Tables in SureCloud make it easy to view, manage, and interact with data. Whether you’re tracking third parties, onboarding tasks, or assessments, the tables are designed to be flexible, intuitive, and efficient. Here's a step-by-step guide to help you get the most out of them.
Navigating with Tabs
At the top of tables, you’ll notice tabs that help separate your data into different workflows. For example, in TPRM, you’ll see tabs like Third Party, Onboarding Activities, and External Assessments.
Searching the Table
Use the Search bar above the table to instantly find what you need.
It searches across all fields, not just names or titles.
As you type, the table updates in real time.
Working with Columns
Each column can be tailored to your needs. Simply hover over a column header to access options:
Sort: Sort A–Z or Z–A
Filter: Narrow down values (e.g. only show “Active” records)
Resize: Drag edges to make columns wider or narrower
Pin: Keep key columns (like names or status) fixed on the left or right as you scroll
You can reset the filters applied to all columns in the column header also.
Configuring Columns
Click the Configure button above the table to manage how columns are displayed:
Show or hide specific columns
Rearrange columns by dragging them into a preferred order
This is perfect for creating a view that suits your workflow.
Viewing More Rows: Compact Mode
Use the Compact vs Normal view toggle to control how much data you see at once.
Compact Mode: Reduces row height, showing more rows on your screen
Normal Mode: Easier to read, better for detailed review
Table Menu Options
Click the three-dot menu icon (⋮) at the top right of the table to access bulk actions:
| Menu Option | What It Does |
|---|---|
| Export All | Export the full list of records |
| Export Selection | Export only selected rows |
| Copy Records | Quickly duplicate selected records for reuse |
| Create Linked Records | Start assessments, tests, or other records linked to this data. For more information see this article. |
| Delete Selection | Bulk delete selected rows (if you have permission) |
Full Screen Mode
On record tables, you can click the expand icon near the top right to enter Full Screen Mode.
This makes it easier to work with large tables without distractions.
Copying Individual Cells
Hover over any cell to reveal a copy icon.
Click it to copy the field’s content instantly - useful for emails, names, or service descriptions.
Inline Actions
On record tables, each row has quick actions you can use:
Hyperlinked Name: You can also click the record name directly to open it
Eye icon: Click to view full record details
Three dots (⋮): Click to delete that specific row
Adding New Items
If you have the right permissions, you’ll see an Add button below the table.
This lets you:
Add new entries (e.g. third parties, assessments, risks, etc.)
Add to option lists in custom dropdowns
Add questions to the question library ... and more!
Pagination Controls
At the bottom of the record tables, you can control how many records appear per page and navigate through them:
Page Size: Choose 10, 20, 50, or 100 rows per page
Arrows: Click to move forward/back through pages
This helps you control the view and keep performance smooth when working with lots of data.
Hover for Full Text (Tooltips)
Sometimes, text in a cell may be truncated (cut off) due to column width - especially for longer names, descriptions, or email addresses.
No need to expand the column!
Simply hover your mouse over the cell, and a tooltip will appear showing the full content.