How to create a new workspace
Workspaces store an organization's data in tables that allow specific apps and users and/or teams to access. Workspace Admins can control access to specific datasets by applying permissions on a user or team level. The primary objective of a workspace is to collect, arrange and provide access to data that is pertinent to a specific team or set of users. When creating a new workspace, you will have two options: import an existing Pitchly table or start from scratch / upload data via an Excel or CSV file.
To create a new workspace, a user must have Admin-level permissions.
Click Create Workspace under the Workspaces tab on the Admin home screen
Enter a workspace name
Add a description (optional)
Click Create
Select Import Pitchly table or Start from scratch/file
To import from an existing Pitchly table:
Click Import Pitchly table
Search for and select the desired table
To start from scratch or import from an existing file:
Click Start from scratch/file
Click Choose file to import a CSV or Excel file of existing data to start your table (a progress bar will display at the top of your table)
If you do not have an existing file, click Add fields manually to begin from scratch
Prior to uploading data from an existing Excel / CSV file or creating a new table from scratch, it is important to review and consider the field attributes below.
Field Attributes
Primary Key: A required single-line text or number field serving as a unique identifier for each record in a table. A distinctive company name, identification, or billing number serves as the common primary key. The primary key enables fields to be referenced in other tables and/or across organization workspaces. When importing, primary keys will also assist with field matching to ensure new or updated data aligns with the proper records.
To set a field as a primary key:
Navigate to the determined unique field
At the top of the field, select Primary
Once a field is set as a primary key, it can be referenced across tables.
Field Name: When uploading a CSV or Excel file, column headers will automatically pull in as field names. Prior to creating the table, the field names can be modified within the Create Table window. When creating a table from scratch, new fields will need to be manually added and named.
Field Type: All fields must be assigned a type from the dropdown menu that aligns with the proper data format.
Description: Guidance pertaining to information or formatting for a specific field that will be visible to users when entering data. Hovering over the question mark icon in field headers will allow users to view field descriptions.
Required: Toggle the switch to require a user to populate a specific field with data in order to complete a record. If a field is marked as required, the record will not save without a value.
Choices: Dropdown and Dropdown Multiple field types require choices that serve as the dropdown list options. Choices can be modified or updated at any time.
Choices - Advanced Options: Advanced options allow for the import of a list of comma-separated choice values or the export of current choices into a comma-separated list.
Reference: Reference and Reference Multiple field types create relationships/ links across tables. This field will pull data from a record(s) in another table.
Please note: When importing data using a CSV or Excel file, references to multiple fields will not retain their original order. Reference fields are case-sensitive; therefore the data in the CSV or Excel file should be an exact match to the field being referenced in the table. The referenced field must have a primary key.
Auto-Increments: This applies to number field types only. To have records automatically generate a unique and sequential number when the value for this field is empty, toggle the Auto-Increment switch. When applied, the next number in the sequence will auto-populate for new records added to a table. This will not alter existing number values. As a default, the number will start at 1 but can be updated to any desired number. When creating a new table from scratch, the auto-increment feature is a great way to generate unique IDs.