Create a Table

Tables allow organisation of your information with further properties. Properties can be added to help with segmenting and categorising everything in a workspace.

To create a new table:

1. Click (+) in the left side bar or Press Ctrl+Enter (or Cmd+Enter on macOS) on your keyboard.
2. Select Table
3. Enter a name for your Table in place of Untitled Table.

By default there will be Name, Atoms and Sub-Pages properties with the option to add further properties with +Property.

Table Properties #

After adding a new Property to a table, click on the Column Title to access the Property Type Menu. Here there are options to update the property name and select the Property Type. Existing Properties can also be updated and changed to a different Property Type through this menu.

Alongside Text and Number, the main properties to choose from are:

• Multi-Select – to filter and organise within the table, select multiple options from a list
• Single select – select a single option from a list
• Checkbox – for yes/no on/off options
• Date – add calendar dates
• Rating – choose a star rating

Sub Pages and Linked Pages allow for organisation and connections to pages anywhere in the workspace. More information on these and other properties and features available to use in your Tables in our Protolyst Academy video:

Adding Rows #

Rows are added to a table using the New button in the Table Menu located above the table

Each Row of a Table, can also be developed into a Page with content and further information. To expand and build out a Page, use the 4 arrows button at the start of the row, and add content just like adding a Page to your workspace.

Just like in other Pages, you can capture Atoms in Pages you create in a Table. The Atoms Property in the Table will display the atoms captured in the page.

Table Views #

Custom views of information in tables can be created using the Properties, Filters and Sort features, in the Table Menu

• Properties – controls show/hide across the different available properties in a table
• Filters – show information of interest based on the properties
• Sorts – available to organise by properties

Different Table Views can be created to quickly move between different Properties, Filters and Sort combinations and view a particular set of information.

To create a new view:

1. Click TABLE in the Table Menu next to the Eye Icon
2. Select ‘Create a View’
3. Add a Name for the new view and choose from the View Types such as Table, Chart, Gallery or Vertical
4. Select the Properties on display, add Filters and Sorts in the View

Watch how to setup Filters and Sorts:

Changing Table Views #

To move between different Views, click TABLE and select the view of interest from the list of saved views. You can add new Views in a few different types:

Charts #

Charts are available to quickly plot properties against each other for a visual summary.

• Select from Scatter, Bar or Pie chart
• Add a Title for the Chart
• Use Property Selection to identify the Properties to plot

Gallery #

Gallery view gives you an overview of rows in a Table as a grid, with each Row displaying as a Card. You can set an Image to appear as a Card Header for a more visual-focused aesthetic.

Vertical #

Vertical view displays the table in a vertical format, with the Page Title and underneath a vertical display of the Properties and their contents for that particular row. You can scroll through all the rows of your Table vertically.

Table Embed #

Table views are useful to view particular information in different parts of your workspace through Table Embed

Tables can be added as a Section of a Page. They can be created new from within a page or an existing table can be embedded to pull information into different pages across the workspace.

When adding a new Section to a page (hover over an existing section and click (+)) , navigate to Link a Page option in the Section Menu

This opens up the Search Bar to locate the Page of interest, start typing the name of the Table you want to Embed and select it from the list.

The Table will be added into your page. To expand and view the Table, select the ‘View Table as Embed’ option on the right hand side.

Once the Linked Table is expanded to view the contents of the Table, a Table View can be added or selected to show the information of interest on that Page alongside the other content.