Tables | Online Help | Qntrl

Manage Tables

Tables help you store reference data in a tabular format within  Qntrl . You can store data vital to support your business processes here. Also, the data in tables can be listed in cards using Table Lookup .
 
For example, Zylker-- a manufacturing company, buys required materials from vendors to manufacture cement. Zylker stores the contact numbers and other referential data of the vendors they frequently deal with in external sheets. This information can be digitized and saved in  Qntrl 's tables for ease of updates and central access. 

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.
Once you click Save , a new table will be created. You can either enter the details manually or import data into the table.  
  1. Field types like currency, file, and date are not supported.

Import data into table 

Data can be imported from XLS/XLSX or CSV files. To import data:
  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. 

Filter data in table

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



  4. All the fields will be displayed here. Select the fields you would like to filter data of.
  5. Select a criteria and provide a search value.
  6. Click Find. 
The table will now be filtered based on the search criteria. 

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 

To edit the configuration details of a table,
  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 

To edit the data present in the 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.


Delete a table 

To delete the table along with its 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 .
The table will be deleted permanently and cannot be retrieved. 

How to use table data in cards - Table Lookup 

Qntrl ’s tables store and organize data in an easy-to-interpret tabular format. Table lookup fetches data from a table’s column and populates it in a dropdown or multi select field for the end-user.
 
For example, if you have a table to store your employee details, each column will contain details like employee ID, employee name, age, salary, and other information. If you want to fetch a list of all your employee names, you can use table lookup and get all the entire column details.
  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. 




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