Record Data Table
A record data table displays and manages multiple records related to the current record.
Record data tables are useful for participants, line items, documents, tasks, contacts, budget rows, assignments, or any related list where users need a structured overview. They are related-record components, so each row represents a linked record.
When to Use It
Use a record data table when users need to compare, sort, edit, or add multiple related records from one place.
Tables are best for structured information with repeatable columns. For a small number of contact-style records, Cards may feel more natural. For showing one related record inline, use Record Portal.
What Can Be Configured
Columns
The table can show the fields that matter for scanning and decision-making. Columns can be aligned, sized, sorted, linked, formatted, or summed when numeric totals are useful.
Editing Rows
Rows can be editable in a modal, entered directly, or locked down so users can only view them. The fields in the edit view can be tailored to the workflow, and add or delete actions can be hidden when the relationship should be controlled elsewhere.
Filtering and Export
Tables can include a quick text filter, project-specific filters, and an Excel export where users need to work with related records outside the app.
Layout and Density
The table can be compact or more spacious, collapsed by default, limited in width, or styled so long text aligns cleanly. Conditional row styling can draw attention to statuses such as archived, overdue, or approved.