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Managing tables

Tables are like worksheets in a spreadsheet. Each table can hold a set of data concerning one subject area. You must use unique names for your tables.

Adding a new table

Adding an empty table

Follow the steps below to create a table.
  1. 1.
    Click the "+Add new" icon on the top left side of the screen.
  2. 2.
    Click “Empty table” to create a Table.
  3. 3.
    When you create an empty table, there is 1 column and 1 row in the table.

Importing a .csv or .xls(x)

Follow the steps below to import a .csv or .xls(x) files to Retable.
  1. 1.
    Click the "+Add new" icon on the top left side of the screen.
  2. 2.
    Click on “Import a .csv or .xls(x)” to import excel sheet.
  3. 3.
    Click on “Select a .csv or .xls(x) File” and choose an excel file from local desktop.
  4. 4.
    If the first line is the header, you can choose "First row is header."
  5. 5.
    Click on “Upload”.

Importing an Airtable sheet

This feature is currently in beta so expect some feature additions and bug fixes. If you have any feedback, please join our community and brainstorm with other Retable enthusiasts.
Retable can import an Airtable sheet. Within minutes, you can import all your Airtable sheet into Retable and start working.
Here is an introduction video:
To proceed with this operation, you must obtain Airtable tokens, which can be found here. You must be logged into your account to access your tokens.
Follow the steps below to import an Airtable sheet into Retable.
This documentation has a short explanation for the technical savvy. If you would like to read a detailed, step by step explanation of how to migrate your data from Airtable to Retable, see this documentation
  1. 1.
    Click on the "Add new" button over the toolbar. Click 'Import from Airtable'.
  2. 2.
    You'll see a popup where you can insert the Airtable access token. To create a personal access token, see this page on Airtable. Below you can see the most important sections to fill in.
  1. 3.
    When you see the "Import from Airtable" popup, use the token you created on Airtable end and paste it here.
  1. 4.
    Click the "Next" button.
  2. 5.
    Select the Airtable sheet you want to import into Retable After completing all your selections, click the "Import" button.
  3. 6.
    Then, select the table you want to import into Retable among the tables in this base.
  4. 7.
    Select the view of the table you want to import into Retable.
  5. 8.
    You'll be notified via email when your import is completed. (Depending on your data size, it may take several minutes.)
  6. 9.
    Refresh your dashboard after receiving your email notification.
Note that there are a few limitations when you import data from Airtable:
  1. 1.
    Filter is not applied - you need to filter after importing.
  2. 2.
    Sort is not applied- you need to sort after importing.
  3. 3.
    Group is not applied- you need to group after importing.
  4. 4.
    Formatting is not applied- you need to apply formats after importing.
  5. 5.
    Hide is not applied- you need to hide columns after importing.
For a complete list, please see the supported field types document.

Importing a Retable file

With Import Retable, you can import the files you exported in .retable format. So the formats in your project or table are not lost.
Follow the steps below to import a sheet.
  1. 1.
    Click the "+Add new" icon on the top left side of the screen.
  2. 2.
    Click on “Import Retable”.
  3. 3.
    Click on “Select a .retable File”
  4. 4.
    Select a .retable format file that you downloaded to your device.
  5. 5.
    Click the "Upload" 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.

Importing Google Sheets

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 import data into Retable, any changes made within Retable will not be reflected back to the original Google Sheets you used for importing.
Follow the steps below to import a sheet.
  1. 1.
    Click the "+Add new" icon on the top left side of the screen.
  2. 2.
    Click on “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 on “Select” button and choose the file.

Import file from URL

You can import .csv and .xlsx files into your projects directly with the URL. Thus, you can transfer any .xlsx or .csv file on the internet to Retable with just a URL without downloading them to your device.
Follow the steps below to import a sheet.
  1. 1.
    Click the "+Add new" icon on the top left side of the screen.
  2. 2.
    Click on “Import file from URL”.
  3. 3.
    Paste the URL of the file you want to import.

Renaming tables

Follow the steps below to rename a table.
  1. 1.
    Click on the 3 dots next to the table name.
  2. 2.
    Click on “Rename table”.

Editing table description

Follow the steps below to edit a table description.
  1. 1.
    Click on the 3 dots next to the table name.
  2. 2.
    Click on “Description”.
  3. 3.
    Change the table name or edit the description of the table.

Locking a table

You can lock a table and prevent others from editing it. Only the person who locked the table can unlock it. When a table is locked, an e-mail is sent to inform all shared users. If one of those users wants the table to be unlocked, that user can send a request to the person who locked the table to unlock it.
Follow the steps below to lock a table.
  1. 1.
    Click on the 3 dots next to the table name.
  2. 2.
    Click on “Lock Table”.
Follow the steps below to unlock a table.
  1. 1.
    Click on the 3 dots next to the table name.
  2. 2.
    Click on “Unlock Table".

Duplicating a table

Follow the steps below to duplicate a table.
  1. 1.
    Click on the 3 dots next to the table name.
  2. 2.
    Click on “Duplicate Table”.

Copying a table

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

Moving a table

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

Import an existing a .csv or .xls(x)

You can import an existing table with ""Import a .csv or .xls(x)" option.
Follow the steps below to import a table.
  1. 1.
    Click on the 3 dots next to table name.
  2. 2.
    Click on “Import a .csv or .xls(x)”.
  3. 3.
    Choose between "Insert Data" or "Replace Data".
  4. 4.
    Click on “Select a .csv or .xls(x) File” and choose an excel or .csv file from local desktop.
If you select Insert Data;
  1. 1.
    If the first line is the header, you can choose "First row is header, don't include this header." Match the "Imported Column" and "Table Column" fields in the pop-up. You can disable the columns you do not want to import with the "Import" button. If the first line is not the header, you cannot choose "First row is a header, don't include this header."
  2. 2.
    Click on “Upload”.
If you select Replace Data;
  1. 1.
    All your data in this table is replaced with the data you imported. If the data has no equivalent in the imported file, this data is added to the end of your Retable table. So, all your data in the table is replaced with the data you imported. It changes with the headers you import with the "Replace the headers as well" option. Match the "Table Column" and "Imported Column" fields in the pop-up.
  2. 2.
    Click on “Upload”.

Exporting a table

Follow the steps below to export a table to your computer.
  1. 1.
    Click on the 3 dots next to table name.
  2. 2.
    Click on “Export table”.
  3. 3.
    In the pop-up, drop-down shows a list of export format options.
  4. 4.
    Select ".csv" or ".retable"
  5. 5.
    Click on the "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 CSV file, it will be downloaded in your computer's default download directory.

Deleting a table

Follow the steps below to delete a table.
  1. 1.
    Click on the 3 dots next to table name.
  2. 2.
    Click “Delete table”.

Reordering table

A table can be reordered by simply dragging and dropping. Follow the steps below to reorder a table.
1. Hover the mouse over the table 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.

Using table list

Instead of searching for table names, you can use the table names as a list to go directly to the tab you want to view. When the scroll icon appears on the screen (in case the tables do not fit on the screen), the “table list” icon appears. In this case, tabs of the project are listed and all tabs can be browsed quickly.
Check the video below for more information.

Organizing all columns

You can easily organize, order and hide all your columns in one place.
Follow the steps below organize all columns;
  1. 1.
    Click the "Columns" icon from your toolbar.
  2. 2.
    You can add a new column from the "Add column" button.
  3. 3.
    You can change the order of your columns by clicking and dragging the icon in front of your column name.
  4. 4.
    You can show or hide a column, click the switch next to the name of that column name.
  5. 5.
    You can rename your column with the "Rename this column" option from the menu that opens when three dots are clicked.
  6. 6.
    You can customize your column with the "Customize column" option from the menu that opens when three dots are clicked.
  7. 7.
    You can duplicate your column with the "Duplicate column" option from the menu that opens when three dots are clicked.
  8. 8.
    You can delete your column with the "Delete column" option from the menu that opens when the three dots are clicked.
  9. 9.
    You can quickly switch between all your columns from the column list on the left of the column detail window. Thus, you can manage the type, default values and all other details of all your columns from a single window.

Column sorting

Follow the steps below to sorting columns;
  1. 1.
    Click to “Sort” button.
  2. 2.
    Click to "Select" 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 with "Add another sort".
  6. 6.
    The user can switch the sort from active to passive by clicking the eye icon. When the sort is passive and in the field, the sort is not applied.
  7. 7.
    If you want to abandon column sorting, you can click the trash icon in the "Sort" field.
  8. 8.
    If you want to sort the sorts you add, you can sort them with the drag drop icon.
You can sort by right clicking on the column name and selecting sort ascending or sort descending.

Column filtering

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.
    Choose column which needs to be applied filter.
  3. 3.
    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
  4. 4.
    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.
  5. 5.
    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.
  6. 6.
    With the Lock icon, If you share the views, you create as editable, the people you share will not change the filters you apply
  7. 7.
    If you want to abandon filter, you can click the trash icon in the "Filter" field.

Row grouping

Row grouping allows you to show your records grouped together based on one field of your choosing. Grouping is available only in Grid view. You can group for all column types. Groups can also work with hide, sort, filter and format.
Follow the steps below to apply grouping;
  1. 1.
    Click "Grouping" and select the field by which you'd like to group your records from the menu.
  2. 2.
    Once you've selected the field you want to group by, groups will automatically be created based on the unique values in that field.
  3. 3.
    If you want to abandon group, you can click the trash icon in the "Group" field.

Expanding and collapsing groups

You can view the groups in your tables more compactly with the expand and collapse structure. So, you can instantly view only the data you want to see.
Follow the steps below to Expand & Collapse Groups;
  1. 1.
    Click on the "Grouping" button on the toolbar.
  2. 2.
    Apply a group to your table by picking a column to group.
  3. 3.
    You can expand or collapse your groups by clicking the arrow near your group names.
  4. 4.
    To all groups You can apply "Expand all" and "Collapse all".

Formatting

You can customize your tables with Retable's advanced formatting options. With the special formats that you can apply to your column, row or cell.
You can easily see your column, row or cell more colourful, highlighted or striking.

Formatting step by step

If you want to change the column style follow the steps below;
  1. 1.
    Select the column, row or cell you want to change from the table.
  2. 2.
    Click “Format” icon on the left top of the screen.
  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.
    If you want to change of the cell fill color, choose "A" icon.
  7. 7.
    If you want to change of the cell font color, choose the icon on the right of "A".
  8. 8.
    If you want to delete the styles made, select the cells you want to delete and click the "Reset Style" icon.
  9. 9.
    Click on the last icon in the bar for row sizes and choose desired sizes.
    • Short Row
    • Medium Row
    • Tall Row

Conditional formatting

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 “Format” icon on the left top of the screen.
  2. 2.
    Open the "Conditional formatting" field.
  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
  5. 5.
    Choose format type;
    • 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"
  6. 6.
    If you want to add more than one format, click the "Add format" button.
  7. 7.
    You can give conditional format on the basis of row and cell.
  8. 8.
    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.
  9. 9.
    If you want to abandon format, you can click the trash icon in the "Conditional formatting" field.

Using column styles

With the special formats that you can apply to your columns, you can easily see your columns more colorful, more highlighted or more striking. So, you don't need to reformat your cells every time you add new data. Any formatting you make for your column is automatically applied to all data in this column.
If you want to add the column formatting follow the steps below;
  1. 1.
    Click on the "Format" button from the toolbar.
  2. 2.
    Open the "Column Style" field.
  3. 3.
    Apply any of the formats on the right side to the column you want from the column list.
  4. 4.
    Choose format type;
    • 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 delete the styles made, select the cells you want to delete and click the "Reset Style" icon.

Using 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.

Viewing table history

Undo/redo actions

Follow the steps below to undo/redo action
  1. 1.
    Click on the "Table History" icon at the top right of the table.
  2. 2.
    Click on “Undo” or "Redo".

Backups

Backup helps you back up a table and restore it to an earlier version. You can also manually take a backup. It may be a good idea to manually take a backup of your table immediately before restructuring or otherwise making a large amount of changes to your base.
Users can take backup of tables or load from backups.

Taking a backup

Follow the steps below to take a backup of a table.
  1. 1.
    Click on the "Table History" icon at the top right of the table.
  2. 2.
    Click on “Backup” to enter backupmenu.
  3. 3.
    Click on “Take a backup”.

Loading from a backup

Follow the steps below to load from backup;
  1. 1.
    Click on the "Table History" icon at the top right of the table.
  2. 2.
    Select "Backup".
  3. 3.
    There are two options to load from backups.
    • Select “Create new table” to load from backup to a new table.
    • Select “Restore table” to load from backup to the existing table.

Sharing a 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 Make this table editable switch. The "All" and "Only Data" options appear when the "Make this table 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.
    You can Hide toolbar in your Retable tables. Allows you to remove the Retable toolbar from tables embedded on your website or shared publicly. Viewers of your tables will be unable to execute any actions associated with the toolbar and will not be exposed to Retable's branding elements.
  5. 5.
    Disable export feature helps you to hide the export button of Retable tables that you share publicly or embed on your website.
  6. 6.
    If you want the table data to be used, you can enable the "Allow viewers to copy data" switch. If the user you shared with are logged in, user can create new table using this view data.
  7. 7.
    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 "Apply organization branding" switch.
  8. 8.
    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.
  9. 9.
    You can hide columns, multi-sort, filter, or group on via "Create link to view" and export the table. You can also share the view.

Data masking with 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 Show "*" instead of real data when publicly shared, 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 instead of real data when publicly shared;
  1. 1.
    Click “Customize Column”.
  2. 2.
    Activate the Show "*" instead of real data when publicly shared" option.
  3. 3.
    Save your column.
  4. 4.
    If you activate the "Show "*" instead of real data when publicly shared" option, when you share your table publicly, the data in this column will be displayed as (***).

Embedding a view

You can embed a 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).
Follow the step below to embed;
  1. 1.
    Start by clicking the "Share" button. This will open a window with "Share" options.
  2. 2.
    You should open the view or form key.
  3. 3.
    Click on the "Embed" icons next to the links.
  4. 4.
    You can change the Width and Height.
  5. 5.
    You can hide the Retable logo with the "Hide Retable Logo" switch only view.
  6. 6.
    You can copy the code by double-click the Embed Code.
  7. 7.
    Ready to embed.
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.

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 "Enable 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.
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 "Apply organization branding" switch.
Follow the steps below to Enable 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 "Enable 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

  • You can add an image to your form by selecting or dragging from the "Drag and drop an image here, or select" 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 redirect people who submit your Retable forms to the sites you want. They will be redirected to the URL you specify after 5 seconds.
  • Columns whose switches are turned off from the Columns field do not appear in the form.
  • The automation field opens with the "Get email notifications for new responses" button located below the Columns area.
  • 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".

Asking to update for a 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 "This 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. You can also select your collaborators using the @ symbol.
  3. 3.
    From the "All rows" tab; If Collaborator and Email columns are included in the table, e-mail is sent to the user/email in the columns according to your selection.
  4. 4.
    You can turn off the switch for the columns you don't want updated. This way the update is done for the columns with the key open. It is not possible to update the data of the columns whose key is not open.
  5. 5.
    Click the "Send" button.
You can use the "Columns" switch to toggle all columns on or off. If the Columns key is on, all columns will be open. If the Columns switch is closed, all columns are closed. Remember that meta columns (Autonumber, Created time, Created by, Last modified time, Last modified by) are always turned off.

Find and replace data

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.
  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"
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 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"

Freezing columns

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 the freeze mark.
  4. 4.
    You can see the columns freeze as you scroll with the scroll. Note that freezing process can be done up to the middle of the screen.

Adding or deleting a row or cell

There are three ways to add a row:
  • Click to plus (+) icon.
  • Press Enter button on the keyboard when mouse cursor is on the last row of the table.
  • Go to the beginning of the row and right click and click "Insert a new row before " and "Insert a new row after"
Follow the steps below to delete a row(s):
  1. 1.
    Select row(s) that are needed to delete.
  2. 2.
    Click right button on the mouse.
  3. 3.
    Select “Delete selected row(s)”
Follow the steps below to delete a cell(s):
  1. 1.
    Select cell(s) that are needed to delete
  2. 2.
    Click right button on the mouse.
  3. 3.
    Select “Delete selected cell(s)”
You can delete it by entering the cell with a double click, or you can delete it with a single click.

Duplicating a 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.

Adding or deleting a 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.
You must use unique names for your columns.
To delete a column, simply select the column and right click on your mouse. From the menu, Select "Delete selected column(s)"

Duplicating a column

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

Column types

There are 30 different column types.

Basic column types

  • Text: ‍Text column type in Retable serves as a multidirectional space where users can input and store alphabetic characters. This fundamental column provides a single and multiline for textual data, making it suitable for various purposes such as names, descriptions, or any alphanumeric entries.
  • Number: The Number column allows users to input numeric values, facilitating the organization of quantitative data. If the "Allow negative numbers" option is selected, users can include negative values, expanding the flexibility of data entry within this column.
  • Checkbox: Offering a straightforward binary option, the Checkbox column allows users to mark or unmark a box within the column. This simplicity makes it an ideal choice for creating fields for choosing a box for the specific need of the column.
  • Image: In the Image column, users can enrich their data by incorporating visual elements. Supporting image file formats such as .png, .webp, and .jpeg, this column enables users to upload and view images directly within their spreadsheet, enhancing the visual representation of associated data.
  • Attachment: The Attachment column elevates data management by enabling users to upload various file types, including images, documents, and more. This column expands beyond documents, accommodating a comprehensive range of file formats. Attachment file types can be: .jpeg, .jpg, .gif, .png, .xlsx, .xls, .pdf, .gif, .rar, .zip, .svg, .doc, .docx, .csv, .tiff, .eps, .ai, .txt, .html, .htm, .css, .js, .wpd, .xhtml, .ppt, .pptx, .mp3, .mp4, .wma, .flv, .avi, .retable, .exe, .odt, .ods, .aif, .cda, .mid, .7z, .arj, .deb, .pkg, .rpm, .z, .bin, .dmg, .iso, .mdb, .sql, .xml, .email, .apk, .psd, .bmp, .tar.gz
  • Date & time: Providing a structured approach to temporal data, the Date & Time column allows users to input specific dates and times using an interactive calendar. Users can choose from different date formats (EU, US, ISO) and have the option to include time in their entries, adding precision to their temporal data.
  • Color: Enhancing visual aesthetics, the Color column allows users to infuse their data with a spectrum of colors. Users can choose and assign colors to cells, providing an additional layer of information representation and categorization within the spreadsheet.
  • Email: The Email column ensures the accurate capture of email addresses. By restricting entries to valid email formats (e.g., [email protected]), this column type is beneficial for storing and managing contact information and communication records. When clicking on the email address, Retable automatically opens the email provider app and allows you to send mail immediately.
  • Phone number: Facilitating the organization of contact details, the Phone Number column adheres to a specific phone number format (e.g., (123) 456-7891). A feature including the ability to initiate a call directly by clicking on a valid phone number within the column.
  • Percent: With the Percent column, users can input both integer and decimal numbers with the added convenience of automatically appending a percentage sign. This column type accommodates percentage-based data and calculations within the spreadsheet.
  • Currency: The Currency column, building upon the Number column, is developed to format numeric entries as currency amounts. Users can customize the currency symbol and placement, ensuring an accurate representation of financial data within the spreadsheet. If the "Allow negative numbers" option is selected, users can include negative values, expanding the flexibility of data entry within this column.
  • Single/multi select: Single/multi select column provides a structured approach to categorical data. Users can choose from predefined options listed in the column, facilitating the organization and consistent categorization of data across multiple rows.
  • Rating: The Rating column introduces a visual element to data assessment, allowing users to rate records using a star icon. This feature is particularly useful for subjective evaluations or feedback systems where a rating is needed.

Advanced column types

  • Formula: The Formula column in Retable simplifies the process of performing calculations within your spreadsheet. Whether you need to add, subtract, multiply, or divide values, the Formula column allows you to create straightforward calculations on a row-by-row basis. For a list of available formulas, refer to this link.
  • Reference Another Table: The Reference Another Table column establishes connections between tables, allowing users to display and utilize data from other tables within the current table. (Show other table's datas ​in this table.)
  • Lookup Values: The Lookup Values column facilitates dynamic data retrieval by pulling information from another table based on references. When the referenced data changes, the Lookup Values column updates dynamically, ensuring real-time synchronization of data between tables.
  • Rollup: The Rollup column eases the aggregation of data from multiple linked records within a single table or across multiple tables. This powerful feature allows users to generate customized views, and reports, and perform calculations like totals, averages, and percentages within seconds.
  • Autonumber: The Autonumber column provides users with a unique and automatically incremented identifier for each record. Offering a reliable and sequential numbering system, this column type is useful for establishing distinct identification codes within the spreadsheet.
  • URL: The URL column enhances data with clickable links, providing direct access to external web pages or resources. Users can customize the appearance by displaying URLs as buttons, offering an interactive.
  • Unique Identifier: The Unique Identifier (UUID) column incorporates a powerful algorithm to generate unique codes for each record. Serving as strong identifiers, these codes can be applied to passwords, product codes, or user codes, ensuring their uniqueness and preventing manual changes. The UUID column type enhances data integrity by automatically generating distinct and unrepeatable codes for each record.
  • Geolocation: The Geolocation column automatically displays location information, including street, neighborhood, city, state, and country, all within a single cell. Users can perform city searches, navigate on the map, copy the longitude and latitudes, and move pins to specific locations by dragging and dropping, providing a dynamic and interactive mapping experience.
  • Collaborator: The Collaborator column allows users to add collaborators to specific cells. By enabling the “Add multiple collaborators” option, multiple users can be selected for a single cell. Additionally, the “Notify collaborators when they are added or the row they are added is changed” option keeps collaborators informed of any changes in the designated row.
  • Created Time: The Created Time column provides users with the date and time information indicating when a record was initially created. This timestamp offers valuable insights into the chronological order of data entries within the spreadsheet.
  • Created By: The Created By column reveals the user responsible for creating a specific record. This attribution is valuable for tracking and acknowledging contributors to the dataset, enhancing transparency and accountability in collaborative environments.
  • Last Modified Time: The Last Modified Time column displays the date and time of the most recent modification to a record. Users can quickly assess the currency of data entries and identify the timing of the latest updates within the spreadsheet.
  • Last Modified By: The Last Modified By column identifies the user who made the most recent modification to a particular record. This information aids in tracking changes, understanding data evolution, and assigning responsibility for recent updates within the spreadsheet.

Premium column types

  • QR Code: The QR Code column allows users to generate custom QR codes directly within the spreadsheet. By inputting desired values into the cell, a unique QR code is generated, offering a quick and convenient way to share information. This column supports various data formats, including URLs, phone numbers, and email addresses.
  • GPT: The GPT (ChatGPT) column integrates OpenAI's ChatGPT directly into Retable spreadsheets. Users can input prompts directly into cells, treating columns as variables for ChatGPT responses. This powerful integration enables users to obtain ChatGPT outputs for thousands of rows with a single prompt.
  • Vote: The Vote column empowers users to participate in voting processes within the spreadsheet. Each user can cast a vote once, including in decision-making and opinion gathering. This column type streamlines the voting experience and enhances collaborative decision processes.
  • Rich Text: The Rich Text column accommodates formatted text with various styling options, including bold, italics, underline, headings, numerical, and listicle formats. This column type is ideal for storing comprehensive textual content, such as essays, to-do lists, or any detailed information related to a specific row.

Converting 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.

Summary bar

Summary bar helps you to easily calculate values for a set of records. Column summary bar's values are a type of metadata not currently accessible by formulas. Because Retable's formulas work on row level. In other words, when you create a formula column, this formula is run for each row.
The column summary bar is located at the bottom of your table. Each column type offers a different summary option.
To select a different summarization function for a specific column, you click on the summary bar below that column. This will open up a menu of different summary functions. The types of summary functions available will depend on the column type.

Summary functions for Numeric Columns

Number, percent, currency, rating, formula, Rollup
  • Sum
  • Average
  • Min
  • Max
  • Filled
  • Empty
  • Count Numbers

Summary functions for Non-Calculated Columns

Color, E-mail, Image, Attachment, Date & Time, Single/multi select, Checkbox, Reference Another Table, Lookup Values, URL, Geolocation, Collaborator, Created Time, Last Modified Time, Last Modified By, QR Code, GPT
  • Filled
  • Empty

Summary functions for Special Columns

Phone number, Autonumber, Unique Identifier
  • Filled
  • Empty
  • Count Numbers

Row Detail

The row detail window or modal helps you view and manage the row. You can view and manage all the data related to your row by clicking Row Detail from the field that opens when you right-click on the row.
With the help of the row detail window on the right side of your tables, you can view and manage all data related to your row in a vertical format. Row detail window or modal helps you quickly switch between rows, add new rows and columns, and easily edit data in your rows.
Row detail also contains history, an overview of the changes made to each record over time. If you look in the row history, you can see which user made which changes and when. You can also leave comments.
When you click the 'Watch row' icon, an email is sent to the user every time a change is made in that specific row. This feature proves especially helpful when you prefer not to check a table regularly to track changes
Follow the steps below to display changes in the table.
  1. 1.
    Right click on a row and click on ”Row Detail” from the menu.
  2. 2.
    Or click on the row detail icon in the upper right corner of your table.
  3. 3.
    You can see all changes on the column, row and comments.
  4. 4.
    You can add a new row by clicking the "+Add" button in the upper left corner.
  5. 5.
    You can switch to the next row by clicking the "Next" icon.
  6. 6.
    You can switch to the previous row by clicking the "Previous" icon.
  7. 7.
    You can delete a row by clicking the "Delete" button in the upper right corner.
  8. 8.
    You can add a new column by clicking the "+Add another column" icon in the lower-left corner of the row detail.
  9. 9.
    Hidden columns are displayed by clicking on the "Show hidden column(s)" field at the bottom of the Row detail area.
  10. 10.
    You can also update data in this view.
You can adjust the width of the row detail window displayed on the right side of your view as you wish. View and manage both grid view and row detail on the same screen. The width you set is automatically saved and you can continue to use your row detail window with the same settings when you enter your view again. You can also open and close the row detail window at any time.

Expanding a cell

Thanks to Retable's cell expand feature, you can easily expand your cells and view detailed information in the cells. It's especially helpful for multi-line texts. Each record can be expanded to show all of the information in the cell.
Cell expand icon directly next your cell in the Text, Image, Attachment, Email, Select, Reference Another Table, Lookup Values, Collaborator, URL, QR Code, Geolocation and GPT column types.
You can easily manage long texts inside your cells thanks to the text box that opens when you click on the Expand icon. In addition, you can easily work by dragging the opened text box to the place you want on the page.
Follow the steps to expand a cell.
  1. 1.
    Click the blue expand icon directly near your cell.
  2. 2.
    Then, the text box will directly open.
  3. 3.
    You can easily start to write anything in this text box and drag this text box anywhere on the page.

Data validation

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

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.
    With "Fill cells with a default value" options each time add a row is that cell automatically fills in with the selected data.
  5. 5.
    Check "Use a validation rule for cells" and click "Add Validation Rule" from the screen.
  6. 6.
    There will be 3 options;
    • Min character
    • Max character
    • Regex
  7. 7.
    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.
  8. 8.
    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.
  9. 9.
    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-.]+@([\w-]+.)+[\w-]{2,4}$
    • No whitespace character: \S
    • Non alphanumeric: \W etc.
  10. 10.
    You can add up to 3 controls.
  11. 11.
    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).

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.
    With "Fill cells with a default value" options each time add a row is that cell automatically fills in with the selected data.
  5. 5.
    Check "Use a validation rule for cells" and click "Add Validation Rule" from the screen.
  6. 6.
    There will be 2 options.
    • Min value
    • Max value
  7. 7.
    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.
  8. 8.
    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.
  9. 9.
    You can add up to 2 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).

Allowing one value for columns (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. New selections are added with "Add an options".
  6. 6.
    If you want to clear data, use the "Clear" button.
  7. 7.
    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.
  8. 8.
    You can search in option field with "Search in option(s)".
  9. 9.
    If you want to delete option, you can click the "x" icon.
  10. 10.
    Click on "Save".

Allowing multiple values for columns (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.
    You can search in option field with "Search in option(s)".
  10. 10.
    If you want to delete option, you can click the "x" icon.
  11. 11.
    Click "Save".

Adding column uniqueness

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 "Require entries to be unique" field. Each value will be unique across the table for this column.
  4. 4.
    Click “Save” button.

Setting a 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 "Require an entry in this field" field. This column will be required in forms and table.
  4. 4.
    Click “Save” button.