Table Operations

SmartTable organizes data into Bases, Tables, Fields, Records, and Views. This chapter explains how to manage tables and the data inside them.

Base Management

A base is the top-level container for a project or dataset.

Action	How To
Create a base	Click + New Base, choose blank or template, and enter a name.
Rename / star	Open the base menu and choose Rename or Star.
Duplicate / delete	Use Duplicate to copy the base, or Delete to remove it.
Manage members	Open Members to invite users and assign roles.
Share	Enable Base Sharing to create a public or password-protected link.

Table Management

Each base can contain multiple tables.

Action	Description
Create table	Click + next to the table tabs and choose blank, template, or import.
Rename	Double-click the table tab name, or open the table menu.
Drag sort	Drag table tabs to reorder them.
Duplicate	Copy the table structure and optionally its data.
Delete	Remove the table from the base.

Organizing Tables into Folders

When a base contains many tables, you can use folders to group and organize them. The sidebar shows folders and tables in a tree structure for easy categorization and quick access.

• Create / rename: Click New Folder in the table area and enter a name (required, up to 100 characters). Right-click a folder and choose Rename Folder to change its name.
• Move tables: Right-click a table and choose Move to Folder to place it into a folder; choose Remove from Folder to move it back to Ungrouped.
• Delete folder: Only empty folders can be deleted. If a folder still contains tables, the deletion is blocked with a "Folder is not empty" hint.
• Collapse state: Folders can be expanded or collapsed, and the collapsed state is persisted for your next visit.

Import Tip

You can create a new table by importing an Excel, CSV, or JSON file. Multi-sheet Excel files are supported.

During import, the system displays a field mapping preview so you can confirm the data is parsed correctly:

Field Management

Fields define the structure of each table. SmartTable supports 26 field types. Single Line Text fields additionally support regular expression validation, with custom rules and validation hints, and built-in presets for domestic phone, postal code, ID number, IPv4, and more.

Task	How To
Add a field	Click choose a type.
Configure	Open the field menu to set validation rules, formatting, default values, and options.
Sort fields	Drag the column header left or right.
Show / hide	Toggle visibility in the view settings.
Set default	Define a default value applied to new records.

See Field Types for a complete reference.

Record Management

Records are the rows of your table.

Operation	How To
Add a record	Click the + row at the bottom, or press Ctrl + N / Cmd + N.
Edit a cell	Click a cell, type the value, and press Enter or click outside.
Open detail drawer	Click the row expander or double-click a record to view history and comments.
Delete	Select the row and press Delete, or right-click and choose Delete.
Batch actions	Select multiple rows with Shift or checkboxes, then apply a bulk operation.
Undo / redo	Use Ctrl + Z / Cmd + Z and Ctrl + Y / Cmd + Shift + Z.

Change History

SmartTable tracks every record change. Open a record's detail panel to see who changed what and when.

View Management

Views let the same table appear in different ways without changing the underlying data.

Feature	Description
Switch view	Use the view tabs or the view switcher in the upper right.
Filter	Add one or more conditions; combine with AND/OR logic.
Sort	Sort by one or more fields and drag to set priority.
Group	Group by up to 3 fields with collapsible sections.
Freeze columns	Lock key columns to the left while scrolling.
Hide / show fields	Customize which fields appear in the current view.

Import & Export

Importing Data

You can import data from Excel, CSV, or JSON files. During import you can choose to append to an existing table or create a new table.

Relation Field Auto-Matching

When the imported data contains a link field column, you can specify a Match Field (usually the primary field of the linked table). During import, the system looks up records in the target table by the Excel column value and automatically creates the links, then shows link-matching statistics (Linked / Unmatched / Duplicate matches) in the result.

Member Name Resolution

When the imported data contains a member field column, the system resolves members by name: it matches the names in the column to the corresponding user IDs and establishes member associations, then shows member-matching statistics (Matched / Unmatched) in the result.

Exporting Data

You can export the current view's data to Excel, CSV, or JSON, with customizable field ranges.

Next Steps

• Field Types
• Table View
• Kanban View