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Supported Viewing Capabilities Include:

  1. Sorting
  2. Filtering (including advanced filtering)
  3. Changing fields order
  4. Hiding/Exposing fields
  5. Pagination
  6. Copying a cell’s value
  7. Changing the table field’s width
  8. Table Views

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Sorting Table Records

When you hover over a field header, the up and down arrow icons indicate the sorting option.

The default sorting of the table is done according to the record creation time.

  • The first click will trigger a sort in descending order.
  • The second click will trigger a sort in the ascending order.
  • The third click will return the sorting to be as it was before the first click.

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Filtering Table Records

The Table Filter applies conditions to individual fields, allowing you to refine your data based on specific criteria. It consists of three key components:

The table filter is applied to each field individually and works as follows:

1

Select the Field to Filter

Choose the Field Name from the dropdown menu. This determines which column in the table will be filtered.

2

Choose an Operator

Operators define how the filter applies to the selected field. Available operators vary based on the field type:

  1. Text - (Is equal to, Is not equal to, Contains, Does not contains, Starts with, Ends with, Is empty, Is not empty).
  2. Number - (Is equal to, Is not equal to, Is less than, Is less than or equals to, is greater than, is greater than or equals to, Is empty, Is not empty, Is between)
  3. Multi-select (Contains, Does not contains, Is empty, Is not empty)
  4. Single-select (Is equal to, Is not equal to, Contains, Does not contains, Starts with, Ends with, Is empty, Is not empty)
  5. Date / Date + Time (Is between, Is before, Is after, Past)
  6. Checkbox - (True, False)
  7. User - (Contains, Does not contains)
3

Enter a Value for the Filter

  1. Text - Free text box
  2. Number - Free text to insert a number. When the operator is “Between”, you will see fields to specify the “from” and “to” of your range.
  3. Multi-select - Allow to select multiple options of the values in the records
  4. Single-select - Allow to select one option from the values in the records
  5. Date: Select a date-based filter using preset options such as Yesterday, Today, Last 7 days, Last 30 days, or Last year. You can also set a custom date range for more precise filtering.
  6. Date & Time - Functions like the Date filter but also includes a time selector for filtering records based on specific timestamps.

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Changing Fields Order

You can reorder your table fields by dragging a selected field and dropping it into the new place.

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Hiding and Exposing Fields

You can decide which fields to display in the table and which fields to hide.

The following table fields are System Fields: and will not be presented by default: Created At, Created By, ID, Updated At and Updated By

Click on the icon to open a modal with the fields. Any fields that are selected will be presented:

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Table Pagination

Table pagination helps manage large datasets by controlling record display and enabling easy navigation. Below are details on setting record limits and moving between pages.

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Copying A Cell’s Value

When clicking on a single cell, a “Copy” icon will be presented. Click the copy icon to copy the cell value.

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Changing the Table Field’s Width

You can change the width of a specific field by clicking on its border and dragging it to the specific width you want

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Table Views

‘Table Views’ refers to a saved configuration that combines specific filtering and sorting of your table data. These views can be set as either public (accessible to all users) or private (restricted to the user who created it).

1

Access Table View Options

In the dropdown menu in the top-left corner, you will find out of the box options for reviewing your Table Views.

2

Create a Custom Table View

You can create a custom table view by opening the dropdown menu in the top-left corner, selecting “Add View,” and entering a name for your view.

  • If you want the view to be private, check the corresponding box. This will ensure that only you can see and use the view, keeping it hidden from other users.

  • If left unchecked, the view will be public and accessible to all users with access to the table.

3

Customize the Table View

Next, click the to define a conditional statement to filter the data displayed in your custom table view.

You can further customize the view by:

  • Clicking the icon to select which columns to display.

  • Dragging columns to rearrange their order
  • Sorting columns by hovering over a column header and clicking the up or down arrows.

Once you’ve configured the view to your preference, click “Save View” to apply the changes.

4

Manage or Delete a Custom View

You can also edit the ‘Table View’ you created by clicking on the dropdown menu and selecting the “Manage View” option. To make any changes, click the “Manage View” button. If you want to delete the view you created, click the “X” button.

Table and Field Naming Conventions

Learn more about best practices for table and field naming conventions

Using Tables in Workflows

Learn more about creating and using table actions in Workflows

Basic Table Operations

Learn more about basic table operations

Table System Limits

Learn More About Table Limitations

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