Tables and Views
A structured table is useful when each row represents one record, such as a task, project, asset, or launch item. Tables add field types, record details, saved views, filters, grouping, links, and lookups on top of the grid.
Turn a Grid Into a Table
Section titled “Turn a Grid Into a Table”Use Turn Into Table when a sheet should behave like records. The first row becomes the table’s field names. Existing data rows become records.
Use Turn Into Grid when you need a regular spreadsheet surface again. Field names become column labels rather than a new header row.
Fields
Section titled “Fields”Fields define what kind of value belongs in a column. Field Setup lets you rename the selected field, choose its type, set the primary field, hide it in the active view, configure choices, connect it to another table, or reference a source grid.
The primary field is the main label for each record. Link fields use it when showing records from another table.
Records
Section titled “Records”Each row in a table is a record. Use the record button or the Add record row to create one. Open the record panel when a form-style edit view is easier than editing in the grid.
Views are saved ways to look at the same table. A view can keep its own field visibility, field order, filters, sort, and grouping.
Use views for different jobs, such as:
- “Open tasks” filtered to unfinished work.
- “By owner” grouped by responsible person.
- “Launch dates” sorted by date.
- “Review view” with only the fields needed for a cleanup pass.
Linked Records and Lookups
Section titled “Linked Records and Lookups”Use a link field to connect records between tables, such as tasks linked to projects. Use a lookup field to display a value from the linked record, such as a project’s status or owner.
Grid Cells and Grid Lookups
Section titled “Grid Cells and Grid Lookups”Use a Grid cell field when a table needs to point to data in a regular grid without converting that grid into a table. First choose the source grid in Field Setup, then select or type a cell reference such as B2 or B2: Silent Hill 3.
A Grid lookup field can read another column from the same source-grid row. For example, if a Grid cell field points to B2 for an album title, a Grid lookup can pull the value from column F on row 2 for its acquisition date.