Creating & Organizing your stack

Creating and customizing your stack to your use-case from scratch

Creating your Stack

Creating an empty stack

You can create a new empty stack by clicking on  '+Add Stacks' and choosing from dropdown menu 'Create a new stack'.  Creating a new stack will create new empty stack with a few empty records (rows) in Table 1 and with some default column types.

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By Rachit

July 2, 2021

Creating new stack via CSV import

You can also create a new stack by importing your spreadsheet or CSV file. Stackby makes it easy for the end user to move from other application by allowing CSV imports directly into the stack. 1. From the '+Add Stack' dropdown, select 'Import a s...

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By Rachit

July 2, 2021

Choosing a stack from Template Gallery

First time at creating a workflow? Don't know where to start?  Choosing a stack and incorporating it to your account is easy on Stackby. Quick start your workflows on Stackby with one of our pre-built, curated templates.  There are two ways that...

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By Rachit

July 2, 2021

How to embed a stack to any web page

Usually, embedding your data on your website is time-consuming and requires some amount of coding. But not with Stackby. If you want to embed a stack on your website or on your blog, it is very easy. In fact, all you need to do is just copy-paste ...

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By Rachit

December 12, 2021

Duplicate Stack

Have same type of workflows but for different teams, clients, or projects?  You can also duplicate your complete stack in Stackby and the schema ready to go. Build once and scale, very quickly.  Just click on the triple-dot to open up the Stack me...

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By Rachit

July 2, 2021

Tables

Columns & Column types (properties)

Overview of All Column Types

Using columns to structure your data is a breeze with Stackby. Read on to know more. Using column types Importance of column types Basic column types Advanced column types FAQs Using different column types You can choose a new type of column by do...

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By Rachit

September 30, 2021

Adding a new column

As we discussed in the Overview of Tables article,  Stackby columns are essentially specific 'field types' that allows you to store rich data on each of your row.  You can customize each of these columns, your way, per your needs & workflow.  Ad...

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By Rachit

July 2, 2021

Primary column

The primary column is always the first column in any of your tables. It cannot be deleted, moved or hidden.  Usually it is meant to give a short and unique representation (thing, task, project name, objects etc) to each of your row. We use the pr...

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By Rachit

July 2, 2021

Column type - Short text and Long text

Short Text  A short text field type accepts a single line text for each cell. You can put any text value you want for each cell. As the name suggests, it is best to put short, unique values such as things, tasks, projects, companies, deals, perso...

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By Rachit

July 2, 2021

Column type - Number based

We support three different types of number field types that are most often used for any projects  - Decimal Type -   As you enter the number type model, you can choose 'Decimal' field type. When you choose decimal field type, you can also choose t...

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By Rachit

July 2, 2021

Column Type - Date & Time

A date field type allows you to easily enter a date and optionally time into a particular cell.  When you select date, you can choose a date format. We support 4 different formats today incl. a Friendly text based.  Optionally you can also select ...

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By Rachit

July 2, 2021

Column Type - Single Option and Multiple Options

Inside this article  Creating Single Option Creating Multiple Options What can It be Used for?  Creating Single Option  You can choose a 'Single Option' field type when you want to create options and select a single option from those preset option...

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By Rachit

July 9, 2021

Column Type - Checkbox

You can add a 'Checkbox' field type that helps denote True/False or Yes/No within that row.  You can use this field type to denote completion of a project, task or to-do based on your workflow.

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By Rachit

July 9, 2021

Column types - Collaborators and Multi-Collaborators

The collaborator field type allows you to add your particular workspace or stack collaborator in a cell. It automatically creates a dropdown menu of people who are in your stack.  You can also choose from the configuration, whether you want to not...

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By Rachit

January 10, 2023

Column Type - Attachments or Files

In this article, read about  Adding a File or Files Viewing the Files Removing the Files FAQs The best part of this field type is that it allows you to add files or attachments on each Stackby row. Adding a File or Files An attachment or files fie...

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By Rachit

July 9, 2021

Column Types - Email, URLs & Phone Number

In this article we will learn about 3 types of column properties: Email Phone Number URL Email An email field type will basically store single email address in each cell. Clicking on the email address in the cell will open your computer's native e...

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By Rachit

July 9, 2021

Column Type - Created and Updated Time

We currently support 2 inbuilt field types such as  Created time (at)  Updated time (at) Created time -  Will automatically show the date (and time) that row was created. Just as the date field type, you can also choose the date format and also se...

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By Rachit

July 9, 2021

Getting Started with Column Type - Formulas

Let's learn about one of the most powerful column types in Stackby: Formulas.  What are Formulas? How are they different from spreadsheet formulas?  Types of Formulas Take this 30-minutes live tutorial to learn everything about Stackby Formulas:  ...

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By Rachit

August 18, 2022

Advanced Formulas

Not everybody is a fan of formulas. That doesn’t mean that you need to be handicapped at creating or understanding how formulas work in Stackby. Stackby is easy to use even for the most non-technical user. So how can creating formulas on Stackby b...

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By Rachit

July 4, 2022

Column Type - Link

Databases define relationships. One of the major advantages of databases over spreadsheets is that in databases, relationships are a first-class citizen.  A column type 'Link'  allows you to do just that.  You can now link between two tables via ...

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By Rachit

January 10, 2022

Column Type - Lookup & Lookup Count

Imagine your boring, lengthy VLOOKUP and INDEX/MATCH formulas in spreadsheets? Well, it's not needed in Stackby.  You can bring information from other tables in your current table by configuring a Lookup column type.  Note:  Lookup is only possibl...

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By Rachit

July 9, 2021

Column Type - Aggregation

Aggregation summarizes and brings aggregate numerical and other values from linked tables. Right now, the aggregation column type brings only numerical values. In this article, we will cover the following: Pre-Requisite to configuring an Aggregati...

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By Rachit

July 9, 2021

Column Type - Auto Number

Simply put, Auto Number is the numbering of records in your stack. Nope, it is not the same as assigning a serial number to the records.😊 It is different. We will be covering the following in this article: What is Auto Number? How to Configure Aut...

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By Rachit

July 9, 2021

Adjusting column width, column position, and frozen column

You can also change the way columns are shown in your table, by adjusting the column width.  The column width can be adjusted to your liking in the table by clicking on the column divider and stretching it.  By default, today, we have selected the...

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By Rachit

July 9, 2021

New Column type - Ratings

We recently introduced the "Ratings" column type on Stackby.  With this column type, you can easily rate your records or can use it for quality assessment. Let us take a look at: Adding Ratings as a column type How to rate your records Adding Rati...

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By Rachit

July 9, 2021

Conditional Lookup, Lookup Count and Aggregation

If you're using a relational database, you know about Link, Lookup and Aggregation. But what if you just want to bring only certain information from your linked records from other table. Learn how you can do conditional filters on Lookup, Count & ...

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By Rachit

May 5, 2021

New Column Type - Barcode

Advertisers are taking advantage of Barcode  by using them to reach out to customers in a more interactive, interesting, and unique way. With the use of smartphones, just by downloading and installing a stackby app that can read barcodes you can d...

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By Anjali Daga

July 1, 2021

Column Type: Created By, Updated By

Automatically add who -  1. Created the row 2. Last Updated the row  Check out this quick video: 

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By Rachit

July 9, 2021

New Column Type: Progress Bar

Keep track of your task's progress directly from your tables.  Add a progress bar and show information of your checklists .   Once you add the checklists, you can then add the 'Progress Bar' column type to see how the checklists are doing:

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By Rachit

July 9, 2021

Column Type - Duration

How to use Duration column type, learn in this quick 2 minute video: 

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By Rachit

July 9, 2021

Button Column Type

The button field is an interactive column type that lets you trigger certain actions directly. Adding button: Select button column type  Select button label you want and type URL formula, or just URL Current Button field actions 1. Open URL The Op...

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By Anjali Daga

December 16, 2022

Changing the number of frozen columns

Freezing a column means locking it to keep it visible while the user scrolls through the Stack. This is specifically helpful if a column is required to be seen at all times. When viewing a grid view, you can freeze - or lock - a column to always k...

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By Rachit

May 18, 2022

Rows (Records) and Cells

Adding, Inserting and Deleting Rows

In this article, you will learn about Adding & Inserting Rows Deleting Rows Rows FAQs Adding & Inserting Rows There are 3 ways of adding rows to your table:   If you have right user permission to the stack (Owner or Creator), you can add a row by ...

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By Rachit

July 9, 2021

Expand Row

Records or rows in your stack have the power to do a lot more for your stack than just stay as rows. Each row can be expanded into a detailed form style view to show all it's fields and their data.  You can navigate your rows by clicking arrows on...

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By Rachit

July 9, 2021

Filling cells using drag handle

You can also drag the bottom right corner of the cell to drag the cell contents into other cells, like you do in any of your spreadsheet applications. 

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By Rachit

July 9, 2021

Duplicate Row

Copy pasting is not really a welcome task when most of your data is the same. To help you with easy replication/duplication of the same data or record, here is an easy way to do it on Stackby. Simply right-click on a or a row/record and select the...

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By Rachit

July 9, 2021

Expand Cell

Now it's even easier to work with our new feature of expanding individual cells. Stackby allows you to expand individual cells so that you can view the complete information present in the different types of Columns like Long Text, Link, and Attach...

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By Rachit

July 9, 2021

Emailing records

Now you can email your row data and send email to anyone directly via Stackby. To do so just follow these simple steps: 1. If you want to send to just one row, then right-click on it and click on send record. 2. Add an email address. Here you can ...

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By Anjali Daga

July 9, 2021

Email notifications + specify collaborators on reminders

We have introduced a new Stackby Powerup as an email notification on reminders.  Steps:- Click on expand row goto reminder section.  Now you can choose to add individual collaborators on the reminder and send them a reminder message for that reco...

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By Anjali Daga

November 25, 2022

Control Bar

Search

You can search anything in the Grid view and it searches your text in every cell in the table.  You can enter 'Apply' on the Search panel to get your search responses in real-time.  You can also toggle after the search result, using the up/down ic...

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By Rachit

July 19, 2022

Row Height

By now, you already know that the Grid is where it all starts on Stackby. So as soon as you click on a stack, it opens up to reveal default rows that are normal in height. What if you have more data content per cell or row and want to view all the...

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By Rachit

July 9, 2021

Hide column(s)

You can easily hide your columns from two locations:  Hide column (or icon) from the control bar  Using right click on column type menu to hide the columns  Note that your columns will be hidden for everyone in that particular layout. If somebody ...

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By Rachit

July 9, 2021

Filter

At times, you may need to refine the data you require by filtering it to view the most relevant information. The Filter tab allows you to do that. You can go to the Filter feature button on the top right side of your stack just above the columns. ...

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By Rachit

July 19, 2022

Sort

Sorting through your data can be pretty frustrating and not really satisfactory. But when you sort your data on Stackby, you get to sort through each column specifically at the same time - all you need to do is keep adding the sorting parameters t...

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By Rachit

July 9, 2021

Summary Bar

The summary bar displays summary of your table content. In this article, we will take a look at: Summary bar overview How to view your summary on the summary bar Summary functions available on Stackby Summary bar overview On Stackby, the summary b...

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By Rachit

July 9, 2021

Formulas

Things to keep in mind while using formulas

Well, creating formulas are not everyone's cup of tea, but creating them on Stackby is easy. Having said, there are a few pre-requisites and norms that you need to be aware of before you start creating those simple or complex formulas on Stackby. ...

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By Rachit

July 14, 2022

Formula Terminology in Stackby

Terminology In Stackby we use formulas consisting of terms and symbols which are the same for programming languages. They are simplified to make formulas easier to write and understand. The table below lists the terms you'll encounter and some com...

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By Anjali Daga

July 8, 2022

Basic calculations using the formula column

In Stackby formulas are slightly different from traditional spreadsheet programs like Excel or Google Sheets.  In a spreadsheet, you can put a formula in any cell, and have it reference any other cell in the sheet. But Stackby is a relational data...

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By Anjali Daga

November 2, 2022

Finding and Replacing text

SEARCH() SEARCH will only provide the character position if it finds one. If search-string is found it will give position number else it will give -1  Syntax:  SEARCH (String, Search-string) Example:  If you want to find A from the given string Re...

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By Anjali Daga

July 8, 2022

Writing Formulas in Excel vs Stackby

If you're an excel or google sheet user who just loves formulas, and are just getting started with Stackby, this article is for you!  While the fundamentals of formulas remain the same, there are some differences you can learn as you become a Stac...

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By Anjali Daga

July 11, 2022

Guide to REGEX() functions

Regular expressions allow you to find patterns in character combinations in a string. It's super powerful and are used in modern search engines and word processors.  There are three types of REGEX Formula functions in Stackby. They are REGEX_MATCH...

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By Anjali Daga

July 21, 2022