Add columns to a table

Each table is created with default metadata columns. After it's created, you can add new columns to the table.

Important: 

  • The maximum number of columns per table is 100. To see all Table limits, see Table limits.

  • To display the scroll bar in Tables, ensure the setting to show the scroll bar is enabled in your browser. For example, in MacOS, go to Preferences > Appearance and turn on the Always toggle. In Microsoft Edge, go to settings and turn on the Always show scrollbars toggle located under Appearance.

Jump to:

Add columns

  1. Go to Data to open the Tables page.

  2. Click and open the table you want to add columns to.

    Note: You can also click to the right of the table you want to edit and select Open.

  3. Click to the right of the table header.

  4. Select the column type. For more information, see Data types of columns.

  5. In the Name field, enter a name for the column.

  6. Complete the fields as required to create the column.

  7. Click Add.

  1. Within the table’s details, click the Columns tab
  2. Click + Add column or use the hotkey Control + Shift + F (Windows) / Command + Shift + F (macOS).
  3. Complete the fields as required to create the column.
  4. Click Create.

Add a Display column to a table

A display column in a table is a column that holds data that is displayed when referenced from another table using a Reference type column. When a table is selected as the source in a reference column of another table, the data from the display column configured for the source table is displayed.

For information about Reference columns, see Reference.

Note: 

Columns with the following data types can be used as a display column:

  • Text - short

  • Single-select

  • Integer

  • Decimal

  • Date

  • Date/Time

  1. Go to Data to open the Tables page.

  2. Open the table you want to add a display column to.

  3. On the toolbar, click Table details.

    The Table details panel is displayed.

  4. In the Display column field, select the column you want to set as the display column.

  5. Click Save.

Data types of columns

The following configuration fields are available based on the column data types. Expand the drop-down section to see details.

Column data type Description Configuration fields
Text - short

Text strings. This can be used for information such as a name or description.

Maximum character limit is 500.

  • Name: The name for the column.

  • Default value: The default value for the column.

  • Description: A description for the column.
Text - Long

For long text strings that have multiple lines of text. You can configure the column to hold plain or rich text formats. When rich text format is selected, the rich text editor is opened when you double-click the column to enter row data.

Maximum character limit is 10000.

  • Name: The name for the column.

  • Text format: Text formatting that the field can accept. Available options:

    • Plain text

    • Rich text: The rich text editor allows rich formatting of text. When you select Rich text, the rich text editor becomes available in the Default value field and the rich text editor is opened when you double-click the column to enter row data.

      Button

      Tooltip

      Description

      Bold

      Apply bold formatting to the selected text.

      Italic

      Apply italic formatting to the selected text.

      Underline

      Apply underline formatting to the selected text.

      Strikethrough (Displays only in the larger panel that's displayed when Full screen is selected.)
      Apply strikethrough formatting to the selected text.
      Subscript (Displays only in the larger panel that's displayed when Full screen is selected.)
      Convert the selected text into a subscript.
      Superscript (Displays only in the larger panel that's displayed when Full screen is selected.)
      Convert the selected text into a superscript.
      Block quote (Displays only in the larger panel that's displayed when Full screen is selected.)
      Highlight selected text quoted from another source.

      		Font family

      (Displays only in the larger panel that's displayed when Full screen is selected.)
      Apply a font style to the selected text. The default font name is Open Sans.

      Font size

      Select the size of the font for the selected text.

      Font color Change the text color for the selected text.
      Font Background color Apply a background color for the selected text.

      Insert/Remove Numbered List

      Convert the selected text into one or more numbered list items.

      Insert/Remove Bulleted List

      Convert the selected text into one or more bulleted list items.

      Paragraph Formatting styles Apply formatting styles from h1 to h6 to the selected text.
      Text alignment Align the selected text to left, right, center or justify. When justified text is distributed evenly between margins when this is selected.

      Link

      Add a hyperlink to selected text. When you click the Link button, the Message body window presents two additional fields relating to the hyperlink: URL and Text. Type the URL and amend the Text if necessary. Click OK to confirm the hyperlink for the text.

      Unlink

      Remove a hyperlink. The unlink button becomes available after you click a hyperlink in the message body.

      Decrease indent

      (Displays only in the larger panel that's displayed when Full screen is selected.)

      Decrease indentation for the selected list items.

      Increase indent

      (Displays only in the larger panel that's displayed when Full screen is selected.)

      Increase indentation for the selected list items.

      Expand editor

      Display the field and toolbar buttons in a larger panel with additional toolbar buttons available.
      Remove format

      (Displays only in the larger panel that's displayed when Full screen is selected.)

      Removes the formatting on the selected text.
      Table

      (Displays only in the larger panel that's displayed when Full screen is selected.)
      Opens a dialog to insert a table. Click inside the table to access the contextual toolbar, where you can add or remove columns, merge cells, or split cells.
      Image via URL

      (Displays only in the larger panel that's displayed when Full screen is selected.)

      Opens a dialog to add the image URL. Click on the image to access the contextual toolbar, where you can include alternative image text, caption, and styles.
      Source View or edit the HTML version of the message body.
      Horizontal line Insert a horizontal line above or below.
      Accessibility help Displays a list of keyboard shortcuts available for use in the editor.

  • Default value: Default value for the column. The text formatting available in this field depends on the option selected in the Text format field.

    • When Plain text is selected, only plain text formatting is allowed.

    • When Rich text is selected, the rich text editor becomes available in the Default value field allowing rich formatting for text entered in this field.

  • Description: Description for the column.
Single-select Display values in a drop-down to select from.
  • Name: The name for the column.
  • Options (newline-separated): Option to display in the drop-down. Enter each option in a new line.

  • Default value: Default value for the column.

  • Description: Description for the column.
Multi - select Display values in a list to allow selecting one or more options from the multiple options you define.
  • Name: The name for the column.
  • Options (newline-separated): Option to display in the list. Enter each option in a new line.

    Note: You can have a maximum of 50 options.

  • Default value: Default value for the column.

  • Description: Description for the column.
Yes/No The value can be Yes or No.
  • Name: The name for the column.

  • Default value: Default value for the column.

  • Description: Description for the column.
Integer

Numerical with no decimal point. If range validation is enabled, the value of data must be within the specified range.

The number of decimal places of the data must not exceed what is configured for the column.

If range validation is enabled, the value of data must be within the specified range.
  • Name: The name for the column.
  • Range validation: Toggle to enter maximum and minimum value of the range allowed in the column. When Range validation is enabled, the data must be within the specified range.

  • Default value: Default value for the column.

  • Description: Description for the column.

Decimal

Numerical values with a decimal point. Must be a numeric value with or without a decimal point.

  • Name: The name for the column.
  • Number of decimal places: The maximum number of decimal places allowed for the value. The decimal places must not exceed this number.
  • Range validation: Toggle to enter maximum and minimum value of the range allowed in the column. When Range validation is enabled, the data must be within the specified range.

  • Default value: Default value for the column.

  • Description: Description for the column.
Date

Date only.

Format is DD MMM YYYY

Note: Date type columns can only be referenced by workflows and an app in Apps, and they can't be referenced from forms.
  • Name: The name for the column.

  • Default value: Default value for the column.

  • Description: Description for the column.
Date/Time Date that's combined with the time. Format should be DD MMM YYYY, HH:MM AM/PM.
  • Name: The name for the column.

  • Default value: Default value for the column.

  • Description: Description for the column.
File

Use the File type columns to store one or more files per record. You can configure the file size limits, file types, and maximum number of files that can be uploaded per record when adding the column.

  • Are the files I upload secure?
    Yes, all uploaded files are stored securely in encrypted cloud storage. Access to these files is restricted according to the table permissions.

  • Who can access the files I upload?
    Only users with the correct read permissions for the table row can access the files. Access control is enforced on every file request.

  • Are the files encrypted?
    Yes, files are encrypted at rest and in transit using industry-standard protocols.

  • Are uploaded files scanned for viruses or malware?
    Yes, every file is automatically scanned for known viruses and malware during upload. Any infected files are quarantined.

  • Are file URLs publicly accessible?
    No, files are never publicly accessible and can only be accessed within the product.

  • What types of files can I upload?
    We support all file types, but some files such as executables and other potentially harmful types are blocked.

  • Is there a file size limit?
    Yes, each file can be up to 100MB.

  • How many files can I upload per table row?
    Each file-type column supports up to 50 files per cell.

  • Can I preview uploaded files?
    No, to view a file, download it from the details panel.

  • What happens if I delete a file from a record?The file is permanently deleted and can no longer be accessed.

  • What happens to files if a user, table, or tenant is deleted?
    Files associated with deleted rows, tables, or users are also deleted.

  • Are there any retention periods for files stored in Tables?
    No, files remain indefinitely unless deleted.

  • Can you link directly to a file?
    No, files can only be accessed within the platform.

  • How much storage am I allocated?
    Storage depends on your license type. Every account starts with 100 GB of base storage, with additional storage provided according to your license tier.
  • Name: The name for the column.

  • Unique identifier: (This field becomes configurable only when you switch the Customize toggle to Yes). Up to 50 files can be uploaded per record.

  • Maximum number of files: The maximum number of files that can be uploaded per column. The maximum allowed is 50 files per column.

  • Maximum size (MB) of each file: The maximum size allowed for each individual file, in megabytes (MB). Maximum allowed is 100MB.

  • File types: Allowed file types. Maximum allowed file types is 10.

    • Accept all file types: All file types are allowed for upload.

      Note: Some file extensions may be blocked for security reasons, particularly those commonly associated with malicious content.

    • Define a list of acceptable file types: Enter the file extensions you want to allow, separated by commas. For example: pdf, docx

  • Description: Description for the column.

File handling in tables workflow actions:

  • Upload files directly into file-type columns using the Create a row action.

  • Retrieve file metadata, such as the number of files and file references, using the Query a table action.

  • Add, replace, or remove files in a specific table row using the Update single row action.

 
Reference

Note: This column type is being phased out and replaced by Relationship type. For new columns, use Relationship type.

You can use a reference type column to create a link between tables and display data from another table. The data from the display column in the source table is displayed in the reference type column. The display column must be configured from the Table details panel of the source table. For instructions, see Add a Display column to a table.

An example of when a reference type column can be used is with a Customers table and Orders table. You can create a reference for the CustomerID column in the Orders table to reference data from the Customers table, creating a connection that links each order to a particular customer.

Note: 

  • Reference type currently supports only one-to-one relationships.

  • Reference type columns can only be referenced by workflows and an app in Apps, and they can't be referenced from forms.
  • Name: The name for the column.

  • Source table: The source table to get data from to display in this column. The data from the display column is shown. To configure the display column, open the Table details panel of the source table. For instructions, see Add a Display column to a table

    Important: You can only select a table that has a display column configured.

  • Description: Description for the column.
Relationship

You can use a relationship type column to create a link between tables and display data from another table. The data from the display column in the source table is displayed in the relationship type column. The display column must be configured from the Table details panel of the source table. For instructions, see Add a Display column to a table.

For example, you can create a relationship from the Orders table to the Customers table, linking each order to one or more customers.

Note: Relationship type columns are currently not supported in Apps or Workflows.
  • Name: The name for the column.

  • Referenced table: The reference table this relationship column links to. The data from the display column in the referenced table is shown. The display column is configured in the referenced table. To configure the display column, open the Table details panel of the source table.

    Note: You can only select a table that has a display column configured.

  • Display column: The column from the reference table that is displayed to users. This column must be configured in the reference table. For instructions, see Add a Display column to a table

  • Link this columns to: Defines the relationship type and whether this column references a single row or multiple rows from the referenced table.

    • Single row: Each record in the current table links to one record in the reference table.

    • Multiple rows: Each record in the current table can link to multiple records in the reference table

  • Cascading delete options:

    These settings control whether related records in the referenced table are automatically deleted when changes are made in this table.

    • When a row in this table is deleted: If enabled, linked rows in the referenced table are also deleted. If disabled, they remain unchanged.

    • When a value is removed from this column: If enabled, removing a value from this relationship field will also delete the linked values in the referenced table.

      Note: 

      • If both options are set to No, related records in the referenced table will not be deleted. This may result in orphaned records (records that are no longer linked to any row in this table).

      • Cascading delete removes records from the referenced table. If the referenced table is used by multiple tables, deleting records through one relationship may affect other tables that reference the same records.

  • Allow nested operations: Specify whether this relationship allows creating, updating, or deleting related records. Switch toggle to Yes or No.

    • Yes: Data submitted through the form can also create, update, or delete records in the referenced table.

      Required for Repeating sections in table forms.

    • No: Operations are limited to this table only. Changes here won’t create, update, or delete related records in the referenced table.

  • Description: Description for the column.