RETABLE USER GUIDE
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Table Management

When your information is collected together in one powerful database, organizing your tables, fields, and views effectively is key—and adding a few well-placed apps can make a big impact.

How to create table

Tables are like worksheets in a spreadsheet. Each Table should hold a set of data concerning one subject area. Follow the steps below to create a Table;
  1. 1.
    Click the plus (+) "Add or import" icon on the top left of the screen after user creating a Project.
  2. 2.
    Click “Empty Table” to create a Table.

How to rename table

Follow the steps below to rename a Table;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Rename table”.

How to edit table description

Follow the steps below to edit a table;
  1. 1.
    Click the arrow next to the table name which needs editing.
  2. 2.
    Click “Description”.
  3. 3.
    Change table name or edit description of the table.

How to delete table

Follow the steps below to delete a Table;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Delete table”.
  3. 3.
    “Are you sure you want to delete this table? Recently deleted table can be restored from trash." “Yes” to delete Table.

How to use reordering table

Table can be reordered by dragging and dropping.
If you want to this, follow the steps below;
1. Hover the mouse over the project/table/view you want to move.
2. Drag it to its new location.
3. When you release the mouse, the contents of the cells are moved to the new location.

How to use table list

Instead of searching for tabs with the scroll icon, all tabs of the project can be displayed as a list. When the scroll icon appears on the screen (in case the tables do not fit on the screen), the “Table list” icon appears. If the table list icon appears, the tabs of the project are listed and all tabs can be browsed quickly.
If you want to do this, follow the steps below;
  1. 1.
    Click on the "Table list" icon on the right side of the tables
  2. 2.
    Switch to the selected table.

How to export table as .csv

Follow the steps below to export a Table as .csv;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Export table”.
  3. 3.
    Select ".csv"
  4. 4.
    Click to "Export" button.
You can use this export as a way to backup your data outside of Retable and into another program (like Excel or Google Sheets). When you download the CSV file, it will be located in your devices default download location.

How to export table as .retable

If you export your file with the ".retable" extension, you can import it with the same properties when you want to import your file to Retable again.
Follow the steps below to export a Table as .retable;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Export table”.
  3. 3.
    Select ".retable"
  4. 4.
    Click to "Export" button.

How to check errors in export table

If there are errors in the file you want to export, you can see it with the "Check Errors" function. Clicking on the errors in the "Problems of {Table Name}" popup will show you which cell the error is in.
Follow the steps below to export a Table;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Export table”.
  3. 3.
    If your table has error/errors, the "Are you sure?" popup will appear.
  4. 4.
    Click “Check Errors”.
  5. 5.
    Column errors are listed under "Problems of {Retable}".
  6. 6.
    If you want to export the table despite the errors, click the "Export" button.

How to import data

Follow the steps below to import a Data;
  1. 1.
    Click the plus (+) "Add or import" icon on the top left of the screen after user creating a Project.
  2. 2.
    Click “Import a .csv or .xls(x)” to import excel sheet.
  3. 3.
    Click “Select File” and choose an excel file from local desktop.
  4. 4.
    If you want to trim the spaces, you can choose "Trim whitespace." If the first line is the header, you can choose "First row is header."
  5. 5.
    Then click “Upload”.

How to import table

Follow the steps below to import a table;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Import a .csv or .xls(x)”.
  3. 3.
    Click “Select File” and choose an excel or .csv file from local desktop.
  4. 4.
    If you want to trim the spaces, you can choose "Trim whitespace." If the first line is the header, you can choose "First row is header, don't include this header."
  5. 5.
    Match the "Imported Column" and "Table Column" fields in the pop-up.
  6. 6.
    You can disable the lines you do not want to import with the "Import" button.
  7. 7.
    Then click “Upload”.

How to import Google Sheet

That allows you to import an entire Google Sheets file as a new base, or import one into an existing base. Note that once you have imported data into Retable, any changes made within Retable will not be reflected back to the original Google sheet you used for importing. Follow the steps below to import a google sheet;
  1. 1.
    Click the "Add or Imports".
  2. 2.
    Click “Import Google Sheet”.
  3. 3.
    Connect to your google account of the file you want to import from the screen that opens.
  4. 4.
    Select the relevant file from the "Choose File" field.
  5. 5.
    Click “Select” button and the relevant file is imported.

How to copy table

Follow the steps below to copy a Table;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Copy Table”.
  3. 3.
    Select the area you want to copy from the "Selected Project" area.
  4. 4.
    Click "Save" button.

How to move table

Follow the steps below to move a Table;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Move Table”.
  3. 3.
    Select the area you want to move from the "Selected Project" area.
  4. 4.
    Click "Save" button.

How to duplicate table

Follow the steps below to duplicate a Table;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Duplicate Table”.
  3. 3.
    The transaction seems to be successful.

How to lock table

You can click lock icon after user creating a Table. Table locked for others, you can edit your table without any distraction. Only the person who locked the table can unlock it.
When the table is locked, an e-mail is sent to inform all shared users. If one of those users wants the table to be unlocked, the user can send a request to the person who locked the table to unlock the link.

How multiple users organize data

Multi-user Data editing allows multiple users to edit the same WS, Project, Table or View at the same time.
  • While multiple users are editing the same component at the same time, first letters of the users are shown on the top right of both screen.
  • Whoever opens the WS, Project, Table or View which are shared, all shared users first letters shown on the top right of the screen.
  • When a user edits cells, other user(s) can see all changes after editing.

How to share table

Public View

User can create a share link for the entire table will let anyone with the link see the entire table. Also, table owners may want to share a specific view instead by choosing specific filters and columns from the table.
Personal views are a special view configuration type that allows collaborators with creator, editor, or commenter permissions to create views that can only be customized by the view's current owner. In other words, only the owner of a personal view can customize that view's filters, field visibility, field order/sorts, and export data.
Follow the steps below to public view of a Table;
  1. 1.
    Click the "Share" button in the table bar.
  2. 2.
    If you want to make the table make public, click the "Public View" switch. You can share your data with this link. (Hidden fields are not visible)
  3. 3.
    If you want, you can copy the link or open the link in a new page.
  4. 4.
    If you want the table data to be edited, you can enable the "Editable" switch. The "All" and "Only Data" options appear when the "Editable" switch is enabled. If the user you are sharing with is logged in, the user can operate on the table according to the "All" or "Only Data" options you choose.
  5. 5.
    If you want the table data to be use, you can enable the "Use Data" switch. If the user you shared with are logged in, user can create new table using this view data.
  6. 6.
    You can filter, export, multi sorting and hide columns on via "Public view" and export the table. You can also share the public view on different social media.

Form View

Retable forms let you collect information from anyone and save it automatically to an Retable table.
They're perfect for logging expenses, collecting RSVPs, creating polls and quizzes, collecting customer information, and many other purposes.
Unlike other products, which require you to build a form from scratch, Retable forms are automatically generated from your existing table and then give you the ability to rearrange and remove fields.
When the "Form Fiew" switch is opened, the "Private Form" field button appears at the bottom. When this button is opened, your form turns into a Private Form. Only logged in users can view and submit the form. When you add Created by columns to your form, you can see who submitted the form.
Follow the steps below to form view of a Table;
  1. 1.
    Click the "Share" button in the table bar.
  2. 2.
    If you want to make the table make public, click the "Form View" switch.
  3. 3.
    Turn on the "Private Form" switch so that only logged in users can view and submit the form.
  4. 4.
    If you want, you can copy the link or open the link in a new page. You can share this link to get submissions from anyone.

How to customize form view

If you want to customize your form view, follow the steps below.
  1. 1.
    Click the “Share" button in the table bar.
  2. 2.
    If you want to make the table make public, click the "Form View" switch.
  3. 3.
    Click on the "Edit and preview form" icon on the screen that opens.
  4. 4.
    You can add form name and form description.
  5. 5.
    You can make the columns of the table mandatory, hide them, change the column headings, add column description from the screen that opens.
  6. 6.
    You can add a cover image, click the "Cover Image" field on the right and upload the image or logo you want.
  7. 7.
    If you want to preview the customized form, click the "Preview" button.
  8. 8.
    If you want to share the customized form, click the "Share" button. Then click the "Save" button.

How to management history

Using a base snapshot, you can back up a base and restore it to an earlier version. Retable automatically takes occasional snapshots of your bases, and you can also manually take a snapshot. It may be a good idea to manually take a snapshot of your base immediately before restructuring or otherwise making a large amount of changes to your base.
Users can take snapshot of tables or load from snapshots.

How to take snapshot

Follow the steps below to take snapshot of a Table;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Snapshot” to enter snapshot menu.
  3. 3.
    Click “Take a snapshot”.

How to load from snapshot

Follow the steps below to load from snapshot;
  1. 1.
    Click the arrow icon next to the table name.
  2. 2.
    Click “Take a snapshot” to enter snapshot menu.
  3. 3.
    There are two options to load from snapshots.
    • Select “Create new table” to load from snapshot to a new table.
    • Select “Restore table” to load from snapshot to the existing table.

How to data validation

There are four options for data validation which are Single Select, Multi Select, Text and Number column types.

How to single select

User can select only one allowed value for specific columns.
  1. 1.
    Hover over the column name and right click.
  2. 2.
    Choose "Customize Column" function.
  3. 3.
    Choose “Select” in the column type option.
  4. 4.
    Choose "Single Select" from the screen.
  5. 5.
    Data is entered in the "Empty Option" field.
  6. 6.
    New selections are added with "Add an options".
  7. 7.
    If you want to clear data, use the "Clear" button.
  8. 8.
    If you want to insert the data of another table, you can use the "Generate from table column" selection. You can generate data by selecting tables and columns.
  9. 9.
    Click "Save".

How to multi select

User can select multiple allowed values for specific columns.
  1. 1.
    Hover over the column name and right click.
  2. 2.
    Choose "Customize Column" function.
  3. 3.
    Choose “Select” in the column type option.
  4. 4.
    Choose "Multi Select" from the screen.
  5. 5.
    Data is entered in the "Empty Options" field.
  6. 6.
    New selections are added with "Add an options".
  7. 7.
    If you want to clear data, use the "Clear" button.
  8. 8.
    If you want to insert the data of another table, you can use the "Generate from table column" selection. You can generate data by selecting tables and columns.
  9. 9.
    Click "Save".

How to Text Column Validation

User can select multiple allowed values for specific columns.
  1. 1.
    Hover over the column name and right click.
  2. 2.
    Choose "Customize Column" function.
  3. 3.
    Choose “Text” in the column type option.
  4. 4.
    Check "Validation" and click "Add Validation Rule" from the screen.
  5. 5.
    There will be 3 options;
    • Min character
    • Max character
    • Regex
  6. 6.
    If you enter min characters and click the "save" button, "Validation Error" is given next to the cells that do not meet this criterion in the relevant cells.
  7. 7.
    If you enter max characters and click the "save" button, "Validation Error" is given next to the cells that do not meet this criterion in the relevant cells.
  8. 8.
    If you enter regex code and click the "save" button, "error message" is given next to the cells that do not meet this criterion in the relevant cells. For examples;
    • Email check: ^[\w-.][email protected]([\w-]+.)+[\w-]{2,4}$
    • No whitespace character: \S
    • Non alphanumeric: \W etc.
  9. 9.
    You can add up to 3 controls.
  10. 10.
    Cells that do not comply with the control are marked in red and the message given is: Validation Error: The value must follow these rule(s).

How to Number Column Validation

User can select multiple allowed values for specific columns.
  1. 1.
    Hover over the column name and right click.
  2. 2.
    Choose "Customize Column" function.
  3. 3.
    Choose “Number” in the column type option.
  4. 4.
    Check "Validation" and click "Add Validation Rule" from the screen.
  5. 5.
    There will be 2 options.
    • Min value
    • Max value
  6. 6.
    If you enter min value and click the "save" button, "Validation Error" is given next to the cells that do not meet this criterion in the relevant cells.
  7. 7.
    If you enter max value and click the "save" button, "Validation Error" is given next to the cells that do not meet this criterion in the relevant cells.
  8. 8.
    You can add up to 2 controls.
  9. 9.
    Cells that do not comply with the control are marked in red and the message given is: Validation Error: The value must follow these rule(s).

How to add or delete row

How to add row

There are three ways to add a row;
  • Click to plus (+) icon next to “Share” button.
  • Press Enter button on the keyboard when mouse cursor is on the last row of the table.
  • Get to the beginning of the row and right click and click "Insert a new row before " and "Insert a new row after"

How to delete row

Follow the steps below to delete a row;
  1. 1.
    Select rows that are needed to delete.
  2. 2.
    Click right button on the mouse.
  3. 3.
    Select “Delete selected row(s)”

How to columns sorting

Follow the steps below to sorting columns;
  1. 1.
    Click to “Sort” button.
  2. 2.
    Click to "Pick a column to sort" function.
  3. 3.
    Select the columns you want to sort.
  4. 4.
    Then on the column name choose “order ascending” / “order descending”.
  5. 5.
    You can add multiple sort.
  6. 6.
    Click to "Apply" button.
  7. 7.
    If you want to abandon column sorting, you can click the cross in the "Sort" field.

How to add or delete column

How to add column

Follow the steps below to add a column;
  1. 1.
    Click to plus (+) icon next to column names.
  2. 2.
    Type column name under the column title.
  3. 3.
    Choose column type.
  4. 4.
    Click "Save" button.
You can also add columns by right-clicking on the column and using the "Insert a new column after" and "Insert a new column before" functions.

How to duplicate column

Follow the step below to duplicate columns;
  1. 1.
    Right click the column and select "Duplicate column" functions.

How to delete column

Follow the steps below to delete a columns;
  1. 1.
    Right click on the column name which will be deleted. (Hold “SHIFT” button on the keyboard for multiple column selection)
  2. 2.
    Select “Delete selected column(s)”.
  3. 3.
    Click the “Delete” button.

How to column basic types

There are 22 different column types;
  • Text: User can type alphabetic characters. (A line of text.)
  • Number: User can type numbers. (A line of numbers.) If "Allow negative numbers." is marked, negative values ​​can be entered in the relevant cells.
  • Checkbox: User can check/uncheck the box on the column. (A small box in which to place a check mark.)
  • Image: User can select and upload image. (Image allow you to add images which can then be viewed or downloaded.)
  • Attachment: User can select and upload file. (Attachments allow you to add images, documents, or other files which can then be viewed or downloaded.)
  • Calendar: User can enter only date values from a calendar shown. (Enter a date (e.g. 11/12/2013) or pick one from a calendar.)
  • Color: User can choose a color for the column. (Pick a color for your cell.)
  • Email: User can enter an email. (A valid email address (e.g. [email protected]).
  • Phone number: User can enter phone number in phone number format. (A telephone number (e.g. (415) 555-9876).).
  • Percent: User can enter integer or decimal numbers. (Adding % to your numbers.) If "Allow negative numbers." is marked, negative values ​​can be entered in the relevant cells.
  • Select: User can select more than one option. (Multiple select allows you to select one or more predefined options listed below.)
  • Reference Another Table: User can use data from other tables with reference function. (Show other table's datas ​in this table.)
  • Lookup Values: The lookup column type allows the user to pull data from another table by referencing it. It fetches data and change the value of column if the reference column data changes.
  • Autonumber: User can use a unique key. (Automatically generates a unique, automatically incremented number for each record.)
  • Currency: User can use currency amount. (Specific type of number field that formats the number as a currency amount.) If "Allow negative numbers." is marked, negative values ​​can be entered in the relevant cells. You can create your currency symbol from the "Currency Symbol" field.
  • Rating: User can use rate as star icon. (Rate your records.)
  • Collaborator: User can add users to cells. Also if "send notification" is checked, the changes in the line are sent to the relevant user(s).
  • Created Time: User can see the date the record was created.
  • Created By: User can see who created the record.
  • Last Modified Time: User can see the last date the record was modified.
  • Last Modified By: User can see the last person whose registration was modified.
  • URL: Formats the text within it as a URL. When the user clicks on a URL in the URL field, it will open the page.

How to format in column types

If you want to use formatting on column types, follow the steps below.

How to format in number column type

When customizing your number field, the "Customize Column" menu contains a couple of options.
  1. 1.
    You can select whether you want your numbers to appear as integers (whole numbers) or as decimal numbers.
  2. 2.
    If you've chosen to format your numbers as decimals, you'll also have the option of selecting the precision, up to 8 decimal places.
  3. 3.
    You can also decide whether or not you want to allow negative numbers in this field.
  4. 4.
    Then click the "Save" button.

How to format in calendar column type

When customizing your calendar field, the "Customize Column" menu contains a couple of options.
  1. 1.
    You can choose "European" "US" and "ISO" formats according to the date format.
  2. 2.
    If you want it to include the time, mark the "Include time" field.
  3. 3.
    Then click the "Save" button.

How to format in percent column type

When customizing your percent field, the "Customize Column" menu contains a couple of options.
  1. 1.
    You can select whether you want your percent to appear as integers (whole numbers) or as decimal numbers.
  2. 2.
    If you've chosen to format your percent as decimals, you'll also have the option of selecting the precision, up to 8 decimal places.
  3. 3.
    You can also decide whether or not you want to allow negative numbers in this field.
  4. 4.
    Then click the "Save" button.

How to use the shortcut to repeat the last format action

The last formatting action can be easily repeated to other cells with the "F4" shortcut.
Follow the steps below to repeat the last format;
  1. 1.
    Format a cell
  2. 2.
    Then, go to another cell where you want to apply your last formatting
  3. 3.
    Click F4 (for Mac Fn+F4)
Quick-Tip; If you double-click the F4 you can undo your last change.

How to convert to different column types

Follow the steps below for column replacement;
  1. 1.
    Right click on the column heading created.
  2. 2.
    Select "Customize Column" from the options.
  3. 3.
    You can change the column type from the type field.
  4. 4.
    Click “Save” button.

How to unique column

Follow the steps below to apply a unique to a column/columns;
  1. 1.
    Right click on the column heading created.
  2. 2.
    Select "Customize Column" from the options.
  3. 3.
    In the pop-up that opens, mark the "Unique" field. Each value will be unique across the table for this column.
  4. 4.
    Click “Save” button.

How to required column

‌Follow the steps below to apply a required to a column/columns;‌
  1. 1.
    Right click on the column heading created.
  2. 2.
    Select "Customize Column" from the options.
  3. 3.
    In the pop-up that opens, mark the "Required " field. This column will be required in forms and table.
  4. 4.
    Click “Save” button.

How to filter column

A condition is a rule you set that records must follow to be visible in that particular view.
Try adding conditions when:
  • You're trying to find a record or records that meet certain conditions quickly (e.g., records that have a due date after X date and before Y date).
  • You only need to focus on records that meet certain conditions (e.g., the records that have been assigned to me AND have not been marked as completed).
  • You need to prevent people from seeing certain records in a view share link.
A condition consists of three parts:
  • A field - Any field in your table.
  • An operator - After selecting a field, choose an operator from the pre-populated dropdown menu. Which filter operators are available is determined by the field type.
  • A value - This is the value you compare all of your records against
Follow the steps below to apply a filter to a column/columns;
  1. 1.
    Click “Filter” icon on the left top of the screen.
  2. 2.
    Click “Add Filter”.
  3. 3.
    Choose column which needs to be applied filter.
  4. 4.
    Choose filter type which are below;
    • Contains -> Characters included in the value which will be filtered
    • Does not contains -> Characters not included in the value which will be filtered
    • Is -> Value is equal to column value
    • Is not -> Value is NOT equal to column value
    • Is empty -> Column value is blank (NULL)
    • Is not empty -> Column value is not blank (not NULL)
    • Is before -> Filtering returns before the entered value
    • Is after -> Filtering returns after the entered value
    • Between -> Returns the date data between the dates entered in the filtering
    • Difference -> Returns the filtered data that is different according to the hours/day selection after the date selection entered into the filtering or the now selection
    • = -> Returns the equals of the value entered in the filtering
    • ≠ -> Returns the unequals of the value entered in filtering
    • < -> Returns less than the value entered in filtering
    • > -> Returns values ​​greater than the value entered in filtering
    • ≤ -> Returns less than or equal to the value entered in filtering
    • ≥ -> Returns greater than or equal to the value entered in filtering
    • Not authorized -> Filters the data from the form based on the Created by column
    All - Anonymous user and Unauthorized user Form - Anonymous user Other User - not Anonymous user and Unauthorized user
  5. 5.
    User can add more than one filter by clicking “Add Filter” button. Each added filter works as “OR”/”AND” option by selecting from operator dropdown.
  6. 6.
    The user can switch the filter from active to passive by clicking the eye icon. When the filter is passive and in the field, the filter is not applied.
  7. 7.
    Click the "x" icon to delete the filter.
  8. 8.
    Then click the "Apply" button.

How to hide column

Follow the steps below to hide columns;‌
  1. 1.
    Click Hide columns to hide columns (or show hidden columns).
  2. 2.
    To show or hide a column, click the switch next to the name of that column name.
  3. 3.
    When the hide columns field is open, you can see which fields are showing and which fields are hidden.

How to freeze column

When multiple columns are added, if the columns are not visible on the screen, you can freeze - or lock - a field in order to always keep it in view when you're scrolling through a table horizontally.
To freeze fields, start by hovering over the dividing line next to any field. You'll see a blue bar appear with the indicator to "drag to adjust the number of frozen columns".
Click and hold your mouse and drag this past the field(s) you want to freeze, and then unclick. Now, all the fields to the left of the frozen field divider will remain fixed when you scroll horizontally.
Follow the steps below to apply a freeze to a column/columns;
  1. 1.
    Keep the freeze mark in the first column of the table.
  2. 2.
    Drag freeze up to the column you want.
  3. 3.
    Leave a freeze mark.
  4. 4.
    You can see the columns freeze as you scroll with the scroll.
    Note: Freezing process can be done up to the middle of the screen.

How to style column

If you want to change the column style follow the steps below;
  1. 1.
    Select the column or cell you want to change from the table
  2. 2.
    Select the column styling from the bar on the table.
  3. 3.
    Choose "B" icon if you want bold styling
  4. 4.
    Choose "I" icon if you want italic styling
  5. 5.
    Choose "U" icon if you want underline styling
  6. 6.
    Choose "B" icon if you want bold styling
  7. 7.
    If you want to change of the cell fill color, choose "A" icon
  8. 8.
    If you want to change of the cell font color, choose the icon on the right of "A"
  9. 9.
    If you want to delete the styles made, select the cells you want to delete and click the "clear" button.
  10. 10.
    Click on the last icon in the bar for row sizes and choose desired sizes.
    • Short Row
    • Medium Row
    • Tall Row

How to conditional format

You can use this if you want to format according to the conditions given in the table.
If you want to add the conditional formatting follow the steps below;
  1. 1.
    Click on the "Conditional Formatting" button at the top of the table.
  2. 2.
    Click “Add Format”.
  3. 3.
    Choose column which needs to be applied format.
  4. 4.
    Choose format type which are below;
    • Contains -> Characters included in the value which will be formatted
    • Does not contains -> Characters not included in the value which will be formatted
    • Is -> Value is equal to column value
    • Is not -> Value is NOT equal to column value
    • Is empty -> Column value is blank (NULL)
    • Is not empty -> Column value is not blank (not NULL)
    • Is before -> Formatting returns before the entered value
    • Is after -> Formatting returns after the entered value
    • Between -> Shows the date data between the dates entered in the formatting
    • Difference -> Shows the formatted data that is different according to the hours/day selection after the date selection entered into the formatting or the now selection
    • = -> Shows the equals of the value entered in the formatting
    • ≠ -> Shows the unequals of the value entered in formatting
    • < -> Shows less than the value entered in formatting
    • > -> Shows values ​​greater than the value entered in formatting
    • ≤ -> Shows less than or equal to the value entered in formatting
    • ≥ -> Shows greater than or equal to the value entered in formatting
    • Choose "B" icon if you want bold formatting
    • Choose "I" icon if you want italic formatting
    • Choose "U" icon if you want underline formatting
    • If you want to change of the cell fill color, choose "A" icon
    • If you want to change of the cell font color, choose the icon on the right of "A"
  5. 5.
    If you want to add more than one format, click the "Add format" button.
  6. 6.
    You can give conditional format on the basis of row and cell.
  7. 7.
    If you want to delete the styles made, click the cross next to the filter you want to delete.
    Note: Conditional format actions override column shaping work.
  8. 8.
    User can add more than one format by clicking “Add Format” button. Each added format works as “OR”/”AND” option by selecting from operator dropdown.
  9. 9.
    Then click the "Apply" button.

How to formulation in table

Formulas can be easily created in the cell. After adding "=" to the cell, the dropdown list appears at the bottom of the cell, the formulas are listed in this area. Its formulation can be applied in number and text column type.
If you want to create the formulation, follow the steps below;
  1. 1.
    Select the cells you want calculated after typing = in the cell.
  2. 2.
    Then select the relevant mathematical sign and select the corresponding cell.
  3. 3.
    After that select the corresponding cell and exit the cell.
  4. 4.
    If columns or rows are inserted between columns using the formulation, the formulas will be revised automatically.
Examples:
  1. 1.
    You can count cells containing numbers with the Count function. Example: =COUNT (A1: B6)
  2. 2.
    You can sum cells containing numbers with the sum function. Example: =SUM (A1: B6)
  3. 3.
    You can sum cells containing numbers with the sum function. Likewise, you can do the addition with commas. Example: =SUM (A1 + B2 + B6)
  4. 4.
    With the Average function, you can get the average of cells containing numbers. Example: =AVERAGE (A1: B2)
  5. 5.
    You can get the smallest of cells containing numbers with the min function. Example: =MIN (A1: B2)
  6. 6.
    You can get the largest number of cells containing numbers with the max function. Example: =MAX (A1: B2)
  7. 7.
    You can do it according to the priority of the four processes in the cell, regardless of the columns. Example: =((2 * 5) + 1-2) / 3
  8. 8.
    You can combine two cells with the Concatenate function. Example: =CONCATENATE (A2, B2)
  9. 9.
    You can format it with the DATEFORMAT function. Example: =DATEFORMAT(B2,'MM.DD.YYYY')
  10. 10.
    You can use TODAY function. Example: =TODAY()
  11. 11.
    You can use NOW function. Example: NOW()
  12. 12.
    You can use DAYS(end_date, start_date, date_format) function to find the days between two dates. Example: =DAYS(C4,B4)
  13. 13.
    You can collect an integer field with the date column type and create a finish date. Example: =ADDDAYS(C1,D1,US)
  14. 14.
    You can calculate working days with the WORKDAYS(start_date,end_date) function. Example: =WORKDAYS(C1,B1)

How to find and replace data in table

You can easily search for the data you want to find in your Retable table and replace that data.
If you want to do this, follow the steps below;
  1. 1.
    Click "Find" on the left of the top bar of the table.
  2. 2.
    Type the word you want to search and click "Find".
  3. 3.
    With "Replace", you can replace only the data you want.
  4. 4.
    You can replace all data found after your search with "Replace All".
Cmd/CTRL + F = "Find" field open
The search results can be navigated with "Enter"

How to use find customization

Both English and Turkish characters can be searched in the Find field. In this way, you do not need to distinguish between English / Turkish characters when searching.
If you want to do this, follow the steps below;
  1. 1.
    Click "Find" on the left of the top bar of the table.
  2. 2.
    Type the word you want to search and click "Find".
If you want to do a case-sensitive search in Retable, just check the case-sensitive box in the "Find" field. Thus, you will only see the same case-sensitive term as you directly write for the search.
If you want to do this, follow the steps below;
  1. 1.
    Click "Find" at the top bar of the Retable.
  2. 2.
    Type of the word you want to search
  3. 3.
    Check the "Case Sensitive" box and click "Find"

How to reference another table

You can use this column type when you have multiple tables and want to create links between them, known as references. You can create tables that represent relationships with reference tables and can easily get information from columns in another table. If you want to this, follow the steps below;
  1. 1.
    Right click on the column heading created.
  2. 2.
    Select "Customize Column" from the options
  3. 3.
    You can choose "Reference Another Table" from column types.
  4. 4.
    In the window that opens, select the "Table" and "Lookup field" fields whose data you want to use from the "Reference table" field.
  5. 5.
    Click “Save” button.
  6. 6.
    Then double-click on the cell of the referenced column and select the rows you want to use from the corresponding pop-up window.

How to lookup values

This column type can be used when there are multiple tables and it is desired to create links between them, known as lookup values.
In order to use this column type, first a Referenced Another Table column must be created in the table.
Lookup column type allows you to pull data from from another table by referencing it. It fetches data and change the value of column if the reference column data changes.
If you want to this, follow the steps below;
  1. 1.
    Right click on the column heading created.
  2. 2.
    Select "Customize Column" from the options.
  3. 3.
    You can choose "Lookup Values" from column types.
  4. 4.
    In the window that opens, select the "Referenced Column" and "Lookup column" fields whose data you want to use from the "Lookup value" field.
  5. 5.
    Click “Save” button.
  6. 6.
    By selecting data from the Reference column, the data is pulled into the Lookup Values column.

How to leave a comment, question or suggestion about the retable product

If you want to leave comments, questions or suggestions about retable, follow the steps below.
  1. 1.
    While in the table, click the "Feedback" button in the upper right corner of the screen.
  2. 2.
    Fill in the relevant information via the "Contact us" form that opens.
  3. 3.
    Then click the "submit" button.
  4. 4.
    If you want to rearrange the data in your submitted form, click the "Update Your Submission" button.

How to use project's automation

Automations allow you to configure custom trigger-action workflows directly within your Retable base. This will allow you and your team to save time by automating repetitive tasks, increasing communication efficiency, and reducing the overall margin of error. An automation consists of a trigger followed by one or more actions.
An automation consists of a trigger followed by one or more actions.
A trigger is a specified event that initiates the automation.
Trigger types;
  1. 1.
    When row added: When building an Automation, you may choose a trigger to start that automation. The "When row added" trigger allows you to trigger (or run) an automation for each record that enters a selected view (after the automation has been turned on).
  2. 2.
    When row deleted: When building an Automation, you may choose a trigger to start that automation. The "When row deleted" trigger allows you to trigger (or run) an automation for each record that enters a selected delete (after the automation has been turned on).
  3. 3.
    When cell updated: When building an Automation, you may choose a trigger that will start the automation. The "When cell updated" trigger allows you to select an entire record, or individual fields in a record, to monitor for updates. Anytime the select fields are updated the automation will trigger (or run) and start the action you created.
  4. 4.
    When form submitted: When building an Automation, you may choose a trigger that will start the automation. The "When form submitted" trigger track every record that comes into the table. An e-mail is sent to the relevant people each time a form is submitted.
  5. 5.
    At scheduled time: When building an Automation, you may choose a trigger that will start the automation. The "When form submitted" trigger track every record that comes into the table. An e-mail is sent to the relevant people each time a form is submitted.
An action is a step that performs a task such as sending an email. When the trigger fires and the subsequent actions are complete, the automation is said to be executed. There are many actions currently available.
Action types;
  1. 1.
    Send email: When building an Automation, you may choose the "Send an email" action. When the automation runs successfully, a corresponding email will be sent to selected email targets, containing the customizable information of your choosing during the automation configuration process.
  2. 2.
    Send records: When building an Automation, you may choose the “Find records” action. This will look for records matching specific conditions that you can specify within the action settings.
Retable Automations allows automating tasks with tools, and technology to achieve your goals efficiently, consistently and accurately. With Retable Automations, you can build custom, Automated Workflows to generate reports or perform other repetitive steps.
The more you can Automate Data entry and Data consumption, the more useful your work will become.
If you want to this, follow the steps below;
  1. 1.
    Click on the "Automations" field at the top right of the table.
  2. 2.
    Fill in the "Name" and "Description" fields of the automation.
  3. 3.
    Select the trigger type.
  4. 4.
    If you choose "At scheduled time" from the trigger types, you only need to select the schedule time.
  5. 5.
    if you choose "When row added", "When row deleted" and "When form submitted" trigger types, you need to select the table as well.
  6. 6.
    If you choose the "When cell updated" trigger type, you need to select a table and a column.
  7. 7.
    And then select the action type.
  8. 8.
    If you choose "Send email" from the action types, you need to fill "To", "Subject" and "Content".
  9. 9.
    If you choose "Send records" from the action types, you need to select "Table" and "Condition".
  10. 10.
    After activating the automation switch, click the save button.

How to use mentioning

You can leave comments in different ways on Retable. Comments are useful to communicate changes, elaborate on issues, and collaborate with other people who have access to the base.
  • If you want to leave a comment for the row, you can mention it by opening the row detail pop up and come to the comment tab and use the @ symbol in the relevant field and send it.
  • If you want to leave a comment while chatting, you can open the chat window and use the @ symbol in the relevant field and send it.
  • If you want to leave a comment for the editing of the row, you can right click on the row, click the "Ask to update" function, select the relevant person using the @ symbol in the relevant field and send it.
@mentioning them will send them notifications and email.

How to split column data

To split a cell into multiple cells with delimeters, follow the steps below;
  1. 1.
    Select the column.
  2. 2.
    Hover over the column name and right click.
  3. 3.
    Choose "Split Column Data" function.
  4. 4.
    Select the Delimiters for your data. For example, comma and space.
  5. 5.
    Select "Preview", you can see a preview of your data in the Data preview window. Click "Save".

How to send selected data as email

If you want to send your selected data to collaborators via email, follow the steps below;
  1. 1.
    First of all, select the cells you want to send on the table.
  2. 2.
    Right click on row and select "Send as email" function.
  3. 3.
    In the "To" field, write the email addresses of the users you want to send. In case of more than one account, between the accounts , ; you can use.
  4. 4.
    You can also select your collaborators using the @ symbol.
  5. 5.
    Click the "Send" button.

How to ask to update for row

If you want your row to be updated by your collaborator, follow the steps below;
  1. 1.
    Right click on row and select "Ask to update" function.
  2. 2.
    From the row tab; In the "Email" field, write the email addresses of the users you want to send. In case of more than one account, between the accounts "," , ";" you can use.
  3. 3.
    You can also select your collaborators using the @ symbol.
  4. 4.
    From the bulk tab; If Collaborator and Email columns are included in the table, e-mail is sent to the person/emails in the columns according to your selection.
  5. 5.
    You can turn off the switch for the columns you don't want to appear. In this way, the user you shared can only see the visible columns.
  6. 6.
    Click the "Send" button.

How to duplicate row

Follow the step below to duplicate rows;
  1. 1.
    Right-click the row and select the "Duplicate row" functions.
  2. 2.
    Cmd/CTRL + D = Row duplicate directly to the next row.

How to use embedding a view

You can embed an Retable base (or just a view from a base) into any web page that supports iframes. Try embedding a base in a public-facing website, or as part of an enterprise wiki (like Confluence).
Start by clicking the "Share" button. This will open a window with sharing options. Click on the "Embed" icons next to the links.
The viewer of the embedded view will not see any records that are hidden in this view. In the event that you change cell values, add records or fields, or otherwise change which fields and records are visible in the view, the link will automatically update in real-time to show the most up-to-date version of the view.

Retable keyboard shortcuts

(Ctrl/Cmd+C) Copy (Ctrl/Cmd+X) Cut (Ctrl/Cmd+V) Paste (Ctrl/Cmd+S) Save as csv (Ctrl/Cmd+Z) Undo action (Ctrl/Cmd+Y) Redo action (Ctrl/Cmd+B) Bold (Ctrl/Cmd+U) Underline (Ctrl/Cmd+I) Italic (Ctrl/Cmd+F) Opens the find menu (Ctrl/Cmd+D) Duplicate row (Ctrl/Cmd+Shift+D) Cell duplicate (Ctrl/Cmd+A) Select all cells (Ctrl+Cmd+←) Focuses on the left cell (Ctrl+Cmd+→) Focuses on the right cell (Ctrl+Cmd +↑) Focuses on the cell above (Ctrl+Cmd +↓) Focuses on the cell below (Ctrl+Cmd+←) Select cells up to the left (Ctrl+Cmd+→) Select cells up to the right (Ctrl+Cmd +↑) Select cells up to (Ctrl+Cmd +↓) Select cells down to F4/ Fn+F4 repeat the last format action