Stacker Customers

<@U02AK0UKTF1> If you want to analyse stuff, take also a look at N8N and PipeDream.

Both might make your life much easier.

I prefer Zapier over Make for its UX, but Make is more powerful (and maybe the UX has improved since the rebranding?)

N8N is open source.

<@U02AK0UKTF1> out of curiosity—do you need your Xero data to be editable, or is it good enough that it is read-only?

<@U0146FKFCKE> Yah when I tested Intergromat it seemed way more complex then Zapier. That's when I realized I would need to devote a good amount figuring it out

<@U02N890SW84> Read Only would only be needed. Would not want portal to edit any accounting information, since accounting has to be the final Bible of information. Right now I am going to have Xero connected to shoot all the data onto Airtable, so going to have it read only on Stacker that way. Was thinking before about doing it as a 2-way sync, but worried about mistakes occurring since data can be edited so easily

<@U02AK0UKTF1> Thanks for letting me know. We are working on a bunch of new read-only connectors to Stacker, and Xero is one of them. I don’t have the exact date, but it is one of our currently active projects.

That is awesome! Look forward seeing it. You guys are doing a lot right now haha

I would say that there are a lot of things coming up that I’m excited about. :simple_smile:

I’m still stuck with this as well, no workaround on my side.

<@U01QAD1U73J> Do you remember where you saw that we promised June for open signup?

To answer your question—open signup is something we’re now actively working on, but I don’t have the exact timeline.

<@U02N890SW84> Open signup was indeed promised around April 2021 to be delivered around June-July 2021, it was part of the announcement that told us apps couldn’t yet be migrated from Stacker Classic to Stacker X, but that those would both come during the summer.

Thank you <@U0146FKFCKE>. To be clear, I trust you folks—I just couldn’t find the announcement. :simple_smile:

Thanks <@U01N8P2RWSC>! Seems like we were expecting wrong. Estimations are something I would like us to avoid in the future, because things often change. :simple_smile:

Open signup is an active project right now and it is coming.

Really looking forward to it. It's the #1 feature that's missing and the reason why we've started using Softr instead here

<@U01QAD1U73J> Not possible, but definitely something we could explore in the future. You can vote for the feature here: <https://feedback.stackerhq.com/feature-requests/p/airtable-column-for-registered-customers>

That’s a pitty, at the moment I’m manually copy + pasting every single email I invited in the customer list to check it – not the most efficient workflow… :joy:

Eeek :see_no_evil: <@U02LWNFKVK9> you might find this interesting

Screen Shot 2022-04-25 at 11.01.49 AM.png

Hey <@U01JV1M8PS8>, if you hover over the toggle, do you see a reason why?

Are you using that field in a Stacker linked record/lookup/formula field?

Screen Shot 2022-04-25 at 11.14.56 AM.png

Hmm nothing comes up when I hover. But yes, it’s being used for a connection to another table via Stacker link:

Then that would be the reason—we will work on showing the reason on hover in the feature then. We have already done that in some places but I wasn’t entirely sure if that was the case for you.

Screen Shot 2022-04-25 at 11.16.45 AM.png

Ok, but it looks like I can’t edit this field because of that. In the create form, it shows up like this, and I can’t prefill via url:

<@U01JV1M8PS8> we should be automatically filling that field after you submit the record (because of the linked record field). If that’s not happening, please submit a support request and we’ll be happy to take a look

In other words, this field becomes a read-only field from the user’s perspective, but Stacker actually fills it with the linked record after submission.

Will do some testing and get back to you. Thanks!

create a created date column in airtable, then display that in stacker :slightly_smiling_face:

Hey <@U03D2R43152>, Thanks for your question.

You can set a default value with an action button on a field, but you can’t set it to be dynamic. We plan on expanding the action button feature in the future, though I don’t have an exact timeline.

<@U02004Y2ZPY> You can see who created the record with the <https://support.stackerhq.com/hc/en-us/articles/4412328252563-Created-By-Field|Created by> feature, but not who edited a record. Audit logs are on our radar, but no firm timeline yet.

Ok thanks. What about if it's on a different app, is there a way of seeing who edited different lines? 

<@U02004Y2ZPY> I’m not sure I fully understand, could you please clarify what you mean when you say different app? It is not possible to track who edited records either in Stacker or any other app if you’re making edits through Stacker.

I can see as I created another user on airtable and using that user to link therefore I can filter by last modified by that user and see if a line changes. But I'd like to see across apps 

Thanks—I think I understand now, but it isn’t doable at the moment. You can vote for the feature here: <https://feedback.stackerhq.com/feature-requests/p/user-activity-log-track-user-logins-access-and-app-stats>

<@U0146FKFCKE> not possible. We’re working hard to get the new version of Stacker to feature parity with Stacker Classic so we can get rid of the old version. Maintaining Stacker Classic is a significant roadblock to our progress.

Yeah I know, I just wanted to make I hadn’t missed something obvious

I doubt that you would miss much, if anything :smile:

image.png

Hi Gleb, currently not supported. Please vote here - <https://stacker.canny.io/feature-requests/p/support-for-airtable-ratings-fields>

```* { 
font-family: "Lucida Console", "Courier New", monospace !important; 
}```
Is what i'd do.. but something somewhere is probably broken with this so use with caution :stuck_out_tongue:

We’re working on giving you font options within the app, as well as other customizations, I don’t have an exact timeline but I believe it is in our short-tern plans

Screen Shot 2022-04-27 at 9.29.07 PM.png

Screen Shot 2022-04-27 at 9.29.01 PM.png

<@U01JV1M8PS8> this is a new feature <https://support.stackerhq.com/hc/en-us/articles/4414348793747|introduced on April 25>. If a field is read-only, we don’t let you set update and create permissions because they shouldn’t matter—you can’t set a value for a read-only field

Screen Shot 2022-04-28 at 9.28.47 AM.png

Right, but I’m still running into the issue where I can’t prevent a certain permission from creating new records. My goal is I don’t want the “Add New” button to show up for a certain role/permission. I’ve turned off all the fields I can in the “Create” column, but the button is still showing up:

(Thanks for the help, <@U02N890SW84> <@U0146FKFCKE>)

You may be able to configure that at the Button level, in the layout itself.

<@U01JV1M8PS8> I would be happy to take a closer look—can you please report that through the support widget?

I’ll send it through support@, since unfortunately my intercom connection doesn’t seem to work (it’s always been an issue, so no need to spend time on this)

Screen Shot 2022-04-28 at 9.50.15 AM.png

I was able to turn off Create access for another table completely, yet it also had formula fields, so that’s probably not the issue there.

I would also like an answer to that question.

*Storing data*
We do maintain a cached copy of the data used in Stacker apps. The data you see in the apps is served from this cache. This is to provide performance &amp; functionality benefits. We automatically &amp; continually keep the cache in-sync with the source data in Airtable.

*Security*
We’re using GCP (Google Cloud Platform) as our provider. As such, all of our data is encrypted both at rest and during the communication.

At rest: AES-256
Communication: 256 bit SSL

Hey <@U01B1LTTYQJ>, thanks for the question. No ETA about this particular issue yet.

I still see that the issue is in progress. Considering that this one is a regression, Along with other work they do, I believe the team wants to take extra care to understand why the regression happened and how to avoid it in the future.

ah bummer!  Anything we can to do help expedite? The inbox view was working so well and this does give make it much more challenging

<@U01B1LTTYQJ> I just spoke to the team, and it seems like this issue is not our immediate priority right now. We will still get to it, but I cannot give you an ETA. There are many things we want to create, improve or fix, so some things will inevitably need to wait. We don’t take the time when an issue is reported into account—instead we focus on a few questions
• How big of an impact it has on most customers?
• Does it prevent them from using an app?
• How many times has it been reported?
I realize this is a bummer for you, and I’m sorry that we won’t immediately tend to the feature you like and use extensively.

What I can share is more context about the issue. From our initial investigation, we noticed that the issue happens only if you search for a record in the inbox view, and then add a linked record. If you don’t search, we will go to the correct place.

I get that, I’m bummed that it was something the team fixed and it regressed

Is the Inbox view still considered a beta?  Your response kind of suggests that it’s not on the radar to fix at all, but I’d imagine all bugs should be on the roadmap to fix.

<@U01B1LTTYQJ>  Inbox is not in beta anymore, and we do intend to support and improve it. I’m sorry that it feels like it’s not on the radar—it definitely _is_ on our radar. Thank you for expressing that.

We plan bigger features weeks in advance. When it comes to bug fixes, we plan them at the beginning of each week. What I said just means that this particular bug fix didn’t make the planned cut for this week. It is entirely possible that it will make the cut next week, but that will be for the product managers and the development team to decide. I just don’t want to promise you something I don’t know about.

What we’re aiming to have is a healthy mix of bug fixes and new features/improvements.

Is this why when I create a linked record on inbox view the linked record doesn’t show up in the related table?

(like I create a linked record from a related records table and then it doesn’t show up on said table)

until there is a data and browser refresh

<@U018AL5U830> that would be something else—if you can report this through the support widget, we would be happy to take a look.

You can reach the support widget by clicking the question mark icon in your Stacker app &gt; Contact us. Alternatively, you can reach us through <mailto:support@stackerhq.com|support@stackerhq.com>

Hey <@U01B1LTTYQJ>, I believe the issue with the inbox view not remembering the previous record should be fixed now. Please give it a try when you have the chance

<@U02AK0UKTF1> Yes you can do it even afterwards, no worries.

If you don’t figure out how, ask the support

Hey <@U02AK0UKTF1>, thanks for the question. You can add the password if you:
1. Go to App Settings &gt; Data sources
2. Click the three dots next to your data source &gt; Edit settings
3. Click Set Sharing Link Password
4. Enter your password
5. Click Connect

I broke things up into two apps for company.
One on the sales level, and one on operations.

Would depend how similar the different use cases are.

For example our logistics, accounting, production use the same app.

Sales Guys use a different app.

If there is no or minimal relation between departments, would explore splitting it up.

One problem is you need to maintain separate user tables per app, and since they are not all going to be defined as Workspace users, users will need separate invitations to join &amp; use those individual apps. The whole Stacker Workspace, App and Permissions/Roles paradigm needs further refinement IMHO.

<@U02AK0UKTF1> <@U018GV7AYUV> Thanks for the response. Interesting to hear your use cases and findings.

I see, was just trying to determine whether I had done the right thing by creating everything within the 1 app and from what you've said I believe I'm on the right track. I agree the top-level permission side of things is a bit tricky to navigate and would definitely  benefit from some refinement.

I split things between different apps, basically one app per persona. So I have one app for students, another for companies, another for partners, etc.

It grows way too complicated to pour everything into one app, but that’s also because we had at least 3 very different personas.

Also, the lack of “different Edit layouts” is an issue sometimes, not everything can be solved properly using tabs. And for Create layout it’s even worse to manage.

If your persona are very similar and have almost identical flows, using one app is fine and probably better. Otherwise, better split.

I have also gone the route of seperate applications.  I wish the clone functionality was better though.  We’re constantly re-building and configuring  Add/View/Detail pages over and over again.  We’ve also created a hybrid mode where the customer’s interface on seperate portals, but we use one management portal that consolidates the data for our ops team.  On the bright side, each time we re-build…aka Clone”, we learn something new.  So it’s not all just re-work, we get smartererer each time we do it.

I was trying to do this earlier but it wasn't working either. Not sure what the go is...

<@U03DUVD8FNF> That is correct, custom CSS does not apply to the login page. What specifically are you looking to change?

We are working on giving you more customization options so your input would help a lot.

<@U02N890SW84> Second this, hoping for the Ability to remove the Google login option as its useless and confusing for users.

<@U02N890SW84> most of it, I've been hired by one of your users to customize the styling of the entire app, changing font and background colour on the login page is part of the requirements

Understood. <@U036U5C4A3C> might be useful to you.

just adding the classes already listed in the docs would be useful in the short term:
`Login page - stk-login-page`
`Reset password text - stk-reset-password-link`
`Register text - stk-register-text`
`Login Text - stk-login-text`
`Register Page - stk-register-page`

<@U03DUVD8FNF> the CSS wouldn’t apply even with the classes—we’re not loading the custom stylesheet there. The classes from the docs are from a previous version of Stacker where we used different login pages.

That said, I do understand how important it is to be able to customize the login page, so we’ll definitely look into it

<@U03DUVD8FNF> I’ve been doing customisation through JS for the login/register pages.

<@U0146FKFCKE> Are you sending the scripts to stacker or is there a place in the app to add custom js?

<@U03DUVD8FNF> we can insert any JS scripts for you. Contact us through the in-app support widget (question mark icon &gt; Contact us), and send us the URL of the app along with the code you want to add.

<@U0146FKFCKE> Fancy sharing your code? :grin:

<@U02V328814Y> I’m not sure how useful this will be for you, but if you switch to manual mode for your Users table, you will be able to invite users directly within Stacker. This will send the user an email and allow them to sign in instantly.

The downside is that you would need to manually invite them.

<@U02N890SW84> Our app relies heavily on permissions and links within the user table. Would this be affected by that? I recall testing this early on in the trial and wasn't able to set custom fields ect

We also need to allow signups so manually sending invites won't be viable

When inviting a user, you set a role for them manually. Their record should then go to Airtable, but it wouldn’t have any special fields—you are correct.

Thanks for letting me know

<@U02N890SW84> I see,

Are there any plans for the near future to allow signing up from the app?

The ability to show a custom sign-up form from our user table would be incredibly useful and would eliminate the sync issue.

I guess that may tie into the "Public Permissions" and "Open Signups" feature requests in Canny?

Open signup is something we’re actively working on, but I believe custom fields aren’t in our immediate plans. This is something we could definitely consider doing in future iterations

That said, one way you could go around it is to set up the home page to be the user’s profile, and ask them to fill it in.

<@U02N890SW84> Glad to hear,

It's a little disheartening to hear about the custom fields but I guess it's probably not as important to everyone as it is to us.

Might have to look at our configuration and see if we can change things up.

It's a shame that its kind of one way or the other at this point. It would be great if we could invite users and have the ability for people to sign up.

With the invites, is it possible to allow a user to request this? Eg. Sign up using a form and stacker then automatically sends out an invite?

Unfortunately not possible to trigger Stacker invites using a form. However, I definitely do see value in accommodating your workflow. I’ll share your feedback with the rest of the team.

<@U02LWNFKVK9> you might find this feedback useful.

no good solution unfortunately. Hopefully, most of our workflow don’t let end-users self register, and for the one external app where it’s a requirement we are still using Stacker Classic because of that...

<@U0146FKFCKE> I see,

I hear and see so much about stacker classic... Is this some more featured alternative version?

<@U02V328814Y> This is different-featured, older version of Stacker. Some customers preferred the features from the older versions, some prefer the newer version.

That said, we are actively working to shut down the old version. It’s causing us a lot of maintenance pain and is slowing down our progress significantly.

As a part of that, we are working to bring the old features into the new version so we can finally sunset the old version.

<@U02N890SW84> Makes sense! Thanks for clearing that up.

Mike, Jason works for Gaingels now. If you had any tips for him, <@UP4DXQALD> and I would be super appreciative.

Let me find it in <#C01CH3HCZR9|> and see if I wrote out a tutorial

Just commented on the post you made in the showcase.,

<@U029ZMZ861Z>, I found it by searching “card conditional” and there it was. :-)

Ah no worries!  <@U029ZMZ861Z> :

1. Create conditional statements in Airtable that show an square color emoji based on the condition you want (e.g.  IF(Task=“Done”,“:large_green_square: “)

Step 2 - add that to your card view and hide the title

```.stk-card-field-YOUR_FIELD_NAME {position: absolute;right: -5px;bottom: -5px;opacity: .75;transform:rotate(-45deg);}

.stk-card-field-YOUR_FIELD_NAME .css-skh5px {font-size: 40px;border-radius: 10px 0 6px 0;}```

No prob! Let me know if you need further help!

Hey Vid, My name is Scott and I’ve built a dozen or so and I’d be willing to help you/consult.  There are limits with stacker, but I’ve also found it to be a very effective and flexible application for customer-portals.  I’ve built portals for planning, task-management, event management, ordering and project management, knowledge base and others.  If you are interested, I’d be willing to assist/consult for you.  Hopefully it’s okay to solicit on here!!!  I apologize in advance if I’ve crossed a line here.

Hey folks. You can certainly help each other. Please note that we do not moderate the consultation hiring process in any way.

For the future, <#C039NHU65RN|> is probably the best place to ask as people expect this kind of content there. :simple_smile:

Hey <@U03D4BP98LV>,

Could you explain the use case for me? Even the likes of Netflix and Spotify are struggling with that, and they have seemingly unlimited money. :sweat_smile:

From my personal perspective, this is a problem that is impossible to solve without losing the good will of users.

You can have unlimited Stacker user using only one Airtable user. :slightly_smiling_face:

Interesting.  Thanks for the quick response.

This is exactly what I want. A drop down to toggle different saved views. 

There’s a 15-minute sync time on data.  Any kind of structural changes (columns, new fields, etc) you need to manually sync

<@U01B1LTTYQJ> thank you so much! How do I manually sync it?

so if by “update the airtable” you mean just the fields (e.g. a “Status” field going from “To Do” to “Done”), then you gotta wait 15 min

so to manually sync the structure of it (fields, etc) click on your settings, go to “Data Sources” and select “Schema”

Don’t forget to go to the *Fields* view in Stacker too in order to confirm that new fields created in Airtable are also now checked as enabled in Stacker if you want to display and work with those on your layouts. 

Hi <@U03E6CFMJE8>, if you still need help, please reach out to us through the support widget and we’ll help you out. :simple_smile:

That’s the question mark icon in the app &gt; Contact us

Yep! <https://www.loom.com/share/eb2df64e2aec48ac83db9ab4adee9339> <@U01QZMEN0CD>

Thanks! I'm trying to this one step further!
I'm trying to create a lookup field to lookup another table's lookup field that was created in Stacker. That lookup field doesn't show up in the second lookup field's settings :thinking_face:

Tried it on my end, too do not think that works :disappointed:
Guess you would have to do on Airtable haha
Good luck!

Thanks for trying too :slightly_smiling_face:

<@U01QZMEN0CD> That would indeed be a step too deep—sorry about that. That said, I’d love to better understand what you’re trying to do to see if we can somehow manage it in a different way.

Could you get in touch with us through the support widget explaining your needs?

I believe you can set a logo for the workspace and then a logo for the app iteself and these are different

Thanks. I'll give that a try but I think that only helps if I have clients log into the workspace. I don't think my users do that. Instead, I believe that they sign in directly to the app. I could be wrong.

<@U017BRF2AMU> I could change the logo for you using custom js. :)

I would like to see Stacker do a full reorganization of the interface to access all of these user interface parameters. After all it’s really just a database of elements. Let’s be able to see and clearly define them all in one place. I’d also like to see support for some professionally designed color scheme templates that you can pick from and then modify as needed. Preferred image sizes should be explicitly stated wherever you need to upload images and everything should be as responsive as possible to accommodate both desktop and mobile users.

We are indeed working on offering you more customization options, and designed color scheme templates are a part of what we want to offer in the future.

I don’t have an ETA yet but I will let you know when we have something to share.

Howdi <@U017BRF2AMU>, did you find a solution here? Thanks!

Might be your AT view password that has changed

I had this when I upgraded to Enterprise, and then limited access to bases to just my enterprise account.

Had to turn that option off on airtable.

<@U01B1LTTYQJ> this usually indicates that Airtable is not letting us connect for whatever reason. It can indeed be due to base restrictions, password change, or a changed API key.

If you can write in to us, we’ll be happy to take a closer look

Hi <@U03D4BP98LV>, we don’t have similar reports, but we’ll be happy to take a closer look. Can you please report this through the support widget?

That’s the question mark icon &gt; Contact us

It seems odd that I am the only one having this problem.  I have two customer end users that haven’t been able to make a comment all day. This is business impacting.  I am not aware of any changes in permissions or roles related to this and we haven’t made any changes. Is there anything you can do to help us have someone take a look?

<@U01B1LTTYQJ> We will follow the same order as it is in Airtable. You can change the order in Airtable and sync your schema

Summary of our conversation:
• We follow Airtable’s order for single-select and multi-select fields
• We use alphabetical sorting for linked fields, and it isn’t possible to change that right now

Hi Carlos, I have replied to you message regarding this on our support email. Please can you look through the message and reply on there. Thank you!

Hey Peter, which places are the search boxes not relevant for you out of interest?

So we use the Table view a number of times.

Members see all their investments to date in the Table view. Out of our 2,600 members only 102 have more than 30 records and therefore don’t see them all on one page. Search here is useful, though overkill for the vast majority.

We also use Table view when pulling in a table of related documents when members are looking at a specific Deal. So it’s the individual record view, but with a table below. And that table NEVER has more than… 6 records? So the search is just silly.

We also use Table view when we list people’s Investing Entities, where 90% of the people only have 1 record and NO ONE has more than 6 records. We also list people’s associated bank accounts, and no one has more than 3. So in both these places Search looks silly.

Bottom line, a “display search box?” option for each table implementation is a little thing but is yet another detail that would help us appear more professional, less clueless, and make us stick with Stacker longer.