Save calculations and data in the app | Allow client changes

You can save your calculations directly in your app, so you do not have to re-enter all input values. With repetitive calculations, this will save you a lot of time because the app does not have to be "re-filled". Not only numbers but also texts or values from selection lists can be stored in the data record.

• General information
• Enable client changes
• Save data as "private"
• Save data accessible for other users
• Load saved data
• Delete saved data
• View and download the change protocol

General information

The "Allow client changes" option for calculations also works for apps whose source file is not hosted in the "Microsoft Azure Europe"-based Open as App cloud. The data stored via the app are not pushed directly into the source file and thus don't overwrite them. This also makes it possible to save calculations from apps based on Spreadsheets from your OneDrive or Dropbox.

Calculations can be saved privately - only visible to you - or shared with other team members who have access to the app. Data that is not stored as "private" is automatically stored in the portal so that you can evaluate, for example, mobile-generated offers on your companies local laptop or pc.
All data is collected in a change protocol in your app and can be accessed via the Open as App portal.

Enable client changes

In order to save and reload data such as quotations in the app, the "Allow client changes" function must be activated. This also applies if the data should only be stored "privately" - therefore should not be stored in the change protocol of the app and should not be available to other users of your app.

1. Open your app on the portal and navigate to the "manage data" view on the left menu.
2. Go to the "Allow client changes" view.
3. Enable the "Allow client changes" function by turning the switch.
4. Save the changes and update your app.

Save data as "private"

Data stored private can only be loaded back into the app by the creator of the data set.
Data stored privately is not stored in the change protocol in the portal.

To save the entered and calculated values in your app, proceed as follows:

1. Open the right function menu within your app.
2. Click "save data".
3. Enter a title for the data set.
4. (Optionally) add a description of this data set.
5. Ensure that the "private" switch is activated.
6. Save the data set by clicking on "save".

Save data accessible for other users

You can make a data set available to other users of your app by not saving it as "private".
Non-private data can be loaded, for example, by the team members who have access to the app. Data not stored as "private" is stored in the change protocol of your app in the portal, so that you can evaluate and process this data at any time on your pc.

To save the entered and calculated values in your app, proceed as follows:

1. Open the right function menu within your app.
2. Click "save data".
3. Enter a title for the record.
4. (Optionally) add a description of this record.
5. Disable the switch that sets the data to "private".
6. Save the data set by clicking on "save".

Load saved data

Already stored calculations can be found and loaded in the function menu under "load data".
The accessibility of the stored data set depends on who has access to the app (e.g. all team members) and how the data was saved ("private" yes / no).

To load a stored data set, proceed as follows:

1. Open the function menu in your app.
2. Click on "load data".
3. Select the desired record.
4. Click on the "load data" button.

Delete saved data

As the creator of a data set, you have the option to delete this data set.

A deleted record is no longer accessible in the app.

To delete a record, proceed as follows:

1. Open the function menu in your app.
2. Click on "load data".
3. Select the desired data set.
4. Click on the "delete data" button.
5. Confirm the process by clicking on "yes".

View and download the change protocol

The "show change protocol" allows you to view all non-private stored data sets. For example, you will find information about which data was saved by which user and when it was saved.

In the "Show change protocol" view, all data sets are listed in tabular form. This table can be filtered, grouped, or searched according to specific values.

To see the change protocol, proceed as follows:

1. Open your app on the portal and navigate to the "manage data" view on the left menu.
2. Go to the "Show change protocol" view.

The "show change protocol" can also be downloaded as a complete excel file and handled further. You can import this file into one of your systems, for example.

1. Open your app on the portal and navigate to the "manage data" view on the left menu.
2. Go to the "Show change protocol" view.
3. Below the table, with all the data sets you will find the "download" button to download the whole change protocol as a .xlsx file.