Column Settings and Management

2 months ago
0

Overview

Columns are essential elements that define the structure of a table. Properly configured columns make data entry more efficient and management easier.


Column Components

Each column consists of the following elements:

1. Column Name

Description: The name of the column

Recommendations:

  • Use clear and concise names
  • Use your preferred language consistently
  • Avoid duplicate names

Examples:

Good examples: - Task Name - Due Date - Assignee Bad examples: - a, b, c (meaningless) - The Title of the Task (too verbose) - Name1, Name2 (ambiguous)

2. Data Type

Description: The kind of data stored in the column

Options: Choose from 30 data types

For details, see Data Types.


3. Required / Optional

Description: Whether input is mandatory for this column

Settings:

  • Required: Data must be entered
  • Optional: Data entry is not mandatory

Recommendations:

  • Set important columns as "Required"
  • Set supplementary information as "Optional"

Examples:

Columns that should be required: - Task Name (required) - Assignee (required) - Due Date (required) Columns that should be optional: - Notes (optional) - Tags (optional) - Reference URL (optional)

4. Default Values

Description: The initial value when a new row is added

Use cases:

  • Set a fixed initial value
  • Set a commonly used value

Examples:

Status: Default value = "Not Started" Priority: Default value = "Medium" Done: Default value = false (unchecked)

5. Type-Specific Options

Additional settings are available depending on the data type.

select / multi_select / radio types

Option configuration:

Status (select): Options: - Not Started (color: gray) - In Progress (color: blue) - Done (color: green) - On Hold (color: yellow)

rating type

Maximum star count:

Rating (rating): Max stars: 5

number type

Decimal places:

Amount (number): Decimals: 0 (integers only) Score (number): Decimals: 1 (e.g., 75.5)

formula type

Formula expression:

Total Amount (formula): Formula: unit_price * quantity

Adding Columns

Steps

  1. Open the table editing screen (click "Edit" in the top-right)
  2. Click the "+ Add Column" button
  3. Enter column information:
    • Column name
    • Data type
    • Required/Optional
    • Default value (optional)
    • Options (varies by data type)
  4. Click "Save"

Example: Adding a "Notes" Column

Column name: Notes Data type: rich_text Required/Optional: Optional Default value: (none)

Editing Columns

Steps

  1. Open the table editing screen
  2. Click the pencil icon to the right of the column you want to edit
  3. Edit the column information
  4. Click "Save"

Editable Items

  • Column name: Can be changed anytime
  • Data type: Can be changed (may cause data loss)
  • Required/Optional: Can be changed anytime
  • Default value: Can be changed anytime
  • Options: Can be changed anytime

Important Notes

When changing data types:

Changing the data type may cause existing data to be lost.

Data loss examples: string -> number: "abc" -> Error (cannot convert to number) date -> string: 2025-11-14 -> "2025-11-14" (becomes plain text) Data preserved examples: string -> rich_text: "text" -> "text" number -> progress: 50 -> 50%

Deleting Columns

Steps

  1. Open the table editing screen
  2. Click the trash icon to the right of the column you want to delete
  3. Click "Delete" in the confirmation dialog

Important Notes

Deleting a column permanently removes all data in that column.

Before deleting, make sure to check:

  • Is this column truly no longer needed?
  • Do you need to back up the data?
  • Is this column referenced by other columns (formula, rollup, etc.)?

Reordering Columns

Steps (Drag & Drop)

  1. Open the table editing screen
  2. Drag columns to rearrange them
  3. Click "Save"
1. ID (auto_number): First 2. Name/Title (string): Near the beginning 3. Status (select): In a visible position 4. Dates (date): Grouped together 5. Notes (rich_text): Last

Hiding Columns

You can temporarily hide columns in the table view.

Steps

  1. Open the table
  2. Click the header of the column you want to hide
  3. Select "Hide"

Showing Hidden Columns

  1. Click "Display Settings" at the top of the table
  2. Check the columns you want to show again

Note: Hiding is a display-only setting -- your data is not deleted.


Practical Examples

Example 1: Task Management Table Column Design

Column structure: 1. ID (auto_number, required) - Default value: Auto-assigned 2. Task Name (string, required) - Default value: None 3. Description (rich_text, optional) - Default value: None 4. Status (select, required) - Options: [Not Started (gray), In Progress (blue), Done (green), On Hold (yellow)] - Default value: Not Started 5. Priority (select, required) - Options: [High (red), Medium (yellow), Low (green)] - Default value: Medium 6. Assignee (user_select, required) - Default value: Logged-in user 7. Due Date (date, required) - Default value: None 8. Completion Date (date, optional) - Default value: None 9. Progress (progress, optional) - Decimals: 0 - Default value: 0% 10. Tags (multi_select, optional) - Options: [Important, Urgent, Needs Review, Bug, Improvement] - Default value: None

Tips and Tricks

1. Keep Required Columns to a Minimum

Too many required columns make data entry tedious.

Good example: Required: Task Name, Assignee, Due Date Optional: Description, Tags, Notes Bad example: Making every column required

2. Make Good Use of Default Values

Set default values for commonly used options.

Status: Default value = "Not Started" Priority: Default value = "Medium" Assignee: Default value = Logged-in user

3. Use Consistent Naming

Good example: Start Date, End Date, Due Date (consistent style) Bad example: Start Date, ending day, Deadline (inconsistent)

4. Start Small, Add as Needed

Begin with only the essential columns and add more as your needs grow.


FAQ

Q1: What is the maximum number of columns?

A: It depends on your plan.

  • Free: 30 columns
  • Light: 100 columns
  • Standard: 300 columns
  • Business: 1,000 columns

Q2: Can I change the column order?

A: Yes, you can reorder columns by dragging and dropping in the table editing screen.

Q3: Can I restore a deleted column?

A: No, deleted columns cannot be restored. Always verify before deleting.

Q4: What happens to my data when I change a data type?

A: Depending on the type change, existing data may be lost. We recommend backing up your data before making changes.

0
0
0
0
Posts
0
Followers
0
Likes

Properties

Page
DOCS
English