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Retable views
This article provides an overview of views within Retable - how to use the view switcher, search, and create new views.
Views are specific to each individual table in your project. You can use views to show only specific fields or records, and apply other configurations to manage the information in that view.
The important thing to understand is that a view is just a different way of looking at the same underlying data. This means that if you edit the data in a record while in one view, it will change that data for all views, since all views are looking at the same record.
Whenever you're looking at your data in Retable, you're always looking at your data through a view. As you click on the "Views" area on the top left side of the table, you will see the default view field in the relevant area.
Grid view is a view that displays your records as rows and your fields as columns. Grid views are very versatile and especially useful when you try to add new data to your table. Each table must have at least one grid view. Grid views can be customized and allow you to work with high performance.
If you have a table with many rows or columns, you can create a view which will hide, sort, filter, group or format certain rows or columns and make the table a little easier to navigate.
- By clicking on "Columns", you can easily organize, order and hide all your columns in one place.
- You can also sort, filter, group or format your data in the grid view.
- You can group your rows according to a specific column.
- You can apply formats to cells, rows, or columns.
- You can apply conditional formatting on the basis of cells and rows according to the condition.
- You also can add a new row by clicking the "+" icon.
- You can undo, redo or take snapshots from the Table history area.
- You can drag & drop your cards in the grid view.
- You can create a public view for your grid view like the other views.
- You can also convert your grid view into a form view.
- Using Find, you can find your data in the table and update your cells with "Replace" or "Replace all" functions.
You can manage and edit your online forms just like other Retable views. To create smart online forms from your spreadsheets, you can now easily switch between your spreadsheet and online form by creating a form view instead of activating your form view from the public share area.
Retable forms let you collect information from anyone and save it automatically to a 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 tables and then give you the ability to rearrange and remove fields.
Click on the "Share" button in the table bar. If you want to make the form make public, click on the "Public Form" switch.
When the "Public Form" switch is opened, the "Only logged in users can view and submit" field button appears at the bottom. When this button is opened, 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.
If you have a Team plan, you can customize Retable branding and add your own branding components to Retable. This feature instead of Retable's logos and colors, you can design your organization's workspace in accordance with your own corporate identity. For this you have to add Organization workspace and turn on the Organization switch.
If you want, you can copy the link or open the link in a new page.
Click on the "Embed" icons next to the links.
You can copy the code by double-click the Embed Code. You can share this link to get submissions from anyone.
- You can add an image to your form by selecting or dragging from the "Drag or select an image here" field. In other way, you can add a cover image by clicking on the "Cover Image" field on the right hand side.
- You can add form name and form description. Form name and form description entered in this field appear on the form. Edit your form description as you wish in the Markdown text editor. You can apply various formats to the texts in your form description area, insert links, or add images.
- If you turn on "Required", the columns become required. In this case, this field cannot be empty in the form.
- You can change the column name or add a column description. Column name and column description entered in this field appear on the form.
- There are two different color options for the form name - you can choose one from here.
- With "Extended cover image" you can change the position of the cover images of your online forms to extended or fixed.
- With "Hide Retable logo" you can hide the Retable logo at the bottom of your form.
- With "Send response" people who fill out the form receive a copy of their responses by email and can easily review their responses later. "Email me a copy of my responses" option should be selected from the form page. The user submitting the form must be logged in to select this option.
- With "Redirect URL" you can direct people who submit your Retable forms to the sites you want.
- Columns whose switches are turned off from the Columns field do not appear in the form.
- The automation field opens with the "Get email notification for new response" button.
- You can customize the text of the "Submit" button in forms from your form customization screen. Go to the bottom of your form, click on the edit icon inside the Submit button, change your text.
- If you want to preview the customized form, click on the "Preview" button.
- At the bottom of the form; You can clear your form with "Clear form".
It is now possible to view your important tasks, meetings, goals, expenses and much more on the calendar. Retable calendar view is designed in a way that teams can get more insights from data records.
- You should have a date&time column type to add a calendar view. After selecting the Calendar View, you will then be prompted to select one of the table's date&time columns to use to place dates on the calendar.
- If you do not have date&time column, you will be required to add a new one using the "Add a new date&time column" option.
- After selecting the date&time column, the date&time column can be changed with "Using column" field.
- By clicking on "Columns", you can easily organize, order and hide all your columns in one place.
- You can also sort & filter your data in the calendar view.
- You can add new records to your table directly from the calendar by clicking the "+" icon. The records you add through the calendar are directly reflected in your table.
- You can drag & drop your cards in the calendar view.
- You can undo, redo or take snapshots from the Table history area.
- You can create a public view for your calendar view like the other views.
- You can also convert your list view into a form view.
- You can continue to organize your records on the calendar. If you click on any record in your calendar, the item detail field will open, so you can edit other columns or rows of your record.
- If the Today button is clicked, it will take you to today.
- You can change the view of your calendar based on month, week or day.
- Using Find, you can find your data in the table and update your cells with "Replace" or "Replace all" functions.
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You can apply any color or various formats to your data in calendar view. This way, you can quickly view the data that is important to you on the calendar at a glance.
- 1.Create a calendar view.
- 2.Click the “Columns” button on the toolbar.
- 3.Apply any of the formats on the right side to the column from the column list.
Retable’s Calendar view feature provides you with a date range view for you to have an insightful view of your data. You must have at least two date&time column types for the date range view. After selecting the "Date&Time" column types, view will automatically generate a calendar view based on your date&time columns data.
If you have tasks that have start and end date, Retable’s calendar view shows you these dates in a date range format. Records with values in both fields will show up on the calendar as ranges.
To define a date range:
- When the "Set an end date field" option is requested to be added to the previously added Calendar view, it is selected from the "Set an end date field" field next to the Date column by clicking on the "Using column" field.
- After selecting the Calendar view "Using column" to be added, the "Set an end date field" option is selected.
Tips about the date range:
- You can drag & drop your date range in the calendar view.
- To remove range, click the "Using data range" and click the "X" next to the range.
Kanban view provides a more visually optimized way to update and display records in your table. It is used for a project or task management process. If project management is part of your job, you need Kanban view. Briefly, Kanban boards provide a visual data management system for your workflows and data.
Kanban boards categorize the tasks, and these tasks are organized in columns to show the status of the tasks in the project flow. You can move cards between columns as the status of your tasks changes. This way you can easily manage all the progress of a task through a single dashboard.
- You should have a collaborator or single select column type to add a Kanban view. After selecting the Kanban View option, choose your collaborator or single select column.
- If you select the "Collaborator" column type, Retable will automatically generate a kanban board based on your collaborator column data. It means your kanban cards will classify your collaborators.
- If you select the "Single select" column type, Retable will automatically generate a kanban board based on your select column data. It means your kanban cards will classify your select options.
- If you do not have a collaborator or single select column type, you will be required to add a new one using the "Add a new single select column" or "Add a new collaborator column" option.
- After selecting the collaborator or single select column, the column can be changed from the "Stacked by" field.
- By clicking "Columns", you can easily organize, order and hide all your columns in one place.
- Display the data on your cards more clearly by hiding your column names in Retable's Kanban View. Thus, you can have data cards that are easier to read and have a better interface. Click the “Columns” section on the toolbar. Activate the “Hide all column names” toggle.
- You can also sort & filter your data in the kanban view.
- You can add new records to your table directly from the kanban by clicking the "+" icon. The records you add through the kanban are directly reflected in your table.
- You can drag & drop your cards on the kanban view.
- You can undo, redo or take snapshots from the Table history area.
- You can create a public view for your kanban view like the other views.
- You can also convert your kanban view into a form view.
- With Find, you can find your data in the table and update your cells with Replace or Replace all.
- You can continue to organize your records on the kanban. If you click on any record in your kanban, the item detail field will open, so you can edit other columns or rows of your record.
- If the collaborator or single select data is not selected, it is redirected to the Uncategorized stack.
- You also can collapse the Kanban cards by clicking the collapse button directly at the bottom of the kanban cards.
- If you click the "Add new stack" option icon at the top right of the Kanban cards, you can add a new option to your single select column. This way, you can add a new option to your Kanban.
- Instead of adding a new select option, you can create a new stack by simply dragging and dropping the records in your Kanban board and quickly giving it a name.
- If the item is drag and drop to the Add new stack field, a new stack is created.
Chart view is one of the most convenient ways if you're looking to build a colorful chart and get a big-picture overview of a table.
The chart app summarizes a table of records and turns it into an interactive bar, line, pie, or area chart. This way, you can make your chart pop by choosing from a set of colors.
The chart lets you visualize records in multiple chart types including bar chart, line chart, area chart and pie chart.
Choosing a chart type:
- Line charts are most often used to track changes over time, but they can also be used for when there is a sequence, like stages in a pipeline.
- Area chart displays graphically quantitative data. It is based on the line chart. The area between axis and line are commonly emphasized with colors, textures and hatchings.
- Bar charts are generally used to compare specific X-axis values, like the number of assignments each collaborator has.
- Pie charts are both useful in situations where you want to compare the relative proportions of a data set's constituent subsets.
Once you've picked a chart, you'll need to pick a field for your chart's X-axis. Pick a field then choose “order ascending” / “order descending”.
Certain field types offer additional customization choices for the X-axis.
You can also choose to whether or not to include data from cells that are empty in the specified field by selecting the "Include empty cells" option.
Once you've set up the X-axis, you'll need to set up the Y-axis.
By default, the Y-axis is configured to show Count. This means that the chart will plot the number of records that have each X value on the Y-axis. To use one of your other fields for the Y-axis, click the Field option.
Note that you have to pick a numeric field. You can either plot all of the values in the field, which is useful for a scatter plot, or you can select the values to show the sum, average, minimum or maximum of all of the values. You can also make it more distinctive by giving colors.
Turn on "show percentage" switch,you can view pie chart data in percentage format in your Retable chart view. Turn on "show value" switch,you can view pie chart data in value format in your Retable chart view.
- Once you're done configuring the chart, you can hover over points on the chart to get more information about the underlying data.
- You can also filter your data in the chart view.
- You can undo, redo or take snapshots from the Table history area.
- Also, you can create a public view for your chart view like the other views.
Map View, display all the locations selected in the Geolocation column type on the map. Retable's Map View easily shows you the locations you selected in the Geolocation column type on the map and gives you the density of the records by location. Colors on the map, you can easily see the density and the number of records in the regions. You can also view the details of these records by clicking on the pins on the map.
- You should have a geolocation column type to add a Map view. After selecting the Map View option, choose your geolocation column.
- If you do not have a location column type, you will be required to add a new one using the "Add a new location column".
- Click any cell in this column and select a location or click the "find me" button to allow Retable to find your current location automatically. All your location records will show in your Map View.
- The address selected in the field that opens appears at the bottom. With Remove, the pin is removed.
- After selecting thelocation column, the column can be changed from the "Mapped by" field.
- By clicking "Columns", you can easily organize, order and hide all your columns in one place.
- You can access the map view of certain records by applying filters on the map view.
- You can add new records to your table directly from the map by clicking the "+" icon. The records you add through the map are directly reflected in your table.
- You can relocate your pin on the map view. Click the pin and click the relocate botton.
- You can undo, redo or take snapshots from the Table history area.
- You can continue to organize your records on the map. If you click on any pin in your map, the detail field will open. Click row detail so you can edit other columns or rows of your record.
- You can create a public view for your map view like the other views.
- You can also convert your map view into a form view.
- You can zoom in and out with your mouse on the map, so you can see the detailed locations on the map.
- You can also easily have insights about the density in the regions thanks to the colors.
The ultimate solution for visually organizing your information like never before. Retable's Card View allows you to seamlessly present your content in a clean and easily digestible format. Whether you're displaying products, articles, or contacts, Card View is the perfect solution for delivering a stunning user experience.You can now showcase your information in an organized and visually appealing way, making it easier for users to navigate and explore.
- You can highlight your image, QR and color columns in Retable's Card view. Thus, you can more easily view your imagei QR and color data in Card views. It's not mandatory, if you don't want to select it, click the Done button. Click the “Customize Cards” button on the toolbar. Select the column that you want to highlight between your image, QR or color columns
- If you do not have a image, QR and color column type, you can add a new one using the "Add a new image column" or "Add a new color column" or "Add a new QR column" option.
- After selecting the image, QR and color column, the column can be changed from the "Customize Cards" field.
- By clicking "Columns", you can easily organize, order and hide all your columns in one place.
- Display the data on your cards more clearly by hiding your column names in Retable's Card View. Thus, you can have data cards that are easier to read and have a better interface. Click the “Columns” section on the toolbar. Activate the “Hide all column names” toggle.
- You can also sort & filter your data in the card view.
- You can add new records to your table directly from the card by clicking the "+" icon. The records you add through the card are directly reflected in your table.
- You can drag & drop your cards on the card view.
- You can undo, redo or take snapshots from the Table history area.
- You can create a public view for your card view like the other views.
- You can also convert your card view into a form view.
- With Find, you can find your data in the table and update your cells with Replace or Replace all.
- You can continue to organize your records on the card. If you click on any record in your card, the item detail field will open, so you can edit other columns or rows of your record.
List view is a special type of view which represents your records as cards. With the "Change view type" button, you can instantly switch to between List view and Retable view.
If the screen width is below 540px, the Retable view automatically converts into a list view.
- By clicking on "Columns", you can easily organize, order and hide all your columns in one place.
- You can also sort & filter your data in the list view.
- You also can add a new row by clicking the "+" icon.
- You can drag & drop your cards in the list view.
- You can undo, redo or take snapshots from the Table history area.
- You can create a public view for your list view like the other views.
- You can also convert your list view into a form view.
- With Find, you can find your data in the table.
- If you click any data in the list view the row detail area will be open and you can change your row details from this area.
Follow the steps below to add a new view:
- 1.Click the "Views" area in the top left of the table.
- 2.Click the "+" icon from the views in the "Add a view" field.
You can be reordered by simply dragging and dropping.
Follow the steps below to reorder view.
1. Hover the mouse over the view you want to move.
2. Drag it to its new location.
3. When you release the mouse, the contents are moved to the new location.
Follow the steps below to rename view.
- 1.Click on the three dots next to the view name which needs editing.
- 2.Click “Rename view”.
- 3.Edit rename of the view.
Follow the steps below to add or edit a description.
- 1.Click on the three dots next to the view name which needs editing.
- 2.Click “Description”.
- 3.Edit description of the view.
Follow the steps below to duplicate view.
- 1.Click the three dots next to the view name.
- 2.Click “Duplicate view”.
- 3.Created duplicate of the view.
Follow the steps below to delete a view.
- 1.Click the three dots next to the view name.
- 2.Click “Export view”.
- 3.View is exported in .csv format.
Follow the steps below to delete a view.
- 1.Click on the three dots next to the view name which needs editing.
- 2.Click “Delete view”.
- 3.Deleted of the view.
