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online help
 * CASPIO WEBSITE
 * SUPPORT
 * BLOG
 * Contact Us
 * search
 * Try Free

 * CASPIO WEBSITE
 * SUPPORT
 * BLOG
 * Contact Us
 * search
 * Try Free



 * CASPIO WEBSITE
 * SUPPORT
 * BLOG
 * Contact Us
 * search
 * Try Free

 * CASPIO WEBSITE
 * SUPPORT
 * BLOG
 * Contact Us
 * search
 * Try Free




This is a parent page without children.
Table of Contents
Welcome to Caspio Online Help
Version 249


WELCOME TO CASPIO ONLINE HELP

GETTING STARTED VIDEOS

Let’s get your first app up and running. If you are new to Caspio, start with
these video tutorials.

RELEASE NOTES

Caspio version 44.0 is out. See the release notes.

SYSTEM HEALTH

Get real time data on the health of Caspio infrastructure.


CONTACT US

Open a Ticket

Use our ticketing system for in-depth quality support and troubleshooting.

Live Chat

For quick questions, start a live chat.

+1 (650) 691-0900

Call us at +1 (650) 691-0900, or via Skype: Caspio.com.




ADDITIONAL RESOURCES

PROFESSIONAL SERVICES

Get a free project consultation, or let our team build your app for you.

COMMUNITY FORUMS

Post questions and read answers. Our community forums are monitored by our
support staff.

LIVE TRAINING

Sign up for free web based trainings. Every session provides a Q/A time for your
questions.

SUGGEST A FEATURE

Suggest new features, and vote on ideas from other Caspio users.

BLOG

Get the latest Caspio news.

FOLLOW @CASPIOSTATUS

Receive a live feed of Caspio maintenance and other service notices.


WELCOME TO CASPIO ONLINE HELP

GETTING STARTED VIDEOS




Let's get your first app up and running. If you are new to Caspio, start with
these video tutorials.



RELEASE NOTES




Caspio version 25.0 is out. See the release notes.



SYSTEM HEALTH




Get real time data on the health of Caspio infrastructure.





CONTACT US





Open a Ticket

Use our ticketing system for in-depth quality support and troubleshooting.


Live Chat

For quick questions, start a live chat.


+1 (650) 691-0900

Call us at +1 (650) 691-0900, or via Skype: Caspio.com.





ADDITIONAL RESOURCES




PROFESSIONAL SERVICES

Get a free project consultation, or let our team build your app for you.



COMMUNITY FORUMS

Post questions and read answers. Our community forums are monitored by our
support staff.



LIVE TRAINING

Sign up for free web based trainings. Every session provides a Q/A time for your
questions.




SUGGEST A FEATURE

Suggest new features, and vote on ideas from other Caspio users.



BLOG

Get the latest Caspio news.



FOLLOW @CASPIOSTATUS

Receive a live feed of Caspio maintenance and other service notices.






Table of Contents

 * Welcome to Caspio Online Help
 * Getting Started Videos
   * Getting Started Videos
   * Build Your First App
   * Customize Your Apps
   * Advanced Topics
   * Full App Implementation
   * Tips and Tricks
   * Recorded Training Sessions
 * Directories
   * Directories Overview
     * Directories Overview
     * Creating Directories
     * Converting Tables to Directories
   * Directory Users and Groups
     * Directory Users and Groups
     * Directory Users
       * Directory Users
       * User Status Overview
       * Creating Users
       * Activating Users
       * Adding Users to Groups
       * Resetting User Passwords
       * Resetting Two-Factor Authentication
       * Suspending and Unsuspending Users
       * Changing User Sign-In Method
     * Directory Groups
       * Directory Groups
       * Creating Groups
       * Modifying Groups
       * Deleting Groups
   * Directory Security
     * Directory Security
     * Turning On Two-Factor Authentication
     * Customizing Directory Security Policy
     * Redirecting to Custom URLs After Sign-in and Sign-out
   * Directory User Portal
     * Directory User Portal
     * User Portal Pages
     * Customizing User Portal
   * Directory Emails
   * Identity Providers
     * Identity Providers
     * Adding Identity Providers
       * Adding Identity Providers
       * Tutorial: Adding Microsoft Entra ID (formerly Azure AD) Identity
         Provider
       * Tutorial: Adding Okta Identity Provider
       * Tutorial: Adding OneLogin Identity Provider
     * Editing Identity Providers
     * Deleting and Disabling Identity Providers
     * Configuring Single Logout
   * App Connections
     * App Connections
     * Creating App Connections 
       * Creating App Connections 
       * Authenticating Users to Caspio Apps in Multiple Accounts Using a Single
         Directory
       * Tutorial: Adding HubSpot App Connection
       * Tutorial: Adding BambooHR App Connection
       * Tutorial: Adding Slack App Connection
     * Managing App Connections 
     * Deleting and Disabling App Connections
 * Caspio ID
   * Caspio ID
   * Managing Your Caspio ID
   * Forgot Your Password
   * Getting Support PIN
 * Apps
   * Apps
   * App Overview
   * Creating a New App Container
   * Importing an App
   * Exporting an App
   * Deleting an App
   * Shared Objects
   * Sharing an App with Another Account
   * Backing Up Your Applications
   * App Parameters
     * App Parameters
     * Adding App Parameters
     * Managing App Parameters
     * Using App Parameters
 * Tables and Views
   * Tables and Views
   * Creating Tables
   * Data Types
     * Data Types
     * List Data Types
     * Adding a Formula Field in a Table
   * Modifying a Table's Design
   * Removing Blanks From a Dropdown or Listbox
   * Managing Data in Datasheet
     * Managing Data in Datasheet
     * Find and Replace Specific Values
     * Filtering Data
     * Downloading Table or View Data
   * Lookup Tables
   * Importing Data
   * Exporting Data
   * Sharing Data Between Apps
   * Database Relationships
     * Database Relationships
     * Relationship Settings
   * Data Import/Export Tasks
     * Data Import/Export Tasks
     * Data Import Tasks
     * Data Export Tasks
     * Configuring a Repository Site
     * IP Addresses for Data Import/Export Tasks
     * Data Import/Export Tasks Tips and Best Practices
   * Best Practices for Designing Databases and Tables
   * Views
     * Views
     * Creating a View to Filter Data
     * Creating a View to Join Tables
     * Self-Join Views
     * Modifying Views
     * Importing and Exporting Views
 * DataPages
   * DataPages
   * What is a DataPage?
   * DataPage Types
   * Forms
     * Forms
     * Submission Forms
     * Update Forms
     * Password Recovery Forms
     * Form Element Types
     * Conditional Forms
     * Child Forms
     * Accepting Payments in Your Application
   * Reports
     * Reports
     * Creating a Report DataPage
     * Comparison Types in Report DataPages
     * Search by Distance
     * Report Page Results Layout
     * Interactive Reporting Options
     * Pivot Table Reports
     * Counting the Number of Times a Record Has Been Viewed
     * Display a Field Data as Hyperlink
     * Fixed Rows and Columns
     * Making the Search Results Downloadable as PDF
     * Editing Data Through My Details Page
     * Making the Details Downloadable for Users
     * Data Editing Options in Reports
     * Combined Chart and Report
     * Adding "Today" to "After Now" or "Next X Days" Criteria
     * Filtering Reports Based on an Expiration Date
     * Advanced Reporting
       * Calculations in Reports
       * Data Grouping
       * Totals and Aggregations
       * Calculated Fields and Datediff Function
   * Charts
   * Calendars
     * Calendars
     * Calendar DataPage - Monthly Example
     * Calendar DataPage - Weekly Example
   * HTML Pages
   * DataPage Components
     * DataPage Components
     * Cascading Elements
     * Calculated Values
     * Field Configuration Options
       * Field and Column Width
       * Placeholder Text
       * Rollover Hints - Mouse-Over Help Icon
       * Image Auto-Rotation
     * DataPage Header and Footer
     * HTML Blocks
     * Disabling HTML Editor in DataPage Header/Footer and HTML Blocks
     * Field Formatting Options
     * Custom Date Formatting
     * Multi-column and Sections
     * CAPTCHA
     * Dropdowns and Listboxes
       * Dropdowns and Listboxes
       * Multi-select Listboxes in Search Forms
     * Virtual Fields
     * Setting up Default Values
     * AutoComplete
   * Managing DataPages
     * Managing DataPages
     * Modifying DataPages
     * Previewing DataPages
     * Moving DataPages
     * Copying DataPages
     * DataPage Revisions
     * DataPage Folders
     * Exporting and Importing DataPages
     * Moving Existing DataPages To a New App
   * Responsive DataPages
     * Responsive DataPages
     * Prerequisites
     * Responsive Behavior on Tablet and Mobile
     * Modifying Styles for Tablet and Mobile
   * AJAX Loading
   * PDF Download
     * PDF Download
     * Adding a text watermark
     * Adding an image watermark
     * Adding page breaks to details page
     * Adding header and footer
   * Best Practices in Creating Caspio Applications
 * Notifications
   * Notifications
   * Email Notifications
     * Email Types
     * Verifying Email and Domain
     * Configuring Email
     * Setting Up Dynamic or Conditional Notification Emails
   * SMS Notifications
     * SMS Types
     * Configuring the SMS-enabled Countries
     * Configuring SMS
     * Adding SMS Sender Name
 * Function Reference
 * Deployment
   * Deployment
   * General Deployment Guide
   * SEO Deployment Directions
     * SEO Deployment Directions
     * SEO Sitemap Generator
   * Remove iFrame Border and Change Size
   * Block Access to DataPages by IP Address
 * Authentications and Connections
   * Authentication
     * Authentication
     * Setting Up User Permissions in Your App
     * Adding a Logout Link
     * Record Level Security
       * Record Level Security
       * Create a Workflow using Record Level Security and Filtered Dropdown
       * Restrict Access to Data by User or Role
       * Filter Lookup Dropdown or Listbox Based on User or Role
     * Stamp a Record with User Profile Data
     * OpenID
     * Create a Standalone Login Screen
     * Hiding Multiple Login Forms
   * SAML Single Sign-On
   * Connections
   * Setting Up ID Services
 * AI Assistant
   * AI Assistant Overview
 * Triggered Actions
   * Triggered Actions
   * Creating a Triggered Action
   * Triggered Action Elements
     * Actions
       * Actions
       * UPDATE
       * DELETE
       * INSERT INTO
       * SEND EMAIL
       * SEND SMS
     * Data
       * Data
       * SELECT
     * Logic
     * Loops
     * Text
     * Number
     * Date
     * Variables
 * Styles
   * Styles
   * Creating or Editing a Style
   * Layout Options
   * Fix the Width of the DataPage
   * Button Alignment
   * Field Alignment
   * Border Options
   * Using Google Web Fonts
   * Glossy Heading Text
   * Gradient Backgrounds for DataPages
   * Gradient Backgrounds for Fields
   * Replace Links to Records with Images
   * Replace Standard Buttons with Images
   * Change the Color of Field Error Labels
   * Change Text on a Button
   * Put Multiple Fields on One Line
   * Styling Advanced Reports
   * Add Rounded Borders to the Form and Fields
   * Use an Image as Form Background
   * Fix the Width of Labels and Data in List and Gallery Reports
   * Customize the ID Service Icon of the Login Screen
 * Logs
   * Logs Overview
   * Managing Logs
     * Managing Logs
     * Logs Retention Period
   * App Access Logs
   * Directory Logs
   * Email Logs
   * Payment Logs
   * SMS Logs
   * Webhook Logs
 * Localizations
   * Localizations
   * Creating or Editing a Localization
   * Handling Arabic, Hebrew and Other Right-to-Left Languages
   * Formatting Options
   * Using Localization Feature to Improve Usability
   * Format Types
 * Tasks
 * Document Generation
   * Document Generation Overview
   * Template Field Types
   * Creating Templates
   * Mapping Templates
     * Mapping Templates
     * Mapping One Template Field with One Table or View Field
     * Mapping One Template Field with Many Table Fields through Parameters
     * Mapping One Template Field with Related Table Fields
     * Mapping Many Template Fields with One Related Table Field and Values from
       Different Records
     * Mapping Many Template Fields with Only Part of the Value of One Field in
       a Table or View
   * Editing Templates
     * Editing Templates
     * Formatting Field Values
     * Editing Text Styling
     * Editing Default Field Values
     * Calculating Template Field Values Based on Different Table Fields
     * Adding a Watermark
     * Encrypting PDF Documents with a Password
     * Enabling Field Edits in Generated PDF Documents
     * Configuring PDF Document Properties
     * Replacing the Source PDF File for a Template
   * Enabling Document Generation in DataPages
   * Managing Templates
 * Files and Images
   * Uploading Files and Images
   * FileStor CDN
   * Managing Files
   * Bulk File Import and Export
   * Creating Thumbnails with the Image Resizer
   * Using Files in DataPages
   * Orphan File Cleanup
 * Parameters
   * Parameters
   * Parameter Types
   * System Parameters
   * Passing Parameters through Caspio
   * Displaying Parameters
   * Parameters as Query String Values
   * Receiving Parameters
   * Resetting Parameters
   * Passing Multiple Values in One Parameter
   * Formatting Parameters in Email Body and HTML Blocks
   * Parameters in Dropdowns, Listboxes and Radio Buttons
   * Custom Filter Elements
 * Webhooks
   * Webhooks Overview
   * Getting Started with Webhooks in Caspio
   * Webhooks Rules and Limitations
   * Creating and Managing Webhooks
     * Creating and Managing Outgoing Webhooks
     * Configuring Call Throttling
   * Creating and Managing Events
     * Creating and Managing Events
     * Event Types
     * Activating or Deactivating Events
   * Testing Webhooks
 * Web Services API
   * Web Services API
   * Creating a Web Services API Profile
   * REST API
     * Authenticating REST API
     * Important Header Parameters
     * Special Considerations
     * Error Handling
     * Swagger UI
     * Migration from REST API v1 to REST API v2
 * Integrations
   * Integration with Make
   * Integration with Zapier
 * Tech Tips
 * Managing Your Account
   * Managing Your Account
   * Changing Your Plan
   * Updating Payment Information
   * Payment History
   * Account Settings
     * Account Settings
     * General Settings
     * Custom Domain
   * Account Notifications
   * Account Users, Groups and API Profiles
     * Account Users, Groups and API Profiles
     * Inviting New Account Users
     * Creating Groups for Account Users
     * Managing Permissions
     * Changing Account Owner
   * Usage Statistics
   * Search for Objects
   * Support Login
 * Release Notes
   * Caspio 44.0
   * Caspio 43.0
   * Caspio 42.0
     * Caspio 42.0
     * Known Issue: Scrolling on macOS Devices
   * Caspio 41.0
   * Caspio 40.0
   * Caspio 39.0
   * Caspio 38.0
   * Caspio 37.0
     * Caspio 37.0
     * Impacted Areas 37.0
   * Caspio 36.0
   * Caspio 35.0
   * Caspio 34.0
     * Caspio 34.0
     * Impacted Areas 34.0
   * Caspio 33.0
   * Caspio 32.0
   * Caspio 31.0
     * Caspio 31.0
     * Impacted Areas 31.0
   * Caspio 30.0
   * Caspio 29.0
   * Caspio 28.0
   * Caspio 27.0
   * Caspio 26.0
   * Caspio 25.0
   * Caspio 24.0
   * Caspio 23.0
   * Caspio 22.0
   * Caspio 21.5
   * Caspio 21.0
     * Caspio 21.0
     * Impacted Areas 21.0
   * Caspio 20.0
   * Caspio 19.0
     * Caspio 19.0
     * Impacted Areas 19.0
     * Security Patch 19.5
   * Caspio 18.0
   * Caspio 17.0
   * Caspio 16.0
   * Caspio 15.0
   * Caspio 14.0
     * Caspio 14.0
     * Impacted Areas 14.0
   * Caspio 13.0
     * Caspio 13.0
     * Impacted Areas 13.0
   * Caspio 12.0
     * Caspio 12.0
     * Impacted Areas 12.0
   * Caspio 11.0
     * Caspio 11.0
     * Impacted Areas 11.0
   * Caspio 10.0
   * Caspio 9.9
     * Caspio 9.9
     * Impacted Areas 9.9
   * Caspio 9.8
   * Caspio 9.7
   * Caspio 9.6
     * Caspio 9.6
     * Impacted Areas 9.6
   * Caspio 9.5
     * Caspio 9.5
     * Impacted Areas 9.5
   * Caspio 9.4
     * Caspio 9.4
     * Impacted Areas 9.4
   * Caspio 9.3
     * Impacted Areas 9.3
     * Caspio 9.3
   * Caspio 9.2
     * Caspio 9.2
     * Impacted Areas 9.2
   * Caspio 9.1
     * Caspio 9.1
     * Impacted Areas 9.1
   * Caspio 9.0
     * Caspio 9.0
     * Known Issues 9.0
     * Impacted Areas 9.0
 * System Requirements
 * Deprecations
   * Deprecations
   * Deprecation of HTTP Deployment
   * Deprecation of the Option to Disable AJAX Loading
   * Deprecation of MS Access for Import/Export
   * Deprecation of Cb_ErrorLog Tables
   * Deprecation of Google Map Mashup Generator
   * Deprecation of Frame Deployment
   * Deprecation of .xls Excel Format for Data Import
   * Deprecation of SEO Deployment Method
   * Deprecation of WordPress Deployment
   * Deprecation of Unverified Email Addresses
   * Deprecation of SOAP Web Service
   * Deprecation of Internet Explorer 11 and Microsoft Edge Legacy Browsers
 * Troubleshooting
   * Troubleshooting SMS Delivery
   * Troubleshooting Email Delivery and Domain Verification
   * Cannot Log in to My Caspio Account
   * Issue with Login to Apps or DataPages
   * Issue with Redirection After Logout
   * Acknowledgement Emails Are Not Received
   * Issues with Email Verification Code
   * SEO Deployed DataPage Does Not Work
   * JavaScript Does Not Work with Multiple DataPages
   * Cannot See an SSL Lock Icon for My Web Page
   * Responsive UI Does Not Display Properly
   * Date Fields from Excel Import Incorrectly
   * Troubleshooting Custom PDF Generator
   * Troubleshooting Data Import Speed
   * Errors and Messages
   * System Limitations
 * Frequently Asked Questions (FAQ)

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