Learn how to use the powerful Data Table field to model ‘contained’ one-to-many relationships, such as invoice line items or meeting action items, directly within an Object.
🧊 Invoice
that has many 🧊 Line Items
. Should those Line Items
be Sub-Objects
, or something else?
This is a critical architectural decision. The Data Table
field is the “something else”—a powerful tool designed for modeling contained relationships.
Use a Data Table
when the “many” items are simple rows of data that belong exclusively to the parent and do not need to live as independent 🧊 Objects
. Examples: line items, meeting action items, expense logs.Use Parent-Child Sub-Objects
when the child items are complex entities that need their own detailed workflow, permissions, and history. Examples: a 🧊 Project
and its 🧊 Tasks
.Data Table
field is essentially a mini-spreadsheet embedded directly within a single 🧊 Object
. It allows you to manage structured lists of data without having to create dozens of separate, simple 🧊 Objects
.
As an architect, you predefine the columns of the table. Each column acts like its own mini data field, with types like Text
, Number
, Date
, or even Formula
.
[Image Placeholder: A screenshot of an 🧊 Invoice
Object, clearly showing a Data Table field with columns for ‘Item Description’, ‘Quantity’, ‘Unit Price’, and a ‘Line Total’.]
look up and pull in data from another, separate 🧊 Object
.
Use Case (Students & Classes):
In a 🧊 Class
Object, you can have a Data Table of attendees. One column could be an Object Picker
that allows you to select 🧊 Student
Objects. Other columns in the same row can then automatically pull in data like the selected student’s Student ID
and Contact Email
directly from their 🧊 Student
Object, creating a dynamic class roster.Universal Automation
. Actions within the table can trigger rules that affect other 🧊 Objects
.
Use Case (Inventory & Sales):
An 🧊 Order
Object has a Data Table for its line items. When the sales team adds a row, selects an 🧊 Inventory Item
, and enters Quantity = 10
, an automation rule can be triggered. This rule finds the referenced 🧊 Inventory Item
and executes an action to decrease its Stock Level
field by 10 in real-time.