Ever wanted to add a Table of data from another Set to your records? We thought you might!

What CAN I do with the Table Field?

No need to wonder! Let me tell you.

  • Create a table of records from another Set.

  • As an admin, configure the table to show specific fields and re-order columns.

  • As an admin, configure the table to be filtered to show a subset of records.

  • Sort the table by clicking on the column headings.

What CAN'T I do with the Table Field?

Hey, there are some limitations, but we're working on it!

  • Creating/searching/pulling in records is not currently available.

  • Configuring to display a Subset is not currently available.

  • Filtering options are limited.

  • Not all field types are available to be used within the table.

How do I set up and configure the Table Field?

I've made step-by-step instructions here (assuming you know how to add Fields to Sets already):

  1. Add a new Field to a Set and choose the Table type.

  2. In the Field Options, choose another Set that you would like to see records from.

  3. Click Save.

  4. Now, reopen the Field Options and you will now be able to toggle columns and reorder columns in any way you choose.

  5. Click Save.

  6. Assuming that the Set you picked has records, you should see some records in the table.

  7. Now, if you're ready to filter the table, all you need to do is click on the Filter button and start configuring filters to your needs (assuming you know how filters work).

And that's it in a nutshell!

If you need help setting up your own Table field, have questions on how to use the Table field, or would like to suggest new ways that you would like to use the Table field, please reach out to us by using the chat in the bottom-right corner.

For a walkthrough of the Table Tool, check out this video.

Did this answer your question?