SSpecLatch
ContentsCreate a table and its fields

Create a table and its fields

Name a new table, then add its fields from the field type gallery: pick each field's type, unit and who sees it.

TopicTables & fields
TypeHow-to
WhoAdminEngineering
PlanEvery plan
Time10 min
Verified11 Nov 2026

View .md

Before you start

  • You need the Admin role, or Engineering with Confidential visibility. Other members don't see New table.
  • List the specs you track for one kind of product, with the unit of each.
  • Decide which specs customers may see. Each field gets its tier when you create it.

The example builds a Pressure Gauges table.

Steps

  1. Open Tables and click New table. The Fields page opens with the cursor in the New table name box.
  2. Type the name, such as Pressure Gauges, and press Enter. The table joins the Tables list on the left.
  3. Click the new table in that list, then click Add field.
  4. Pick a tile in the gallery. Number holds a value with or without a unit; Choice holds options from a list you define.
  5. Type the field's Name, such as "Range, high end". For a Number, pick its Unit, such as psi, or None — a plain number.
  6. Under Who sees it, pick the field's tier. New fields start as Internal.
  7. Tick Required before a record can be submitted for review if every record needs a value. Click Create field.
  8. Click Add field again for each spec. Use Move up and Move down on a row to set the order.
The New field dialog with nine field type tiles: Text, Number, Yes / no, Date, Choice, Files, Link to records, From linked records and Calculated
Step 4: the gallery asks what kind of value the field holds.
The field form for a Number field named Weight, dry, with the lb unit chosen and a tier picked under Who sees it
Steps 5 to 7: name, unit, tier and the Required box on one form.

What happens after

The table shows on Tables with its field count, and every record you add gets these fields. Once a record holds a value in a field, that field's type is locked. Next, fill the table from the spreadsheet you use today: import a spreadsheet.

Related

ConceptTables & fields
How-toImport a spreadsheet
How-toSet a field's confidentiality tier
How-toGive fields units and write your first formula