Data Tables
What it is
A Data Table is a structured view of a collection of records (employees, companies, tasks, trades, etc.) organized in columns. You can sort, filter, search, and bulk-edit rows, and export to CSV or Excel.
When to use it
Use data tables whenever you need to work with a list of records: browsing employees, finding open tasks, reviewing trades, or checking product inventory. Tables are faster to navigate than individual record pages when you need to scan or compare.
Where to find it
Data tables appear in most sections of your Space. For example, the Employees section shows a table of all employees, the Tasks section shows all tasks, etc.
How it works
Navigating a table:
- Sort by clicking a column header.
- Filter by opening the Filters menu above the table and choosing values. Active filters apply immediately.
- Search by typing in the inline search field next to Filters. Results update as you type.
- Switch tabs using the segmented tabs above the table when a list offers preset views (for example, "Open" vs "Closed" tasks).
- Customize columns by opening the Customize menu and toggling which columns appear.
- Bulk select by clicking row checkboxes. A floating action bar appears at the bottom of the screen with what you can do to the selection.
- View details by clicking a row to open the full record.
Exporting:
- Open a table.
- Click Export or the export button (icon depends on your Space).
- Choose CSV or Excel format.
- Click Download.
The exported file includes all visible columns (you can toggle which columns export), including any custom attributes your administrator has added.
Custom columns:
Operators can add custom attributes to any record type, and those appear as columns in tables automatically. For example, a "Risk Level" attribute on Tasks shows as a column in the Tasks table.
Related
- Creating a Custom Table — define a new record type
- Custom Attributes — add fields to records
- Dashboards and Widgets — metric views
- Data Views — detailed record pages