Editing a dynamic table

Warning

Creating dynamic tables in the legacy editor is no longer supported.

For instructions on working with dynamic tables in the new editor, see Dynamic table.

General settings

To edit a table, open it and click Table settings in the top right corner. Select an action:

Editing cell contents

  • Click in the selected cell and enter a value. The row height depends on the content of the cell where the largest value is written.
  • Use the Markdown markup to format text.
  • To switch to a new row in a cell, press the Shift + Enter hotkey.
  • To open an input field in a separate window, click .
  • To save the changes, exit the cell editing window. This saves the changes automatically.

Setting up table columns

To add a column:

  1. In the top right corner, click .

  2. Specify the column parameters:

    • Enter the column header in the top field.

    • The Unique ID field will be filled in automatically. You can edit it manually, if required.

    • Select a type of data to display in the column from the drop-down list. After you save the settings, you will not be able to edit the data type.

      Available data types
      • Formatted text. Any text formatted by Markdown.

      • Number.

      • Checkbox. Field with a checkbox. To mark an entire row, enable the Mark as done option. In this case, the checked rows will appear gray.

      • Date.

      • List. Field to select one value from a list of suggested options.

        To select a multiple-choice list, enable the Allow multiple options option.

      • Employee. Employee's first and last name.

        To select multiple employees, enable the Allow multiple users option.

      • Issue in Tracker. The key of the issue that will function as a link in Tracker.

      • Issue parameters. Parameters displayed for the Tracker issue data type.

    • In the Width field, set the column width or leave the default Auto value.

    • To enter a column description, click Add description. To view the column description, hover over the icon. Its text will appear in the pop-up window.

    • To turn cells into required, enable the Required option.

    • For columns with the Checkbox data type, enable the Mark as done option. In this case, the checked rows will appear gray.

  3. Click Add to save your changes.

  4. To change the column parameters, click in the first cell of the column and select Settings.

  5. To change the column width, move the side border to the left or right. The change in width will be immediately displayed to all users who are currently viewing the table.

Changing the column order

  1. In the top right corner, click .

  2. Select Configure columns in the table settings.

  3. Select the column name in the list, click , and drag it. You cannot select multiple columns to move.

Deleting a column

  1. Click in a column's first cell.

  2. Click Delete.

Adding and deleting rows

  • To create a new row, click Add row at the bottom of the table.

  • To delete a row, hover over it and click Delete row.

Renaming a table

To rename a table, click the table name and enter a new one.

Highlighting in color

  1. Click in the column header or next to the right edge of the row.

  2. In the menu, hover over Choose color and click the preferred sample.

Sorting table rows

When viewing a table

You can change the sorting order when viewing a table. To do this, click in the first cell of the column and select Sort in descending order or Sort in ascending order.

Note

This sorting order is available only if sorting isn't disabled by the embed parameters.

Default sorting

To set up the default sorting order:

  1. In the top right corner above the table, click Sorting. The Table settings panel appears on the right.

  2. On the Table settings panel, select SortAdd.

  3. In the drop-down list, select a column and sorting type: Sort in descending order or Sort in ascending order.

  4. Click Save. The Sorting button in the top right corner above the table will be highlighted in blue.

You can use the Add button to select multiple columns and set their sorting order. To do this, in the list of sorting conditions on the Table settings panel, click and drag . You can't drag multiple sorting conditions at the same time.

To remove all sorting conditions, on the Table settings panel, click Reset, then Save.

Filtering a table

If a dynamic table was embedded into the page using the old editor, you can use the grid dynamic block to set up conditions for displaying rows or columns.

To filter a table:

  1. Get the code for the dynamic table:

    1. In the top-right corner, click Settings.

    2. Select Copy embed code.

    3. In the window that opens, select the options from the following:

      • Read-only
      • Show row numbers
      • Sorting option
      • Wysiwyg markdown
    4. Click Copy code

  2. Specify the filtering conditions:

Downloading a table

  1. Click Table settings.

  2. Select Download Table and select the required format.

See also