Organizational Components
In this article, let's look into the synopsis of all the significant features of Zoho Tables that make it a great organizational tool.
Portal
The Portal serves as a personalized gateway for an account. As a whole, Zoho Tables structure or hierarchy is as follows:
- Portal->Workspace->Base->Table->Field->Record->View
You can create many workspaces within a portal, and within every workspace you can have multiple bases.
Learn more about Portal
Learn more about Portal
Workspaces
A workspace is a collaborative facility to consolidate and categorize all your related bases. You can set up your workspace on a company, business, or departmental level.
A small business might have a shared workspace for all of their responsibilities; a larger entity with multiple functional teams might have individual workspace for each department; an individual/family might share a workspace for managing their to-do list or domestic expenditures.
Your home page shows all the workspaces for which you are a collaborator.
Learn more about workspace
Bases
In a workspace, each tiny colored icon defines a base, your workspace is made up of the bases you create. A base is a collection of tables in a logical arrangement with all the information required for a specific task, project, or workflow. You can customize your base based on your use case, such as project planning, event management, bug tracker, etc.
Tables
A table consists of Records and Fields that help to organize information within a base. You can have multiple tables within a base to save related data. An inventory management base, for instance, might have tables for products, manufacturers, sales orders, and purchase orders, while a bug tracking base might have separate tables for bugs, developers, and features. This way, all the information will be channeled in one organized base, clearly segmented by tables.
Records
A row in a grid is what is referred to as a record. Each record of the table holds information about a particular item of a list. For example : If you're maintaining a ''Tour Planner'' each record is a ''different tourist spot'' with information denoting its specialty, weather, routes of travel, and so on.
In the case of "Applicant tracking" each record is a "different applicant" with their contact details, resume and other information.
Fields
A column in a grid is what is referred to as a field, they allow you to organize the details relevant to each record into a structured list. Every field has a unique field type that determines what information can be entered in it like attachments, rating, multi-select, currency, etc. You can pick your field type from the variety of field types available to make your data rich and powerful.
You can add as many fields as you need, delete or modify as per your requirement.
Views
Views help you see data from different perspectives to gather new insights. Powerful filtering, sorting, grouping and record coloring lets you align your data and rearrange the fields and records to your needs. While each view remembers its settings, simultaneously in sync with the related views. Zoho Tables offers several types of views such as Grid View,Gallery View, Kanban View, Calendar View, Form View
Collaboration
Share bases or workspaces with anyone, comment on each record, tag team members to get updates, and see changes in real-time.
Smart Relationships
Link related records across tables like the client & contact details. With a link record picklist, pick related information in a single click and experience real time data integration, enabling a single source of truth.
Automation
No more mundane tasks. Streamline your workflow through a simple trigger & action logic.
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