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Company Tables

When several workspaces of a company need the same list — the register of collaborators, branches or products —, it makes no sense to keep a copy of the table in each of them. A table with the Company scope is registered only once and is available to every workspace of the company.

If each workspace should see only part of the records (for example, each branch sees only its own collaborators), use the Filters per workspace, explained below.

Company managers only

Creating, changing, feeding and deleting Company tables is exclusive to company managers. Other collaborators with the Manage auxiliary tables permission see the table for reference only. Learn more...

1. Create a Company table​

  1. Go to Auxiliary tables from the Main Menu, from a workspace of the company;
  2. Click + (New table);
  3. Fill in the Table name, the Description and, if you like, the Icon;
  4. Choose How the table will be fed: Manual input or Via API;
  5. Under Scope, choose Company;
  6. If you manage more than one company, choose under Company the company the table will belong to;
  7. Click Create and then define the fields as usual.

In the list of tables, company tables show the company name right below the table name.

Turning an existing table into a Company table

A Workspace table can become a Company table: use Edit in the table menu and change the Scope. The table becomes bound to the company of the current workspace. The opposite is not possible: "A table bound to a company cannot go back to the workspace scope."

2. Filters per workspace​

Without filters, "the table and its records are visible to every workspace of the company". Filters limit which records each workspace can see in the question options.

Example: the "Collaborators" table has the Branch field. With a filter "Branch equals Curitiba" for the Curitiba workspace, the forms of that workspace only offer the Curitiba collaborators. The other workspaces still see everyone.

How to add a filter​

  1. Select the company table in the list. The Filters per workspace block appears below the data;
  2. Click Add filter;
  3. Under Workspaces, select one or more workspaces that will receive the filter. The list only shows those that do not have a filter yet;
  4. Under Conditions, choose the field, the comparison and the value in the row already shown in the dialog. To include other conditions, click Add condition — Learn more about how to build conditions;
  5. If there is more than one condition, choose under How to combine the conditions:
    • All conditions must be satisfied: the record must meet all of them;
    • A single satisfied condition is enough: it only needs to meet one of them;
  6. Click Save filter.

The block then lists each workspace with a summary of its filter and reminds you that "the remaining workspaces of the company will see every record". Use the Edit filter and Remove filter buttons of each row to change or remove it; when removed, the workspace goes back to seeing every record.

Configuring a filter per workspace on a company table

Configuring a filter per workspace on a company table

What the filter covers​

  • The filter limits what the workspace uses: the question options, the preview in the question configuration and the data downloaded to the app;
  • The filter does not limit company managers: on the Auxiliary tables page, they keep seeing and managing every record;
  • The workspace filter is combined with the filters of each question: a question never offers records that the workspace cannot see.
Limits
  • Up to 100 workspaces with a configured filter per table;
  • Up to 20 conditions per filter.

Next steps​