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 third-party platforms, facilitating both import and export processes. Utilizing these cloud-based tables, customers can craft customized dashboards and share them conveniently with relevant stakeholders. Moreover, 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.
How do I access TeamOB Cloud DB?
Login to the TeamOB Portal.
Click on Cloud DB.
Click on Setup.
Click on the Add New button to create a new table.
Enter all required field values.
Select the project name. By default, keep it all.
Choose your new table icon.
Select Form Type to make data entry. We support two styles. Tabular and Form
Click on the Next button.
Setup is divided into three parts: objects, fields, and sharing rules.
Fields
Enter field names and select data types from the drop-down menu.
You can choose a custom object to relate two cloud tables.
Additionally, you can write queries to pull data from system-defined tables. For this, choose "System Table."
Fields
Set the length of field. If any field is required, Set this to Yes.
Click on the Next button.
Sharing Rules
Control column-level visibility by selecting visible, hidden, or read-only for each role.
If you want to give permission to delete the records for a specific user, Choose the delete checkbox.
Each table creates two GUIs. One to make an entry and another to view the records. Choose the "Create" and "View" options to enable these GUIs.
Select the "Publish" option.
Click on the Submit button.
How to view the cloud tables?
Click on Setup to view the list.
Click on the View button.
Click on the Create tab.
Enter the records.
Click on the Submit button.
Click on the View tab.
To edit a value in the cell, double-click the cell and enter the value. It will auto-update it.
Select the date range to filter the records.
You can input keywords to search for records in the designated search fields.
How do I create custom apps?
Click on Cloud DB in the left navigation.
Click on Apps.
Enter an app name.
Select the App Icon.
Check Top Nav if you want to show the app in the top navigation bar.
Add description.
Select the cloud tables you want to add to this app. (from left to right)
Click on the right shift arrow button to shift the selected or multiple tables to the right panel from the left panel.
To remove tables from the right panel, click on the left shift arrow button to shift objects from the right panel to the left panel.
Click on the Submit button.
Created apps will be listed in the app list and top navigation.
Use the action button to edit or delete apps.
How do I get API access to the Cloud Table?
In the left menu, click on "CloudDB."
Click on setup.
For your table, click on Properties.