6
September
2021
Tutorial

Building an Expense Manager for your Startup!

0
 minutes

From startups to large multinational corporations, every organization needs a tool or an application to keep a track of expenses. These apps usually help different departments, for example, the CEO’s office or finance teams to keep track of salaries, reimbursements and other company expenses.

There are several tools that one can find to manage expenses, however, these are either expensive or lack some crucial features that do not serve a large number of use-cases and finance goals.

We think that building expense managers shouldn’t be too complicated. So, we built an expense management dashboard using Appsmith and Google Sheets, which can be used by an organisation to manage reimbursements expenses based on their monthly budget limitations. Additionally, admins of the app can also either approve or reject it based on the reimbursement request that is raised by an employee.

Here’s a sneak peek of what the app looks like.

CleanShot 2021-09-03 at 13.20.45@2x.png
Appsmith is an open-source framework that lets developers build dashboards, workflows, and CRUD apps with only the necessary code. You can connect to any API or databases like MongoDB, PostgreSQL, or MYSQL and get access to multiple widgets, including charts, tables and forms, for building a UI fast.

Following are the table of contents:

  • Getting Started with Appsmith and Gsheets
  • Fetch Data from Google Sheet to Appsmith
  • Posting Data for Requesting Reimbursement
  • Expense Manager Admin
  • Adding some additional metrics to track expenses!

Set Up Google Sheets and Appsmith

Follow the steps below to use Google Sheets with Appsmith:

  1. Create a new account on Appsmith (it’s free!), if you are already an existing user, log in to your Appsmith account.
  2. Create a new application by clicking on the Create New button under the Appsmith dashboard.
  3. We’ll now see a new Appsmith app with an empty canvas and a sidebar with Widgets, APIs and DB Queries.
  4. Click on the + icon next to the APIs section and choose the Google Sheets option.
  5. Next, click on the New Datasource button and set the scope to Read and Write and click Authorise.
  6. This will ask us to log in from our Google Account, choose the account we want to access Google Sheets with and log in. After successful authorisation, this will redirect back to your Appsmith account.
  7. Now, you’ll find your Google Sheets Datasource under your APIs, and you can create the necessary queries by choosing this data source.

Awesome! Now that our Google Sheets Plugin is set up, let’s create a new Google Sheet and add the necessary fields required for managing expenses.

Following are the fields we’ll be considering:

Date
Requested On
Type
Reason
Amount
Status
Requested By
Attachment(s)
Comments from Admin

To make this more precise, we’ve made a sample Google Sheet with some mock data here. We’ll be using the same Sheet throughout this guide, and you can either follow with this or create your own based on our requirements.

docs.google.com/spreadsheets/d/1b7BuwDx0He4..

Fetch Data from Google Sheet to Appsmith

Now that we are connected to our Google Sheets data source, let’s connect to our Google Sheet and query all the data onto a list widget in Appsmith. To do this, navigate to the created data source under the APIs section and click on the New API button on the top right. Next, follow the below steps:

  • After clicking the New API button, you’ll be redirected to a new query tab, name your API to getReimbursement by double-clicking on the existing one.
  • Now set the method to Fetch Sheets Row, this method will query the data that’s present in the given Google Sheet.
  • In the SpreadSheet URL property, paste the URL of your Google Sheet, in this tutorial we’ll be following with the following URL:

https://docs.google.com/spreadsheets/d/1b7BuwDx0He41wtKYazxX3uJyIgQDHDRWyfyycL6mLMk/edit#gid=0

  • Next, in the Sheet name, add the name of our first sheet which is Reimbursement
  • The Table Heading Row Index property takes in the row number that basically has our column heading, we’ll set this to 1.
  • Next, we’ll set the Row Offset to 1 and Row limit to 100, this will query only the first 100 rows of our Google Sheet.
  • Lastly, click on the Run button on the top right, we should see the sheet information in JSON format in the response pane at the bottom.

Awesome, now that we have our data from the Google Sheet, let’s put this in a list; drag and drop a new table widget and paste the following in the Table Data property:

{{
    getReimbursement.data.filter((item) => {
        return item["Requested By"] == appsmith.user.name;
    })
}}
Quick Hack: For making the application more readable, let’s change the colour of the text based on the Reimbursement status. Appsmith allows us to write JS for styling widgets, now open the Text3 property pane and toggle JS in the text colour property and paste the following code:
Text1: {{currentItem.Reason}}
This will display the reason from the sheets row onto the list item

Text2: {{`Amount: ${currentItem.Amount} $`}}
Display’s the amount of the expense

Text3: {{`Status: ${currentItem.Status} $`}}
Display’s the status of the expense from the sheets row onto the list item

Text4: {{currentItem["Date"]}}
Display’s the status of the expense from the sheets row onto the list item

Text5: {{`Type: ${currentItem.Type}`}}
Display’s the Expense type from sheet

Text6: {{currentItem["Date"]}}
Display’s the date from the sheet

With this, our list widget is colourful and feature-rich.

Here’s how it looks like:

Post Data for Requesting Reimbursement

In this section, we’ll create a new form that will allow users to post new reimbursement requests to the admins. For this, let’s use the Form and Input components and Google Sheets integration on Appsmith. Follow the below steps:

  1. First, let’s add a container component to wrap all the widgets on the canvas.
  2. Drag and drop the Form widget onto the container widget, here we’ll see two button’s that’ll allow to submit a form and reset a form.
  3. Add the following widgets onto the form widget that’ll allow us to collect all the data to request a reimbursement.
  4. Select Widget (Name it as claimType)

We’ll add the select widget onto the form to set the type of reimbursement. Open the property-pane of the select widget and let’s add the options by pasting the following code:

{{
function () {
      let skills = ["Travel", "Hotel and Accomodation", "Food", "Medical", "Telephone","Fuel", "Imprest", "Other"];

      let options_list = skills.map((item) => {
        return {
          label: item,
          value: item,
        };
      });

      return options_list;
    }()
}}

Here we define an array of all the options and iterate through a for-loop and render them all in the select widget.

  • DatePicker Widget (Name it as expenseDate) The date picker widget allows us to add the date of the expense. To set the default date, open the property pane and set the Default Date to moment.now()
  • Input Widget (Name it as expenseDetail) Allows users to add the details of reimbursement.
  • Input Widget (Name it as expenseAmount) Allows the user to add the amount that’s requested for the reimbursement. Here, to make it more precise, ser the input type to float, to accept decimals in the given input.

Now that we have our form ready, let's write the logic to push the values from the form to the Google Sheet whenever submitted. Follow the below steps:

  • Create a new API from the existing Google Sheets data source and set the query method to Insert Sheet Row. This query method helps us insert new data to the Google Sheet from Appsmith.
  • Name the query as postReimbursement
  • Next, in the SpreadSheet URL property, add the link to our Google Sheet.
  • The Sheet Name will be Reimbursement as named in our Google Sheet.
  • The Table Heading Row Index will be the row where the names of the columns are listed; in our case, this will be 1,
  • Lastly, the Row Object takes a JSON object with keys set to the column names associated with the desired values. In our case, below is how the Row Object should look like:
{
    "Date": "{{expenseDate.formattedDate}}",
    "Requested On":"{{moment().format("L")}}",
    "Type": "{{claimType.selectedOptionValue}}",
    "Reason": "{{expenseDetail.text}}",
    "Amount": "{{expenseAmount.text}}",
    "Status": "Pending",
    "Requested By": "{{appsmith.user.name}}"
}

Here, the keys are the column names in the Google Sheet, and the values associated with them are the names of the input widgets. The .text method is used to pick the text that's written in the input widgets.

Lastly, in the form below for the submit button, set the on click property to Call an API and call the postReimbursement query from the options. With this, we should be able to add new rows to Google Sheet from Appsmith.

In the next section, we will build an Admin Dashboard where admins can approve or reject the requested reimbursement.

Expense Manager Admin

The expense manager admin can be only viewed by the admins of the application. Here we’ll be displaying all the information regarding the reimbursement’s and add an option to approve and reject them with a comment.

To build this, follow the steps below:

  1. Create a new page by clicking on the + icon next to the pages and rename it to Admin View.
  2. Add a container widget across the canvas to group all the widget’s Copy the getReimbursement query from Page1 to Admin View page
  3. We’ll now add a table to show all the pending reimbursements and add an option to approve and reject them. Drag and drop a table widget onto the container, open the property pane and set the Table Data to the following:
{{getReimbursement.data.filter((item) => {
  return item["Status"] == "Pending";
})}}

With this, we should see all the reimbursement requests with pending status on the table widget. Now, add to add options to approve and reject follow the below steps:

  • Open the Table’s property pane, and add click on the add new custom column, set the label to Approve and column type to Button.

Now create a new API from the Sheets Expense Manager data source and rename it to aprroveReimbursement, the idea here is to update the status of reimbursement whenever the approve button is hit on the Table. Now, in the query set the method to Update sheet row and row object to the following:

{
    "rowIndex":{{Table1.selectedRow.rowIndex}},
    "Status": "Approved"
}

Similarly, create another query for rejecting the reimbursement (rejectReimbursement), use the following code snippet in the Row Object property:

{
    "rowIndex":{{Table1.selectedRow.rowIndex}},
    "Status": "Rejected",
    "commentsInput":"{{commentsInput.text}}"
}

Now, go back to the Table Widget, and set the Approve button onClick property to execute a query and select the aprroveReimbursement query.

For rejecting the query select the rejectReimbursement on the Reject button’s onClick property.

Similarly, add two more tables to show all the approved and rejected reimbursement for future references, drag and drop two table widget’s and set the Table Data to the following:

Table2, Table Data:

{
    {{getReimbursement.data.filter((item) => {
  return item["Status"] == "Approved";
})}}
}
{
   Table3, Table Data:
{{getReimbursement.data.filter((item) => {
  return item["Status"] == "Rejected";
})}}
}

Add some additional metrics to track expenses!

Our dashboard is almost ready, now to give the admins an overall picture of expenses, let’s add some metrics that’ll help quickly look at the pending, paid, and rejected amounts. For this, we’ll need to drag and drop the text widgets and use the following snippet to do the calculations from the table widget.

In this code snippet, we’re iterating over the Table1 data and counting the summing up the Amount column. As the text widget accepts a string, the function will be returning the same data type. Similarly, let’s drop two more text widget’s and calculate the total amount approved and total amount rejected.

Use the following snippets:

Total Amount Pending

Text Widget Value:

Total Amount Rejected

{
 {{
function(){
    let count =0;
    for(let i=0;i < Table1.tableData.length; i++){
        count = count+ parseInt(Table1.tableData[i]["Amount"])
    }
        return "Total Amount Pending:  " + count
}()
}}
}

Now, finally, this is how the admin view looks like:

CleanShot 2021-09-03 at 13.20.45@2x.png

Building this app from scratch, including writing snippets of code is likely to take 30 minutes! Isn’t that simple?

If you liked this tutorial, and are planning to build this, let me know. I’d love to help you make it as complex as you’d like. Write to me at vihar@appsmith.com

Building an Expense Manager for your Startup!

From startups to large multinational corporations, every organization needs a tool or an application to keep a track of expenses. These apps usually help different departments, for example, the CEO’s office or finance teams to keep track of salaries, reimbursements and other company expenses.

There are several tools that one can find to manage expenses, however, these are either expensive or lack some crucial features that do not serve a large number of use-cases and finance goals.

We think that building expense managers shouldn’t be too complicated. So, we built an expense management dashboard using Appsmith and Google Sheets, which can be used by an organisation to manage reimbursements expenses based on their monthly budget limitations. Additionally, admins of the app can also either approve or reject it based on the reimbursement request that is raised by an employee.

Here’s a sneak peek of what the app looks like.

CleanShot 2021-09-03 at 13.20.45@2x.png
Appsmith is an open-source framework that lets developers build dashboards, workflows, and CRUD apps with only the necessary code. You can connect to any API or databases like MongoDB, PostgreSQL, or MYSQL and get access to multiple widgets, including charts, tables and forms, for building a UI fast.

Following are the table of contents:

  • Getting Started with Appsmith and Gsheets
  • Fetch Data from Google Sheet to Appsmith
  • Posting Data for Requesting Reimbursement
  • Expense Manager Admin
  • Adding some additional metrics to track expenses!

Set Up Google Sheets and Appsmith

Follow the steps below to use Google Sheets with Appsmith:

  1. Create a new account on Appsmith (it’s free!), if you are already an existing user, log in to your Appsmith account.
  2. Create a new application by clicking on the Create New button under the Appsmith dashboard.
  3. We’ll now see a new Appsmith app with an empty canvas and a sidebar with Widgets, APIs and DB Queries.
  4. Click on the + icon next to the APIs section and choose the Google Sheets option.
  5. Next, click on the New Datasource button and set the scope to Read and Write and click Authorise.
  6. This will ask us to log in from our Google Account, choose the account we want to access Google Sheets with and log in. After successful authorisation, this will redirect back to your Appsmith account.
  7. Now, you’ll find your Google Sheets Datasource under your APIs, and you can create the necessary queries by choosing this data source.

Awesome! Now that our Google Sheets Plugin is set up, let’s create a new Google Sheet and add the necessary fields required for managing expenses.

Following are the fields we’ll be considering:

Date
Requested On
Type
Reason
Amount
Status
Requested By
Attachment(s)
Comments from Admin

To make this more precise, we’ve made a sample Google Sheet with some mock data here. We’ll be using the same Sheet throughout this guide, and you can either follow with this or create your own based on our requirements.

docs.google.com/spreadsheets/d/1b7BuwDx0He4..

Fetch Data from Google Sheet to Appsmith

Now that we are connected to our Google Sheets data source, let’s connect to our Google Sheet and query all the data onto a list widget in Appsmith. To do this, navigate to the created data source under the APIs section and click on the New API button on the top right. Next, follow the below steps:

  • After clicking the New API button, you’ll be redirected to a new query tab, name your API to getReimbursement by double-clicking on the existing one.
  • Now set the method to Fetch Sheets Row, this method will query the data that’s present in the given Google Sheet.
  • In the SpreadSheet URL property, paste the URL of your Google Sheet, in this tutorial we’ll be following with the following URL:

https://docs.google.com/spreadsheets/d/1b7BuwDx0He41wtKYazxX3uJyIgQDHDRWyfyycL6mLMk/edit#gid=0

  • Next, in the Sheet name, add the name of our first sheet which is Reimbursement
  • The Table Heading Row Index property takes in the row number that basically has our column heading, we’ll set this to 1.
  • Next, we’ll set the Row Offset to 1 and Row limit to 100, this will query only the first 100 rows of our Google Sheet.
  • Lastly, click on the Run button on the top right, we should see the sheet information in JSON format in the response pane at the bottom.

Awesome, now that we have our data from the Google Sheet, let’s put this in a list; drag and drop a new table widget and paste the following in the Table Data property:

{{
    getReimbursement.data.filter((item) => {
        return item["Requested By"] == appsmith.user.name;
    })
}}
Quick Hack: For making the application more readable, let’s change the colour of the text based on the Reimbursement status. Appsmith allows us to write JS for styling widgets, now open the Text3 property pane and toggle JS in the text colour property and paste the following code:
Text1: {{currentItem.Reason}}
This will display the reason from the sheets row onto the list item

Text2: {{`Amount: ${currentItem.Amount} $`}}
Display’s the amount of the expense

Text3: {{`Status: ${currentItem.Status} $`}}
Display’s the status of the expense from the sheets row onto the list item

Text4: {{currentItem["Date"]}}
Display’s the status of the expense from the sheets row onto the list item

Text5: {{`Type: ${currentItem.Type}`}}
Display’s the Expense type from sheet

Text6: {{currentItem["Date"]}}
Display’s the date from the sheet

With this, our list widget is colourful and feature-rich.

Here’s how it looks like:

Post Data for Requesting Reimbursement

In this section, we’ll create a new form that will allow users to post new reimbursement requests to the admins. For this, let’s use the Form and Input components and Google Sheets integration on Appsmith. Follow the below steps:

  1. First, let’s add a container component to wrap all the widgets on the canvas.
  2. Drag and drop the Form widget onto the container widget, here we’ll see two button’s that’ll allow to submit a form and reset a form.
  3. Add the following widgets onto the form widget that’ll allow us to collect all the data to request a reimbursement.
  4. Select Widget (Name it as claimType)

We’ll add the select widget onto the form to set the type of reimbursement. Open the property-pane of the select widget and let’s add the options by pasting the following code:

{{
function () {
      let skills = ["Travel", "Hotel and Accomodation", "Food", "Medical", "Telephone","Fuel", "Imprest", "Other"];

      let options_list = skills.map((item) => {
        return {
          label: item,
          value: item,
        };
      });

      return options_list;
    }()
}}

Here we define an array of all the options and iterate through a for-loop and render them all in the select widget.

  • DatePicker Widget (Name it as expenseDate) The date picker widget allows us to add the date of the expense. To set the default date, open the property pane and set the Default Date to moment.now()
  • Input Widget (Name it as expenseDetail) Allows users to add the details of reimbursement.
  • Input Widget (Name it as expenseAmount) Allows the user to add the amount that’s requested for the reimbursement. Here, to make it more precise, ser the input type to float, to accept decimals in the given input.

Now that we have our form ready, let's write the logic to push the values from the form to the Google Sheet whenever submitted. Follow the below steps:

  • Create a new API from the existing Google Sheets data source and set the query method to Insert Sheet Row. This query method helps us insert new data to the Google Sheet from Appsmith.
  • Name the query as postReimbursement
  • Next, in the SpreadSheet URL property, add the link to our Google Sheet.
  • The Sheet Name will be Reimbursement as named in our Google Sheet.
  • The Table Heading Row Index will be the row where the names of the columns are listed; in our case, this will be 1,
  • Lastly, the Row Object takes a JSON object with keys set to the column names associated with the desired values. In our case, below is how the Row Object should look like:
{
    "Date": "{{expenseDate.formattedDate}}",
    "Requested On":"{{moment().format("L")}}",
    "Type": "{{claimType.selectedOptionValue}}",
    "Reason": "{{expenseDetail.text}}",
    "Amount": "{{expenseAmount.text}}",
    "Status": "Pending",
    "Requested By": "{{appsmith.user.name}}"
}

Here, the keys are the column names in the Google Sheet, and the values associated with them are the names of the input widgets. The .text method is used to pick the text that's written in the input widgets.

Lastly, in the form below for the submit button, set the on click property to Call an API and call the postReimbursement query from the options. With this, we should be able to add new rows to Google Sheet from Appsmith.

In the next section, we will build an Admin Dashboard where admins can approve or reject the requested reimbursement.

Expense Manager Admin

The expense manager admin can be only viewed by the admins of the application. Here we’ll be displaying all the information regarding the reimbursement’s and add an option to approve and reject them with a comment.

To build this, follow the steps below:

  1. Create a new page by clicking on the + icon next to the pages and rename it to Admin View.
  2. Add a container widget across the canvas to group all the widget’s Copy the getReimbursement query from Page1 to Admin View page
  3. We’ll now add a table to show all the pending reimbursements and add an option to approve and reject them. Drag and drop a table widget onto the container, open the property pane and set the Table Data to the following:
{{getReimbursement.data.filter((item) => {
  return item["Status"] == "Pending";
})}}

With this, we should see all the reimbursement requests with pending status on the table widget. Now, add to add options to approve and reject follow the below steps:

  • Open the Table’s property pane, and add click on the add new custom column, set the label to Approve and column type to Button.

Now create a new API from the Sheets Expense Manager data source and rename it to aprroveReimbursement, the idea here is to update the status of reimbursement whenever the approve button is hit on the Table. Now, in the query set the method to Update sheet row and row object to the following:

{
    "rowIndex":{{Table1.selectedRow.rowIndex}},
    "Status": "Approved"
}

Similarly, create another query for rejecting the reimbursement (rejectReimbursement), use the following code snippet in the Row Object property:

{
    "rowIndex":{{Table1.selectedRow.rowIndex}},
    "Status": "Rejected",
    "commentsInput":"{{commentsInput.text}}"
}

Now, go back to the Table Widget, and set the Approve button onClick property to execute a query and select the aprroveReimbursement query.

For rejecting the query select the rejectReimbursement on the Reject button’s onClick property.

Similarly, add two more tables to show all the approved and rejected reimbursement for future references, drag and drop two table widget’s and set the Table Data to the following:

Table2, Table Data:

{
    {{getReimbursement.data.filter((item) => {
  return item["Status"] == "Approved";
})}}
}
{
   Table3, Table Data:
{{getReimbursement.data.filter((item) => {
  return item["Status"] == "Rejected";
})}}
}

Add some additional metrics to track expenses!

Our dashboard is almost ready, now to give the admins an overall picture of expenses, let’s add some metrics that’ll help quickly look at the pending, paid, and rejected amounts. For this, we’ll need to drag and drop the text widgets and use the following snippet to do the calculations from the table widget.

In this code snippet, we’re iterating over the Table1 data and counting the summing up the Amount column. As the text widget accepts a string, the function will be returning the same data type. Similarly, let’s drop two more text widget’s and calculate the total amount approved and total amount rejected.

Use the following snippets:

Total Amount Pending

Text Widget Value:

Total Amount Rejected

{
 {{
function(){
    let count =0;
    for(let i=0;i < Table1.tableData.length; i++){
        count = count+ parseInt(Table1.tableData[i]["Amount"])
    }
        return "Total Amount Pending:  " + count
}()
}}
}

Now, finally, this is how the admin view looks like:

CleanShot 2021-09-03 at 13.20.45@2x.png

Building this app from scratch, including writing snippets of code is likely to take 30 minutes! Isn’t that simple?

If you liked this tutorial, and are planning to build this, let me know. I’d love to help you make it as complex as you’d like. Write to me at vihar@appsmith.com

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Build a Payment Link Generator App with Stripe APIs
29
April
2022
Resources

Build a Payment Link Generator App with Stripe APIs

Build a Payment Link Generator App with Stripe APIs
Vihar Kurama
0
 minutes ↗
#
stripe
#
guide
#
dashboard
Resources

Stripe is one of the most prominent developer tools for integrating payments into your website or application. The service allows you to start accepting payments from users in 14 countries and 24 currencies, and all this is relatively easy to set up! However, not every business needs a full-fledged website for collecting payments from their customers. In this short tutorial, we'll be building an app on Appsmith that will generate Stripe payment links for you directly from your dashboard. You can create as many payment links as you like and make them available via email. Even if someone doesn't have an Internet connection or uses a computer without a browser installed, they can still take advantage of your services!

Appsmith is an open-source application builder that integrates with custom APIs and databases. It's perfect for building your team's internal tools, admin panels, and dashboards.

Let's dive in!

Setting up Stripe Account

The first step in building a payment link generator is to set up a Stripe account. You can either create a new account or log in if you're an existing user.

Please note that this application is a built-in test mode, which requires additional information about the business to generate payment links. To make it into a fully-functional application, you will need to add additional details regarding your bank and tax information.

Your dashboard will look like this:

CleanShot 2022-04-20 at 15.30.29@2x.png

Even in test mode, you will be able to access all the features of Stripe APIs, but this will not be able to make complete transactions from our generated links.

The next step is to make our API requests from Appsmith; we’ll need to copy the secret key that’s available on the main page of the dashboard.

CleanShot 2022-04-20 at 15.36.24@2x.png

This secret key lets us access our Stripe account via Bearer Token-based authentication.

In the next section, we'll build s simple UI that lets us generate payment links based on the given customer information and payment price.

Building UI on Appsmith

The first step is to create an account on Appsmith. In this guide, I'll be using the cloud version of Appsmith, but you can always choose to use Appsmith locally or self-host it on your server.

  • Navigate to appsmith.com and sign-up for a new account if you're a new user or login into the existing one.
  • Create a new application under your preferred organization. You'll see an editor with everything you need to build your internal application.
  • As soon as you create a new app, you'll see a canvas with all the details around widgets and data sources on the left sidebar.

Now, click on the widgets tab and drag and drop a container widget on the canvas; this will allow us to group all the widgets in a container. This can be completely customizable; you could add borders, background colours, shadows, and more by opening the property pane.

Inside the container widget, drag and drop a new form widget and add a few input widgets onto the container that lets us collect information for payment links:

  • Product Name
  • Price
  • Quantity
  • Success URL
  • Capture Method

We could also add some additional configuration based on the information that needs to be collected, referring to the Stripe Documentation.

Following is a screenshot of how the UI looks on Appsmith:

CleanShot 2022-04-20 at 16.39.52@2x.png

Next, let’s create a new datasource, an API endpoint that’ll create a new Stripe payment link.

  • Click on the + icon next to Datasources from the sidebar
  • Choose API Endpoint and paste the following URL:

https://api.stripe.com/v1/checkout/sessions

  • You can rename this URL by just double-clicking on the existing one; let’s call this stripe-session.
  • Stripe APIs use BEARER token-based authentication; hence, the API expects an Authorization header with a bearer token.
  • Copy the token from the Stripe dashboard and paste it into the header.

Authorization - BEARER <token>

  • Lastly, let’s send the data as a payload using the filling FORM_URLENCODED data since we are collecting all the inputs in a form widget. Alternatively, we could also add the payload in the JSON Body filed.
To bind the data on the API, we’ll need to use the moustache bindings and the input widgets names. Here’s how we can access the data from the price the amount widget:

{{amountInput.text*100}}


Similarly, we add all the required fields on the payload to create a new session. Here’s a screenshot of what the payload looks like:

CleanShot 2022-04-25 at 21.43.03@2x.png

Our API is now ready; let’s add one more input widget, generating a Stripe Session link (the payment link) for use with the data passed through our input widgets.

Here’s what we’ll need to bind the response from the API endpoint; we can do this by binding the following:

​​{{stripe_Session.data.url}}


The .data property on an API request will return the response from the API endpoint; here, we’ve accessed the URL field, which is essentially the payment link.

If you open this URL, you’ll see a new Stripe session with the amount and details you’ve entered on the form.

Here’s a recording of how this works:

If you’re interested in using a database not listed on our website as an integration, please let us know about it by raising a PR on Github, and we will do our best to include it at the earliest.

Join our growing community on Discord, and follow us on Youtube and Twitter to stay up to date.

March Round-up: Templates, JSON Form, and More Product Updates
7
April
2022
Monthly Round-up

March Round-up: Templates, JSON Form, and More Product Updates

March Round-up: Templates, JSON Form, and More Product Updates
Vihar Kurama
0
 minutes ↗
#
announcement
#
applications
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community
#
Templates
Monthly Round-up

If you’ve followed Appsmith for a while, you know that we can do a lot in 30 days!

I am here to give you all the deets; follow along!

A Headstart for Your Apps!

We’re launching templates! Our ready-made apps are easy to use, forkable, and are bound to give you a little nudge in the right direction. Directly connect your datasource and get customizing!

The Appsmith templates library will be an ever-growing forkable collection of pre-made applications. These apps span across use-cases that will speed up onboarding for new users and makes application development faster.

You can access templates on our website and inside your Appsmith dashboard.

Read the full announcement here.

All-New JSON Form Widget

We’ve just launched the JSON Form Widget, one of our most requested features. It’s live on the cloud app and will be live on the self-hosted app very soon. The JSON form widget is helpful for quickly generating (dynamic or otherwise) forms from JSON fields from queries, APIs, or JS Objects. Check out the documentation for more details.

Here's a short video on how you can generate a form from a table:

Read the full announcement here.

Promises in the Table Buttons

The table widget is one of the most used widgets on Appsmith; it gives the ability to convert column data into different data types, including buttons! With this, developers can add different actions on the onClick property of the button, for example, redirections, showing modals, running queries, etc. Appsmith supports JS throughout the platform using the moustache syntax, but using JS promises to execute actions in the sequence was limited. But now, we got you covered; the Table Button (columns that are set button type) also supports the async-await functions. All triggers are wrapped in a promise, so any missed error will result in an uncaught promise error.

Here’s a simple snippet that can be used in the table button’s onClick property to run a query and then show an alert:


{{
  (function() {
        // the .then will not run if the promise is not returned
        return MockApi.run()
            .then(() => showAlert('success'))
    })()
}}


New JS Powers to Icon Button Widget

Using JavaScript, we can dynamically add and choose icons in the icon button widget. This will allow developers to customize their applications based on conditions, actions, etc. Here’s a simple example: if you’re adding different links to an icon button widget, it can be super handy. You can update the button icon based on the URL – Google Icon when the icon button redirects to a google page, GitHub icon when the icon button redirects to a GitHub page, etc.

CleanShot 2022-03-31 at 11.51.51@2x.png

Not just that, you could also replace the close buttons on the modal with the Icon Button widget for more customization.

Product Updates

Updated Shortcuts for Ease

To create new queries on Appsmith using keyboard shortcuts, you’ll need to use Command/Control + Plus; previously, this was Option + Shift + N. To learn more about all the shortcuts on the platform, you can use Shift + ?.

CleanShot 2022-03-31 at 12.05.33@2x.png
Smart Substitution for known MongoDB Datatypes

Smart substitution handling helps users use MongoDB types like ObjectId or ISODate inside the quotes, and the query works correctly with MongoDB. With this, you can focus more on the logic than worrying about the request data. You can toggle this feature on and off on the query settings page:

CleanShot 2022-03-31 at 12.17.48@2x.png

Following are the MongoDB types that can be handled:

  • ObjectId
  • ISODate
  • NumberLong
  • NumberDecimal
  • Timestamp
Email Notifications on Comments

Several developer teams love the commenting feature on Appsmith when building internal applications together. We've added that the comment author's email is set as the comment notification email to make it more fantastic. You can update these details from the settings page.

CleanShot 2022-03-31 at 12.46.58@2x.png

New Collaborations, Technical Content, Videos & Tutorials

Last month was crazy for us; we’ve published a couple of new blog posts and have successfully hosted four live events!

  • We’ve written an in-depth tutorial on how you can dynamically generate PDF reports from Appsmith using n8n and APISheet. Note that this can also be done by using REST APIs from APISheet.
  • Confidence, our Developer Advocate, made a few guides on using the select widget, adding search for table widget, and using a debugger on Appsmith. Do check them out :)
  • We also created a very cool interview with our engineers Ashok and Rahul on how they’ve built a react library to improve the drag and drop experience on Appsmtth. Watch it here.
  • Not just these, we also pulled out an awesome How Do I Do X on Appsmith (#2) session in our community where we discussed how you could use Pagination, do bulk uploads, and some cool hacks appsmith framework. Watch it here.

If you're curious about what we were up to, look no further and follow this link.

If you’re interested in using a database not listed on our website as an integration, please let us know about it by raising a PR on Github, and we will do our best to include it at the earliest.

Join our growing community on Discord, and follow us on Youtube and Twitter to stay up to date.

Introducing JSON Forms in Appsmith
21
April
2022
Announcement

Introducing JSON Forms in Appsmith

Introducing JSON Forms in Appsmith
Somangshu Goswami
0
 minutes ↗
#
announcement
#
app-development
#
applications
#
widgets
Announcement

Forms are a core part of most internal tools since its one of the major ways in which data is created or updated. Today, we're introducing the JSON Form Widget (documentation), which allows for a fantastic form creation experience and has been one of our top requested features.

The JSON form widget is helpful for quickly generating (dynamic or otherwise) forms from JSON fields.

Here are some highlights of this widget:

Generate Forms from Database Queries, APIs, or JS Objects

Once you drag a new JSON form widget, you will see a default form rendered with some details. You can update the source data field to infer data and then generate the form. This can be bound to any query or variable containing JSON data, such as DB queries, APIs, or JS Objects. The JSON Form widget can be bound to any other widget in Appsmith as well.

Auto Generate Form When Your Data Changes

The form fields are generated according to the source data when you enable an auto-generated form. Fields are generated according to the key-value pairs in the source data. Whenever there is a change in the source data, the form fields get updated automatically.

Configure Fields As You See Fit

Field configuration shows all the fields generated automatically in the forms. You can edit the fields to tweak properties like the field type and default value and bind specific actions by using editable properties. Most fields use the underlying data type-specific widget's properties to allow a full level of customization just like the widget would. For example, if the input type is text input, the editable properties are similar to the input widget in Appsmith.

  • Array Fields allows you to add, remove, and update a group of fields together.
  • Object Fields allow you to group fields together.
  • Add New Field, disable invalid forms (and control them further with JS), and control a widget's visibility on the app page to create highly customized dynamic forms.

Some of the ways that we've seen our users use the JSON form are:

  • Customer service executives select a form template and customize it for a customer. This is stored in a database and then sent over to the customer.
  • Users can create dynamic sign-up forms, as having both the Sign-in and Sign-up forms on the same page. Conditional switching between forms is effortless because you don't need to create two forms; you only need to change the JSON data.
  • Marketing teams are using the JSON form to create personalised form-based campaigns and much more!
Note: It’s live on the cloud app and will be live on the self-hosted version very soon.

Want to explore the JSON Form in detail? Head over to the JSON Form documentation page to learn more.

What’s a Rich Text element?

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The rich text element allows you to create and format headings, paragraphs, blockquotes, images, and video all in one place instead of having to add and format them individually. Just double-click and easily create content.

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The rich text element allows you to create and format

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Static and dynamic content editing

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A rich text element can be used with static or dynamic content. For static content, just drop it into any page and begin editing. For dynamic content, add a rich text field to any collection and then connect a rich text element to that field in the settings panel. Voila!

How to customize formatting for each rich text

Headings, paragraphs, blockquotes, figures, images, and figure captions can all be styled after a class is added to the rich text element using the "When inside of" nested selector system.

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