Table Attributes help you to set up a table-level configuration. There is a list of table attributes given by Orgzit, that help users to enhance the functionality of their table. Multiple attributes can be set at a table-level as per the requirement of the user.

To set a Table Attribute, go to Table Settings and move to the Table Attributes section to add an attribute.

From the list of attributes, choose the one you need. Once you configure it and add it, you will be able to see the effect on your table.

List of Table Attributes

Add Record Configuration: You can set this attribute if you wish to create a child table's records along with the table's record. For instance, you have an orders table and while creating a new order record you also want to add the order items records in another table. It helps increase the efficiency of your business processes.

App Email: This attribute can be useful if you want to capture data from an email sent to your Orgzit email address, in your table.

Hide from Roles: You can hide records from specific roles and control the access to your data, using this attribute.

Stash Table (semi-hide): You can use this attribute for tables that you don't want to go back to very often. Using this, your table will be hidden from the table tabs but will be present in the list of tables of your workspace, as a hidden table. For example, if you have a table containing every financial year's information, you can use this attribute for it, as you won't have to look at it on a daily basis.

Unique Together: You can use this attribute to avoid having duplicate information. You can specify the data fields if any, that you want to be unique in a table, you can do so using this attribute.

For instance, you have a leaves tracker for your team, and you want that for one employee, only one leave should be able to be recorded per day. In that case, you can set this attribute for the fields, employee, and date of leave to avoid the creation of two leaves for the same day.

Unique Across: This attribute is similar to the above-mentioned Unique Together attribute. It is also used to avoid duplicate information but it avoids duplicate values across fields. You can choose multiple fields across which you want the data to be unique.
For instance, you have two fields, email_1 and email_2 of an employee. Now you can use Unique Across to ensure that no two employees have duplicate emails across both email_1 and email_2 fields.

Watch this video to understand the feature better!

Display records only to user mentioned: You can use this attribute to control the access of users to the data in the table.

For instance, if you only want your accounts department to view the records of the payroll table, you can set this attribute and specify the role.

You can also specify the user if you want that users should only be able to see their own records and not that of others. For instance, you have an orders table and want each salesperson to only be able to see his own records.

Visible Zone Only: This attribute can be used if you want only a certain group of members to be able to access a particular section of your table.

For instance, you want a team lead to access only the data of his team members.

Watch this video to learn how to set Table Attributes!

Did this answer your question?