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Using projects

Projects are very similar to spreadsheets, and can contain a number of Tables. Each project is under a Workspace.

Creating project

Follow the steps below to create a project.
  1. 1.
    Click "Add project" under the workspace where you want to add a project.
  2. 2.
    Select your project type from the New Project field.
  3. 3.
    You can rename the project.
  4. 4.
    Click on "Build now" button.

Start from scratch

Create a new blank project with custom tables and views.
Follow the steps below to start from scratch.
  1. 1.
    Click on “Start from scratch”

Import document

You can import all worksheets from an Excel workbook into a Retable project by uploading a .csv, .xls or .xlsx file.
Follow the steps below to import a project.
  1. 1.
    Click on “Import document”
  2. 2.
    Import a new project by selecting a csv, xls or retable file.
  3. 3.
    If the first line is the header, click on "First row is header."
If you import your file with the ".retable" extension, you can import it with the same properties when you want to import your file.

Start with a template

Templates are designed to fit common use cases. You can use templates to start a project, saving you time.
Follow the steps below to start with a template.
  1. 1.
    Click on “Start with a template”
  2. 2.
    After entering the template gallery, you can search in templates using the "Search" at the top.
  3. 3.
    When you find template for your needs, click on the "Use template" button.
  4. 4.
    Choose which workspace to add this template to.

Renaming a project

Follow the steps below to rename a project.
  1. 1.
    Click the three dots next to the project name which needs to be renamed.
  2. 2.
    Click “Rename Project” and change project name.

Editing a project

Follow the steps below to edit a project.
  1. 1.
    Click on the three dots next to the project name.
  2. 2.
    Here you can edit color or symbol in the pop-up that opens.

Editing project description

Follow the steps below to edit a project description.
  1. 1.
    Click on the three dots next to the project name.
  2. 2.
    Click on “Description”.
  3. 3.
    Edit description of the project.

Inviting collaborators to a project

User must be logged in and must have at least oe a 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 Invite collaborators 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 "Invite Collaborators".
  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.

Duplicating a project

You can duplicate existing project to save time. Follow the steps below to duplicate a project.
  1. 1.
    Click on the three dots next to the Project name.
  2. 2.
    Click on “Duplicate project”.
  3. 3.
    You can see a duplicate of your project with the "Duplicate of {Project Name}".

Project trash bin

The trash function allows to see and restore the workspaces, projects, tables, views that have been deleted.
When you delete a table or a view it will be available in your trash. Deleted table or view can be restored from this trash.
Follow the steps below to trash bin.
  1. 1.
    Click the "Project Trash Bin" icon in the upper right corner of the table screen.
  2. 2.
    Your deleted tables/views are located here.
  3. 3.
    If you want to restore an item, click on the "Restore" button.
  4. 4.
    If you want to delete an item completely, click on the "Remove" button.
Users with the "Editor" or "Viewer" role cannot remove or restore files in the trash.

Exporting a project

A project can be exported to either xlsx or Retable formats. When you export your projects having more than one tab, they will be displayed as tabbed in Excel.
Follow those steps to export a project.
  1. 1.
    Click on the three dots next to your project name or find the project that you want to export and click on the three dots next to your project.
  2. 2.
    Click on "Export Project" In the Export As pop-up, the drop down list appears of the Export Format.
  3. 3.
    Select ".xlsx" or ".retable"
  4. 4.
    Click on "Export" button.
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.
When you download the .xlsx file, it will be located in your devices default download location.

Deleting a project

Change workspace name or description of the workspace.
Follow the steps below to delete a project.
  1. 1.
    Click on the three dots next to the Project name.
  2. 2.
    Click on “Delete Project”.

Reordering project

You can be reordered by simply dragging and dropping.
Follow the steps below to reorder projects.
1. Hover the mouse over the project 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.

Automations

Automations allow you to configure custom trigger-action workflows directly in your Retable project. 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 are as follows.
  1. 1.
    When a row is added: This trigger allows you to run an automation for each record when a row is added.
  2. 2.
    When a row is deleted: This trigger allows you to run an automation for each record when a row is deleted.
  3. 3.
    When a cell is 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 a form is 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 a 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.
Once you define a trigger, you need to define an action.
An action is a step that performs a task such as sending an email. When the trigger runs and the subsequent actions are complete, the automation is said to be "executed" or "run".
Action types are as follows.
  1. 1.
    Send an email: When the automation runs successfully, an email will be sent to selected emails, including customizable information of your choice 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 allow 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.
Below are the steps to add an automation.
  1. 1.
    Click on the "Automations" field on 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 is added", "When row is deleted" and "When form is 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.

File Upload to project

An attachment field is a type of field that allows you to attach one or more files directly to your Retable records.
A column is created by choosing the "Image" or "Attachment" column type from the column types. Once you've created the field, you can start uploading attachments to it.
To upload an attachment in the attachment field, click the plus (+) button on the cell to which you'd like to add an attachment, or click on the "Attach file" button in the expanded cell. This will bring up a file uploader dialog which will let you upload attachments from a variety of different sources.
You can also drag and drop attachments onto a cell, expanded cell, or into the file uploader dialog.
All files in the tables of the project are displayed in the project attachment field. You can use the file you use in a project in a different table under the same project.
You can download each individual attachment by clicking the Download icon. To remove an attachment, use the trash bin icon while in the expanded cell view.
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