Tables & Data
Tables are the core data layer. They support 6 categories, hierarchical structure, inline editing, link columns, views, and context menus.
Table Categories
| Category | Description |
|---|---|
SYSTEM | Built-in CRM tables: CRM Individuals, CRM Companies, CRM Deals, CRM Partners, and Line Items. Auto-provisioned per workspace. (Also includes infra-only tables for documents and email logs.) |
FORM | Auto-created when a form is published. Submissions populate rows automatically. |
USER | Custom tables created by users for any purpose. |
PIPELINE | Created by pipeline connections (e.g. connected CRM, accounting services). Populated via sync. |
MATTER | Linked to matter boards for structured case data. |
INTEGRATION | Created by integrations for external data storage. |
Working with Tables
- Grid View - Spreadsheet-style grid with inline editing. Click a cell to edit, Tab/Enter to navigate.
- Column Management - Right-click a column header for options: rename, hide, pin, resize, sort, filter.
- Row Context Menu - Right-click a row for actions: edit, duplicate, delete, copy link, view record.
- Search - Use the search bar above the grid to filter rows (server-side search).
- Bases - Tables can be grouped into bases (folders) for organisation.
Record Detail
Click a row to open the record detail view. This shows:
- All field values in a grouped, editable panel.
- Linked records from related tables (via LINK columns).
- Activity timeline showing changes.
- Associated files from the file registry.
Column Types
14 column types are supported:
TEXT, NUMBER, DATE, BOOLEAN, SELECT, MULTISELECT, FILE, REFERENCE, FORMULA, LINK, LOOKUP, ROLLUP, JSON, ICON.
LINK connects two tables (creates a reciprocal column on the target). LOOKUP and ROLLUP derive values across a LINK relationship. REFERENCE points at a row in a system CRM table.
Link Columns
- LINK columns create relationships between tables (one-to-many).
- When you add a LINK column, a reciprocal column is auto-created in the target table.
- Click a linked record to navigate directly to it.
- Pipeline connections automatically create LINK columns for related entities.