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

updated 4 months ago

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...

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By Rachit

updated about 2 months ago

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

updated 9 days ago

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

updated about 2 months ago

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...

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By Deepak Agarwal

updated 3 months ago

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...

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By Rachit

updated 4 months ago

Columns & Column types (properties)

Overview of column properties

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

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By Rachit

updated about 2 months ago

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. ...

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By Rachit

updated 4 months ago

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...

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By Rachit

updated 4 months ago

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,...

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By Rachit

updated 4 months ago

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...

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By Rachit

updated 4 months ago

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

updated 4 months ago

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...

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By Rachit

updated 4 months ago

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

updated 4 months ago

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...

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By Rachit

updated 4 months ago

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...

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By Rachit

updated 4 months ago

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...

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By Rachit

updated 4 months ago

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...

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By Rachit

updated 4 months ago

Column Type - Formulas

What are Formulas? How are they different from spreadsheet formulas?  Types of Formulas Formulas  You can represent a single column type in a different way or compute between two or more different column types (Text or Number) using Formulas.  It...

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By Rachit

updated about 2 months ago

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...

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By Rachit

updated 4 months ago

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

updated about 2 months ago

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...

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By Rachit

updated about 2 months ago

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...

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By Rachit

updated about 2 months ago

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...

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By Rachit

updated 4 months ago

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

updated 4 months ago

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 Deepak Agarwal

updated 4 months ago

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...

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By Rachit

updated 4 months ago

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

updated 4 months ago

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

updated 4 months ago

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

updated 4 months ago

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

updated 4 months ago

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...

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By Deepak Agarwal

updated about 2 months ago

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...

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By Rachit

updated 4 months ago

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

updated 4 months ago

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

updated 4 months ago

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

updated 4 months ago

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...

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By Rachit

updated 4 months ago

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...

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By Rachit

updated about 2 months ago