Table of Contents

Table Settings

Danielle Kellogg Updated by Danielle Kellogg

This information expands on settings available in a Table view. The table settings section is available when editing a table view and provides additional options for your table.

Options

The Options section contains four features that allow you to further customize your Table view:

  • Keyword Search: This will add a search field above the table for the user to enter keywords that will filter which records to display. On the search results display, a “reset” link will appear. Clicking this will reset all search criteria to easily search again with new criteria.
  • Exporting: This adds a link above the table allows the user to export all the data from the table into either a CSV, JSON or TXT format.
  • Inline Editing: This allows the user to edit each field directly from the table, without utilizing a form view.
  • Hide Empty Columns: Enabling this feature will hide all columns that are empty from the table view.

Displaying a keyword search will present a search field above the table for the user to enter keywords to filter which records will display. These keywords will search the entire record.

On the search results display, a “reset” link will appear. Clicking this will reset all search criteria to easily search again with new criteria.

The keyword search will be combined with any rules added to the Source section.

Exporting

Exporting allows the user to export all the data from the table into another format. An "export" button will appear in the top left, with options for downloading in a CSV, Text, or JSON format:

The exported data will always reflect the exact data the table is displaying, including any sorting and filters.

Inline Editing

Inline editing allows the user to edit each field directly in the table, without using a form view. When enabled, the user simply has to click on a table cell, and a form pops over it to edit that cell:

Inline editing can also be disabled for specific fields. When editing a column, select "No" in the Allow Inline Editing dropdown to disable inline editing for that column:

Once inline editing has been enabled, it will affect all columns. However, it can be disabled for individual fields in the column settings. This allows you to choose which columns you want to allow users to edit. 

 

Hide Empty Columns

Enabling the "Hide empty columns" option will hide any columns on the table that are completely blank.

Empty Table Text

When a table contains no data to display, the table will by default show "No Data" text.

Here you can change the text which is shown when the table has no records to show.

Column Summaries

Column summaries are used to run calculations on all the rows in the column. Results will display as a summary at the bottom of your table:

You can also add Formula options, such as Sum, Average, Minimum, and Maximum, to your table. 

Any label you add will be placed in a left column if available. You can use the green "add" buttons to add multiple summaries.

When column summaries are enabled, you can edit each table column to disable it for a specific column, if needed. To do so, hover over the column and click the pencil edit icon. Select "No" in the Allow Summary dropdown to hide the summary for that column.

Pagination

Pagination determines how many records will show at one time. If the total number of records exceeds the number set here, then buttons will be added to the table to allow users to navigate to additional table pages, displaying more records. Options here include:

  • Set how many records to display at a time: tables can be set to show 10, 25, 50, or 100 records at a time. 
  • Let the user change the amount: once the page has loaded the user will be able to select how many records they will view per page. They can choose between 10, 25, 50, 100, 500 or 1000. 
  • Repeat pagination controls below the view: this will show the buttons to navigate to different table pages at the bottom of the table as well. 

Here's an example of a table displaying pagination links at the top of the table view:

Filters

The Filters section contains two options for defining how filters work with your table. 

  • Don't allow records to be filtered: this option will not display any filter options for the view in the Live App 
  • Allow users to add custom filters: this will add an “add filters” button to the table allowing users to filter records based on more specific criteria.
  • Use a filter menu: this option will allow a custom filter menu to be added to the table.

User Added Custom Filters

The “allow users to add custom filters” option will add an “add filters” button to the table allowing users to use advanced filtering options. 

  • Which fields can be filtered: here you can limit which fields can be used in the filters.
    • The fields being used by this view: this will only allow fields used in this table view to be used in the filters added by the user.
    • All the object’s fields: this will allow all fields in the object to be able to be used in the object fields
  • Filter defaults: allow you to add specific filters that will be present when the table initially loads on the page.

Filter Menus

Filter menus will add a predefined filter menu above the table view. For each filter appearing in the filter menu, you can choose what filters will be applied as well as the button text. These filter menus will be unable to be changed by the user in the Live App. 

 

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