How to create a new or import an existing table to a workspace
Tables allow for specific data sets to be stored, structured and maintained. Records can be downloaded or exported as digital assets. Through the use of reference fields, data points from one table can be linked to another creating a relationship between records. Creating a new table enables additional data sets to be tracked and exported for new use cases. Existing tables storing data can be added and segmented across multiple workspaces in your organization.
You must have Admin level permissions to create a new or import an existing table to a workspace.
To add an existing table to a workspace:
1. | Navigate to the desired workspace |
2. | On the top table ribbon, click the plus icon  |
3. | To add an existing table, but not have it visible to workspace members, click Import existing table
Please note: This approach provides the opportunity to set a default table view to conceal sensitive or irrelevant data using filters, sorts and/or hide fields prior to revealing to non-admin members of the workspace. You will be able to reveal the table to all members once it is appropriately configured.
To automatically display the table and its data to all workspace members, click Import & reveal existing table |
4. | Search for and select the desired table  |
Importing an existing table does not clone the table. You can use default views to conceal irrelevant or sensitive data but changes made to the table in one workspace will have a direct effect on the same table in another workspace. For example, adding new fields, deleting existing fields or adjusting field names in a table will occur across all workspaces. If a table is permanently deleted, it will be removed from all workspaces.
To create a new table:
1. | Navigate to the desired workspace |
2. | On the top table ribbon, click the plus icon  |
3. | Click Create new table |
4. | Select Choose file to import table headers and field data from an existing csv or Excel file.
Alternatively, select Add fields manually to individually add and customize fields.
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5. | If you choose to import a file, you will have the opportunity to review and edit field names and set field types prior to saving
Alternatively, if you choose to add fields manually, you will add fields individually prior to saving |
Please note: Once a field is added to a table and saved, the field name and description can be adjusted at any time, but the field type cannot be changed.
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