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In this video, we’ll take a look at some of the key features of Caspio’s no-code platform. Let’s start with what you can build with Caspio. You’ll be using simple point-and-click tools to create the various interfaces that make up your application.
These interfaces are called data pages. A single data page could be a submission form, a report with data drill down, a calendar, HR combined with a report, a pivot table with drill-down, and so forth.
Combining different types of data pages together will ultimately result in different types of applications and workflows, and Caspio makes it easy to deploy and share your applications since data pages can be deployed to any website, accessed by any number of users, and viewed on any device.
Let’s start with a quick look at forms.
If you need a capture end-user data, you will create a submission form. You can customize your forms to include different types of fields such as text fields, radio buttons, dropdowns, cascading fields, and even conditional rules to automatically show in high different fields based on user selections.
You can also add real-time calculations to display computations on the fly or add payment processing fields to collect payments securely online. After the form is submitted, you can send automatic emails or SMS notifications using fields from the database to create highly personalized messages.
In addition to submission forms, you can build update forms to allow users to modify existing data or pass the recovery forms to allow users to reset their own passwords.
On the reporting side, you also have a lot of powerful options to choose from.
First, there are various report types, tabular gallery list details, combined charts and reports, and pivot tables. The tabular report is by far the most popular with a familiar column and row format.
Besides this plain data, you can search or filter data, download files, display images, or enable users to drill down to separate details pages to view or edit each record.
If you choose, users can also edit data directly in the report using a few different options. Inline edit for direct updates to any row, bulk edit to update multiple records all at once, or grid edit to view in a spreadsheet view, similar to Microsoft Excel.
To present data in a more visual way. You can also add charts to help users spot trends and insights from your data. For example, you can click inside a legend to hone in on specific data metrics.
If you’re looking to create a scheduling or an event-based application, then you’ll want to create a calendar data page. For example, you can manage appointments using a calendar layout combined with a submission form to add new appointments.
In terms of security, your data pages can be password protected using Caspio’s built-in authentication feature where any number of users can log into your apps based on their user role or group. Once you enable record-level security, each user can only see data authorized to them.
We also support single sign-on. Your Caspio apps can be authenticated using your corporate login credentials, stored in Microsoft Active Directory, or other ID service providers, such as Okta or One Login.
Once you built your data pages, you can deploy them to any web property using Caspio’s flexible deployment feature. The most popular deployment method is to embed, where your apps embed seamlessly on your own website portal or internet. All you need to do is copy and paste the deploy code of where you want the data page to appear.
If you don’t need to deploy your apps to a website, you can still share them using a direct URL link.
For additional security, you can limit access to your applications based on a list of trusted IP addresses.
In terms of process automation, Caspio provides a number of features to help you automate your business workflows.
First, let’s take a look at triggered actions.
Triggered actions allow you to define workflows based on a specific event in the database: insert, update, or delete.
For example, whenever data is updated in your table, you could automatically copy that data to another table to maintain an audit log of historical changes.
Tasks allow you to run actions based on a predefined schedule. For example, you can run a weekly task to send a summary email that links to your weekly report. Or you could send a daily email to remind people of overdue items that require their attention.
You can also combine triggered actions with tasks where an email or SMS automatically goes out. Whenever a specific database event takes place.
The possibilities here are endless and are completely customizable based on your own unique workflows.
Another feature that makes Caspio so powerful is the use of established standards whenever you need to extend your applications beyond the standard features.
You can also use our built-in integration with Zapier to connect over 5,000 cloud services such as Office 365, Salesforce, MailChimp, you name it.
Or you can set up automated data import and export tasks to sync the data between other systems using storage services like Box OneDrive, Dropbox, Google Drive, or a private FTP site if you prefer.
So with that, I’d like to point out that this was only a quick high-level overview of Caspio’s most popular features, but there’s plenty more to explore once you start building.
Chances are, if you can imagine it, you can build it with Caspio. So let’s roll up our sleeves and start building your first application. Thanks for watching.
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