Documentation

Table Element Settings

Table Elements offer a wide range of customization options that enhance how your data is displayed and how users interact with it. From filtering and exporting to inline editing and column summaries, these settings help you create powerful data displays.

What You'll Learn

This article will show you how to configure Table Element settings to optimize your data displays. You'll discover how to implement features like keyword search, record exporting, inline editing, and column summaries, as well as how to set up pagination and filtering options. These tools will help you create Tables that present information effectively and give users powerful ways to interact with your data.

How do I access Table Element settings?

When you select the pen icon to edit a Table Element, you'll find the Table settings toolbox on the left side, offering multiple options to enhance the user experience:

Options

The Options section provides several customizable features to enhance your Table Element:

Keyword Search

Adding a keyword search places a search field above the Table, allowing users to filter records by entering keywords. A "reset" link appears with search results, enabling users to easily clear search criteria and start a new search.

You can choose which fields are searchable:

  • The fields being used by this element: Only searches fields displayed in the Table
  • All fields in table: Searches all fields in the data table, even those not displayed

Note: Keyword search will be combined with any filtering rules added to the Source section of the Table Element.

Record Exporting

Enabling record exporting adds an "export" button to the top left of the Table. This allows users to download the Table data in CSV, Text, or JSON formats.

Note: The exported data will always reflect exactly what the Table is displaying, including any sorting and filters that have been applied.

Inline Editing

With inline editing enabled, users can edit field values directly within the Table by clicking on a cell. A form appears over the cell, allowing them to make changes without leaving the Table view.

Note: Inline editing is not available for formula, text formula, auto increment, and equation fields.

You can disable inline editing for specific columns. When editing a column, select "No" for the "Allow Inline Editing" option:

Restricting Connections

When you enable custom filters, you can also restrict which connected records appear when users filter the Table. This is particularly useful for connection fields:

Example:

In an Inventory Manager app, the Purchases Table might include a "Product" column that connects to the Products table. You can apply filters to restrict which Product records appear when users filter their view:

With these filters applied, users will only see Product options that match your criteria (such as products with a part number).

In Tables that display records connected to the logged-in user, you may also have the option to only show records connected to the logged-in user's role:

Note: For this option to be available, the connected table must have an outgoing connection to the user role table, and page permissions must be set appropriately.

Hide Empty Columns

Enabling "Hide empty columns" automatically hides any columns that don't contain data:

Empty Table Text

When a Table has no data to display, it shows "No Data" by default. You can customize this message in the Empty Table Text field:

Column Summaries

Column summaries perform calculations on rows within a column and display results at the bottom of your Table:

You can add multiple summary types, including Sum, Average, Minimum, and Maximum.

To disable summaries for a specific column, hover over the column, click the edit icon, and select "No" in the Allow Summary dropdown:

Pagination

Pagination controls how many records are displayed at once. If records exceed this limit, navigation buttons appear to help users view additional pages:

Options include:

  • Set how many records to display at a time: Choose from 10, 25, 50, or 100 records
  • Let the user change the amount: Allow users to select their preferred number of records (10-1000)
  • Repeat pagination controls below the element: Show navigation buttons at both top and bottom of the Table

Filter Options

You can configure how users filter Table data with three options:

  • Don't allow records to be filtered: Hide filtering options in the Live App
  • Allow users to add custom filters: Add an "add filters" button for users to create their own filters
  • Use a filter menu: Add a predefined filter menu above the Table

User Added Custom Filters

When you enable custom filters, users see an "add filters" button that opens advanced filtering options:

You can control which fields users can filter by:

  • The fields being used by this element: Only fields displayed in the Table
  • All the table's fields: All fields in the data table

You can also set up filter defaults that are automatically applied when the Table first loads.

Filter Menus

Filter menus add predefined filtering options above the Table. You can configure which filters are available and customize the button text for each option:

These menu filters cannot be modified by users in the Live App, providing a consistent filtering experience.

Notes & Troubleshooting

  • Column summaries are only available for numeric fields
  • When restricting connections, the connection field must exist in the Table's source data table
  • Filter menus are fixed and cannot be modified by users, while custom filters allow users to create their own criteria
  • Inline editing restrictions apply to fields with conditional rules and certain field types

Updated 8 days ago