Table settings

01 · Why

Why do we have this?

Everything that decides how a table behaves — what must be filled in, when a record locks, how the form looks, which tables it links to, what tax it charges — belongs to the table. Table settings keeps all of it in one place, says in one sentence what the table does today, and lets you change several things and publish them together with one reason.

02 · How

Open it

• From the table: More actions → Table settings.
• From a column’s settings: Rules for this column opens Rules on one column, narrowed to that column.
• From a link someone sent you: a link to one section opens its group, scrolled to that section.
• From the workspace search (⌘K): type the setting, for example tax sales or lock invoices.

With nothing named, the drawer opens on Overview.

The six groups

Each section folds to one line that says what it holds, for example 3 rules or After Posted. Rare options sit under the section’s Advanced, which says when something inside it is not the default. A group only appears when the table has at least one of its sections.

Change a setting and publish it

1. Open the group and unfold the section.
2. Make the change. It is saved into the table’s draft as you go; nothing is live yet. The section and its tab show how many changes they hold.
3. Carry on in other sections if you like. The bar at the foot counts them all: “2 changes in 2 sections, not live yet”.
4. Press Review and publish. The review lists what goes live, by section. When rules are in the draft it also shows how many existing records the rules would affect, and lets you choose what happens to them.
5. Say why in the one reason box and press Publish. The reason is kept in History.

03 · Expected result

Everything in the draft goes live at once and the bar says “Published” with your reason. If any one item cannot go live, nothing is published: the bar names the item and its section so you can fix it and publish again.

04 · The save rule

Settings are drafts, actions happen now

If a section has changes not published yet, an action there tells you, because it runs on what is live now, and offers Publish first. Match bank lines to still saves each table you add through its own Sheet, outside the draft.

05 · The access rule

Everyone sees every section; changing it needs a permission

Anyone who can see the workspace can open Table settings and read every section. Nothing is hidden because of your role; a section only goes missing when it does not apply to the table (Bank, Depreciation). What you can change depends on your role’s permissions, named as in Roles and permissions:

A section you cannot change is read-only, and one banner under the tabs says which permission changing it needs. Two sections hold content the server only hands over with more: Linked records on a record (Manage the workspace) and Copy to other workspaces (Build tables). Without it, the section still shows and says “Reading this setting needs …” instead of its content.

Someone who can only read gets Review on the bar to see a draft, but no Discard and no Publish.

06 · Find a setting

The Find a setting box in the drawer’s header searches this table’s sections, their Advanced options, its columns and its statuses, in English and in your language. Pick a row and the drawer opens its group, unfolds the section (and its Advanced, if that is where it lives) and highlights it for a moment. Search workspace settings takes the same words to the workspace search.

07 · Troubleshooting / notes

08 · FAQ

Common questions