How You Use Tables

You can find tables on many pages. Some tables are simple, while others give you several options to view and manage the data, many of which are described here.

Some of the options may or may not be available on the particular table you're using. You can find most of the options in the table toolbar, which usually has menus such as Actions, View, or Format.

Select Data

To select a row or column:

Row: Click anywhere within the row. Or, hover over the small cell beside first column, and click when your cursor becomes an arrow.
Column: Hover over the column heading and click when your cursor becomes an arrow. In tables that allow multiselect, you can use the Shift or Control key to select multiple rows at once.

Note: Some items in the table menus or toolbar are disabled until you select a row or column. For example, only after selecting a row, you can then select About This Record from the View menu, to see who created and last updated the record, and when. The Creation Date field shows the date and time when you first start creating a record. The Last Update Date field shows the date and time when the record is saved. So, suppose you start creating a record, enter data, and then click Save after 35 seconds. The time displayed for Creation Date and Last Update Date will have a difference of 35 seconds. If you make any subsequent updates to the record, your last update date will change.

View Data

Here are the various options you can use to view the data in a table.

Use filters in the toolbar or Query By Example to narrow down the data. Query By Example is the row of fields that precedes the column headings.
Click Refresh in the toolbar, or select Refresh from the Actions menu. You reload the table with the latest available data.
Click Detach in the toolbar, or select Detach from the View menu. You can see more of the table in the detached view.
Select a column and click Wrap in the toolbar, or select Wrap from the View menu. You can see all the text in each cell within the column.
Click Export to Excel in the toolbar, or select Export to Excel from the Actions menu. You get a Microsoft Excel file with the data in the table.

Sort Data

To sort the data in a table:

Hover over the column heading of the column you want to sort by, and click the Sort Ascending or Sort Descending icon.
Select Sort from the View menu.

Edit Data

To edit the data in a table:

Select a row and click Edit in the toolbar to open a dialog box or another page.
Click a link in the row to open a dialog box or another page.
Click a row to make that row editable within the table.

Manage Columns

You can determine which columns to see and how they appear using the Manage Columns option from the View menu. But the Manage Columns option isn't available for tables with flexfields. To check whether a table on a page contains flexfields, click your user image or name in the global header, and on the Settings and Actions menu, select Highlight Flexfields. If you don't have administrative privileges, you may not find the Highlight Flexfields option.

Hide or show: Select Columns from the View menu.
Resize: Hover between column headings and move the divider. Or, select the column, and then select Resize Columns from the Format menu.
Reorder:
- To move a column, click the column heading and, when your cursor becomes two double-pointed arrows, move the column to a new position.
- To reorder multiple columns, select Reorder Columns from the View menu.
Freeze: Select the column that you want to freeze, and then either click Freeze in the toolbar or select Freeze from the View menu.