A table view is used to display multiple records from your database.
How Tables Work
Tables display multiple records from an object in your database using rows and columns.
Any of the fields from that object can be used as columns in the table.
Each record in a table can be linked to a child page to edit or view more details about that record.
Add a table to display object records
You can add a table to display records on any entry page by selecting the Table option at the top of the page:
Select the object you want to display records from, and then click the "Add table" button:
Select any additional links to view or edit each table record in a new page and then click the "Add view" button:
You can add links to edit each record with a form or view more details about each record.
You'll also have options to display any connected records. In the example above, each company is connected to many contacts, so options are available to display those connected contacts or add a new one.
Add a table display connected record
If your app is using connections, you can add tables to display connected records to any page displaying details about the parent record.
For example, in our Contact Directory example app, you can add a table on a Company details page to add a new table displaying Contacts connected to that Company.
Select the Table option at the top of any details page. Then select the connected object from the "Records connected to this page's Company" list:
New tables will have columns for the first six fields of the object by default.
Click directly on a table on a page to edit it:
The table will open in "edit" mode where you can use the menu on the left to edit different aspects of the table.
The Data Source section is used to control the records the table will display and how they’re displayed:
Data: the table will display all the object's records by default. Use the data section to add rules to limit which records will be displayed.
Sort: control the default sort order of which records will be displayed first.
Limit: show all the available records or limit to a specific number.
The Columns section determines which fields the table will display for each record:
A title and description are listed above the columns, and you can click on each to add or edit. These are optional and will display at the top of the table if added.
Add Field Columns
The left menu lists all the fields available to add as columns.
Click on a field to add it as a column. The field will be added to the right of the table as the last column.
If the table object is connected to a parent object, you can also add fields from that connected object. You'll see a menu above the list of fields you can use to select other connected objects:
Add Link Columns
Above the list of fields is another tab to display options for link columns:
Link to delete record: this will add a link to delete a record. When the user clicks on the link they will be asked to confirm the delete. Clicking yes will then remove the record from the table and delete it.
Link to edit record: this will create a new child page with a form to edit this record. Clicking on the link will go to that page to edit the record.
Link to view more details: this will create a new child page displaying all the details for this record. Clicking on the link will go to that page to view those details. This is useful if an object has too many fields to fit in a table. You can pick a few to show in the table and then show the full set of fields on a details page.
Link to another page: reuse another page you've already created by linking to it. For example, if we already had a complex page that was showing details about a company record, we could link to that page instead of creating a new page for this table.
Notes on link columns:
The edit and view links both create a new child page that displays a specific record. In our example, we will want to show all the contacts connected to company that was clicked.
You can edit a link column to change the link text, or even use a field value for the link.
Hover over a column and click the edit pencil link to edit that column:
A window is displayed to edit the column's Properties, Layout, and Display Rules.
From Properties you can edit the column header and select the option for grouping records (see below) by that column.
From Layout you can adjust a column’s width and alignment:
From Display Rules you can add rules to update the column's display:
A display rule is added by defining the conditions (if) that trigger the actions (then):
If: the conditions that will trigger the actions when each condition is true. More than one condition can be added to trigger the action, in which case every condition must be true.
Then: the action to trigger when the condition is met:
Set Text Color: changes the text color to a color of your choice.
Set Text Style: can choose to change the text to italic, bold, or both.
Set Background Color: changes the background color of the cell in the table to a color of your choice.
Display Icon: displays an icon next to the value in the cell with a color of your choice.
Hide Value: hides the value in that cell in the table.
Multiple conditions and actions can be added for each rule by using the green "plus" button.
Editing link columns (see above) gives you additional options:
Link Type: text or field. A field will use the record value for that field as the clickable link text.
Link Text: the text to click on to follow the link.
Icon: can be displayed with the link text or used instead of the link text.
You can sort a column by dragging and dropping it into a new location.
You can group records by a common value in a specific Table column. You can indicate which column(s) to group with by checking the 'Grouping' option when editing your column:
Any columns that are grouping records will be automatically moved to the front of the table. A small "group" icon will appear on that column to indicate it is grouping:
If your table is displaying any summaries, like totals or averages, those will also be displayed for the first level of each group. Here is an example of Contacts being grouped by Company:
Hover over a column and click the "trash can" icon to delete that column:
If you need to add a new column to your table that doesn't exist yet, you'll first need to add a new field to the associated object in your database.
If you change the field name in the database every existing column for that field will be updated unless the label has been changed to something different.
Filters give the user tools to further refine which records the table will show. You can add filters as options for the user to add or as a menu.
Note: Only fields available in the object being used in the table are available for filters. For example, if your table is displaying Employee records, only fields from the Employees object will be available for filters.
Enabling user filters presents options for a user to add any filters they'd like:
This will then display an "add filters" link above the table:
The table will update as soon as a filter is added. Multiple filters can be added as needed:
You can determine if the fields available to filter are limited to the table columns or all the object fields. You can also add preset filters that will initially filter the records.
Enabling a filter menu will present links above the table the user can click that will filter the records based on the rules you create:
The user can then click on the menu links to automatically filter the records:
Note: If you added rules to the table's Data Source (see above), those rules will be combined with any filters that are added.
The Options section provides additional options for formatting your table:
Pagination determines how many records will show at one time. If the total number of records exceeds the pagination number, then links will be added to the table to navigate all the pages.
Here's an example of a table displaying pagination links in the top right:
You can set how many table rows to show at a time, as well as allowing the user to change this number if desired.
Displaying a keyword search will present a search field above the table for the user to enter keywords to filter which records will display. These keywords will search the entire record.
- Keyword searches must contain at least two characters and neither can be a special character.
- "is" and "is not": must be exact matches. For example, a search for "apples" would not find an entry for "apples and oranges.
- "contains" and "does not contain": finds partial matches. For example, a search for "apples" would return an entry for "apples and oranges".
- Email addresses: Searching on email addresses is currently an outlier and does not obey "is" filters.
Note: the keyword search will be combined with any rules added to the Data Source section.
Exporting allows the user to export all the data from the table into another format. An "export" link will appear in the top left, with options for downloading in a CSV, Text, or JSON format:
Note: the exported data will always reflect the exact data the table is displaying, including any sorting and filters.
Inline editing allows the user to edit each field directly in the table, without using a form view. The user simply has to click on a table cell, and a form pops over it to edit that cell:
Disabling Inline Editing: when inline editing is enabled, you can edit each table column to disable it for that column, if needed.
To do so, hover over the column and click the pencil edit icon. Select "No" in the Allow Inline Editing dropdown to disable inline editing that column. Click Submit to save your changes:
Row summaries are used to run calculations on all the rows in the column and display the results as a summary at the bottom:
There is a Sum, Average, Minimum, and Maximum option available.
Any label you add will be placed in a left column if available. You can use the green "add" buttons to add multiple summaries:
Disabling Row Summaries: when row summaries is enabled, you can edit each table column to disable it for that column, if needed.
To do so, hover over the column and click the pencil edit icon. Select "No" in the Allow Summary dropdown to hide the summary for that column. Click Submit to save your changes.