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Custom tables

Wrap all custom table text cells in PDF mode

What is the challenge? When exporting a record to PDF, if there is a custom table on that record, it is included but cuts off abruptly depending on the PDF setting. Certain fields in a custom table do wrap, such as text fields, but others, such ...
Maria Plotkina about 1 year ago in Custom tables Future consideration

Give Elle the ability to view custom table fields on a record

What is the challenge? Currently, Elle does not have the ability to view the custom table field values on records What is the impact? Cannot use Elle to perform AI Analysis from a prompt to read, view, and provide insights on custom table informa...
Terence Osmeña 7 months ago in AI assistant (Elle) / Custom tables Future consideration

Ability to sort custom table records in field dropdown and filters

What is the challenge? Custom table entries default to sorting by entry order. You can re-sort the table by any column, but this sort doesn't stick, nor does sorting the custom table have any effect on the fields associated with the custom table...
Elizabeth Meyer 6 months ago in Custom tables Future consideration

Enable sorting (A-Z) or highest to lowest for pivot tables

What is the challenge? Currently you can't sort pivot tables by status of escalation. You can for lists What is the impact? We have to leverage exporting the data to other platforms Describe your idea. Allow pivot table data to be sorted like yo...
Guest 2 months ago in Custom tables Future consideration

I should be able to Add the Initiative "Show on charts" checkbox to table filtering and/or display in tables

What is the challenge? We use the "Show on charts" toggle at the initiative level to determine if we want to show initiatives on our external facing roadmap or not. This "Show on charts" toggle is not available to filter on at the Initiative l...
Brian Zirbes about 2 months ago in Custom tables Future consideration

Use the record name by default for joined custom table records in reports

What is the challenge? When a custom table is added to a report through a join, the report currently shows the first available field by default instead of the field that best identifies the record. What is the impact? This can feel inconsistent...
Kate Mason 5 months ago in Custom tables Future consideration

Custom field tied to a custom table should show all columns (or selected columns) from the table

We have a custom table with 4 different columns and a custom field (feature level) tied to this custom table to select a value. When I access custom field for selection, it only shows the first column in the table. However, I need to see all colum...
Ram Dhurjati almost 5 years ago in Custom tables Future consideration

Provide the ability to choose where custom tables are displayed in the navigation

The navigation change implemented on 03/13/23 resulted in users having to access custom tables via the workspace settings. It would be great if we had the ability to move this back to the previous location of the Notebook tab (previously 'info').
Niall Gallagher over 3 years ago in Custom tables Future consideration

Allow for changing column width of Custom Table views

When custom tables are viewed, the column widths is defaulted by the system and doesn't allow for customization. For better usability, it would be great if we can change the display width of the columns
Karla Johnson over 5 years ago in Custom tables Future consideration

Allow multiple one-to-many custom tables on a single custom tab

I have information that I'd like to group under a single tab in my record layout. The information I'd like to capture requires the use of multiple one-to-many custom tables. Instead of housing this related information on separate tabs for each cus...
Bonnie Trei about 3 years ago in Custom tables Future consideration