Setting up the address book

A tab of type AddressBook shows a company address book in the app: contacts with photo, phone, e-mail and address, a search and a filter by department. The contacts are rows in a Grid of your ApptiveGrid account. Optionally, companies appear as entries of their own, with a jump from a company to its people and back.

The app keeps an offline copy of the contacts per team on the device. The phone's own address book stays untouched; the app never asks for the contacts permission.

The tabs row

Add a row to the tabs Grid of the team Space:

Field Key	Value
title	for example "Contacts"
icon	single-colour SVG
type	AddressBook
gridUri	link to the contacts Grid or a view on it
uri	alternatively: the link of a shared view

You need one of the two fields. gridUri points at a Grid or view inside the team Space that members may see. If the contacts live in a Space your staff has no access to, share a view there via link and enter the link in uri. If both are set, gridUri wins. → Sharing a view

The contacts Grid

Only lastName is required. Everything else appears when present; missing details are simply not shown. Field names are up to you, the Keys must match exactly. → Assigning keys

Field Key	Field type	Required	Description
lastName	Text	yes	Last name
firstName	Text	no	First name
company	Text or Link	no	Company; as a link to a companies Grid, companies become entries of their own, see below
department	Text or Single Select	no	Department, team or site; the app filters by it
role	Text	no	Position or function
phone	Phone number	no	Landline or extension
mobile	Phone number	no	Mobile number
email	E-mail	no	E-mail address
photo	Files	no	Photo; the first image is used
address	Address or Text	no	Postal address
notes	Text	no	Notes, for example availability
active	Checkbox	no	Unchecked rows are hidden. Without the field, all rows are visible

Hide former staff without deleting

Use active to hide contacts without deleting the row. A filtered view as the source serves the same purpose and additionally lets you hide columns from the app.

Optional: companies as entries of their own

Turn company into a link to a second Grid and its rows appear in the address book as companies. From a company you jump to its people and from a person to their company. The companies Grid does not have to be registered anywhere; its address is part of the link.

Field Key	Field type	Required	Description
name	Text	yes	Company name
phone	Phone number	no	Switchboard
email	E-mail	no	Central address
website	Weblink or Text	no	Website
address	Address or Text	no	Postal address
notes	Text	no	Notes
logo	Files	no	Logo; the first image is used
active	Checkbox	no	as for contacts

If company stays a text field, there are no company entries; everything else works as before.

How the app works

• When the tab is opened, the app loads the contacts and stores them as an offline copy per team. Without a connection it shows the last loaded state.
• Search and department filter work on the copy, so offline too.
• Signing out deletes the copies of all teams from the device.
• If the required key lastName is missing, the tab shows a hint with the fields the Grid actually delivers instead of contacts.

Next

• Setting up tabs
• Sharing a view
• Tips and troubleshooting