# SAPUGO Community

> Docs, product articles and discussions for SAPUGO. Ask questions, share what you built and shape the roadmap.

SAPUGO lets you build your own business system, tailored to the way your company works: tables, views, business rules, workflows, dashboards and permissions, with a built-in AI assistant. Each organization's data lives in its own isolated database, hosted in the EU.

This site has three parts: product documentation (/docs), the SAPUGO blog (/blog), and community discussions (/ and /s/<space>). Every docs page, story and discussion is also available as Markdown by adding `.md` to its URL. The complete documentation is at https://community.sapugo.app/llms-full.txt.

- App: https://sapugo.app
- Website: https://sapugo.com

## Docs

### Getting started

- [Introduction](https://community.sapugo.app/docs.md): SAPUGO lets you build your own business system, tailored to the way your company works. Learn how it works, what you can build and who it is for.
- [Quickstart](https://community.sapugo.app/docs/quickstart.md): Build your first system in SAPUGO in minutes. Sign up, create an organization, add a table with columns and rows, build a view, invite a teammate.
- [Core concepts](https://community.sapugo.app/docs/core-concepts.md): Understand the building blocks of a SAPUGO system, from organizations and tables to views, rules, workflows and permissions, and how they fit together.

### Data

- [Tables](https://community.sapugo.app/docs/tables.md): Tables hold the records your business tracks, such as customers, orders or jobs. Learn when to create a table, how to set it up, and how to manage it.
- [Access filters](https://community.sapugo.app/docs/base-views.md): Access filters decide which rows and columns of a table each person can reach. Learn how to create them and route each group to the right one.
- [Folders](https://community.sapugo.app/docs/folders.md): Folders organize views, pages and dashboards in the sidebar and control who can see them. Learn how to create folders, sections and apps.
- [Pages](https://community.sapugo.app/docs/pages.md): Pages are written documents in the sidebar, such as handbooks, checklists and process guides, with live views embedded right in the text.
- [Documents](https://community.sapugo.app/docs/documents.md): Design PDF templates such as invoices and delivery notes. Add variables, preview with test data, publish versions, and generate PDFs in workflows.

### Columns

- [Columns](https://community.sapugo.app/docs/columns.md): Columns decide what each record in a table stores. Learn how to add, edit, convert, reorder, and delete columns, and which type to pick.
- [Text](https://community.sapugo.app/docs/columns/text.md): Use a Text column for names, codes, and notes. Set a default value, length limits, and whether the column allows multiple lines.
- [Rich Text](https://community.sapugo.app/docs/columns/rich-text.md): Use a Rich Text column for formatted notes and descriptions on a record, with headings, lists, images, code blocks, and tables.
- [Number](https://community.sapugo.app/docs/columns/number.md): Use a Number column for quantities, money, percentages, durations, and star ratings. Choose a format, decimal places, and allowed range.
- [Checkbox](https://community.sapugo.app/docs/columns/checkbox.md): Use a Checkbox column for facts that are either true or false, such as Billable, Urgent, or Signature Received.
- [Date](https://community.sapugo.app/docs/columns/date.md): Use a Date column for due dates, appointments, and reporting periods. Choose the precision, display format, locale, and date limits.
- [Single Select](https://community.sapugo.app/docs/columns/single-select.md): Use a Single Select column to pick one option from a list you define, such as priority, region, or payment method. Add colors and standard lists.
- [Multi Select](https://community.sapugo.app/docs/columns/multi-select.md): Use a Multi Select column to tag a record with several options from one list, such as skills, channels, or labels. Set minimum and maximum picks.
- [Status](https://community.sapugo.app/docs/columns/status.md): Use a Status column to track a lifecycle, with each state marked as not started, in progress, done, or cancelled. Restrict which moves are allowed.
- [Person](https://community.sapugo.app/docs/columns/person.md): Use a Person column to assign one or more members of your organization to a record, such as an owner, assignee, or reviewers.
- [Email](https://community.sapugo.app/docs/columns/email.md): Use an Email column to store contact email addresses on a record. SAPUGO checks the format and makes each address easy to use.
- [Phone](https://community.sapugo.app/docs/columns/phone.md): Use a Phone column to store contact phone numbers on a record, such as a mobile, an office line, or a site contact number.
- [URL](https://community.sapugo.app/docs/columns/url.md): Use a URL column to store clickable links, such as websites, tracking links, or documents kept outside SAPUGO. Control how links are shown.
- [Relation](https://community.sapugo.app/docs/columns/relation.md): Use a Relation column to link records across tables, such as an order to its customer or a delivery to its orders. Show links on both sides.
- [Rollup](https://community.sapugo.app/docs/columns/rollup.md): Use a Rollup column to show values from linked records, such as an order total, a count of open jobs, or the latest reading. Always up to date.
- [Formula](https://community.sapugo.app/docs/columns/formula.md): Use a Formula column to calculate a value from other columns on the same record, such as a line total, a full name, or a due-date label.
- [Files](https://community.sapugo.app/docs/columns/files.md): Use a Files column to attach photos, contracts, drawings, and other uploads to a record. Limit file count, size, and type.
- [Location](https://community.sapugo.app/docs/columns/geo-point.md): Use a Location column to store a point on a map for sites, stops, and assets. Power map views and filter records by distance or area.
- [Icon](https://community.sapugo.app/docs/columns/icon.md): Use an Icon column to give each record an emoji or icon, with an optional color and background, so records are easy to spot in lists.
- [Page](https://community.sapugo.app/docs/columns/page.md): Use a Page column to give every record its own document, with a title, icon, cover, and formatted body. Ideal for specs, briefs, and write-ups.
- [ID](https://community.sapugo.app/docs/columns/id.md): Use an ID column to give every record a readable, automatically numbered identifier, such as INV-1042 or TICKET-7. Set a prefix and starting number.
- [Created and modified columns](https://community.sapugo.app/docs/columns/audit.md): Show who created or last changed a record, and when, with Created At, Last Modified At, Created By, and Last Modified By columns.

### Views

- [Views](https://community.sapugo.app/docs/views.md): Views are the screens where your team works with records. Learn the view types, how to create a view, and how filters and permissions apply.
- [Table view](https://community.sapugo.app/docs/views/table.md): A table view shows records as a grid you can search, filter, sort, group, and edit. Learn how to set one up and keep it tidy for your team.
- [Kanban view](https://community.sapugo.app/docs/views/kanban.md): A kanban view shows records as cards in columns, one column per stage. Drag a card to move a record forward. Learn how to set up a board.
- [Calendar view](https://community.sapugo.app/docs/views/calendar.md): A calendar view places records on dates by month, week, day, or resource. Learn how to set the date fields, colors, and scheduling lanes.
- [Map view](https://community.sapugo.app/docs/views/map.md): A map view shows records as pins at their location. Learn what a map needs, how pins and clustering work, and how to filter by distance.
- [Record page](https://community.sapugo.app/docs/views/record-page.md): The record page opens when you click a record. Design its tabs, form, related lists, and header buttons that start workflows or open links.

### Dashboards

- [Dashboards](https://community.sapugo.app/docs/dashboards.md): Dashboards show the state of your work at a glance with charts, KPIs and short lists. Learn how to create a dashboard and arrange its widgets.
- [Widgets](https://community.sapugo.app/docs/widgets.md): Widgets are the tiles on a dashboard. Compare the Chart, KPI and Table widgets and learn how each one reads data from a view.
- [Chart widget](https://community.sapugo.app/docs/widgets/chart.md): The Chart widget draws a bar, line, area, pie or donut chart from a view. Learn how to set up measures, grouping, time series and display options.
- [KPI widget](https://community.sapugo.app/docs/widgets/kpi.md): The KPI widget shows a single number from a view, such as open jobs or revenue this month, with an optional prefix, suffix and filter.
- [Table summary widget](https://community.sapugo.app/docs/widgets/table-summary.md): The Table widget shows a short list of rows from a view on a dashboard, such as the next deliveries, overdue invoices or low stock items.

### Automation

- [Business rules](https://community.sapugo.app/docs/business-rules.md): Business rules run every time a record is saved. Use them to fill in fields, check data, block changes, and update other records automatically.
- [Validation rules](https://community.sapugo.app/docs/business-rules/validation.md): A validation rule checks a record when it is saved and shows clear messages next to the right fields. Learn how to write checks, errors, and warnings.
- [Computation rules](https://community.sapugo.app/docs/business-rules/computation.md): A computation rule fills a field automatically when a record is saved. Learn how to set defaults, copy values, total other tables, and use formulas.
- [Guard rules](https://community.sapugo.app/docs/business-rules/guard.md): A guard rule blocks a change outright based on the record's state or the user's role. Learn how to lock approved records and allow exceptions.
- [Side effect rules](https://community.sapugo.app/docs/business-rules/side-effect.md): A side effect rule creates, updates, or deletes records in other tables when a record is saved, or starts a workflow. Learn when to use each.
- [Workflows](https://community.sapugo.app/docs/workflows.md): Workflows automate the work that follows a save. Send email, request approvals, create documents, call other systems, and update records on a schedule.
- [Workflow steps](https://community.sapugo.app/docs/workflows/nodes.md): Workflow steps are the building blocks of a workflow. Learn the difference between steps and values, how to add them, and where to find each one.
- [Data steps](https://community.sapugo.app/docs/workflows/nodes/data.md): Data steps read and write records through a view. Read with filters, create and update records, bulk import, and group writes in a transaction.
- [Value steps](https://community.sapugo.app/docs/workflows/nodes/values.md): Value steps calculate things in a workflow, from fixed values and comparisons to math, text, dates, lists, conversions, and locations.
- [Flow steps](https://community.sapugo.app/docs/workflows/nodes/flow.md): Flow steps control the path a workflow takes. Start and end a run, branch, loop, handle errors, wait, keep variables, and call other workflows.
- [People and message steps](https://community.sapugo.app/docs/workflows/nodes/people.md): Send email, reply in inbox threads, notify members, request approvals, and look up users and groups from a workflow.
- [File and document steps](https://community.sapugo.app/docs/workflows/nodes/files-and-documents.md): Work with files in a workflow. Attach files to records, edit images, create PDFs from templates, build spreadsheets and CSV files, and handle ZIP archives.
- [Other systems steps](https://community.sapugo.app/docs/workflows/nodes/other-systems.md): Connect workflows to other systems. Call web APIs, exchange files over FTP and SFTP, send and read EDI messages, use AI, and geocode addresses.
- [Webhooks](https://community.sapugo.app/docs/webhooks.md): Webhooks send a signed HTTP request to another system whenever records in your tables are created, updated, or deleted. Learn how to set one up.

### Access

- [Access](https://community.sapugo.app/docs/access.md): Control who can open folders, views, tables and dashboards in SAPUGO, what they can do there, and which rows and columns they see once inside.
- [Groups](https://community.sapugo.app/docs/groups.md): Groups bundle people by role, such as Technicians or Bookkeepers. Use them to grant permissions, control access, route access filters and assign work.

## Blog

No stories yet.

- [All stories as RSS](https://community.sapugo.app/blog/feed.xml)

## Discussion spaces

- [s/announcements](https://community.sapugo.app/s/announcements): Product news, releases and changes from the SAPUGO team.
- [s/help](https://community.sapugo.app/s/help): Questions, troubleshooting and how-tos. Mark the answer that solved your problem so others find it.
- [s/ideas](https://community.sapugo.app/s/ideas): Feature requests and product feedback. Upvote what you need most; the team updates the status as ideas move.
- [s/show-and-tell](https://community.sapugo.app/s/show-and-tell): Share the systems, templates and workflows you built, and how you built them.
- [s/general](https://community.sapugo.app/s/general): Everything else about running your business on SAPUGO.

## Optional

- [Sitemap](https://community.sapugo.app/sitemap.xml)