Understanding Tables
Tables are used to link records from one or multiple Entities together, providing a comprehensive view of related data. To utilize this feature, ensure you have set up the required links via the Linked Entities tab in the configuration of the current entity.
Adding a Table Component
- Navigate to the Visuals tab in the Components configuration panel.
- Drag and drop the Table component onto the View.
- Click the component to begin configuration.
Linking Entities
- Click the Add Linked Entity button to select from the list of entities linked to the current Entity.
- The selected linked entity represents the records you want to display on this View. For example:
- Adding a linked entity of Actions will display records from the Actions entity.
- Multiple entities can be added, and each will appear as a separate tab in the table.
Direct Links
For records that are directly linked to the current Entity:
- A toggle is available to include indirectly linked records of that type.
- When enabled, the table will display:
- Records directly linked to the current record.
- Records indirectly linked to the current record through related records
This feature allows you to view all related records, both direct and indirect, in a single table. You can see how records are linked in the Linked Via column in the table on each record.
Indirect Links
For records that are indirectly linked to the current entity:
- No toggle is available.
- The table will only display records that are linked indirectly through the selected entity.
This ensures that you can focus on records that are specifically related through indirect links, which are also displayed on the records table.
Configuring Table Columns
Once you’ve selected a linked entity:
- Configure the columns of data to display in the table by choosing from the list of attributes associated with the selected entity.
- Set the default sorting for the table to ensure records are displayed in a consistent order.