A Table interface gives your team a structured way to view, manage, and act on records from a dataset — all in one place. Use it when your team needs to see data in rows and columns, add new records, and take action on multiple items at once without leaving the interface.
Create a Table interface
Click + Add New button in the sidebar, then select Table from the "Create a New" panel.
This opens the New Interface dialog, which walks you through three steps: Essentials, Additional, and Permissions.
Note: All these settings are configured by admins and cannot be accessed by any other roles.
Step 1 — Essentials
Enter Interface name — give your table a name so your team knows what it's for.
Choose Dataset — select the data source your table will display and manage.
Icon (optional) — choose an icon that best represents what this table interface is about, then pick a color from the preset palette.
Choose Composed Card Design Template (optional) — attach a custom layout built in the Designer that controls which fields are visible, disabled or hidden per role when a record is opened. Learn more in the Designer guide.
Click Next to continue.
Step 2 — Additional
Data Settings
Max Rows — sets how many records the table loads at once.
Sort By — choose which column the table is ordered by when it first loads.
Sort Order — set whether records appear in ascending or descending order.
Multi Row Actions — add automation buttons that run on all selected rows at once; when rows are selected, a toolbar appears at the bottom with your action button. Clicking the action button shows a confirmation before the automation runs. You can add more than one automation buttons. Learn more in the Automation Engine.
Display Settings
Column filter — choose which columns are visible in this interface; not every column needs to be shown, so focus on what's relevant for this table's purpose.
Row filter — set conditions that automatically limit which rows appear, using the visual logic builder; for example, "Assigned To equals Logged in User" shows each person only their own tasks. Learn more in the Logic Composer.
Row Coloring — apply background colors to rows to make records easier to distinguish; use Alternate to pick a single color that alternates across rows, or From Column to color rows based on a column value — for example, coloring rows by Priority automatically applies a different color per priority level.
Enable Interface Widget — attach a Form interface built on the same dataset, so users add new records through a customized form instead of the default row input; unlike Add Row, a form lets you hide fields, set default values, and control the layout. Learn more in the Form Interface.
Enable Add Row — shows an add button in the table so users can create new records directly; use the Add Row Button Label field to rename the button to match your context, such as "New Task" or "Add Supplier."
Click Next to continue.
Step 3 — Permissions
Read Access — assign which roles can view this interface; if no roles are assigned, everyone in the workspace can see it, but once a role is added only that role has access.
Write Access — assign which roles can add, edit, or delete records in this interface.
Click Update View to save your interface.
Working with your table
1. Slice your data
The filter panel on the left shows columns that have multiple rows with the same value or a range — like Status, Priority, or Due Date. Select one or more values to narrow down your records, combine filters across columns for a more precise view, and click + Add Slice to create a custom filter using the Logic Builder and save it as a reusable slice.
2. Quick filters
Quick filters sit above the table as tabs, giving you one-click access to common views without touching the filter panel.
Show All — removes all active filters and shows every record in the table.
New — shows records created within the last N days; you set the day range in Manage Quick Filters.
Active — shows records modified within the last N days; you set the day range in Manage Quick Filters.
Mine — shows only records where you are included as a team member.
To toggle which quick filters are visible or adjust their day ranges, click the filter icon next to the tabs to open Manage Quick Filters.
Click + next to the tabs to create a custom filter using the Logic Builder. Combine multiple conditions with AND/OR logic and save them as a named tab for repeated use.
3. Search
Use the search bar in the top right to find records instantly by keyword across your table.
4. Export
Click the download icon next to the search bar to export your data as a CSV or Excel file. The export reflects your current filters and column selections — what you see is what you get.
5. Resize columns and rows
Hover over the edge of any column header until the resize cursor appears, then drag left or right to adjust the width. The same applies to row height — hover over the edge of a row and drag to expand or compress it, just like in a spreadsheet.
6. Rearrange columns
Hover over the left side of any column heading until the bento menu icon (⋮⋮⋮) appears, then click, hold, and drag it left or right to reorder. Your column order saves automatically.
7. View a record
Hover over any row to reveal the eye icon on the left. Click it to open the full detail view of that record.
8. Select, duplicate, and delete rows
Check the checkbox on any row to select it. You can select multiple rows at once. Once selected, a toolbar appears at the bottom of the table with options to duplicate or delete the selected rows.