Creating Tables
Creating and Managing Tables
Tables are the fundamental building blocks for storing and organizing your data in AutoCRUD. This guide walks you through creating, configuring, and managing tables effectively.
What is a Table?
In AutoCRUD, a table is a collection of data organized in rows (records) and columns (fields). Tables provide a familiar spreadsheet-like interface while offering the power and flexibility of a database.
Creating Your First Table
Step 1: Access the Tables Section
- Navigate to your workspace
- Click on the Tables icon in the left sidebar
- Click the + New Table button in the top-right corner
Step 2: Define Basic Table Information
In the table creation dialog:
- Enter a Table Name (use a clear, descriptive name)
- Optionally add a Description to help others understand the table’s purpose
- Select a Table Icon (optional)
- Click Create Table
Step 3: Define Fields (Columns)
After creating your table, you’ll be prompted to add fields:
- Click + Add Field to add your first field
- Enter a Field Name
- Select the appropriate Field Type (Text, Number, Date, etc.)
- Configure field-specific options
- Click Save to add the field
- Repeat for additional fields
Available Field Types
AutoCRUD offers a wide range of field types to match your data needs:
Field Type | Description | Use Cases |
---|---|---|
Single Line Text | Short text content | Names, titles, short descriptions |
Long Text | Extended text content | Descriptions, notes, comments |
Number | Numeric values | Quantities, measurements, scores |
Decimal | Precise decimal values | Prices, percentages, measurements |
Date | Date values | Due dates, start dates, birthdays |
Date & Time | Date and time values | Scheduled events, timestamps |
Checkbox | Boolean (true/false) values | Status flags, completion markers |
Single Select | Choose one option from a list | Categories, statuses, priorities |
Multiple Select | Choose multiple options | Tags, features, attributes |
User | References to workspace users | Assignments, responsibilities |
Attachment | Files and media | Documents, images, files |
Link | References to other records | Relationships between records |
Formula | Calculated values | Totals, averages, conditional logic |
Lookup | Display values from linked records | Showing related information |
Rollup | Aggregate values from linked records | Sums, counts, averages of related records |
Step 4: Add Records (Rows)
Once your fields are set up, you can add data to your table:
- Click the + Add Record button at the bottom of the table
- Enter values for each field
- Press Enter or click outside the record to save
- Continue adding records as needed
Managing Existing Tables
Renaming a Table
- Open the table you want to rename
- Click on the table name at the top of the page
- Enter the new name
- Press Enter to save
Adding or Modifying Fields
To add new fields to an existing table:
- Open the table
- Click the + button in the column header area
- Define the new field as described above
To modify an existing field:
- Click on the field name in the column header
- Select Field Settings or Edit Field
- Make your changes
- Click Save
Deleting a Table
When you no longer need a table:
- Go to the Tables list in your workspace
- Find the table you want to delete
- Click the “…” (more options) menu
- Select Delete Table
- Confirm the deletion
Warning: Deleting a table permanently removes all its data. This action cannot be undone. Consider creating a backup before deletion.
Table Templates
AutoCRUD offers templates for common use cases to help you get started quickly:
- When creating a new table, click Start from Template
- Browse available templates by category
- Select a template that matches your needs
- Customize the pre-built structure as needed
Popular templates include:
- Project Tracker
- Customer CRM
- Inventory Management
- Event Planning
- Bug Tracker
- HR Employee Directory
Importing Data
To import existing data into a new or existing table:
- Open the table or create a new one
- Click the Import button in the toolbar
- Select your data source:
- CSV file
- Excel spreadsheet
- JSON file
- Other database
- Upload your file or connect to the data source
- Map imported columns to table fields
- Review and confirm the import
- Click Import Data
Best Practices
Naming Conventions
- Use clear, descriptive names for tables and fields
- Be consistent with naming patterns
- Consider including a prefix for related tables
- Avoid special characters in names
Field Organization
- Group related fields together
- Order fields logically (e.g., basic info first, details later)
- Use field descriptions to provide context
- Consider what fields should be required vs. optional
Data Integrity
- Use appropriate field types for your data
- Set up validations to ensure data quality
- Use select fields for consistent categorical data
- Consider relationships between tables
Next Steps
Now that you’ve created your table, learn about: