Benefits of tables

1. Saves time without having to switch between different spreadsheet applications
   
2. Helps emphasize key information required to support your business
   
3. Organizes data in tabular format for ease of use
   

Create table 

1. Navigate to  and select Tables from the menu.
   
2. Click the Create Table button.
   
3. In the ensuing pop-up, enter the required details.
   
1. Table Name: Enter a title describing the table.  
   
2. Description: Enter the details of the table.    
   
3. Column: 
   
1. Enter the Column name , and select the field type.
   
1. The supported field types are: single line text, multi line text, date and time, decimal, number, email address, and link.
   
2. To configure settings for the column, click   .
   
1. Make this column mandatory - Enable to make sure the user fills the data in the specific column before saving the table.
   
2. Fill column with default value - Enable to provide a predefined value to the column. The default value can be overwritten by the user later.
   
3. Enter min and max column size - Provide minimum and maximum range/value that the user can enter.
   
                                                                              
4. Click Save to create the table.

Import data into table 

1. Navigate to  and select Tables from the menu.
   
2. Select the table that you want to import data to.
   
3. Click the download icon at the top-right corner of the table. 
   






4. In the Import Tables pop-up:
   
1. Select the File Type - XLS/XLSX or CSV.
   
1. Upload File - Attach the file you want to import.
   
5. Click Proceed . 
   






6. Map the file's header with column names in the dropdown.
   
7. Choose the Date Format  and Time Format  as per your requirement.
   
8. Click Import. 
   

Data import will take about 10 minutes to complete. The status of the import will be emailed to you.

Up to 5000 rows can be imported in one go. 

​A column with 'multi-line text' field type cannot be filtered.

Add or delete a row  

1. Navigate to  and select Tables from the menu.
   
2. Select the table you want to add or delete the row in.
   
3. To add a row, click the + icon at the top-right corner of the table.  
   

1. To delete a row, select the entire row by clicking on the column numbers at the right, then click the delete icon at the top-right corner of the table. 
   

After you add or delete a row, click the save icon at the top-right corner of the table to save the updated data. 

Edit table details 

1. Navigate to and select Tables  from the menu.
   
2. Hover over a table and click . 
   






3. Modify the required details.
   
4. Click Update.
   

             

You cannot add or remove columns, once the table is created.

Edit data in table 

1. Navigate to  and select Tables from the menu.
   
2. Click on the table you want to edit.
   
3. Update the data in the table.
   
4. Click the  save icon to save the updated data.
   

1. Navigate to and select Tables  from the menu.
   
2. Hover over the table you want to delete, and click the     icon.    
   
3. In the ensuing pop-up, click   Yes, delete .
   

1. Navigate to  and select Orchestration  from the menu.
   
2. Move to Create Form .  
   
3. Drag and drop Table Lookup from the New Fields tray onto the right panel.  
   
4. Enter a Field Title. This field is mandatory and must be unique in each form.  
   
5. Click Set field label hyperlink to add field label.  
   
1. The field is displayed with the label name in the form.
   
6. Configure the lookup details:
   
1. Table: Select a table.
   
2. Column: Choose a column from the table to lookup data.
   
3. Display Type: You can choose to display lookup values in either a dropdown or multi select field format.
   
1. On choosing dropdown, each option will be trimmed to display only 200 characters.
   
7. Set the field-level validations:  
   
1. Mandatory: Toggle YES to make the field mandatory.
   
2. Visibility: Toggle YES to make the field visible while creating cards.
   

Only five lookup and relation fields can be created.

If the table associated with lookup is deleted, the lookup will not render any value.