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Table View and Core View Features

The Table View is similar to an Excel spreadsheet, allowing records to be displayed and managed in a grid layout. When a new worksheet is created, a default table view named "All" is automatically generated, displaying all records and fields.

Table View Features​

Common View Configurations​

  • View Settings

    • Data Filtering
      • Link Parameter
    • Sort
    • Record Color
    • Field Visibility

  • User Actions

    • Quick Filter
    • Filter List
    • Custom Action

Table View-Specific Features​

  • Common Table Operations
  • Column Display
  • Mobile Display Configuration

Configuration Example​

In a Sales Leads worksheet, you can create a new view called "New Leads", which only displays records marked as new.

Common View Settings​

1. Creating a New View​

Click the "+" button and choose Table View as the view type. The view configuration panel will slide out on the right.

2. Set the View Name​

Edit the view name at the top of the configuration panel.

3. Configure Data Filters​

Use filters to show only relevant records in the view. Records not matching the criteria will be hidden. When a record is updated and meets the criteria, it will automatically appear in this view; if it no longer matches, it will disappear.

  • Add a Filter

    Select a field → Choose a comparison operator → Set a target value

  • Condition Groups

    Multiple filter conditions can be configured.

4. Configure Record Sorting​

  • Custom Sorting

    Define custom sort orders to display records based on specific business needs. You can add multiple sort fields.

  • Default Sorting

    If no custom sorting is set, or multiple records have the same values in custom fields, the system will fall back to default sorting by Created Time or Last Modified Time to ensure a stable sort order.

  • No Default Sorting Added

    If your custom sort configuration already ensures a strict order (e.g., via index), you can choose "No default sorting added".

    ⚠️Warning: Disabling default sorting without a strictly ordered custom sort may result in missing or duplicated records when paginating.

5. Record Color​

You can use the option color from a Single Select field to highlight records, making it easier to identify different statuses.

  1. Select a Single Select Field

    The field must have color settings configured for its options.

  1. Specify Which Options to Display with Color

    By default, all records will be colored based on their option. However, if you only want certain records to be highlighted with option color, you can configure which options to display.

    For example, if you specify "Male" as the only colored option:

    • Records with the "Male" value will show the corresponding color

    • Records with "Female" or blank values will not be color-highlighted

  1. Color Display Styles

    There are 3 display modes: Sidebar, Sidebar + Background, and Background Only.

Sidebar mode uses the full color; background mode uses a lighter tone.

Display Example:

Field Style and Color​

You can configure individual field name and value colors/styles in the form editor. Then, choose whether to apply those styles in the view:

  • Enable "Show on PC" to apply the field styles on desktop views.

  • Enable "Show on Mobile" to apply them on the App or H5 record cards.

The style is configured in the field's Style settings:

6. Show/Hide Fields​

You can hide unnecessary fields in the view. Hidden fields will not appear in the record list or the record details page when accessed from the view.

How to Hide Fields:

Toggle the switch in front of each field name. Blue = visible, Gray = hidden. You can search to quickly locate and toggle fields.

Hidden fields are displayed at the bottom of the list.

For example, "10/12" indicates that 10 out of 12 fields are visible, while 2 are hidden.

7. Auto Refresh​

You can enable auto-refresh for the view, so it periodically updates to display the latest data.

  • Minimum interval: 30 seconds
  • Maximum interval: 5 minutes

Table View-Specific Configurations​

1. Set Row Height and Column Width​

  • Adjusting Row Height

  • Adjusting Column Width

    For example, to adjust the column width of the Company field, hover your mouse over the right border of the field (Position, point A) until the cursor changes to a horizontal resize icon. Then drag left or right to resize.

    If an App Admin makes the adjustment and clicks the Save button (point B), the changes will apply to all users. If a non-admin user adjusts the width, the change is only temporary and won't be saved.

    You can also configure column width under Batch Column Style Settings.

2. Display Settings in Table View​

  • 1) Show Row Numbers

    This displays the current row index based on the configured sorting order.

  • 2) Show Record Quick Actions

    When hovering over a record, a "More" button appears on the left side. Click it to quickly access actions like share, copy, or delete.

  • 3) Show Summary Row

    A summary row will appear at the bottom of the view to aggregate values from each column.

  • 4) Show Vertical Grid Lines

    Toggles the visibility of vertical gridlines between columns.

  • 5) Show Alternate Row Colors

    Enables alternating background colors for rows, improving readability. When disabled, all rows use the default background.

  • 6) Enable Title Line Wrapping

    If field names are too long, enable wrapping to reduce column width. When wrapping is enabled, you can align the text as top-aligned or vertically centered.

3. Interaction Modes for the Table​

Table views support two interaction modes: Classic Mode and Grid Mode.

  • Classic Mode (default)

    • Open Record Detail: Click any cell to open the record's detail page.
    • Quick Edit: Hover over a cell and click the Edit button to modify the value.

  • Grid Mode

    • Open Record Detail: Hover over a record to display the Expand icon on the leftmost column. Click it to open the detail page, or press the Space after selecting a cell.

    • Quick Edit: Click once to select the cell, then:

      • Use arrow keys to navigate between cells.
      • Press Enter or click again to activate edit mode.
      • For single select fields, use arrow keys to choose options.

4. Inline Editing​

Inline editing allows users to directly modify field values within table cells, without opening the record's detail page.

When you hover over a cell, an Edit button will appear. Click it to modify the field directly.

This setting can be toggled both in view configuration and in function switch. If the two settings conflict, the feature will be disabled.

If inline editing is not available, it may have been disabled by the App Admin, or your user role does not have permission.

5. Enable Business Rule​

When enabled, business rules configured for the worksheet will also apply during inline editing in the table. However, enabling this may affect performance.

Business rules are always enforced when editing records through the detail page.

6. Display Column: Configure Column Visibility and Style​

A worksheet may contain many fields, but in most cases, only a few key fields need to be displayed in the table. Users can open the record detail page to view additional fields. This keeps the table concise and allows users to focus on key information.

For example, if a Sales Lead worksheet has 50 fields, the New Leads view might only show 9 important fields. Users can view other fields by opening the detail page.

Prerequisite: Field Must Be Set as Visible​

Only fields marked as visible in the Field section of the view configuration can be shown in the table.

Two Display Column Modes​

1) Consistent with the form fields

This option displays all visible fields configured in the Field section of the view. You can also add up to 6 system fields (Owner, Record ID, Creator, Last Modified By, Created Time, Last Modified Time).

Note: This mode only shows the first 50 fields.

2) Customize display columns

You can customize which fields to display based on the visible fields in the view configuration. Fields can also be reordered freely.

Quick Actions

  • Use search to quickly find fields when there are many.

  • Show All: Show all fields at once.

  • Hide All: Hide all fields at once.

  • Reset Order: Match the field order in the worksheet (only the first 50 fields will display by default).

Column Style (Alignment / Width)​

You can batch edit column styles, including text alignment, column width, fields statistics, and field-specific display styles (single-select and file fields).

Access via: [View Configuration] > [Display Column] > [Edit Column Style]

Or click any column header and select Batch Settings to open the style panel.

  • Text Alignment

    Options include: Left, Center, and Right alignment.

    Supported field types: Text, Telephone, Number, Currency, Email, Date, Date/Time, Time, ID Number, Region/City, Auto Number, Check items, Formula, Concat, Level, Created Time, Last Modified Time, Rollup, Positioning, Cascading, Foreign Field (depending on related field).

  • Column Width

    You can set a specific width or drag to adjust directly in the table. You can also auto-fit width by clicking the column header.

  • Field Statistics

    Set a default field statistics method at the bottom of the table. Available options depend on the field type.

  • Single-Select Field Display Style

    Options include: Plain Text, Label, Progress Bar, and Cell Background Color.

  • File Field Display Style

    Images in file fields can be displayed as: Square, Circle, or Auto Fit.

Apply to Other Table Views

If checked, the same column widths, alignments, and display styles will be applied to all table views in the worksheet. If not selected, changes only affect the current view.

Quick Style Setup for a Single Column

You can also set styles for individual columns quickly in the table.

After making changes, click Save and choose whether to apply the styles to other table views in the worksheet.

Notes​

  • Only fields marked as visible in the Field section can be configured under Display Column.

  • Fields hidden via Display Column will still be visible in the record detail page unless otherwise hidden in the Field section, or restricted by role permissions or business rules.

  • In Custom Display Column mode, newly added fields are hidden by default. You must manually set them to be displayed.

7. Column Order​

You can reorder columns in the table to prioritize key fields.

To reorder columns: Go to the view configuration page > click Display Column > choose Customize Display Column. Then drag fields up or down to change their order.

This only affects the column order in the table view. The field order in the record detail page always matches the form layout.

8. Freeze Columns​

Click a column header and select Freeze to lock that column and all columns to its left. When scrolling horizontally, the frozen columns remain visible. You can freeze up to 10 columns.

9. Display Configuration on Mobile​

Records in the table view appear as cards on mobile (App and H5). You can customize the card layout to enhance mobile usability.

As shown, if you select a card template and set it to show fields like Industry, Product Interest, Source, the card will appear with those fields on mobile.

10. Grouped Records Display​

In Table View, Kanban View, and Gallery View, you can group records by a specific field to enhance the structured display of data.

Table View Example:

Kanban View Example:

Gallery View Example:

To configure grouping, go to [View Configuration] > [Group], and select a field to group by.

Supported Fields for Grouping

View TypeGroupable Fields
Table/Gallery ViewSingle-Select, Multi-Select, Level, Relationship (Dropdown/Card), Members/Department/Org-Roles (both single and multiple selection), Foreign Field(data storage)
Kanban ViewSingle Select, Level, Relationship (single record), Members/Department/Org-Roles (single selection), Foreign Field(data storage)

Grouping and Record Limits

View TypeRecord LimitGroup Limit
Table/Gallery ViewNo specific limitUp to 50 groups
Kanban ViewUp to 1000 recordsNo group limit

Additional Notes

  • If a record's grouping field is empty, it will be placed in the "Ungrouped" group. You can manually choose whether to show or hide this group.

  • You can set the default group expansion state when opening the view:

    • Expand first group only
    • Expand all groups
    • Collapse all groups

User Operations​

1. Quick Filter​

Quick filters allow you to display multiple filter fields at the top of the view, making it easier for users to search and locate records efficiently.

1.1 Add Filter Fields​

Go to [View Configuration] > [Quick Filter], then click the Select Fields button to add fields for quick filtering.

Once fields are selected, certain fields may require a filter method and default value to be configured.

If a quick filter field is assigned a default value, the view will load with only the records matching that value. Default values also support link parameters.

1.2 Enable Search Button​

  • If the search button is enabled, records will only be retrieved after clicking the button.

  • If disabled, records will be filtered immediately after the user finishes inputting filter values.

Force Search Button Usage:
If more than three filter fields are configured, the search button is mandatory. However, the following exceptions apply:

  • Pressing the Enter key triggers the search directly if the filter field is a text type (phone/email/ID) or number type.

  • When searching with multiple keywords in a field, clicking the Confirm button also initiates the search immediately.

  • When the search button is enabled, you can also define which filter fields are required.

1.3 Show Data Only After Search is Performed​

When enabled, the view will initially not display target records when opened. Matched records will only appear after the user applies filters.

1.4 Multi-Keyword Search for Text Fields​

When filtering text-type fields, users may enter multiple keywords. Records matching any of the keywords will be shown.

Click the button next to the search box to enter multiple keywords. Press Enter after each keyword to wrap, then click Confirm to search.

1.5 Display Options for Option-Type and Relationship Fields​

Single Select / Multi Select Fields

For option-type fields, you can choose which options are shown in the filter.
For example, the "Status" field in a sales lead worksheet may include: New, Qualified, Unqualified, and Contacted. In the quick filter, you can choose to display only "New" and "Qualified", or all options.

You can also include an "Empty" option for records where the field is empty. The label for this option is customizable (e.g., rename to "Not Set").

Relationship Fields

Relationship fields (single record or multiple records) can also be treated as option-type fields, where options are dynamic data.
By default, all related records (title field) are listed.

You can choose to:

  • Show all related records
  • Show only specified related records
  • Show related records that meet filter conditions

When configuring filters for related records, dynamic values can be used.
For example, you can reference the value of another quick filter field.

When using dropdown mode for relationship fields, only text-type fields (text, telephone, email, ID number, auto number, etc.) are searchable.

1.6 Preset Filters for Date/Time Fields​

For date or datetime fields, you can predefine common date ranges to help users quickly select a time period.
The available presets depend on the field's granularity.
For example, if the field supports day-level precision, options like "Past 1 Hour" or "Next 5 Minutes" are not allowed.

Result:

2. Filter List​

In a filter list, you can select an option-type field and display its options as a list on the left side of the view. This allows users to quickly filter and view records based on specific field values.

Supported field types for filter list include:

Single Select, Multi Select, Level, Members, Department, Org-Roles, Cascading, Relationship (single record), Foreign Field (data storage).

Example:

2.1 Select an Option-Type Field​

Only one option-type field can be selected at a time, such as: Single Select, Multi Select, Relationship, Cascading, Members, Department, Org-Roles, Region/City, etc.

2.2 Display Options​

In addition to the options within the field itself, you can include "All" and "Empty" as filter options and rename them as needed.

You can choose to show only options that have records, or limit the displayed options to specific ones.

If a relationship field is used as a filter list, you can further configure the filter conditions for the related records.
Learn more

If the related worksheet has an org view enabled, related records will also be shown hierarchically in the filter list.

2.3 Options Sorting​

Options within the filter list can be sorted.

Note: The "All" option is always displayed at the top.

For relationship fields, sorting is only supported when "Display specified items" is selected.

2.4 Use Selected Option as Default for New Records​

You can set the currently selected filter option as the default value when creating a new record.

For example, if you select "Qualified" in the filter list, the "Status" field in the new lead record will default to "Qualified".

2.5 Filter List Width​

The default width of the filter list is 200px.
You can adjust it between 100px and 500px.

3. Custom Action​

Learn more