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Proma.ai Documentation

Table View

The Table view provides a powerful, spreadsheet-like interface for viewing and managing your data with advanced filtering, sorting, and customization options.

Key Features

Permanent Filters

Create and save complex row filters using the Logic Builder for persistent data views.

Column Selection

Choose which columns to display and arrange them in any order you need.

Saved Views

Save multiple configurations of the same table for different use cases.

Advanced Sorting

Sort by multiple columns with custom sort orders and rules.

Setting Up Table Views

  1. Create a New View

    • Click ”+” in the views menu
    • Select “Table View”
    • Name your view

  2. Configure Columns

    • Select visible columns
    • Arrange column order
    • Set column widths
    • Configure any column-specific settings

  3. Set Up Filters

    • Open row filter settings
    • Use Logic Builder to define conditions
    • Test and adjust filters

  4. Save Configuration

    • Save view settings
    • Set as default view (optional)
    • Share with team if needed

Row Filtering

Build filters using Logic Builder:

  • Multiple conditions
  • Complex logic operations
  • Dynamic values
  • Custom formulas

Column Management

Column Options

  1. Visibility

    • Show/hide columns
    • Reorder columns
    • Resize column widths
    • Lock columns in place

  2. Formatting

    • Apply conditional formatting
    • Set number formats
    • Configure date displays
    • Custom text formatting

  3. Grouping

    • Group by column values
    • Collapse/expand groups
    • Aggregate group data
    • Nested grouping

Advanced Features

Sorting

Sort Options

  • Sort by multiple columns - Custom sort orders - Ascending/descending options
  • Save sort preferences

Row Actions

Available Actions

  • Bulk updates - Inline editing - Row highlighting - Custom row actions

Best Practices

View Organization

  • Create focused views for specific tasks - Use clear view names - Document filter logic - Share common views

Performance

  • Limit visible columns - Optimize filter complexity - Use appropriate data types - Regular view maintenance

Common Use Cases

Project Tracking

Project View Setup

  1. Filter Configuration:

    • Active projects only
    • Due dates within range
    • Specific project types

  2. Essential Columns:

    • Project name
    • Status
    • Deadline
    • Owner
    • Priority

  3. Sort Order:

    • By deadline (ascending)
    • Then by priority

Sales Pipeline

Sales View Setup

  1. Filter Settings:

    • Open opportunities
    • Last activity within 30 days
    • Value above threshold

  2. Key Columns:

    • Company name
    • Deal value
    • Stage
    • Next action
    • Owner

  3. Organization:

    • Sort by value (descending)
    • Group by stage

Task Management

Task View Setup

  1. Filter Configuration:

    • Assigned to current user
    • Not completed
    • Due within next week

  2. Display Columns:

    • Task description
    • Due date
    • Priority
    • Status
    • Dependencies

  3. Customization:

    • Color coding by priority
    • Group by status

Tips and Tricks

Power User Tips

  1. Quick Filtering

    • Use column header filters
    • Combine multiple filters
    • Save filter combinations
    • Use keyboard shortcuts

  2. Efficient Navigation

    • Learn keyboard shortcuts
    • Use quick edit features
    • Master bulk selection
    • Utilize right-click menu

  3. View Management

    • Create task-specific views
    • Update regularly -Archive unused views
    • Share with team
Logic Builder Master the Logic Builder for advanced filtering
Data Filtering Learn about advanced data filtering techniques
Column Types Understand different column types and their capabilities
Automation Automate your table view operations