First Steps

The best way to learn about Ninox is by trying. Templates are a great resource to get to know about the possibilities. To get you started, this tuactorial will guide you with a step by step instruction to create your first database with Ninoxdb from scratch.

Getting started with Ninox

You will learn how to build a client database. It is actually the “Invoices” template. You can also download the this template or find it in the templates section on the Ninox start page.

In this first part you will create a table to keep records of your customers. You will add text-fields for name, address and company and choice-boxes with predefined values, such as your customer status or gender.

In the second part you will learn about the concept of data views. A data view is a representation of your table data. You will create different views to highlight different aspects of your clients.

The third part shows how to create a database for invoices.You will create invoices for your clients and link products to each invoice. We will highlight references between tables and shows how to calculate values like sums, years and (total) prices.

Tutorial – Part I

In this part you will set up a database to keep record of your customers. We will add different data fields with name and address of your customer. Finally we will customize the layout of data records and overviews.

1Create a database

  • Start Ninox.
  • Click on “New Database”.

tutorial_1_2016_11_screen_1

  • Enter a name for your database.
  • Choose where you want to store your database: on your local machine or in iCloud.

Selecting iCloud will enable the synchronisation feature.

2Create a table

Once you have created a database the screen will show to the database homepage.

Note that the wrench icon is highlighted in red. This indicates that the administration mode is active. Click the wrench to activate/deactivate the administration mode. You can create new tables in administration mode only. Other features, like “data model” and “options” may also be available in the admin mode only.

  • Click on “New table”.

tutorial_1_2016_11_screen_2

3Add data fields to the table

Now you see the table editor. You can add data fields to your table by drag and drop.
tutorial_1_2016_11_screen_10
Please follow these steps:

  • First enter a name for the table on the top left.

We recommend not to use special characters or white spaces for table names.

  • Start by adding text-fields for name, address and so on.

There are different data field types you can choose from, e.g. text, multiline text,numbers, dates or Email. The order of the fields can be changed by drag and drop.

  • Add an Email-field
  • Add a Choice-field for “Gender”

tutorial_1_2016_11_screen_3

  • Click “Save changes”.

You’ll get back to the database home screen. You will discover your newly created table “Costomers”.
tutorial_1_2016_11_screen_4

4Edit field properties

All fields have properties.

  • Click on the table Customers you just created.
  • Click on the choice-field “gender” to open and edit the field properties.

tutorial_1_2016_11_screen_5
Now, you get to the field editor. For each field you can define and customize different field properties.
tutorial_1_2016_11_screen_6

  •  Click on “Add value” and add values for “Mr” and “Ms”

tutorial_1_2016_11_screen_7
Now your table gets a dropdown box from where you can choose the gender.

  • Click on “Required” and choose “Yes” to make it mandatory for every data entry.
  • Click Ok to get back to the table field´s editor.
  • Click on “save changes” to save and get back to the database home screen.

tutorial_1_2016_11_screen_8
tutorial_1_2016_11_screen_9

5Input data

Now you get to the data view of your table and to start creating data records. The data fields you created before will be shown as columns.

  • Click on top on “Create record” or in the first empty line to open the data entry form

Note that Ninox by default will only shows the first 7 data fields. You can customize which and how many fields are displayed. It is possible to create different data views (We will be cover this in the 2nd part of this tutorial).

  • Click the (+) sign on top (“Create record”) or the first empty line to open the data entry form.

Now the data entry form opens with all the fields of the table you defined before.

  • Fill out the form
  • Create as many records as you like

Note that we have made the gender field compulsory before.

6Edit the data entry form

The data form has a 4-Column Layout. You can customize the width of each data field.

  • Activate the Admin Mode by clicking on the wrench icon.
  • Now you can edit every data field.
  • Click on top of a data field to edit its properties.

If the admin mode is active you can change the layout of your form:
tutorial_1_2016_11_screen_C

  • By pulling the white squares on the left and bottom you can adjust the size of each field.
  • Change the position of fields with drag&drop.
  • Click on the tab “Customers” on top of the form.

7Add Layout Elements to the form

tutorial_1_2016_11_screen_D
It is possible to add layout elements like heads, spaces and line breaks to structure the form. You can also add tabs to your data entry form.
tutorial_1_2016_11_screen_E

  • Add layout elements.
  • To save changes click on “Save changes” (in red).

tutorial_1_2016_11_screen_A
When you go back to the table field editor you notice that you can also change and add layout elements from here.
tutorial_1_2016_11_screen_G

To get ready for the next chapter please create more records or try the CSV import to get data from other sources.

Leave a Reply