Table Function
Overview¶
Can be used to store tabular data. Data columns can be added freely, allowing users to manage a variety of information. Tables have the following features.
Table Types¶
Pleasanter has the following two types of tables.
- Time-limited Table
- Record Table
Table Features¶
The table features can be broadly divided into two categories.
- Record authoring functions
- Table management functions
Limitations¶
- A "Table" without "Read Permissions" will not be displayed.
- If users do not have any permissions other than "Read Permissions" and "Do not display on screen if read-only" is turned on, the "Table" will not be displayed.
How To Use Tables¶
Tables have various functions, please see below for details.
Record Creation¶
The first step in using Pleasanter is to record accumulated data and data generated from daily business as records.
- Table Function: Importing Records
- Table Function: Import Records and Link Master Data
- Table Function: Updating Existing Records By Importing Records
- Table Function: What To Check If Records Are Not Imported Properly
- Table Function: Importing Records in Migration Mode
- Table Function: Specify Key Column When Importing
- Table Function: Create A New Record
Record Editing¶
Organizing and updating the data entered in a table makes the data easier to use.
- Table Function: Record Editor Screen
- Table Function: View And Update Records
- Table Function: Record Bulk Update
- Table Function: Edit An Index Of Records
- Table Function: View Record Change History
- Table Function: View Record Differences
- Table Function: Restore From Record Change History
- Table Function: Delete Record Change History
- Table Function: Delete Record
- Table Function: Bulk Delete Records
- Table Function: Restore Records From The Recycle Bin
- Table Function: Delete Records From Recycle Bin
- Table Function: Upload Attachment File To Record
- Table Function: Download Record Attachments
- Table Function: Delete Record Attachment
- Table Function: View Record Attachments
- Table Function: Register Image to Record
- Table Function: Lock Record
- Table Function: Unlock A Record
- Table Function: Copy Records
- Table Function: Record Reference Copy
- Table Function: Divide Records
- Table Function: Move Records
- Table Function: Move Records In Bulk
- Table Function: Site Integration
Data Analysis¶
Observing accumulated records from various perspectives lets you review and analyze your daily work.
- Table Function: Record Screen Index
- Table Function: Search for Negated Record (Filter)
- Table Function: Search for Record (Filter)
- Table Function: Sort Records (Sort)
- Table Function: Record Aggregation
- Table Function: Switch Record Views
- Table Function: Export Records
- Table Function: Own Filter For Owner, Manager, and Class Columns
Data Visualization¶
Visualizing data is essential when sharing the insights gained from data analysis with others.
- Table Function: Calendar Display of Records
- Table Function: Cross-tabulation Display of Records
- Table Function: Display Gantt Chart of Records
- Table Function: Display Burndown Chart Of Records
- Table Function: Display A Time Series Chart Of Records
- Table Function: Kanban Display of Records
- Table Function: Display Image Library of Records
- Table Function: Display Record Analysis Chart
Table Customization¶
Tables can be customized in various ways. Please see below for details.
Other Operation Procedures¶
The table function can be operated in the same way as "Site Function". Please see below for details.
- Site Functions: Breadcrumb list
- Site Function: Creating New Business Applications (Custom App)
- Site Function: Delete Site
- Site Function: Site Copy
- Site Function: Delete Site from Recycle Bin
- Site Function: Restore Site From Recycle Bin
- Site Function: View And Change Site Settings
- Site Function: Guide Settings
- Site function: Simple Mode
- Site Function: Set and Delete Site Images
- Site Function: Toggle Display of Site Information
- Site Function: Export Site Package