51ºÚÁϲ»´òìÈ

Create a table view, as described in the article Manage record views.

(Optional) Click Row height, then select from the following options to modify the height of the table rows:

• Short
• Medium
• Tall

Update the following view elements as described in the subsections below:

• Columns (or fields)
• Rows (or records)
• Filters
• Sort
• Grouping
• Row colors
• Real-time presence indicator

Go to a record type page and click a table view tab, or click + View to add a new view, then choose Table.

Start adding fields (or columns), as described in the article Create fields.

The columns you add are visible to all users who access the record type and are added as new fields on the record’s page.

Do one of the following to reorder columns in the table:

• Grab the column header and drag and drop it in the desired position. The column you moved briefly displays with a blue background until you make other adjustments to the table.

• Click Fields in the table’s toolbar, then drag and drop the fields in the desired order, then click outside the Fields visibility and order box to close it.

  

  note tip
  TIP
  The Name field is always the first field in the table view, by default. This is considered a primary field. You cannot move the Name field to another position, unless you designate another field as the primary field. For more information, continue with Step 4.

• Replace the field in the first column with another field by changing the primary field. For more information, continue to step 4.

(Optional) Hover over a field name in the column header of any field that does not display in the first column of the table, click the downward-pointing arrow to the right of the field name, then click Set as primary field.

Click Set field to confirm.

The field becomes a primary field which means it displays as the first column of the table view. The previous primary field moves to the second column.

Primary fields become the record’s title and display in the header area of the record’s page, and everywhere where the records display. For example, the record title displays in connected fields and all views. For more information about primary fields, see Primary field overview.

Click and drag the column separation lines and drop them in the desired spot to increase the width of the columns.

Hover over the column header, then click the downward-pointing arrow, then click Hide field

Or

Click Fields in the table toolbar and disable the toggle associated with the fields (or columns) you want to hide. The Fields visibility and order box displays.

Click the Fields icon and enable the toggle associated with the fields you want to display in the columns of the table. All fields display by default.

Do the following to quickly find records that match a keyword:

1. Click the Search icon and start typing a keyword associated with any field of a record that displays on the screen. The number of correct matches displays next to the search item and the field with the correct match is highlighted.

   

   You can use any word or special character that is visible on the screen.

   You cannot use keywords that are associated with fields that are hidden in the table view.

2. Press Enter on your keyboard to go to the next found field.

3. (Optional) If there is more than one match, click the up and down arrows to the right of the search keyword to find all the matches in the table.

4. Click the x icon in the search box to clear the search keyword.

Go to a record type page and click a table view tab, or click + View to add a new view, then choose Table.

Start adding records (or rows), as described in the article Create records.

The records you add in the table view are saved immediately and are visible to all users who have View or higher permissions to the workspace.

(Optional) Add a thumbnail to each record, and click Fields in the upper-right corner of the table, then select the toggle for the Thumbnail field to display it to the left of the primary field. It is deselected by default.

For information, see Add a thumbnail to a record.

(Optional) Select one or multiple records in a row, then drag and drop the handle icon to the left of the record to reorder the rows.

Create a table view for a record type page, as described in the article Manage record views.

Select a table view, then click Filters in the upper-right corner of the table.

Click Add condition and add the following information:

• Select a field that you want to filter by

• Select an option (or a filter modifier) to define what kind of condition the field must meet

  The table below displays the available modifiers for each type of field.

  table 0-row-2 1-row-2 2-row-2 3-row-2 4-row-2 5-row-2 6-row-2
  Field type	Modifiers
  Single-line, Paragraph, Formula	Contains Does not contain Is Is not Is empty Is not empty
  Single-select	Is Is not Is any of Is none of Is empty Is not empty
  Multi-select, People	Has any of Has all of Is exactly Has none of Is empty Is not empty
  Number, Percentage, Currency	= ≠ < > ≤ ≥ Is empty Is not empty
  Date	Is Is not Is after Is before Is between Is not between Is empty Is not empty
  Checkbox	Is

• Select a value for the field selected.

There is no limit to how many filtering conditions you can add.

(Optional) Click Add condition to add another filtering option and repeat the above steps. The number of filters applied displays to the left of the Filters icon.

Click the following operators to indicate how the filter conditions are joined and should be applied:

• AND: All specified conditions must be met.

• OR: Any of the specified conditions must be met. This is the default option.

1. (Optional) Add additional AND or OR operators between multiple condition groupings.

   

The list of records is filtered automatically.

(Optional) Click the x icon to remove a filter condition.

(Optional) Click Filters to close the filters box.

Create a table view, as described in the article Manage record views.

Click the Sort icon in the upper-right corner of the table

Or

Hover over the name of a column in the table view, click the downward-pointing arrow to the right of the column header name, then click Sort by this field. The field is added as a sorting selection in the Sort icon in the upper-right corner of the table view.

(Conditional) In the Sort records by box, click one of the suggested fields, or click Choose a different field and search for a different field, then click it when it displays in the list.

The sorting is applied automatically to the table view and records display sorted by your selected criteria.

(Optional) Click Add condition, and repeat the above steps to sort by additional fields.

The number of fields that you are sorting by displays to the left of the Sort icon in the upper-right corner of the toolbar. You can choose only fields that display in the columns of the table view.

(Optional) In the Sort records by box, click the x icon to the right of a sorting field to remove the sort

Or

Click Clear all to remove all fields from the sort.

Click outside the Sort records by box to close it.

The information displayed in the table is sorted according to your selected criteria.

The fields selected for the sort display a sorting icon followed by a number that indicates the order in which the sorting is applied.

Create a timeline view for a record type, as described in the article Manage record views.

Click Grouping in the upper-right corner of the table view.

Click one of the suggested fields, or click Choose a different field, search for a different field, then click it when it displays in the list.

The grouping is applied automatically to the table and records display under the grouping separation line.

(Optional) Click Add condition and repeat the above steps to add up to 3 groupings.

The number of fields selected for the grouping displays next to the Grouping icon.

(Optional) Inside the Group records by box, click the x icon to the right of a field selected for the grouping to remove the grouping

Or

Click Clear all to remove all fields.

Click outside the Group records by box to close it.

(Optional) Click + New record at the end of any grouping to add new records, then refresh your page to add the new record to the appropriate grouping.

(Optional) Click Row colors to define conditions and choose configure diferent colors for table rows.

Click Add color, then Select a field whose value you want to determine the color of a row.

For example, to display campaigns with a status of Active in green, select Status, then choose a modifier and a value for the field.

Click the drop-down menu for the color picker in the upper-left corner of the condition you selected, to pick the color for the condition, then click outside the color picker box to close it.

(Optional) Click Add condition to add more fields and values to the first set of conditions

Or

Click Add color to add a new set of conditions and identify a new color.

For example, you can display campaigns in a Planning status in yellow by defining a new set of conditions.

(Optional) Turn on the Apply to the entire row setting in the upper-right corner of the Row colors box. The entire row where the condition is met automatically displays in the selected color.

Click outside the Row colors box to close it. The colors are applied automatically.

Go to a record type page and open any view.

(Conditional) If there are other users editing the records of the selected type at the same time, their avatars display in the upper-right corner of the view.

Click the drop-down menu next to the avatars, the select the Show collaborators toggle. The toggle is selected by default.

(Conditional) Open a table view, and the field which another person is actively editing is highlighted in the color corresponding to the outline of their avatar in the table view.

If the highlight color of the avatar is gray, the user stopped actively editing the record more than 30 seconds ago.

Go to a record type page and click a table view tab.

Hover over the table view tab’s name, then click the More menu .

Click Export, then select one of the following formats:

• Excel
• CSV

The file is downloaded to your computer.

(Optional) Go to the downloads folder on your computer and find the downloaded file.

The name of the exported file follows the following format:

Name of the view - name of the record type

For example, a table view for the Campaigns record type generates a file named Table view - Campaigns.

The file displays the following information:

• The column headers are highlighted in black, in the Excel file
• All the fields visible in the Workfront interface, sorted and filtered by the same criteria
• Groupings are preserved in the Excel file

You can now share the exported files with others, or attach them to any communication.