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Creating, populating and reporting on Data Tables
Creating, populating and reporting on Data Tables

How to capture structured information or extend the meta data

Ksawery Lisinski avatar
Written by Ksawery Lisinski
Updated over a week ago

Data tables are a powerful feature which you can use to capture and report on any custom information you want. You can use it to extend Elements diagrams, Org Models and other items with information that is not supported through native functionality.

Article outline

  • Prerequisites

  • What is a data table?

  • Example use-cases

  • Creating data tables

  • Adding records

  • Reporting on data tables

  • You might be also interested in


What is a data table?

A data table is a fully-customizable form you can attach to a Process activity, Requirement, Story, Reference model node or Salesforce org model node to capture any additional information you want.

Once attached, data table attachments allow editors and viewers (subject to setting) to add multiple records that you can later report on to produce a filterable spreadsheet of data where each record added to any item is a single row.ย 

Example use-cases

Data tables are perfect for capturing:

  • pain points,

  • key performance metrics,

  • risks,

  • opportunities for improvement,

  • process controls,

  • waste,

  • bottlenecks,

  • external integrations,

  • data relationships

TIP This list is only limited to what information you would find valuable to capture

Creating a data table form

To create and/or edit the data table form, you need to have appropriate permission within a space. Then go to your Space settings.

Select data tables from the left-hand menu and then click on "New data table" in the upper right corner of your screen. Or click on the name of the data table in the list.

Define the fields in the data table by dragging and dropping fields onto a form. The form is what end users will use to add records.

Adding records

In the documentation tab for either an Org model node, Process activity, Requirement, or User story, select "Add documentation" and then "Data Table".

Select the data table form you want to attach.

You will now be able to start adding records, using the previously customized form, for this particular requirement, story, model node or process activity. You can also select whether viewers can add records to this attachment using the switcher (image below).

When you click to "Add record" you can provide necessary information using the fields configured before.

At any point, you can report on any data table in the scope of filtered requirements and stories, displayed model nodes, and diagrams and their lower levels to generate a filterable spreadsheet.
โ€‹Click here to learn more about reporting inside software.

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