As a library administrator, you can create tables that contain properties of any type.
Tables let you efficiently manage structured, repetitive data according to your specific business use case. They're displayed on the document page and make it easier for users to edit documents. Learn more: Edit table properties.
We recommend that tables contain no more than 15 columns and 100 rows.
Important: We're rolling out this feature progressively. If it isn't yet available on your tenant and you want to use it, contact our Support team at support@aodocs.com or open a ticket.
Notes: Once this feature is available on your tenant, you must activate all the following early access features to activate it:
– new library administration interface
– new document class interface
– table properties
You can use table properties to fill in a table and read the content of a table with custom scripts
1. Open the library administration.
2. Select Document classes.
3. Click Configure. The Layout panel opens. It contains all the different property types you can add to your document.
4. Drag and drop a Table to the Document properties area. This area displays all the properties defined in your document class. You can position the table wherever you like.
5. By default, the table is called "New Table". Click the edit button to rename it. In our example, we named the table "Contract history".
6. Optionally, add a description for the table property:
- Activate the Add helper text switch.
- Add a description.
The description appears as a tooltip by the table – see an example of the end user experience.
7. Optionally, restrict permissions for the table:
- Select Yes to make the table Read-only.
- Select Yes or Conditional to make the table Hidden.
Learn more:
- Configure custom property settings
- Configure display logic to make custom properties conditionally mandatory or hidden
Note: You can't define table properties as required (mandatory).
8. Drag and drop at least one property from the Layout panel to the table.
The properties will be the columns in the table. To define specific settings for a property, click the property and change the settings in the right panel. Learn more: Configure custom property settings.
Notes:
– You can't save a table without any columns defined.
– You can't add existing properties to tables. You must create new properties. <br>– You can't nest tables in tables.
– You can't use conditional logic in tables. This means you can't add calculated properties to tables or use conditional logic to calculate permissions. However, you can use conditional logic to calculate properties based on the content of tables.
9. Define the permissions and settings for your property.
For example:
- define whether categories and person properties can have multiple values
- use data validation to restrict the possible values for the property
- customize help text: depending on the property type, you can add a description (which appears as a tooltip next to the property) and a placeholder (which appears in a field to suggest input) – see an example of the end user experience
- define whether the property is required, read-only, or hidden during the creation phase of the document only or for the full life-cycle of the document – learn more: Configure display logic to make custom properties conditionally mandatory or hidden
The settings available for each property type in tables are the same as those available for each corresponding standard property type, except that properties in table can't be calculated. Learn more: Configure custom property settings.
Tip: Click the arrow to open and close the Layout panel.
10. Click Save.