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Table view
Leo avatar
Written by Leo
Updated over a year ago

In Tape, a table looks classic, but it is more than just a sheet in a spreadsheet with rows and columns. Offers the data in a dynamic way but is still structured as usual. On top, each row can be opened as a separate record for better collaboration.

Some words to app views in general 👋 Tape apps allow you to store and display information in a dynamic way. You can keep your data in a list, table, or board layout. Moreover, you can add as many views to an app with your configuration as simple or complex as you like!

This article is for people who already know how to build a Tape app from scratch. If that is not the case for you, we strongly recommend you to read this article first.

The most important thing right at the beginning, an app view is just a different way of looking at the same data of an app. You can view identical records in an app in multiple ways. In other words, you can configure additional views that will take the same data you currently have stored and display it differently to give you another perspective. Every different perspective is what we call an app view. This article is all about using the table layout in views. List and board layout articles are also available.

💡 THIS ARTICLE COVERS

  1. Create a table

  2. Edit a table

  3. Using the view sidebar

  4. Records in table

  5. Customize your table

  6. App view features

  7. Save your table

  8. Bulk editing multiple rows

Create a table

A table can be added to an app to view its data in that format.

  • Tap on an app

  • Go to the view sidebar, below the app

  • Hover over Team view and click on + to create a new table view

  • Choose Table and name this view

  • You can choose between the following view options by clicking on Team view at the bottom of the menu:

    • Private view - Only visible to you

    • Team view - Visible to all members (full access permission necessary)

  • Click the Create button and your new table will pop up in your view sidebar

Edit a table

If you would like to edit an existing view, tap a view and hover your mouse over the table name. Select the ... settings menu. From this menu, all changes are saved automatically:

  • Change the name of the view

  • Toggle back to other views such as Board or List

  • Add a Split by that your view is split by the selected field value for an even better overview

  • Add a Status bar at the view to see the progress. As soon as saved hover over the view progress bar to get even more details such as 15 tasks are completed and 5 tasks are incomplete: (this feature is just available if the app has a status field)

    • For View - Accumulated progress of all splits

    • For splits - Displays the progress of each split only

    • For all - Shows both, the progress for the view and the progress for each split

    • Hide - Shows no progress bar in the view sidebar

  • Make the view as default

  • Change between a private or team view

  • Delete the view

Navigate between views

The view sidebar helps to navigate between views. Switch back and forth between views depending on your needs at the moment.

  • Select a view in the view sidebar

    • The selected view will be colored slightly blue

    • The name of the selected view is shown above the view sidebar

    • Tape automatically remembers the last selected view when you come back to the app

    • The selected view show all records to the right next to the view sidebar

  • Close the sidebar by clicking on the double arrow above the table

  • Reorganize via Drag & Drop the views

💡 When you click on a Split by in a view, the app view shows exactly the records based on the split by - therefore, the split by could be considered as an additional view - to learn more about click here.

Records in table

Open a record

Using a table, each row is a record, which can be opened to edit field values with a single click. Find out more about editing field values here.

App view hack for using table layout

Eliminate repetitive steps by deleting your records in bulk.

  • Hover over the consecutive numbers in the first column, and select multiple records by clicking the checkboxes.

  • The Bulk Action Toolbar shows you the count of selected records

  • Click the "trash icon"

  • Confirm with the Delete button

Customize fields

It is possible to customize field types by adding new fields, editing existing fields, or rearranging them. Find out how to customize apps here.

Add records

There are two different ways to add a new record:

  • Click + at the bottom of your table

  • Click the blue New button at the top right of the table

💡 Note: One can pre-fill records with field values using a filter. In short, if a filter contains a particular operation, that field value will be prefilled when you add a new record.

Customize your table view

Customize by using its menu

Several options are available when you click Customize on the top of your table:

  • Row height - Choose via dropdown between Small, Medium, and Large

  • Wrap cells - The field values can be displayed on multiple lines if they contain a lot of content

  • Show in table - each field represents a column:

    • The fields can be toggled on or off to view in the table. Hiding fields can be useful to focus on specific parts of the table

    • Rearrange columns how your table is ordered, just click the ⋮⋮ icon next to the fields shown to drag them up or down.

💡 Note: If columns are rearranged, the order of the records will not be changed, only the order in the view.

Customize by using its table headings

To customize your table view:

  • Drag columns left or right by clicking and holding their headings

  • Drag the edges of columns right or left to resize the column width

Calculations

Run calculations at the bottom of every column in your table to get information about the data contained within. Under any column, you want to learn more about, hover under the last row in your table and click Calculate.

The following calculation options will be available in a dropdown menu:

  • Count all: Provides information about how many rows are in the column

  • Count not empty: Determines how many rows are filled with the column

  • Count empty: Counts the number of rows without value in the column

  • Percent empty: Displays the percentage of rows that are not filled in the column

  • Percent not empty: Calculates the percentage of rows that are filled in the column

  • None: Clears existing calculations

Having a number field in your table unlocks several other calculation options:

  • Sum: Shows the sum of the numbers in the column

  • Average: Shows the average of the numbers in the column

  • Median: Shows the median of the numbers in the column

  • Min: Shows the lowest number in the column

  • Max: Shows the highest number in the column

App view features

Filter your table

Display only records depending on what you need, with the ability to filter out records according to conditions you set in your view. The condition of a filter is a rule you specified that the record must follow to see in that particular view. By adding conditions to your filter, a record can no longer be displayed in your view. In this case, the record is not deleted but only hidden from the respective view.

Click Filter at the top of your table and the filter menu will pop up.

  • Tap + Add filter and choose the conditions to filter out records within the view you are currently viewing:

    • A field to be evaluated, at the first dropdown menu

    • An operator at the second dropdown menu, i.e., Contains, Does not contain, Is not, etc.

    • A field value - enter the field value for the selected field from the first dropdown to be compared with all records in your view. Note that the operators "is empty" and "is not empty" do not require you to input a field value

  • Add multiple filters by clicking + Add filter

  • Remove filters by clicking the X icon next to the filter

💡 Tip: You may want to consider creating a new app view for a filter if you recreate and delete the same filter repeatedly. These new app views will help you to navigate between the app views without recreating the filter again and again.

Sort your table

You can arrange your table by the field values. For example, organize records according to their creation date, so the newest appear first.

Click Sort at the top of your table and the sort menu will pop up.

  • Tap + Add sort and choose the condition:

    • A field at the first dropdown menu

    • Sorting type select Ascending or Descending

  • Clear sorts by clicking the X icon next to them

Search your table

Your table can be searched for specific content:

  • Using the Search option at the top of your table, you can type the word(s) you are looking for in the records

  • As a result, you will only see records that fit those criteria in your table

Save your table

If you would like to maintain specific app views permanently, remember to click on Save next to the view name on the top left of your table, to either overwrite the old view or create a new view.

Bulk editing multiple rows

You can select multiple rows in order to edit their single select and status fields, or even delete the selected records.

  • Click the checkbox to the left of any row. (Hover in that area to make the checkbox visible.)

  • To select all, click the checkbox at the very top left of the table, next to the first row.

  • Select a field in the menu that just appeared to edit for all selected rows.

To learn more about other app view layouts, go to our list or board articles.

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