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Part 2 will show you how to import your Access data, database tables and table relationships into Caspio.
This Access application has a total of five tables.
Those three that we’re importing into Caspio are the Users table, Bugs table and Comments table. The reason why all five tables won’t be imported is because the Filters table and the Settings table are unique to the offline application. We won’t be needing those two inside our web app.
The tables we’ll import are also populated with fictitious data to show you how we can bring them into Caspio. And finally, we’ll show you how to import the relationships between the tables as well.
Since you can’t import your entire Access database, forms and reports will need to be recreated in Caspio.
Access allows you to split your database into two files:
To do that in MS Access, follow these simple steps:
Once you’re logged inside Caspio, click the New App link on top. You’ll then be given two ways to begin:
Since you already have your Access database, follow the steps below:
You’ll now see a list of all your tables for import on the following screen. As mentioned before, there is no need for the Filters table and Settings table. Go ahead and disable both of those tables by unchecking their boxes in the Source Object column.
Using the Action column, you can specify how you want to bring the tables and data into Caspio. Since you are bringing the Bugs, Comments and Users tables for the first time, select the action called Create New. Other options include Replace, Append, Update and Update Design.
In the Destination column, you can rename the table to something else. Keep the names as is for now and continue to the next screen by clicking Next.
Note that you can do the following on this screen:
Go through each one of your tables now and make sure your data types are set up correctly:
Table 1: Bugs (New)
Table 2: Comments (New)
Table 3: Users (New)
Note that these changes can be made even after your import.
Click Import to finalize the upload of your database file.
Once the import is complete, click the Close button.
Click the Tables object on the left-hand panel of the overview screen.
Here you’ll find all three tables you’ve imported. Clicking Open on any one of them will allow you to view the data stored inside. You can also rename, modify, delete and add fields by clicking Design.
To view the relationships between your tables, make sure you’re in the Tables menu and click the Relationships link on top. Next, include all three of your tables inside the canvas screen by checking all three boxes under In App.
And just like in Access, you can rearrange these tables however you want to display them. You can also see how Caspio was able to import the data, the tables and the relationships successfully.
All you need to do here is create three lookup tables that you can use as dropdowns for your app.
A quick note before you begin — every single table that you build should have a primary key to identify all the records in the database. You should always get into the habit of creating a unique ID first.
NEW TABLE 1: priorities_lookup
Go back to the main Tables menu and click the New Table link on top, then add the following fields under Name with their corresponding DataType:
Once you’re done inputting both fields: hit Save, name this table priorities_lookup, then click Finish.
You’ll need to input some values on this lookup table next, so Open this table’s container and quickly add the items below in the Priorities column:
NEW TABLE 2: status_lookup
Once you’re done inputting both fields: hit Save, name this table status_lookup, then click Finish.
Next, Open this lookup table and add the items below in the Status column:
NEW TABLE 3: categories_lookup
Once you’re done inputting both fields: hit Save, name this table categories_lookup, then click Finish.
Next, Open this lookup table and add the items below in the Category column:
Go back out to the Tables menu when you’re done.
You could also create these tables in Access and import them straight into Caspio, but we wanted to show you how to build tables directly inside the platform. Importing tables from an Excel file is also an option.
In order to create a login interface, there is one minor modification you’ll need to make. Click the Design link on your Users table to get started.
You can either allow your users to log into the app with a unique username, or do the same using the email field. Whatever preference you have, you can give them login access with any set of credentials.
We will be using the Username field for this example, and add a Password field as well to the table. Simply follow the steps below to make these changes:
Remember that John’s password is now test. We will be using his credentials as we build the app.
You now know how to import your Access database into Caspio. You also learned how to build new tables and manipulate some of the data elements to maintain application integrity.
In the next video, we’ll teach you how to build a login interface.
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