TABLE OF CONTENTS

• Creating a Data Table
• Adding Fields to a Data Table
• Field Types
• Adding Formatting to a Data Table Field
• Creating a Data Table View

The Data tables page allows you to create, configure, and manage data tables.

CafeX Data Tables are Workspace data stores that contain records associated with a workspace within the App. While the data within a Data Table can be visualized in different ways within the App, it can be easily thought of as a table with multiple rows of data. Each row, known as a Record, consists of multiple columns (fields) that represent the attributes of the Record. These can be simple types like strings, numbers, and dates, or more complex references, such as workspaces, users, and other records. For details, see the Field Types section. 

Creating a Data Table

The Data tables editor can be accessed through the Data tables menu item () within the App Studio. Selecting this menu item will display a list of all Data tables for the current App and provide the option to create a new one using the Add new table button.
 

To create a new Data Table:

1. Navigate to the Data tables editor and click Add new table.
2. Enter a name for your table, then click Add. A newly added table appears in the list.

When creating a Data Table, it's important to give it a clear and descriptive name. This will help you easily identify the Data Table when referencing it during the App configuration process.

Adding Fields to a Data Table

For each table in the list, you can see the number of fields and views configured. Clicking on a table in the list of Data Tables expands its details, displaying a list of fields (if any). Initially, a newly created Data Table has no defined fields or table views.

To add a field to a Data Table:

1. Click on the Data Table to expand its details.
2. Click Add new field.
3. In the dialog that appears, enter a name for the field and select its type. For details about available field types, check the Field Types section below.
   
4. Optionally, add a new rule for Conditional formatting. For details on the conditional formatting, see the Adding Formatting to a Data Table Field article.
5. Click Add.

Field Types

This section covers the types of fields you can set up in a Data Table.

Adding Formatting to a Data Table Field

As an App Builder, you can apply conditional formatting to the fields within a Data Table. The formatting reacts to the data in the Data Table and applies when the specified criteria is met. For example, you can set negative numbers to appear in bold and red, while positive numbers appear green, helping your App Users quickly identify differences.

It’s important to note that formatting rules only apply to your Views of Data Tables. If you are using a Table Component in App Studio to display Table Data, you’ll need to apply formatting to each Component individually.

To add a conditional formatting rule to a field:

1. For the existing field, click the Edit button (). If you’re adding a new field as described in Adding Fields to a Data Table, proceed to the following step.
2. Under Conditional formatting, click Add new rule.
3. Fill out the form with your desired conditions and styles.
   
4. Click Add.

You can add multiple conditional formatting rules to a Data Table field to match different conditions.

Creating a Data Table View

CafeX provides Data Table Views that allow Users to view and edit Data Tables.

By creating a View of a Data Table within your App, Workspace Members can view and update records in the Table without the need for you to create a view in the App Studio. However, if you need specific behavior or additional functionality, consider using a Custom View and creating your own App in the App Studio.

The following Data Table Views are available for you to enable:

• Grid: A tabular view where users can add, update, and delete records.
• Kanban: A swim-lane view where users can move cards between columns.
• Gantt: A timeline view showing activities and their dependencies.
• Calendar: A calendar view that displays records on specific days.
• Card: An item view where each record is presented as a card.
• Form: A form Users use to submit new records to the Table.

Important: The Custom View enables App Studio, and the External View embeds URLs from external applications. 

To create a View:

1. From the App overview page, go to Configure > Views. The Views page opens.
2. Click Add new View.
3. Add a new View with the following parameters:
   View Name: Enter a name for the view.
   View Type: Select a type. For tables, a Grid view typically provides a traditional table layout, similar to a spreadsheet.
   Data Source: Select a Data Source.
   Some View types may require additional configuration; follow the on-screen instructions. 

4. Optionally, toggle Set as default view.

The new View is now available in the Workspace.