WebsiteLegalPlatform

Data Tables

Data Tables in Lleverage allow you to store, manage, and work with structured data directly within your projects. You can also use Data Tables to take unstructured data and structure it. This feature enables you to bring in data through various methods, organize it with customizable columns, and integrate it seamlessly with your workflows.

Key Features

  • Flexible data storage with multiple column types

  • Transform unstructured data into structured formats

  • Multiple import options (CSV, XLSX, XLS, JSON)

  • Customizable views with filters and column visibility (coming soon)

  • Manual or automated data entry

  • Full workflow integration with triggers and actions

  • Export capabilities for data portability

Interface Overview

When you open a Data Table, the interface is organized into rows:

Top Row

  • Left side: Table name with a chevron down icon – click to open the table settings popover

  • Right side: "New Record" dropdown – allows you to add a manual entry or import records

Second Row (Views)

  • Left side: View tabs – "All" is selected by default when you create a new table

  • Plus button: Click to add a new view

  • Right side: Record counter showing how many records are in the current view

Third Row (Filters & Columns)

  • Left side: Columns button, Filter button, Search records

  • Right side: Import history, Add column button

Fourth Row (Active Filters)

When you apply a filter, a fourth row appears showing:

  • The active filter chain and conditions

  • Option to save the filter for everyone

How to Access Table Settings

  1. Open your Data Table

  2. Click on the table name (with the chevron down icon) in the top left corner

  3. A popover will appear with the following options:

    • Add rows manually

    • Enable read-only mode

    • Move or duplicate rows

    • Edit the number of records displayed

    • View import history

💡 To rename your table or add a description, click directly on the table name at the top of the screen.

How to Create and Manage Views

Views allow you to create different perspectives of your data without modifying the underlying table.

  1. Click the plus button on the second row (next to the view tabs)

  2. Enter a name and description for your view

  3. Configure your view settings:

    • Set filters to control which records appear

    • Choose which columns to hide or show

    • Optionally set as the default view for all users

  4. Save your view

💡 The "All" view is selected by default and shows all records in your table.

How to Add a New Record

  1. Click the "New Record" dropdown in the top right corner

  2. Choose your method:

    • Manual Entry – Add a record by filling in fields manually

    • Import Records – Upload a file to add multiple records

How to Add Columns

  1. Click the "Add Column" button on the right side of the third row

  2. Select your column type from the available options:

    • Text

    • Number

    • Toggle

    • Date

    • Single Select

    • Multi Select

    • List

    • Object

    • Fault

    • User

    • Relationship

  3. Configure the column settings as needed

How to Edit Columns

Right-click on any column header or access its menu to:

  • Move columns by dragging and dropping

  • Edit the display name and description

  • Sort ascending (A-Z) or descending (Z-A)

  • Filter the column

  • Lock the column

  • Hide the column

  • Delete the column

  • Change the column type

  • Add a colour

  • Move the column left or right

How to Filter Records

  1. Click the "Filter" button on the left side of the third row

  2. Add your filter conditions

  3. The fourth row will appear showing your active filters

  4. Click "Save for everyone" if you want to apply this filter to all users

How to Search Records

  1. Click the "Search" option on the left side of the third row

  2. Enter your search term

  3. Results will be filtered in real-time

How to View Import History

  1. Click the "Import History" button on the right side of the third row (left of Add Column)

  2. View a log of all previous imports into this table

How to Work with Rows

Selecting Multiple Rows

  1. Select the rows you want to work with

  2. Choose from the available bulk actions:

    • Delete

    • Duplicate

    • Run

    • Cancel

Pagination

The bottom of the table shows pagination controls where you can:

  • Navigate between pages

  • Set the number of records displayed per page

How to Import Data

  1. Click the "New Record" dropdown in the top right corner

  2. Select "Import Records"

  3. Select your file format:

    • CSV

    • XLSX

    • XLS

    • JSON

  4. Upload your file

  5. Map your fields if required

  6. Complete the import

💡 You can view your import history from the third row of the interface.

How to Export Data

  1. Open your Data Table

  2. Click the export option

  3. Select your preferred format

  4. Download your data

Workflow Integration

Data Tables integrate fully with Lleverage workflows, both as triggers and actions.

How to Set Up a Data Table Trigger

Use Data Table triggers to start a workflow when changes occur in your table.

  1. Add a new trigger to your workflow

  2. Select "Data Table" as the trigger type

  3. Select your project (pre-selected by default)

  4. Select the table you want to monitor

  5. Choose your trigger event:

    • Record Created

    • Record Updated

    • Record Deleted

    • Record Created and Updated

  6. Optionally add filter conditions to trigger only on specific record changes

How to Create a Record

Creates a new record in a specified table.

  1. Add the "Create Record" action to your workflow

  2. Select your project (pre-selected by default)

  3. Select the target table

  4. The configuration will display all available columns as fields

  5. Fill in the values for each field

  6. Use variables to populate fields with dynamic data from your workflow

How to Find a Record

Retrieves existing records from a table.

  1. Add the "Find Record" action to your workflow

  2. Select your project (pre-selected by default)

  3. Select the table to search

  4. Choose your find method:

    • Find by ID – Enter the record ID

    • Find by Filters – Add filter conditions to match specific criteria

  5. Set the return mode:

    • First

    • Last

    • All

    • Index

  6. Configure the "Fail on Empty" behaviour

How to Update a Record

Modifies existing records in a table.

  1. Add the "Update Record" action to your workflow

  2. Select your project (pre-selected by default)

  3. Select the target table

  4. Choose your update method:

    • Update by ID – Enter the record ID

    • Update by Filters – Add filter conditions to match records

  5. The available fields from your table will be displayed

  6. Enter the new values for the fields you want to update

How to Delete a Record

Removes records from a table.

  1. Add the "Delete Record" action to your workflow

  2. Select your project (pre-selected by default)

  3. Select the target table

  4. Choose your deletion method:

    • Delete by ID – Enter the record ID

    • Delete by Filters – Add filter conditions to match records

  5. Configure the "Fail on Empty" behaviour

⚠️ Deleted records cannot be recovered. Use filters carefully to avoid accidentally removing unintended data.

Best Practices

  • Design your table structure thoughtfully before adding large amounts of data

  • Use descriptive column names and table descriptions to make your data easy to understand

  • Create views for different use cases rather than modifying the main table layout

  • Leverage workflow automation to keep your data synchronized with external sources

  • Use filters in both views and workflow triggers to work with specific subsets of your data

Last updated

Was this helpful?