Creating a portal

Once you sign up for/into your Zoho Tables account, you'll be prompted to create a portal. Enter the name of the portal and tap CREATE.

 Note: Portal names can be anything: an organization, project, or family name, a personal theme, etc. 

By default, your new portal is now created with a workspace titled Workspace 1. You can see your portal name when you tap on your profile image in the top left.

Creating a workspace

The name of your workspace is displayed at the top.

To create more workspaces:

1. Tap the icon next to your current workspace name.

2. Tap the  icon. A new workspace is then created.

3. You can switch between workspaces by simply tapping on the desired workspace on the list.

4. When you tap the menu icon next to a workspace name, you can see the options to rename and delete the workspace, along with the option to view the collaborators for the workspace.

Creating a base

To create a base, tap the  icon at the bottom of your workspace screen.

Choose from the given options to create a base. There are four ways to create a base:

• Scan: Scan documents or receipts directly from your camera, or upload an image from your gallery.

• Blank: Create an empty base from scratch.

• Import File: Import from the files saved on your phone, using URLs or from any cloud storage .
  

• Templates: Customize your base to your needs using a pre-defined template.

The bases you create will be listed in their respective workspaces.

The menu () icon next to each base name has the option to:

• Edit the base name, color, and icon

• Share the base
  

• Add to homescreen
  

• Duplicate the base

• Copy a shareable link

• Download the base

• Delete the base

• View the base details

Creating a table

A table comprises records and fields that help to organize information within a base. By default, a new base opens in a grid view. You can create multiple tables in a base, to manage related data.

You can create a table in three ways:

• Scan images/documents with your camera or upload them from your gallery.

• Create a blank table from scratch.

• Choose files saved on your phone or cloud storage.

To create a table, follow these steps:

1. Tap the name of your table.

2. Tap the  icon in the top right. A new table is then created.
   

   
   
   

3. Alternatively, when you swipe right from a table, you'll see options to create a table.       
   

   
   
   

4. Choose from the list of options: Scan, Blank Table, and Choose File.

5. A table is automatically created with 10 records and 3 fields.

6. You can populate the table with data by simply tapping on a record.

7. To rename, duplicate, or delete a table, tap the menu icon next to the table name.

Creating a view

By default, each table is created with a grid view. To add more grid views to your table, tap ＋ Create View.

Creating a field

To add new fields to your table: Tap the ＋ icon in the field header. You'll see a list of available field types which you can choose from.

To customize a field: Tap the field name and choose Customize  from the list of options. You can now edit the field name and change the field type if needed.

To duplicate a field: Tap the field name and choose Duplicate  from the list of options. To duplicate the field without data, tap the field name and choose Duplicate without data  from the options.

To hide a field: Tap the field name and choose Hide Field  from the list of options.

To delete a field: Tap the field name and choose Delete  from the list of options.

1. To add more records, tap the  icon at the bottom. A new record will open on your screen for you to enter the data.

2. You can add further records from this screen by tapping the Menu  icon in the top right and choosing the Add Record  option.   

Adding data to records can be done in two simple ways.

To add data to an entire record:

1. Tap the title of the record, which is the first field of your table. This expands the record.

2. You can start typing in the record by simply tapping any field.

3. To move to the previous and next record, tap the  or icon, respectively, at the bottom.

To add data to individual fields:

1. Tap any field.

2. When the field expands, start typing the data in the field.

3. To close the field, tap anywhere on the screen.

Exploring the field manager

The field manager is useful for editing the fields in a base from a single place.

1. To access the field manager, tap the Options  icon to the right of the table name.

2. Choose the  Fields option. Now you can see all the fields in your base.

3. Tap the Menu () option to edit a field.

4. To search from a list of fields, tap the  icon and start typing the field name.