Table View
Overview
The Table view presents data as a spreadsheet-like grid with rows and columns. It is the most feature-rich view type and typically the default choice for general data management.
Sorting and filtering
Sorting
Click any column header to sort by that column. Click again to reverse the order. The table supports multi-column sorting — hold the sort and add additional columns to refine the order.
Sorted columns can be preconfigured in the view settings so users see a default sort when opening the view.
Filtering
Click the Filter button in the toolbar to open the filter panel. Filters support multiple operators depending on the column type:
- Text columns: equals, contains, starts with, ends with, is empty, is not empty
- Numeric columns: equals, greater than, less than, between, is empty
- Date columns: equals, before, after, between, is empty
- Select columns: equals, is one of, is empty
Multiple filters can be combined. You can also save predefined filters — named filter combinations that users can select from a dropdown for quick access.
Faceted search
The table supports a faceted search panel — a sidebar filter interface that shows all available values for select-type columns with counts, similar to e-commerce category filters.
Full-text search
Click the Search button or use the keyboard shortcut to open a search bar. Search filters across all visible text columns in real time.
Inline editing
Double-click any cell in the table to edit its value directly without opening the record form. The cell transforms into the appropriate input for the column type (text input, dropdown, date picker, etc.).
Press Enter to save or Escape to cancel. Changes are saved immediately.
Grouping
Click the Group button to group rows by any column. Grouped rows appear under collapsible section headers showing the group value and record count. You can hide empty groups and expand or collapse all groups.
Bulk actions
Enable row selection to perform actions on multiple records:
- Click the checkbox in the header to select all, or check individual rows.
- Use the action column or toolbar buttons to trigger bulk workflows.
- Bulk actions are configured as workflows with the Manual Bulk Action trigger type.
Additional features
| Feature | Description |
|---|---|
| Column visibility | Hide or show columns from the view without affecting the feature definition |
| Column reordering | Drag columns to rearrange their position in the grid |
| Export | Export visible data to Excel or CSV format |
| Import | Import data from files directly into the table |
| Footer totals | Display sum totals for configured numeric columns at the bottom of the table |
| Conditional formatting | Color entire rows based on field value conditions |
| Action column | A special column with buttons for row-level workflow executions |
Toolbar controls
The table toolbar can show or hide these buttons via configuration:
- Search button
- Filter button
- Group button
- Export button
- Import button
- Add record button
- Selection toggle