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URL

Buildaible Documentation Fields

The URL Field allows you to store clickable links directly within your Buildaible tables. This field is ideal for referencing external resources such as websites, documents, or shared files. Creating a URL Field There are two ways to create a new URL Field...

Formula

Buildaible Documentation Fields

Formula Fields in Buildaible empower you to perform calculations, automate logic, and generate dynamic outputs based on other fields in your application. With the flexibility to create complex formulas, you can streamline your processes and ensure data consist...

File Attachment

Buildaible Documentation Fields

The File Attachment field type allows users to upload, store, and manage files directly within Buildaible. From contracts and invoices to images and supporting documents, this field type helps you centralize your file management. Creating a File Attachment ...

How to Connect (Relate) Tables

Buildaible Documentation Relationships

Relating tables is a powerful feature in Buildaible that allows you to link data between tables. For example, you can link a “Projects” table (parent) to a “Tasks” table (child) so that each task is associated with a specific project. This is done by adding a...

How to Pull Data From Linked Tables (Using Lookup Fields)

Buildaible Documentation Relationships

In Buildaible, Lookup Fields allow you to display information from a linked table (the parent) in the current table (the child). For example, if you’ve linked a “Tasks” table to a “Projects” table, you can use a Lookup Field to pull the project deadline or pro...

What is a Formula?

Buildaible Documentation Formulas

In Buildaible, a Formula is a powerful tool that allows you to create dynamic calculations and manipulate data in your applications. Formulas can be used in fields to calculate values or perform operations on your data. At its core, a formula is an expression...

Formula Functions and Syntax

Buildaible Documentation Formulas

Buildaible formulas are designed to be intuitive and flexible, helping you perform calculations, summarize data, and analyze information within your applications. This page provides an overview of the current formula functions and syntax you can use to get sta...

What is a Form?

Buildaible Documentation Forms

A Form in Buildaible is a user-friendly interface designed to help you input, edit, and manage data in your application. Forms make it easy to interact with your data by presenting fields in a structured and customizable layout, allowing users to focus on ente...

How to Customize Forms

Buildaible Documentation Forms

Customizing forms in Buildaible allows you to tailor data entry for your team, ensuring an intuitive and efficient experience. You can create new forms, organize them into sections, and drag-and-drop fields to match your workflow. Steps to Access and Custom...

What is a View?

Buildaible Documentation Views

A View in Buildaible is a way to display and interact with your data in a table. Views allow you to organize and visualize data in different formats depending on your needs. Whether you’re looking for a detailed list, a Kanban-style board, or a calendar layout...

User Field Notifications

Buildaible Documentation Notifications

What Are User Field Notifications? User Field Notifications in Buildaible keep users informed about updates by notifying them when they are assigned to specific tasks, records, or fields. These notifications are delivered within the app to ensure users stay u...

What is a Report?

Buildaible Documentation Reports

A Report in Buildaible is a tool that allows you to organize, visualize, and analyze your data. Reports are fully customizable and are designed to help you make sense of the information stored in your tables. Whether you’re summarizing records, creating visual...

Report Types

Buildaible Documentation Reports

Buildaible offers a variety of report types to help you visualize and analyze your data effectively. Each report type is designed for specific use cases, providing flexibility and insights tailored to your needs. Below is an overview of the available report ty...

How to Create Reports

Buildaible Documentation Reports

Reports in Buildaible allow you to analyze and visualize your data in a way that works best for your business. From simple tables to powerful charts, you can build customized reports to track progress, identify trends, and make data-driven decisions. This gui...

Table Reports

Buildaible Documentation Reports

Table Reports in Buildaible allow you to display and analyze data in a familiar, spreadsheet-like format. Whether you need to view customer lists, project statuses, or task details, Table Reports provide a flexible way to organize and interact with your data. ...

Bar Charts

Buildaible Documentation Reports

Bar Charts in Buildaible provide a simple and effective way to visualize and compare data across categories. Whether you’re analyzing task statuses, sales performance, or resource allocation, Bar Charts allow you to gain actionable insights quickly. This guid...

Pie Charts

Buildaible Documentation Reports

Pie Charts in Buildaible allow you to visualize proportions and percentages in a clean and intuitive format. Use Pie Charts to see how categories compare against the whole—like task breakdowns, sales distribution, or resource allocation. Follow this guide to ...

Line Charts

Buildaible Documentation Reports

Line Charts in Buildaible allow you to visualize trends over time or sequential data. Whether you’re tracking project progress, task completion, or revenue growth, Line Charts make it easy to identify patterns and changes. This guide will walk you through the...

Funnel Charts

Buildaible Documentation Reports

Funnel Charts in Buildaible are perfect for visualizing stages in a process, such as sales pipelines, task workflows, or lead conversion funnels. They help you quickly identify drop-offs or progress across stages. This guide will take you through the steps to...

What is a Filter Preset?

Buildaible Documentation Filter Presets

About Filter Presets In most systems, creating reports often involves adding specific filters to each individual report. This can result in multiple versions of similar reports, making it harder to manage and reuse data views. Buildaible simplifies this proce...