Make the move from static spreadsheets to organizing information in tables that unlock the power of automation.
Data tables allow you to structure data into rows and columns and then use that data in actions within processes. Every process template stores all of its data in a data table. You can create additional data tables by uploading spreadsheets or using actions to create them automatically.
Example of Use
For example, you could have a table of vendors with which your company works. Each row of the table would be a different vendor and each column would be an attribute of the vendor (Name, Address, Category, Pricing, Satisfaction rating).
Then you could leverage this table in the following ways:
- In a Vendor Approval process, use the Tables: Add a row action to add that vendor to the Vendors table once approved.
- In a Vendor Selection process, use the Tables: Apply filters action to filter the table only to vendors within a specific category.
- In a Vendor Renewal process, use the Tables: Start a process for each row action to initiate a renewal process for every vendor.
Working with Data Tables
- Tables: Add a row
- Tables: Apply filters
- Tables: Start a process for each row
- Tables: Sum data in a column
- Tables: Lookup data in a column
- Tables: Update a row
- Tables: Remove duplicates in a column
- Excel: Create a spreadsheet from a data table
- To access a Table ID, open the data table and select the code after the last / in the URL. For example:
- Use a data table as the basis for a predictive model to automatically predict or recommend field values based on a machine learning algorithm.