Editing a dynamic table
General settings
To edit a table, open it and click Table settings in the top-right corner. Select an action:
- Set up columns.
- Use default sorting.
- Copy embed code.
- Upload data from a file:
- In CSV format.
- In TXT format.
- Download a table:
- In XLS format.
- In DOCX format.
- In CSV format.
- Delete a table.
Editing the contents of table cells
- Click in the selected cell and enter a value. The row height depends on the content of the cell where the largest value is written.
- Use the Markdown markup to format text.
- To switch to a new row in a cell, press the Shift + Enter hotkey.
- To open an input field in a separate window, click .
- To save the changes, exit the cell editing window. This saves the changes automatically.
Each time you save your changes, a new copy of the table is added to its edit history. Using the history, you can view all previous versions of the table, compare them, or roll back to any of them.
Configuring parameters of table columns
-
In the first cell of the column, click
and select Settings. -
In the pop-up window, change the column parameters:
-
Enter the column Name in the top field.
-
The Unique ID field will be filled in automatically. You can edit it manually, if required.
-
In the drop-down list, select a data type for the column cells. After you save the settings, you will not be able to edit the data type.
-
In the Width field, set the column width or leave the default
Auto
value. -
To add a column description, click Add description. To view the column description, hover over the
icon. Its text will appear in the pop-up window. -
To turn cells into required, enable the Required option.
-
For columns with the Checkbox data type, enable the Mark made option. In this case, the rows marked with checkboxes will appear gray.
-
-
Click Save to save your changes.
To change the column width, move the side border to the left or right. The change in width will be immediately displayed to all users who are currently viewing the table.
Note
The minimum column width is 200 px.
Moving a column inside a table
To move a column:
-
In the top-right corner, click
. -
Select
Configure columns in the table settings. -
Select the column name in the list, click
, and drag it. You cannot select multiple columns to move.
Adding and deleting columns
To add a column:
-
In the top-right corner, click
. -
Configure the column parameters:
-
Enter the column Name in the top field.
-
The Unique ID field will be filled in automatically. You can edit it manually, if required.
-
In the drop-down list, select a data type for the column cells. After you save the settings, you will not be able to edit the data type.
-
In the Width field, set the column width or leave the default
Auto
value. -
To add a column description, click Add description. To view the column description, hover over the
icon. Its text will appear in the pop-up window. -
To turn cells into required, enable the Required option.
-
For columns with the Checkbox data type, enable the Mark made option. In this case, the rows marked with checkboxes will appear gray.
-
-
Select Add.
To delete a column:
-
Click
in a column's first cell. -
Click Delete.
Data types
Specify the data type for a table column:
- Formatted text. Any text formatted by
-
Number.
-
Checkbox. Field with a checkbox. To mark an entire row, enable the Mark made option. In this case, the rows marked with checkboxes will appear gray.
-
Date.
-
List. Field to select one value from a list of suggested options.
To select a multiple-choice list, enable the Allow multiple options option.
-
Employee. Employee's first and last name.
To select multiple employees, enable the Allow multiple users option.
-
Issue in Tracker. The key of the issue that will function as a link in Tracker.
-
Issue parameters.
Parameters displayed for the Tracker issue data type.
Alert
The data type can only be selected when creating a column.
Adding and deleting rows
-
To create a new row, click
Add row at the bottom of the table. -
To delete a row, hover over it and click
Delete row.
Renaming a table
To rename a table, click the table name and enter a new one.
Sorting table rows
To sort table rows:
-
Click
in the first cell of the column. -
Select Sort in descending order or Sort in ascending order.
To add multiple filters:
-
In the top-right corner, click
Table settings. -
Click Default order.
-
Click Add:
-
In the drop-down list, select a column and sorting type: Sort in descending order or Sort in ascending order.
-
Click Save.
-
Add other filters and click Apply. The Sorting configured button will appear in the top-right corner above the table.
To set the sorting order, click and drag
in the filter list. You cannot drag multiple filters at the same time.Filtering a table
If a dynamic table was embedded into the page using the old editor, you can use the grid
dynamic block to set up conditions for displaying rows or columns.
To filter a table:
-
Get the code for the dynamic table:
-
In the top-right corner, click
Settings. -
Select
Copy embed code. -
In the window that opens, select the options from the following:
- Read-only.
- Show line numbers.
- The ability to sort.
- Wysiwyg markdown
-
Click Copy code
-
-
Specify the filtering conditions:
-
To customize the display of rows, use the
filters
parameter. -
To customize the display of columns, use the
column
parameter.
-