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📊 Table Widget

The Table Widget displays records in a powerful, spreadsheet-style view. It allows you to browse, search, sort, edit, import, and export data—all without leaving the dashboard.

This widget adapts to many data types, such as projects, clients, employees, vendors, and more.

What Is the Table Widget?​

Use the Table Widget to:

  • View large sets of records
  • Customize which columns are visible
  • Search and filter data quickly
  • Sort by any column
  • Edit data directly in the table
  • Import and export data using CSV files
  • Select records to view details elsewhere in the app

It combines the flexibility of a spreadsheet with the safety of structured data.

Main Layout​

The Table Widget has four main areas:

1. Header Bar (Top)​

Used for searching, exporting, importing, and saving changes.

2. Column Headers​

Each column can be:

  • Reordered
  • Resized
  • Sorted
  • Filtered
  • Shown or hidden

3. Table Body​

Displays rows of data. Each row represents one record.

4. Widget Settings (Gear Icon)​

Controls which table is connected, visible columns, and edit mode.

Selecting a Table​

From the widget settings:

  • Choose which table to display (Projects, Clients, Vendors, etc.)
  • Some widgets may be locked to a specific table

The table updates instantly.

Viewing Records​

  • Each row represents one record
  • Clicking a row selects it
  • The selected record is highlighted
  • Other widgets update to match the selection

Searching Data​

Use the Search box to filter records.

You can:

  • Choose which column to search
  • Type any text to narrow results
  • See results update instantly

Sorting Data​

  • Click a column menu (▼) to sort
  • Sort ascending or descending
  • Sorting applies to the entire table

Filtering Columns​

Each column supports filtering:

  • Filter by text
  • Filter by specific values
  • Combine multiple column filters

Filters remain active until cleared.

Customizing Columns​

Show or Hide Columns​

  1. Open the widget settings
  2. Expand Visible Columns
  3. Check or uncheck columns

Reorder Columns​

  • Drag column headers left or right

Resize Columns​

  • Drag the edge of a column header
  • Double-click to auto-size

Your layout is saved automatically.

Editable Mode​

When Editable Mode is enabled:

  • Cells become editable
  • Dropdowns appear for linked fields
  • Checkboxes appear for true/false fields
  • Text fields update as you type

Changes are tracked but not saved immediately.

Saving Changes​

After editing:

  1. Click Save Changes
  2. All modified rows are saved together
  3. Success or error messages appear

You can safely edit multiple rows before saving.

Selecting Multiple Rows​

  • Use checkboxes to select rows
  • Use the header checkbox to select all visible rows
  • Selected rows are highlighted

Deleting Records​

To delete records:

  1. Select one or more rows
  2. Click Delete Selected
  3. Confirm the action

⚠️ Deleted records cannot be recovered.

Importing Data (CSV)​

You can import data from a CSV file.

  1. Click Import CSV
  2. Upload a file
  3. Match CSV columns to table fields
  4. Confirm import

Imported records appear immediately.

Exporting Data (CSV)​

To export:

  • Click Export CSV to export all visible rows
  • Select rows first to export only selected records

Files download in a spreadsheet-friendly format.

Column Formatting​

Columns can display values as:

  • Currency
  • Percent
  • Numbers
  • Dates
  • Phone numbers
  • True / False

Formatting affects display and exports.

Relationship Fields​

Some columns link to other tables:

  • Dropdowns show names instead of IDs
  • Display columns can be customized
  • Changes update related data correctly

Tips for Best Use​

  • Hide unused columns to reduce clutter
  • Use filters instead of scrolling
  • Save changes in batches
  • Export filtered views for reports
  • Use row selection to sync with detail widgets

Good to Know​

  • Column layouts are saved per widget
  • Filters persist until cleared
  • Unsaved changes are tracked
  • The table works best alongside Record Viewer and Map widgets

Summary​

The Table Widget is the most flexible way to work with structured data. It’s fast, customizable, and powerful—while still keeping your data organized and safe.

If you think of it like a spreadsheet with guardrails, you’re using it exactly right.