Workspace Navigation on Dashboard
In this article, you will learn Navigate your workspace Trash Add a workspace Different workspace layout style Navigating your workspace You can move your workspace position. You can change position by just drag and drop on what-ever position you ...
Getting started: Views
Grid View Grid view is the default type of view in Stackby. Note: Each table needs to have at least one grid view. This is where you can structure your data and do all the work that you have been typically doing on spreadsheets. Grid views are al...
New Single Option, Multiple Option Layouts
We have added a brand new Powerup to give a new look to your stacks. You can now change the layout of single and multiple option column types in Stackby. Four different types of layouts are now available: 1. Grey pill with color dot 2. Coloure...
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.
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...
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...
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 ...
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...
Embedding a view
stack
Import from Airtable to Stackby
In this article, we will guide you on how to import data from Airtable to Stackby in a few easy steps. Step 1: Export data from Airtable First, you need to export your data from Airtable. Airtable supports several export formats, including CSV, JS...
Tables
Creating Tables
We have discussed difference between tables in spreadsheets vs tables in Stackby here - Overview of Tables . Inside this article, we will discuss - Build your table from scratch 'Breaking the grid' view Build a New Stack from Scratch You can c...
Table Permissions
Anyone with creator or owner permissions on a stack can limit who can create or delete records in a table. Steps to limit who can change the editing permissions on a table: Click the dropdown next to the table’s name select Edit table permissions ...
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...
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...
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...
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...
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...
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 ...
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...
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.
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...
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...
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...
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...
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: ...
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...
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 ...
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...
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...
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...
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...
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...
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 & ...
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...
Column Type: Created By, Updated By
Automatically add who - 1. Created the row 2. Last Updated the row Check out this quick video:
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:
Column Type - Duration
How to use Duration column type, learn in this quick 2 minute video:
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...
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...
Joining column values
In this article we will learn to combine the values in multiple columns together with a formula column. With the help of some methods we can enhance their functionality. CONCAT() Concatenate links together different fields (especially characters a...
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 ...
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...
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.
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...
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...
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 ...
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...
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...
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...
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 ...
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. ...
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...
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...
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. ...
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...
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...
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...
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...
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...
