Supported actions in tables

This article explains the Actions toolbar and shows how to work with the rows.

Last updated 3 minutes ago

Actions toolbar

Once a table is open, a toolbar appears with these icons (some of them might be hidden in the visual settings - Customizing Table Writeback visual):

Icon

Tooltip

What it does

Add (+)

"Add Row/Column"

Opens a menu with Add Column, Add Row, Add Rows From Dropdown, Add Rows From Template, and Manage Calculated Columns

Undo

"Undo Changes"

Reverts your last cell edit or removes the last row you added

Save

"Save Table"

Saves all pending edits and new rows to the database

Refresh

"Refresh Table"

Reloads the table from the database (unsaved edits are discarded)

Save Template

-

Saves the current table structure as a reusable template

Filter

"Enable Filtering" / "Disable Filtering"

Turns column header filters on or off

Visible columns

"Show All Columns" / "Hide Columns"

Shows or hides columns that are normally hidden

Writeback

"Enable Editing" / "Disable Editing"

Switches between edit mode and read-only mode

  • Icons “Filter”, “Visible columns”, “Writeback” appear dimmed when they are off and fully visible when they are on.

  • To leave the table, click the X (close) icon (this action might be also disabled in the visual settings). If you have unsaved changes, you will be asked to confirm: "Are you sure you want to exit the table? All unsaved changes will be lost".

Working with rows

Add rows

There are 2 ways to add a single row:

  • Click the green + button at the bottom of the table. A blank row is added with each column's default value, and the table scrolls to it.

  • Click the Add (+) toolbar icon and choose Add Row. A form opens with one input per column. Mandatory columns are marked with a red asterisk. Default values are pre-filled. Click OK to add the row or Discard to cancel. If a mandatory field is empty you will see "Please fill in all required fields."

New rows are highlighted until saved.

Select rows

Use the checkbox column on the left to select rows. The checkbox in the header selects or deselects all rows. Duplicate and Delete act on all selected rows.

Duplicate rows

Right-click a row and choose Duplicate. The row (or all selected rows) is copied as new rows. Row IDs are not copied, so the duplicates are independent new records.

Delete rows

Right-click a row and choose Delete, or select several rows with the checkboxes first to delete them all.

ℹ️ It is possible to disable row deletion in the visual settings, in which case the Delete option does not appear.

  • Rows you just added (not yet saved) are removed immediately.

  • Rows already saved in the database ask for confirmation: "Are you sure you want to delete? This action cannot be reverted." Click Delete to confirm or Cancel to keep the rows.

Add rows from dropdown

If the report author has configured Dropdown fields, choose Add Rows From Dropdown from the Add menu.

The visual creates one new row per value in the dropdown fields (values are paired by position when there are several dropdown fields). Other columns get their default values.

💡Combinations that already exist in the table are skipped, so you will not get duplicates.

Not available in auto-save mode.