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Sharing with others

Collaborative working is all about sharing and bouncing off one another. So share your table to keep people involved. The share function has been designed to allow you to do so quickly and easily.

Sharing a workspace with other users

You can invite other users to your workspace. This way they will be able to view or edit your work. User must be logged in and must have at least oe a workspace to display shared users.
Follow the steps below to display or share users.
  1. 1.
    Click the share icon or click on Sharing Settings in three dots.
  2. 2.
    All shared users are shown under the Workspace Members on the pop-up screen.
  3. 3.
    Type the e-mail address you want to share the project. You can invite more than one collaborator, seperated with comma..
  4. 4.
    Choose either Owner, Editor or Viewer as the role.
  5. 5.
    Click on "Invite" button.
  6. 6.
    All shared users are shown under the "Workspace Members" on the pop-up screen.
  7. 7.
    If you want to remove users from the workspace, with the user cross, you can remove the user from the "Workspace Members" area.
"Owner" users have all kinds of privileges. "Editor" user can rename and edit in the relevant project. It cannot delete the workspace, project, table or view. "Viewer" user can only display.
You can add, delete, or update users according to your role.

Sharing a workspace with teams

If you buy an organization plan, you can share your workspaces with your teams.
Follow the steps below to share a workspace with a team
  1. 1.
    Click the share icon or click on Sharing Settings in three dots.
  2. 2.
    Write @ symbol in the field "E-mail address or a team by @". When you write @, your teams are listed, and you can select any teams from this list to share your workspace.
  3. 3.
    When you click the "Invite" button the authorization area is opened.
  4. 4.
    For each member, one of three different authorizations is selected as Owner, Editor or Viewer.
  5. 5.
    After the authorizations are selected, the team is shared when you click the "Update" button.

Inviting users to a workspace

Follow the steps below to invite users to a workspace.
  1. 1.
    Click the share icon or click on Invite collaborators in three dots.
  2. 2.
    Click on the "Invite by link" tab in the pop-up.
  3. 3.
    When you activate the "Invite link" switch, you can share the workspace using this link.
People who will join to workspace with this link will have Editor role. This link is personal. Only you and people who you will invite can see this link.

Inviting collaborators to a project

User must be logged in and must have at least one workspace and project to display shared users. You can invite other users to your project. This way they will be able to view or edit your work.
Follow the steps below to display or share users.
  1. 1.
    Click the share icon or click on Sharing Settings in three dots.
  2. 2.
    All shared users are shown under the Workspace Members and Project Members on the pop-up screen.
  3. 3.
    Type the e-mail address you want to share the project. You can invite more than one collaborator, seperated with comma..
  4. 4.
    Choose either Owner, Editor or Viewer as the role.
  5. 5.
    Click on "Invite" button.
  6. 6.
    All shared users are shown under the "Project Members" on the pop-up screen.
If you want to remove users from the workspace, with the user cross, you can remove the user from the "Workspace Members" area.
"Owner" users have all kinds of privileges. "Editor" user can rename and edit in the relevant project. It cannot delete the project, table or view. "Viewer" user can only display.
You can add, delete, or update users according to your role.
You can also display your project with your collaborator using a link specific to that project. In this case, user can see the tables in your project without logging in. Users won't be able to edit the project.
Follow the steps below to send the project link to a user.
  1. 1.
    Click on the share icon of the project, or click on three dots and click on "Sharing Settings".
  2. 2.
    Click on the "Project Link" tab in the popup.
  3. 3.
    When you activate the "Project link" switch, you can share your project with a unique link.
  4. 4.
    You can copy the link with "Copy link", or open in a new tab with "Open link to new tab".
  5. 5.
    If you share your Retable projects by activating the "Use Data" option, the people you share can easily copy all the tables and views in your project to their Retable dashboard and use this project as a template for themselves without making any changes to your data. When the project link switch is opened, the public view switches of all views in the project are opened automatically.
In case the project link is shared, shared people won't be added to the collaborators list as they are not signed up. They will be able to view your tables and views in the project.
  1. 6.
    If you have a Business Unlimited 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.

Viewing online collaborators

When there are more than 3 people viewing a file, the number next to the chat icon can be clicked and all online collaboratives can be seen.
Click on "Show cell" to see in which cell the relevant collaborator is working.

Sharing a table

Public view

User can create a share link for the entire view will let anyone with the link see the entire view. Also, table owners may want to share a specific view instead by choosing specific filters and columns from the table. 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 set the visibility of a table.
  1. 1.
    Click on the "Share" button in the table bar.
  2. 2.
    If you want to make the table make public, click the "Create link to view" switch. You can share your data with this link. Hidden fields are not visible.
  3. 3.
    If you want the view 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 view according to the "All" or "Only Data" options you choose. If the user you are sharing with is not logged in, the user cannot operate on the view.
  4. 4.
    If you want the table data to be used, 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.
  5. 5.
    If you have a Business Unlimited 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.
  6. 6.
    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.
  7. 7.
    You can hide columns, multi sort, filter or group on via "Public view" and export the table. You can also share the public view.

Data Masking with Public View

Keep your sensitive information safe and secure with our powerful column-based data masking tool. Whether you're sharing tables with colleagues or presenting data to clients, you can now confidently mask specific columns to protect confidential information. With Mask Data, your private data stays private, and you can focus on sharing insights and making informed decisions without any security concerns.
Follow the steps below to mask data;
  1. 1.
    Click “Customize Column”.
  2. 2.
    Activate the “Mask Data” option.
  3. 3.
    Save your column.
  4. 4.
    If you activate the Mask Data option, when you share your table publicly, the data in this column will be displayed as (***).

Public form

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.
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.
Follow the steps below to enable the Public Form of a Table;
  1. 1.
    Click on the "Share" button in the table bar.
  2. 2.
    If you want to make the table make public, click on the "Public Form" switch.
  3. 3.
    Turn on the "Only logged in users can view and submit" switch so that only logged in users can view and submit the form.
  4. 4.
    The custom branding that you created for your organization will now also be displayed on the "Thank You" page of your Retable forms. Thus, the people you share your Retable forms with will be greeted with a thank you page directly designed with your custom branding after submitting your form. For this you have to add Organization workspace and turn on the Organization switch.
  5. 5.
    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.
  6. 6.
    You can share this link to get submissions from anyone.

Customizing public form

If you want to customize your public form, follow the steps below.
  1. 1.
    Click on the “Share" button in the table bar.
  2. 2.
    If you want to make the table make public, click the "Public Form" switch.
  3. 3.
    Click on the "Edit and preview form" icon on the screen that opens.
  4. 4.
    You can add an image to your form by selecting or dragging from the "Click to upload or drag and drop" field. In other way, you can add a cover image by clicking on the "Cover Image" field on the right hand side.
  5. 5.
    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.
  6. 6.
    If you turn on "Required", the columns become required. In this case, this field cannot be empty in the form.
  7. 7.
    You can change the column name or add a column description. Column name and column description entered in this field appear on the form.
  8. 8.
    There are two different color options for the form name - you can choose one from here.
  9. 9.
    With "Extended Cover Image" you can change the position of the cover images of your online forms to extended or fixed.
  10. 10.
    With "Hide Retable Logo" you can hide the Retable logo at the bottom of your form.
  11. 11.
    With "Send Mail" 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.
  12. 12.
    With "Redirect URL" you can direct people who fill out your Retable forms to the sites you want.
  13. 13.
    Columns whose switches are turned off from the Columns field do not appear in the form.
  14. 14.
    The automation field opens with the "Get email notification for new response" button.
  15. 15.
    If you want to preview the customized form, click on the "Preview" button.
  16. 16.
    Click on the "Save" button.
  17. 17.
    At the bottom of the form; You can clear your form with "Clear form".
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