Tables

Create a table

In the Collections menu, choose New:

• Table: start blank and add your fields.
• Table from a form: the form’s fields and its responses so far, then each new response.
• Table from a document: scan an ID card, an invoice or any document, and its fields are read into a table.
• Dashboard, Document, Process and Folder, each with its own page here.

Import records

1. 1Open the table’s menu and choose Import.
2. 2Pick a CSV or JSON file, up to 10 MB.
3. 3Check the preview: columns match fields by name, new columns can become fields, typed from their values, and choices a field lacks are added.
4. 4Import into this table, or into a new table made from the file’s columns.

Export and print

Every view’s menu exports what it shows as CSV, ready for Excel, and prints it as a table with its groups and amounts added up.

Who shapes tables

Creators make, rename, duplicate and delete tables and their fields. Editors add and change records. Everyone else reads.