Build a table
Create a table for anything you track, add fields of the right type, and make a field calculate itself.
On this page
Open the tables list
Click Settings in the sidebar. Click Schema configuration.
Every table is listed with its link. A table marked Template came with your template and cannot be renamed or deleted.
Tables
6 tables
Matters
/dashboard/projects
Properties
/dashboard/properties
Entities
/dashboard/entities
Tasks
/dashboard/tasks
Invoices
/dashboard/invoices
Trust Transactions
/dashboard/trust-transactions
Create a table
Click New table. Type the Table name. Pick an Icon and a Colour.
Tick Private: only visible to me to keep it to yourself. Leave it unticked for a shared table.
Click Create table. The table appears in the sidebar under Tables.
New table
Add fields
Click Open full schema map. Click the table.
Click Add field and pick a type under Choose field type: Text, Number, Date, Yes / No, Dropdown, Link record, Auto ID, Email, URL, Currency, Property, Entity, Project, Relation, ABN, ACN or Image.
Click the new field to set its Field label and options. Drag fields to reorder them.
Leases fields
3 fields ยท drag to reorder
Choose field type
Make a field calculate itself
Open a Number or Currency field. Under Computed value, pick Multiply or % of to work it out from two fields on the same table.
Pick Sum of related or Max of related to total or take the highest value from records on a linked table.
Tick Required, Unique or Show in master table columns as needed.
Choose the columns on the table page
Open the table from the sidebar. Click Setup.
Click a field to show it in the table or in the expand panel. Drag to reorder. Set a column width.
Click New record to add a row. Click Export CSV to download the table.
See who changed a record
Open the record. Click History at the top right.
Each line names who did it and when: adding the record, changing a field from one value to another, clearing it, archiving and restoring. Fields saved together are one line. A change made by an import or a scheduled job reads An automatic update.
Ask the assistant "who changed the status on this order?" and it reads the same history.
Ask the assistant to build it instead
Click Ask AI in the sidebar and describe what you want to keep track of. It lists the tables, fields and dashboard it will make and waits for you to agree before it builds anything.
When it has built them, Testing what was just built appears under the building steps. It adds a test record to each new table, changes it, moves it through its statuses, archives it and restores it, then undoes all of it. It also checks that every widget reads a field that exists.
Its reply ends with Tested before handing over: what passed, what was not tested and why, and anything still not working. When a test fails it fixes that first, and Testing again after fixing what failed appears before the reply.