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Data Tables
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Data Tables
Using Data Tables in a ShareFile Projects is a way to organize data in projects with a structured manner. This data could be:
- Project related data
- Data from 3P apps
Adding a tab in ShareFile Projects
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Navigate to Projects in your ShareFile account.
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Select an existing project or select Create Projects. For these instructions, we selected an existing project.
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Select + to open the Add a tab.
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Type in a title for the Tab name.
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Select a default view. You can choose one of the following:
- Table view
- Kanban view
- List view
- Calendar view
Note:
The default view for now is Table view.
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Select Add.
The new Tab is added to your Project.
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In the first row, select the V to access the drop-down menu.
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Select Edit field.
The Edit field popup displays.
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Type in a title for the field, then select Save.
The Field added message displays briefly.
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Select Add in the next column to add another field. Repeat this process until you complete your table.
The Add field popup displays.
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Once you complete the table, you can then enter the data for the table.
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Use Create row to add additional rows as required.
File Attachment Functionality in ShareFile Data Table
The ShareFile data table now supports file attachment functionality to enhance your project management capabilities. This feature allows users to upload or link files directly within project records to help manage and access important documents.
Record Creation and File Attachment
When creating a new record in the data table, you can now attach files as part of the data entry process.
Upload Files To Any Record
You can create a new record in an existing project to use this feature. When creating a new record in the data table, you can now attach files as part of the data entry process. You can use the right side panel to add files:
Right Side Panel Attachment: While creating the record in the data table, users can attach/upload files from the right side panel when creating a record. This allows for easy browsing and selection of files to be linked to the record. To do this, simply navigate to the Create button on the top right corner as shown below:
The right side panel opens. At the bottom. click on the Upload a file button, browse for the required file, and select it to be linked to the record.
A success message is displayed with the name of the newly created row added as a record is displayed on the top right of the screen as shown below:
Link File To Any Record
You can link files directly to an existing record by clicking on the cell designated for file attachment within the data table. This action will prompt a file upload interface, allowing you to attach the desired files to the specific record. To do this, first select the location of the cell Documents for file attachment within the data table. Click on the paper clip icon in the cell to open the file upload interface.
Click on the Upload a file link to browse for the file and attach it directly to the record.
Delete File From Any Record
You can also delete any attached file from a given record. To do so, go to the specified cell where the files are attached. Click on the cell to display the attached file and hover the mouse over the attached file name. A trash can symbol will appear on the right side of the file name. Click on the same as shown below:
A dialog box will appear asking for delete confirmation. Click on the Delete button to confirm.
Upon successful deletion, a success message will be displayed on the top right corner of the screen.
Note:
Next to the delete symbol in the field cell, you can also find the Download button which you can use to download the file attachment.
Update file from any record
You can also attach more than 1 file to any record. Simply go to the specified cell and click on the file attachment icon next to the number (of files currently attached) in the field as shown below:
From the box that opens, select the Upload more files option.
The upload files screen opens. Click on the Browse files option to add one or more files to the field.
Once all the files are added, they will be displayed on the screen. Click on Upload to add them to the field.
The files will be added and the number of files attached will be updated accordingly. In the example above, the number of files changes from 1 to 3.
Note:
- Project-Specific File Access: Files and folders added outside the projects cannot be accessed in the file attachment section. Only files within the project’s scope are available for attachment.
- Pre-Release File Attachments: Any files that were attached to projects before this functionality cannot be accessed or added to the new records. This functionality only applies to files uploaded or linked after the release.
If you have any questions or need further assistance, please feel free to reach out to our support team at https://support.sharefile.com/s/ .
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