Table View in Atwork
The Table View in Atwork is a versatile and powerful tool for managing structured data. It functions like a smart spreadsheet, enabling you to organize, analyze, and collaborate on data seamlessly. Here's a comprehensive guide to its key features:
Accessing the Table Menu
Every table in Atwork has a menu, represented by the three-dot icon in the top-right corner of the table. This menu gives you access to several customization and management options, including:
Compact View
Purpose: Reduces the height of rows to their minimum size, creating a more condensed view.
Why Use It?
Ideal for tables with many rows.
Improves visibility by allowing you to see more data at once.
How to Enable:
Click the three-dot menu.
Select Compact View to instantly adjust row heights.
Default Form
Purpose: Assigns one of the forms created in the Form Studio as the default form for displaying or editing table items.
Why Use It?
Simplifies workflow by standardizing the form used to input or view item details.
Saves time by automatically linking forms to specific data rows.
How to Set It Up:
Click the three-dot menu.
Select Default Form and choose from the forms available in Form Studio.
Has Sub-Item
Purpose: Activates the ability to create sub-items for each row in the table.
Why Use It?
Useful for breaking down complex tasks or categorizing items.
Creates a hierarchical structure for better organization.
How It Works:
Turn on the Has Sub-Item option in the menu.
A triangular icon will appear next to each row.
Click the triangle to add sub-items under the main item.
Items Per Page
Purpose: Adjusts how many rows are displayed per page in the table.
Why Use It?
Enhances usability by preventing overcrowded pages.
Makes navigation through large datasets more manageable.
How to Customize:
In the menu, select Items Per Page.
Choose from 10, 20, or 50 items per page based on your preference.
Export
Purpose: Exports your table data to an Excel file for offline access or further processing.
Why Use It?
Share data easily with external collaborators.
Use advanced spreadsheet tools for analysis outside Atwork.
How to Export:
Click the menu and select Export.
Download the table as an Excel file instantly.
Shown in Table
Purpose: Allows you to choose which columns are visible and which are hidden in the table.
Why Use It?
Focus only on the most relevant data for your workflow.
Hide unnecessary or sensitive information when sharing tables with others.
How to Adjust:
Open the menu and select Shown in Table.
Check or uncheck the columns you want to show or hide.
The Table View also includes advanced tools for filtering and sorting data, enabling you to work more efficiently and find the information you need quickly.
Filtering Data
Purpose: Narrow down the visible data in your table by applying specific conditions.
Why Use It?
Focus only on the data that matters most.
Simplify large datasets by removing irrelevant rows temporarily.
How to Filter Data:
Click the Filter button at the top of the table.
Select Add a Condition to specify your filter criteria.
Example: Show only tasks with a status of "In Progress."
Add multiple conditions if needed to refine your filter further.
Click Apply to see the filtered results.
Sorting Data
Purpose: Arrange rows in a specific order based on the data in one or more columns.
Why Use It?
Make it easier to identify trends or prioritize tasks.
Quickly organize data for presentations or reports.
How to Sort Data:
Click the Sort button at the top of the table.
Select Add a Sort and choose the column you want to sort by.
Example: Sort tasks by due date or priority.
Specify the order: ascending (A-Z, earliest to latest) or descending (Z-A, latest to earliest).
Apply additional sorts for multi-level organization.
Example: Sort first by status, then by due date.
These tools make the Table View not just a data repository but a dynamic workspace where you can manipulate and view your information exactly how you need it.
Summary of Table View in Atwork
The Table View in Atwork is a powerful tool designed to help you manage, organize, and analyze structured data effectively. Here's a recap of its key features and functionalities:
Customization Options via the Table Menu
Compact View: Minimize row height for better visibility.
Default Form: Assign forms from Form Studio to streamline item interactions.
Has Sub-Item: Enable sub-items to create hierarchical structures for complex data.
Items Per Page: Adjust the number of rows displayed per page (10, 20, or 50).
Export: Easily export your table data to Excel for external use.
Shown in Table: Show or hide columns to focus on relevant information.
Data Management Tools
Filtering: Use the Filter option to narrow down your dataset by adding and applying custom conditions.
Sorting: Organize data by sorting rows based on column values with the Sort feature, including multi-level sorting for complex datasets.
These features allow you to tailor your tables precisely to your workflow, enabling efficient collaboration, enhanced data visualization, and quicker decision-making.
Why Use Table View?
Flexibility: Adapt your tables to fit any task, from tracking inventory to managing projects.
Efficiency: Streamline workflows with advanced filtering, sorting, and form integration.
Clarity: Customize your view to focus on the most important data, improving productivity.
By leveraging these tools, you can transform your Table View into a dynamic workspace that suits your specific needs.