Add a column to the table

As a user of Workspace.ai, you can manage your table. You can add any additional columns to your table. You also can customize the views of the table, filter, and view the table board.

Table columns

Columns are one of the main building blocks of your board which allows you to display and customize the data. Workspace.ai has different types of columns so that you can build your board exactly the way you want it.

The different types of columns you can create include:

• Link Record: You can use this column to link a column of one table to columns of another table or multiple boards. It helps you to connect information between different boards when there is an inter connection between boards.
  Note: Linked record feature is available only for tables in an application and not for a single table. For example, if you have a table for employees showing the employees names and another table for employees contact and employees’ tasks then the employees table can be linked to the employee’s contact’s table. This way you can access the information of an employee and get his contact information from one table and tasks the employees perform from another table. The linking can be done between all the tables in a table application. You just need to select a table from the list of tables in an application and choose if you want to Allow Multiselect option. The Allow Multiselect option is by default ON.

• Simple Text: You can use this column for short, unique pieces of text, such as the names of your employees.
• Multi Line Text: You can use this column to add a guideline, a description or any long text related to your record. It is an easy way to have everything visible on your board rather than clicking inside each item to check for the updates.
• Single Select: You can use this column when you want to select a single option from a list of options. For example, a status column where you get a list of options such as Open, In Progress, Closed, and so on.
• Multi Select: You can use this column when you want to select predetermined options from a list. However, you can select as many options as you’d like per record.
• Number: You can use this column to add numbers. You can use this for most numerical values, like the number of hours spent on a task, number of items in stock, and so on.
• Currency: You can use this column number field to get the number as a currency amount. You can specify a currency symbol, the number of significant digits, and whether to allow negative currency amounts.
  Note: Precision is only till 5 decimal points so import of any currency with more than 5 precisions is rounded off to 5 precisions.
• Date & Time: You can use this column to enter a date and optionally a time into a record. For example, you can add a due date for your tasks, or a start date and end date.
• People: You can use this column to show people from the account level. If you have access, you can see the record on the board, else you can see it on the task tab.
  You can use this column to select one or more names from an automatically generated drop-down list of all the people with whom your board is shared.
  For example, you can assign responsibility and accountability for each task of your team.
• Check Box: You can use this column to get a tick mark for the completed tasks/activities. It is useful for true/false values within a record.
  For example, for a task column you can have a checkbox field that you can check off when a task is complete.
• Email: You can use this column to add a valid email address in each record. The column allows you to add an email address to a record in your table and send emails to that contact with just a single click.
• Phone Number: You can use this column to add a 10-digit string of numbers. The format supported for phone numbers, for example, is (011) 470-7018.
• Percentage: You can use this column to add the percentage value in numbers.
  Note: Precision is only till 5 decimal points so import of any currency with more than 5 precisions is rounded off to 5 precisions.
• Rating: You can use this column to rate your records for the purposes of ranking or quality assessment. You can use stars to set the maximum rating allowed.
• Slider: You can use this column to set the start and end value and intervals for sliding.
• Files: You can use this column to attach one or more files directly to your records. It helps you to integrate your important files into your board.
• URL: You can use this column to store a single URL in each record. For example, you can add a website URL so you can access it easily from the application.
• Button: You can use this column to trigger certain actions directly from your table. For example, you can trigger an Open URL action. You can set the formula for what must happen when a user clicks Open URL then it opens a new tab for a URL created in the Formula, or you can trigger automation through a button.
• Reaction: You can use this column to vote for specific items on your board. You can set the display value for reaction as a number, or a person, or none. If a number is selected the reaction number is displayed in the record and if a person is selected, then the First letter of the name of the user is displayed.
• Duration: You can use this column with time durations measured in hours, minutes, seconds, or milliseconds. Depending on the format of the duration field, the values are either stored as an integer or decimal representing a few seconds. The format to enter for duration is H:MM: SS.SS.
• Formula: You can use this column to add a value, perform a calculation and display the result. For example, if you have a table of product orders, you can create a field that computes the total cost for each record based on the Price and Quantity. When you double-click on any record in the Formula column a dialog is displayed which allows you to add a formula. In the Enter a formula field, you can enter a formula you want to work on the record. The output of the formula you enter on the top can be viewed at the bottom of the dialog which will help you to see the results. You will first find a list of the columns on your board which you can use within the calculations that you create, followed by the list of available functions and operators that are listed. For example, you can set the formula to calculate the discount amount to apply for a sales deal. As seen in the preceding image, if the customer is an existing customer and the Days to Close is less than 30 then a discount of 5% is given. Whereas, for a new customer and the Days to Close the deal is greater than 30 then a discount of 3% is applied.