Glossary
Glossary
Access Rights allow you to define what actions different user groups can perform on each sheet. For example, adding and editing entries, view-only access, or no access at all. For a detailed explanation of this feature, please refer to this article.
The Approval feature allows you to set up approval flow within a sheet. After a user fills out a record, it can be submitted to a manager or designated person for review. Common use cases include leave requests that require approval from a direct supervisor, or outgoing stock forms that must be confirmed by warehouse staff. For a detailed guide, please refer to this article.
The Assign feature allows you to grant access rights for a specific entry to a user who would not otherwise have permission to view or edit it. For a detailed explanation, please refer to this article.
The Conditional Formatting feature allows you to automatically trigger certain actions when field values meet specific conditions. Examples include showing or hiding fields, changing field colors, or locking action buttons. For a detailed explanation, please refer to this article.
Custom Scripts refer to additional code written to implement functions beyond Ragic’s built-in capabilities. This includes using the HTTP API to read data from Ragic or write data to Ragic, or applying the JavaScript Workflow Engine to handle complex business logic that built-in features may not support.
A Database Account is the Ragic account created by a company or organization to manage and share access among team members, partners, or other collaborators. Each database account can include multiple user accounts under a shared subscription plan. Pricing is based on the selected plan and the number of users.
The Database Homepage provides an overview of all tabs and sheets within the account. Users can return to the homepage at any time by clicking the logo in the top-left corner of the page. If needed, the homepage can also be customized to display additional sections such as calendars, tasks, widgets, and more.
Default Value is used to automatically populate a field when a new record is created, helping improve data entry efficiency and reduce errors. Common examples include recording the creation date and time, the creator’s name, or setting a default option for selection fields. Default values can still be manually edited after they are applied. For more details, please refer to this article.
Design Mode is the interface used to build new sheets and modify the design of existing Form Pages and Listing Pages. In this mode, you can add or remove fields, adjust layouts, set formulas, and link sheets together. SYSAdmins can access Design Mode by clicking the Change Design button at the top right of the page.
The Entry Review feature allows you to invite other users to review a specific entry. Invited users will receive an email invitation along with a system notification. For a detailed explanation, please refer to this article.
A field is the basic unit for storing data in Ragic. It consists of two parts: the field header and the field value. The field header indicates the name of the field, while the field value refers to the content saved in the field, such as text or numbers. For example, in a sales order, there may be a field for storing the customer’s name. In this case, “Customer Name” is the field header, and “Rex Haller” is the field value.
A Field Header is the name of a field. On a Form Page, the field header appears to the left of the field. On a Listing Page, field headers are displayed horizontally across the top.
Field Type refers to the different input formats provided by Ragic, which determine how users enter data. Examples include free text, selection, numbers, file uploads, and more. For a full list of supported field types, please refer to this article.
A Field Value is the actual content stored in the database, such as text, numbers, or dates. On a Form Page, the field value appears to the right of the field header. On a Listing Page, field values are displayed below the field headers.
A Fixed Filter is a set of filter conditions that can only be configured by a SYSAdmin and cannot be removed by other users. Once applied, all users will only see records that meet the fixed filter criteria when accessing the sheet. For a detailed explanation, please refer to this article.
The Form Page displays all the fields for a single record, allowing users to view and edit the complete information. This is usually where sheet creation begin, once you’ve defined and saved the fields, the system will automatically generate a corresponding Listing Page. You can always return to the Form Page in Design Mode to add or remove fields as needed.
The Formula feature is used to perform data calculations, similar to Excel functions. However, Ragic develops its own formulas, so the supported functions may differ from Excel. Notably, formulas in Ragic reference the position of field headers directly. In Design Mode, you can set up a formula by selecting the target field header and choosing Formula from the left-side panel.
A Group Administrator can add, edit, and suspend users within their assigned user group. They also have SYSAdmin-level access rights for all sheets under the group’s tab, including the ability to change design. For a detailed explanation, please refer to this article.
A Linked Field is the reference field used in the Link & Load to identify and match data between two sheets. Each link setup can have only one linked field, and it must contain unique values. A Loaded Field is any additional field that gets automatically populated based on the linked field. For example, when filling out a “Sales Order” sheet, selecting an existing “Customer ID” from the “Customer List” sheet can automatically load related data such as “Customer Name,” “Phone Number,” and “Address.” In this case, “Customer ID” is the Linked Field, while “Customer Name,” “Phone Number,” and “Address” are the Loaded Fields. For more details, please refer to this article.
The Linking Sheets feature allows you to create relationships between different sheets. Ragic supports several linking tools, with the most basic being Link & Load. This method connects two sheets using Linked Field and Load Fields. For example, when filling out a “Sales Order” sheet, you can automatically load existing customer information from the “Customer List” sheet, saving time and reducing manual entry errors.
The Listing Page is an overview that displays multiple records at a glance, making it easy to browse. Clicking on a specific record will open its corresponding Form Page for more detailed information. When a sheet is created, a Listing Page is automatically generated. You can later customize which fields are displayed through the Design Mode.
The mention feature allows you to communicate with or notify specific users. You can use @mentions in free text fields, comments, field notes, or task responses. The mentioned user will receive a notification.
The Multiple Versions feature allows different versions of a sheet to share the data while having separate field configurations, layouts, and access rights. For example, both an “Employee Personnel” and an “Employee Directory” can share fields like name, job title, and contact details, allowing all staff to view basic information. Meanwhile, the “Employee Personnel” version can include private information such as address, age, and work history, which are only visible to authorized users. For a detailed explanation, please refer to this article.
Notifications are used to alert users about changes that occur in the database, such as new or updated records, comments, approval actions, or other reminders. Notifications appear under the bell icon in the upper-right corner of the page. Users can also visit the notification settings page to customize the types of notifications they receive and how they are delivered.
The On-Premises plan allows Ragic to be installed and run on your internal server, rather than using the cloud version hosted by Ragic. This option is recommended for companies with dedicated IT personnel and experience in network and server maintenance to ensure stable system performance and data security. For more details, please refer to this article.
A Parent Sheet refers to the sheet that originally contains the subtable or serves as the source sheet for a linked field. A New Sheet is created using the New Sheet from Subtable, which turns subtable entries in the parent sheet into independent records in a new sheet. The records in the new sheet stays synchronized with the original subtable. For example, if a “Sales Order” sheet contains a subtable for “Sales Items,” you can use the New Sheet from Subtable to generate a separate “Sales Item List” sheet. In this case, “Sales Order” is the Parent Sheet, and “Sales Item List” is the New Sheet. For more details, please refer to this article.
A Personal View is a set of filter conditions created by an individual user and is only visible and accessible to that user. All users can create their own personal views. For a detailed explanation, please refer to this article.
A record is a user-entered instance of sheet data, containing all field values. On the Form Page, it is displayed in full detail, while on the Listing Page, it is summarized in row format to highlight key points.
The Reminder feature allows the system to automatically send notification emails when the value of a date field meets specified conditions. For example, a shipment reminder can be sent to the responsible salesperson on the scheduled shipping date. For a detailed explanation, please refer to this article.
The Report feature helps you analyze and summarize data from your sheets based on different needs. Ragic offers a variety of report types, such as line charts, pie charts, Gantt charts, and pivot tables. For a full list of supported report types, please refer to this article.
A SYSAdmin is the highest-level administrator within a database account. SYSAdmins have full access to all features and are not restricted by any access rights settings. By default, the SYSAdmin is the user who registered the database account, but additional SYSAdmins can be added or existing ones removed later. For more details, please refer to this article.
Search and filter refers to using the full text search bar at the top of the database to enter keywords and search across all sheets you have permission to access. Alternatively, you can use the left sidebar search tool of a sheet to apply multiple filtering criteria for more precise results.
A Sheet is a framework used to store data. For example, creating a "Sales Order" sheet means designing which fields to include, setting the types for each field, and defining any relationships with other sheets. It does not refer to the act of filling out a sales order record. Each Sheet can have multiple records, which are displayed through the Listing Page and Form Page. All sheets in a database can be accessed through the tabs in the interface.
The Sheet Section feature allows you to group specific rows into sections when designing a sheet. Multiple sections can be placed side by side in the same row, and users can switch between them using tabs. This improves the clarity and efficiency of viewing data. For a detailed explanation, please refer to this article.
Sorting refers to arranging records in the Listing Page based on the values of a specific field, either in ascending or descending order. You can click on a field header to apply sorting, making it easier to compare values such as numbers, dates, or text.
Starring an entry allows you to mark records that require special attention, making it easier to identify and follow up on them later. For more details, please refer to this article.
A Subtable is a table section added in a Form Page, used to store one-to-many data relationships. Fields in a subtable are displayed horizontally in rows. Common use cases include: a shipment record with multiple shipment items, a company with several contacts, or a project with multiple tasks.
A Tab is used to organize and categorize sheets, much like folders. You can create multiple Tabs based on functions or departments to better manage sheets for different purposes. There is no limit to the number of Tabs, they can be added freely as needed.
A Tab Group allows you to further categorize tabs within a database. You can group related tabs by function or department such as “Inventory,” “HR,” or “Marketing”, so users can more easily find the relevant tabs and sheets they need. Each Tab Group also has its own homepage.
Task is a feature used to remind users of pending to-dos. Tasks are displayed under the task icon in the upper-right corner of the page. They can be automatically generated by the system or manually assigned by yourself or other users.
A Template is a pre-built sheet in Ragic that users can install directly or customize as needed to speed up implementation and onboarding. There are two types of templates: 1. Template Store: These are designed for specific business scenarios and typically include multiple sheets with complete link setups such as sale order management system, purchasing management system, and more. 2. Quick Templates: These are simpler in design and best suited as references for creating individual sheets.
A User refers to an email account that can log into a database account also known as a user account. It represents an individual identity within the database, typically used by internal team members who need system access. A single database account can include multiple users. The same email account can also be added as a user in multiple databases, and its settings and permissions will remain independent across each database. For more details, refer to this article.
A User Group is used to categorize users such as grouping them by department into “Sales,” “HR,” “Procurement,” etc. You can assign access rights to each group to ensure members have appropriate permissions to view, add, or edit record. For more details, please refer to this article.
The Validation feature allows you to verify field input using regular expressions to ensure that the entered values meet predefined rules. For example, you can restrict inputs to alphanumeric characters only, or require exactly 10 characters. This helps maintain data accuracy and consistency. For a detailed explanation, please refer to this article.
The Web Embed feature allows you to embed a sheet into your website or directly share it via a link. Common use cases include allowing customers to search or view database content through an embedded page, or using the form as an online survey where submitted data is automatically saved to the database. For a detailed explanation, please refer to this article.
