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Getting Started Videos
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Table of Contents
Getting Started
Create Applications
Applications Overview
Creating Apps With Bridge
Bridge App Overview
Creating a New App Container
Importing an App
Exporting an App
Deleting an App
Shared Objects
Backing Up Your Applications
Sharing an App with Another Account
App Parameters
Adding App Parameters
Managing App Parameters
Using App Parameters
Authentication
Setting Up User Permissions in Your App
Adding a Logout Link
Record Level Security
Create a Workflow using Record Level Security and Filtered Dropdown
Restrict Access to Data by User or Role
Filter Lookup Dropdown or Listbox Based on User or Role
Stamp a Record with User Profile Data
OpenID
Create a Standalone Login Screen
Hiding Multiple Login Forms
DataPages
What is a DataPage?
DataPage Types
Forms
Submission Forms
Update Forms
Password Recovery Forms
Form Element Types
Conditional Forms
Child Forms
Accepting Payments in Your Application
Reports
Creating a Report DataPage
Comparison Types in Report DataPages
Search by Distance
Report Page Results Layout
Interactive Reporting Options
Pivot Table Reports
Counting the Number of Times a Record Has Been Viewed
Display a Field Data as Hyperlink
Fixed Rows and Columns
Making the Search Results Downloadable as PDF
Editing Data Through My Details Page
Making the Details Downloadable for Users
Data Editing Options in Reports
Combined Chart and Report
Adding “Today” to “After Now” or “Next X Days” Criteria
Filtering Reports Based on an Expiration Date
Advanced Reporting
Calculations in Reports
Data Grouping
Totals and Aggregations
Calculated Fields and Datediff Function
Charts
Calendars
Calendar DataPage – Monthly Example
Calendar DataPage – Weekly Example
HTML Pages
DataPage Components
Dropdowns and Listboxes
Cascading Elements
Calculated Values
Field Configuration Options
Field and Column Width
Placeholder Text
Rollover Hints – Mouse-Over Help Icon
Image Auto-Rotation
DataPage Header and Footer
HTML Blocks
Disabling HTML Editor in DataPage Header/Footer and HTML Blocks
Field Formatting Options
Custom Date Formatting
Multi-column and Sections
CAPTCHA
Virtual Fields
Setting up Default Values
AutoComplete
Managing DataPages
Modifying DataPages
Previewing DataPages
Moving DataPages
Copying DataPages
DataPage Revisions
DataPage Folders
Exporting and Importing DataPages
Moving Existing DataPages To a New App
Responsive DataPages
Prerequisites
Responsive Behavior on Tablet and Mobile
Modifying Styles for Tablet and Mobile
AJAX Loading
PDF Download
Adding a text watermark
Adding an image watermark
Adding page breaks to details page
Adding header and footer
Best Practices in Creating Caspio Applications
Notifications
Email Notifications
Email Types
Verifying Email and Domain
Configuring Email
Setting Up Dynamic or Conditional Notification Emails
SMS Notifications
SMS Types
Configuring the SMS-enabled Countries
Configuring SMS
Adding SMS Sender Name
Parameters
Parameter Types
System Parameters
Passing Parameters through Caspio
Displaying Parameters
Parameters as Query String Values
Receiving Parameters
Resetting Parameters
Passing Multiple Values in One Parameter
Formatting Parameters in Email Body and HTML Blocks
Parameters in Dropdowns, Listboxes and Radio Buttons
Custom Filter Elements
Connections
SAML Single Sign-On
Setting Up ID Services
Styles
Creating or Editing a Style
Layout Options
Fix the Width of the DataPage
Button Alignment
Field Alignment
Border Options
Using Google Web Fonts
Glossy Heading Text
Gradient Backgrounds for DataPages
Gradient Backgrounds for Fields
Replace Links to Records with Images
Replace Standard Buttons with Images
Change the Color of Field Error Labels
Change Text on a Button
Put Multiple Fields on One Line
Styling Advanced Reports
Add Rounded Borders to the Form and Fields
Use an Image as Form Background
Fix the Width of Labels and Data in List and Gallery Reports
Customize the ID Service Icon of the Login Screen
Localizations
Creating or Editing a Localization
Handling Arabic, Hebrew and Other Right-to-Left Languages
Formatting Options
Using Localization Feature to Improve Usability
Format Types
Files and Images
Uploading Files and Images
FileStor CDN
Managing Files
Bulk File Import and Export
Creating Thumbnails with the Image Resizer
Using Files in DataPages
Orphan File Cleanup
Creating Apps With Flex
Flex Overview
Roles
Creating New Roles
Adding Users and Groups to Roles
DataPart Display Based on the User Role
Editing Role Permissions
User’s Own Records
Custom Access
Removing Users and Groups from Roles
Deleting Roles
Application Design
Segments
Editing Segment Settings
Themes and Widgets
Adding AppPages
Moving DataParts
Adding DataParts
Resizing DataParts
Forms
Form Elements
Search Form
Submission Form
Details/Update Form
Reports
Tabular Report
Card Report
Pivot Table
Sign-up Form
Charts
Creating and Configuring Charts
Chart Display Options
Text/HTML
Data Filters
Creating Filters
Communication Between DataParts
Designing User-Friendly Navigation Between AppPages
Parameters
Inserting Parameters
Application Parameters
Adding Support for Lookup Values in Data Source Parameters
Stamping Records with User ID
Branding
Manage Users and Groups
Directories Overview
User Authentication in Directories
Converting Tables to Directories
Creating Directories
Directory Users
User Status Overview
Creating Users
Activating Users
Adding Users to Groups
Resetting User Passwords
Resetting Two-Factor Authentication
Suspending and Unsuspending Users
Changing User Sign-In Method
Directory Groups
Creating Groups
Modifying Groups
Deleting Groups
Directory Security
Session Management
Turning On Two-Factor Authentication
Customizing Directory Security Policy
Redirecting to Custom URLs After Sign-in and Sign-out
Directory User Portal
Directory Emails
Identity Providers
Adding Identity Providers
Tutorial: Adding Microsoft Entra ID (formerly Azure AD) Identity Provider
Tutorial: Adding Okta Identity Provider
Tutorial: Adding OneLogin Identity Provider
Editing Identity Providers
Deleting and Disabling Identity Providers
Configuring Single Logout
App Connections
Creating App Connections
Authenticating Users to Caspio Apps in Multiple Accounts Using a Single Directory
Tutorial: Adding HubSpot App Connection
Tutorial: Adding BambooHR App Connection
Tutorial: Adding Slack App Connection
Managing App Connections
Deleting and Disabling App Connections
Manage Data
Data Management Overview
Tables and Views
Creating Tables
Modifying a Table’s Design
Removing Blanks From a Dropdown or Listbox
Lookup Tables
Views
Creating a View to Filter Data
Creating a View to Join Tables
Self-Join Views
Modifying Views
Importing and Exporting Views
Data Types
List Data Types
Function Reference
Adding a Formula Field in a Table
Managing Data in Datasheet
Find and Replace Specific Values
Filtering Data
Downloading Table or View Data
Database Relationships
Relationship Settings
Importing Data
Exporting Data
Sharing Data Between Apps
Best Practices for Designing Databases and Tables
Logs
Managing Logs
Logs Retention Period
App Access Logs
Directory Logs
Email Logs
Integrations Logs
Payment Logs
SMS Logs
Explore AI
AI Assistant Overview
Automate Tasks
Automations Overview
Triggered Actions
Creating a Triggered Action
Actions
UPDATE
DELETE
INSERT INTO
SEND EMAIL
SEND SMS
Data
SELECT
Logic
Loops
Text
Number
Date
Variables
Tasks
Data Import/Export Tasks
Data Import Tasks
Data Export Tasks
Configuring a Repository Site
IP Addresses for Data Import/Export Tasks
Data Import/Export Tasks Tips and Best Practices
Generate PDF Documents
Document Generation Overview
Creating Templates
Mapping Fields in Templates
Template Field Types
Configuring Template Settings
Formatting Field Values
Adding Watermarks
Encrypting PDF Documents
Configuring PDF Document Properties
Changing PDF File for a Template
Enabling Document Generation in Applications
Managing Templates
Integrate Your Apps
Integrations Overview
Webhooks
Getting Started with Webhooks in Caspio
Webhooks Rules and Limitations
IP Addresses for Webhooks
Creating and Managing Webhooks
Configuring Call Throttling
Creating and Managing Events
Event Types
Activating or Deactivating Events
Testing Webhooks
Extensions
AI-Powered GPT Connect
Slack Extension
Web Services API
Creating a Web Services API Profile
Authenticating REST API
Important Header Parameters
Special Considerations
Error Handling
Swagger UI
Migration from REST API v1 to REST API v2
Integration with Make
Integration with Zapier
Deploy Your Apps
Deploying Bridge Apps
General Deployment Guide
Remove iFrame Border and Change Size
Block Access to DataPages by IP Address
Deploying Flex Apps
Mapping a Friendly Subdomain
Manage Account and Billing
Account Settings
Account Users, Groups and API Profiles
Inviting New Account Users
Creating Groups for Account Users
Managing Permissions
Changing Account Owner
Changing Your Plan
Updating Payment Information
Payment History
Custom Domain
Account Notifications
Usage Statistics
Caspio ID
Managing Your Caspio ID
Forgot Your Password
Getting Support PIN
Support Login
Search for Objects
Resources
Frequently Asked Questions (FAQ)
Tech Tips
Troubleshooting
Troubleshooting SMS Delivery
Troubleshooting Email Delivery and Domain Verification
Cannot Log in to My Caspio Account
Issue with Login to Apps or DataPages
Issue with Redirection After Logout
Acknowledgement Emails Are Not Received
Issues with Email Verification Code
JavaScript Does Not Work with Multiple DataPages
Cannot See an SSL Lock Icon for My Web Page
Responsive UI Does Not Display Properly
Date Fields from Excel Import Incorrectly
Troubleshooting Custom PDF Generator
Troubleshooting Data Import Speed
System Limitations
Errors and Messages
System Requirements
Deprecations
Deprecation of Google Drive for Data Import/Export Tasks
Deprecation of HTTP Deployment
Deprecation of the Option to Disable AJAX Loading
Deprecation of MS Access for Import/Export
Deprecation of Cb_ErrorLog Tables
Deprecation of Google Map Mashup Generator
Deprecation of Frame Deployment
Deprecation of .xls Excel Format for Data Import
Deprecation of SEO Deployment Method
Deprecation of WordPress Deployment
Deprecation of Unverified Email Addresses
Deprecation of SOAP Web Service
Deprecation of Internet Explorer 11 and Microsoft Edge Legacy Browsers
Videos
Bridge Videos
Build Your First App
Recorded Training
Customize Your Apps
Advanced Topics
Full App Implementation
Tips and Tricks
Flex Videos
Build Your First App
Recorded Training
Release Notes
Caspio 55.0
Caspio 54.0
Introducing Flex
Caspio 53.0
Caspio 52.0
Caspio 51.0
Caspio 50.0
Caspio 49.0
Caspio 48.0
Caspio 47.0
Caspio 46.0
Caspio 45.0
Caspio 44.0
Caspio 43.0
Caspio 42.0
Known Issue: Scrolling on macOS Devices
Caspio 41.0
Caspio 40.0
Caspio 39.0
Caspio 38.0
Caspio 37.0
Impacted Areas 37.0
Caspio 36.0
Caspio 35.0
Caspio 34.0
Impacted Areas 34.0
Caspio 33.0
Caspio 32.0
Caspio 31.0
Impacted Areas 31.0
Caspio 30.0
Caspio 29.0
Caspio 28.0
Caspio 27.0
Caspio 26.0
Caspio 25.0
Caspio 24.0
Caspio 23.0
Caspio 22.0
Caspio 21.5
Caspio 21.0
Impacted Areas 21.0
Caspio 20.0
Caspio 19.0
Impacted Areas 19.0
Security Patch 19.5
Caspio 18.0
Caspio 17.0
Caspio 16.0
Caspio 15.0
Caspio 14.0
Impacted Areas 14.0
Caspio 13.0
Caspio 13.0
Impacted Areas 13.0
Caspio 12.0
Impacted Areas 12.0
Caspio 11.0
Impacted Areas 11.0
Caspio 10.0
Caspio 9.9
Impacted Areas 9.9
Caspio 9.8
Caspio 9.7
Caspio 9.6
Impacted Areas 9.6
Caspio 9.5
Impacted Areas 9.5
Caspio 9.4
Impacted Areas 9.4
Caspio 9.3
Impacted Areas 9.3
Caspio 9.3
Caspio 9.2
Impacted Areas 9.2
Caspio 9.1
Impacted Areas 9.1
Caspio 9.0
Known Issues 9.0
Impacted Areas 9.0
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