

Field: The trigger field.

Target Field: The field to update.

Target Value: The operation to perform.

12. Adding Custom Menus

1. Add quick links within tables.

2. Link to external resources.

13. Editing and Filtering Data

1. Double-click a field value to edit it.

2. Use the search bar or date filters to narrow down results.

14. Creating and Managing Apps

1. Click Apps in the sidebar.

2. In the Apps panel, click the Add New button (top-right corner).

3. Enter app details (name, icon, description).

4. Select tables and drag for selection and submit to create the app.

15. Working with APIs

Teamob CloudDB offers API endpoints for getting, updating, and deleting data. This makes it easy to integrate with external systems. Click on Setup and then properties to access API endpoints.