Guidance Needed: Converting RCA Google sheet Template to AppSheet-Compatible Format

[abbasFAID]

Dear AppSheet Experts,

I hope this message finds you well.

I'm currently working on converting an RCA (Root Cause Analysis) google sheet template—used internally in our company—into a functional AppSheet application. The original file contains multiple sheets such as “RCA Checklist,” “Action Plan,” “Problem Definition,” and others, most of which are structured more like forms or visual layouts than traditional data tables.

While some parts like the “Action Plan” are relatively easy to clean and structure into a data table format, other sections (like “RCA Checklist” and “Cause Tree”) require significant reformatting to be compatible with AppSheet’s expected data model.

I'm looking for advice on:
1. Best practices to handle form-style sheets that aren't naturally structured as tables.
2. Whether it's better to split such a template into several AppSheet tables or redesign it from scratch based on the key workflows.
3. Any tips for maintaining usability and simplicity for end-users once deployed in AppSheet.

If anyone has faced a similar challenge or can point me to example apps/templates, that would be greatly appreciated.

Thank you in advance for your support!

Best regards,
Abbas Faid

[Aurelien]

Hi @abbasFAID 

Here are my advices:

- use one table/tab per entity to manipulate

- use at least to columns in each table: id+label. Check the ID column with property KEY, and label column with property LABEL

- use type "Ref" to make connection between each table. For example, if your main form has a field "which root cause?" it should be with Ref type and take its source on a table ROOT_CAUSE

- always use short names for your columns, and use display names for your users. For example, "which root cause?" should be the Display name. Column name, ie the one used in your spreadsheet, should be "root_cause".

- if you wish to have a "form-lookalike" app, you can use columns with type Show to create form with pages or tabs for your users.

- items like checklist shoud be with a column type "Enum" or "EnumList".

Without more information, I hope this helps.

For reference:

References between tables - AppSheet Help

Create multi-page forms - AppSheet Help

Add row labels - AppSheet Help

[abbasFAID]

Dear Sir ! 
Thank you sir for writing.
Can you give me your email address so I can share the file with you for work? I am a beginner on Appsheet.
Best regards ! 

[Aurelien]

Hi @abbasFAID 

I won't help you in PM, but you can share here any screenshot with blurred sections if needed 🙂

[abbasFAID]

thank your