Welcome to our ultimate video guide on turning spreadsheets into apps. This video series will cover everything you need to create web applications with your Excel files.
Part 3 will teach you how to create login interfaces for the Excel web app you’re building.
When you see input fields for both username and password to access content on any given website, it means that user authentications are in place. Your goal in this tutorial is to custom build two user roles — Admins and Reps.
From the list of objects in the left-hand panel of Caspio’s app interface, click Authentications.
You’ll find in the resulting screen that your app has no authentications created. To get started, click the New Authentication link on top.
You’ll need to select your Authentication data source next, or the table that has the username and password fields for a specific role. Click on the dropdown menu and select demo_tbl_admin to start creating your admin authentication.
For your Setup options, you have two choices:
Select Custom for now to learn how you can validate the person that’s logging into the application.
There are four ways you can proceed:
For this tutorial, validate with a Caspio data source by clicking the first radio button. This will unlock more configuration options for your authentication form.
Under the Elements panel of the resulting window, your default Authentication Fields should be listed.
But the only change you’ll need to do here is rename the Label of your Email field from User name to Email. This is to intuitively signal users on what to input when logging in.
In case you wanted to add new Authentication Fields, follow the simple steps below:
This way, before your users can log in, they must input their Name, Email and Password.
But this exercise doesn’t require users to input their Name, so go ahead and select the newly added field in your Elements panel and click “X” at the bottom. Then click Yes in the confirmation window to remove.
To view more options that can be enabled on your login screen, expand the Advanced Settings (Optional) link below the Configure Authentication section.
Here are some of the features you can configure:
When you’re done, click Create to save your changes.
A window will then prompt you to type in the Authentication Name. Go ahead and input Demo Admin Login, then click Finish. This authentication will now be used as the login screen for all Sales Administrators to access your app.
For the login screen of your Sales Representatives, simply follow the same steps shown above. But do remember to select demo_tbl_reps when choosing the Authentication data source, and type in Demo Reps Login as the Authentication Name after clicking Create.
You’ve now completed the foundation of your app in Caspio by creating two login screens on top of the data you imported from Excel to web.
In the next video, you’ll learn how to build all the app functionalities. Expect to develop charts, forms, reports and pivot tables without writing a single line of code.