Creating & Editing Tables

Where to find it: Objects → Tables → New Table, or click a table to edit

This article covers creating a table, finding your way around the editor, controlling who can see a table, and saving your work. The content of a table (its columns and rows) is covered in Columns & Rows.

Creating a Table

To Create a Table

1. On the Tables page, choose to create a new table.

2. Enter a Name (required, and unique within your company).

3. The Endpoint is filled in automatically from the name: a short reference other parts of the dashboard use. You can adjust it, but it can only contain letters, numbers, and hyphens.

4. Optionally choose a CSV file to import straight away (see CSV Import & Export).

5. Save to create the table and open the editor.

Note If you import a CSV, the table is filled from it immediately. If you don’t, the table starts with a single text column and one empty row, ready for you to build on.

The Table Editor

The editor is a spreadsheet-style grid where you add, edit, reorder, and remove rows and columns freely. Across the top are a few controls for the table as a whole:

Control	Who sees it	What it does
Name	Everyone	Rename the table.
Authorized Users	Administrators	Choose which regular users can see the table.
Company	Administrators	Move the table to a different company.
Endpoint	Everyone	The table’s reference name. Shown for reference and can’t be changed after creation.

Controlling Who Can See a Table

The Authorized Users control decides which regular users can access a table:

• Select individual users to give just those people access.

• Choose the Hide from users option to keep the table hidden from all regular users.

• Leave it unset to fall back to the standard access rules for your company.

Note Administrators always see the table regardless of this setting — it controls access for regular users.

Saving Your Work

Two save options control how far your changes reach:

Option	What it does
Save changes	Saves the table and refreshes any designs that use it, without pushing to devices yet.
Save and update devices	Saves, refreshes the designs, and sends the update out to every device linked to the table.

While the table saves, a progress bar shows how the save and any image uploads are going. Please don’t navigate away until it finishes; when it’s done, the editor reloads (or returns you to the device page, if you opened the table from one).

Best Practices

• Choose a clear endpoint. It can’t be changed later, so pick something recognisable when you create the table.

• Draft, then update devices. Use Save changes while you’re still editing, and Save and update devices when the content is ready to go live.

• Set access deliberately. Use Authorized Users to share a table with the right people, or hide it while it’s a work in progress.