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Changelog

  • Version 3.3
  • Version 3.2
  • Version 3.1
  • Version 3.0
  • Version 2.8
  • Version 2.7
  • Version 2.6
  • Version 2.5
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  • Version 2.3
  • Version 2.2
  • Version 2.1
  • Version 2.0
  • Version 1.9
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  • Version 1.6
  • Version 1.5
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  • Version 1.3
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First steps

  • Glossary of terms used by SeaTable
  • What is SeaTable?
  • Registration and login
  • The first base
  • Data analysis
  • Cooperation
  • Extensions

Use SeaTable

  • Use SeaTable
  • Bases
  • Views
  • Grouping, sorting and filtering
  • Statistics
  • Web forms
  • Templates
  • Data import and export
  • Personal settings

Expert knowledge

  • Formula Reference
  • Webhooks
  • API tokens
  • Zapier Integration
  • DTABLE file format

Working with groups

  • Introduction to working with groups
  • Create a new group
  • Rename a group
  • Change the order of the groups
  • Copy a Base to a Group
  • Release a Base to a Group
  • Share individual spreadsheets of a base
  • Delete a group
  • Create a folder
  • Move a Base to a Folder
  • Get workspace ID of a group
  • Add a Base to Favorites

Group members and permissions

  • Add a team member to a group
  • Assign permissions in a group
  • Transfer a group to another user
  • Group members and their permissions

Manage bases

  • Introduction to working with bases and tables
  • Create a new base
  • Creating a Base Using a Template
  • Duplicate an existing base
  • Delete a Base
  • How to add a description to a base
  • Customize the appearance of a base (icon and color)

Working in tables

  • Add a table in a base
  • Move a table
  • Link tables with each other
  • Delete a table from a base
  • Restore a deleted table
  • Use of emojis in table name
  • Adding data via copy-and-paste
  • Search and replace values
  • Find a cell or value in a table
  • Keyboard shortcuts and key combinations

Data import

  • What import formats does SeaTable support?
  • Import Excel files into SeaTable
  • Data import using CSV in SeaTable
  • Data import from Microsoft Access into SeaTable
  • Data import from Google Sheets into SeaTable
  • Limitations of CSV/Excel import
  • Tips and tricks when importing CSV or XLSX files
  • Import CSV records into an existing base
  • Creating a base from a DTABLE file

History and versions

  • Data recovery options with SeaTable
  • Restore a deleted Base
  • Retrieve tables, rows and columns from the recycle bin
  • Undo actions
  • Undo changes via the logs
  • Saving the current Base as a Snapshot
  • Restoring a snapshot
  • Saving a base as a DTABLE file

Working with columns

  • Overview of all column types
  • Adding a column
  • The specifics of the first column
  • Adding a column description
  • How to customize the column type
  • Duplicate a column
  • Customize the first column
  • Double column height
  • Hide column arrows

Text and numbers

  • The numbers column
  • The Automatic Number column type
  • The e-mail column and its use
  • The URL column

File and image attachments

  • The file column
  • How to remove attachments permanently
  • Differences between image and file column
  • The preview of image files
  • Delete images and files from a row
  • Access to deleted attachments

Selection columns

  • Create a single selection column
  • Adding options to a single-selection column
  • Changing the order of single-selection options
  • Cascading a single selection
  • Export and import options in single or multiple selection columns
  • The checkbox column
  • The rating column

Links

  • How to link tables together in SeaTable
  • The Lookup Formula
  • The rollup formula
  • The Countlinks Formula

Formulas

  • Basics of SeaTable formulas
  • Formula example: Simple multiplication with a formula
  • Formula example: Merging text columns with the help of a formula
  • Formula example: Logical if operators for comparing values
  • Formula example: Search for a word in a text
  • Formula example: Calculate the duration of a vacation
  • Formula example: Calculate days to an event

Date, duration and people

  • The date column
  • The duration column
  • The columns Creator and Created
  • The employee column
  • The "Last edited" and "Last edited" columns

Other columns

  • The geoposition column
  • The button
  • Send an e-mail via button
  • Save a PDF document by button in a column

Work with rows

  • Adding a row
  • Select multiple rows
  • Duplicate a row
  • Locking a row
  • Change the order of rows
  • Delete a row
  • Display of changes on a row

Line details

  • What is the rows-ID?
  • How to find out who added a row ?
  • rows comment
  • Print row details

View basics

  • What is a view?
  • Create a new view
  • Rename a view
  • Delete a view
  • Differences between private and normal views
  • Duplicating views
  • Printing a view
  • Change the order of views
  • Group views in folders

View options

  • Filtering entries in a view
  • Link filter rules with AND and OR
  • Sorting entries in a view
  • Grouping entries in a view
  • Adjust row height
  • Hide and move columns
  • Cell coloring
  • Color marking of rows
  • Adjust the number of fixed columns
  • Lock views

View releases

  • Sharing a view with a team member
  • Create external link for a view

Working with plugins

  • What is a plugin?
  • Activate a plugin in a Base

Calendar plugin

  • Calendar plugin guide
  • Create new calendar entries in the calendar plugin
  • Create multiple calendars for one Base

Gallery plugin

  • Gallery plugin guide
  • Add a new row via the gallery plugin

Kanban plugin

  • Kanban plugin guide

Web forms

  • Creating a web form
  • Prefill form fields via URL
  • Conditional display of individual form fields
  • Configuration options and visual adjustments of a web form

Team collaboration

  • How collaboration works in SeaTable
  • Base and view shares at a glance
  • Groups for collaboration

Authorisations

  • Overview of all permissions
  • table permissions set
  • Create custom share

Release links

  • Create invitation link
  • Create external link for a base
  • Create a user share
  • Releasing a Base to a Group
  • Differences between invitation links and external links

Comments

  • The comment function in SeaTable

Team management

  • The functions of the team management in the overview
  • Groups and their members in the team management
  • Bases in the team management
  • View all access permissions of a Base
  • Empty the recycle bin in team management
  • Add a new team member
  • Make a team member an administrator
  • Delete the complete team
  • Lock or delete a team member
  • Changing the team name
  • Create a new group
  • Force two-factor authentication for the entire team
  • Enable two-factor authentication for a team member
  • View the terms of use or privacy policy
  • Open a support ticket
  • Request an AV contract

Subscription / Billing

  • Where can I find my invoices?
  • Plus or Enterprise subscription booking
  • Change current subscription: Customize package, duration and team size
  • Cancel the subscription
  • Customize billing address
  • Deposit of the tax ID
  • Change credit card
  • Payment by invoice
  • Discounts for public, non-profit or educational institutions
  • Is SeaTable free of charge? Can I try the Plus or Enterprise subscription?
  • Subscription packages
  • Subscription management

Working with automations

  • Create an automation
  • Manage and edit automations
  • Show execution log of an automation
  • Stop automations
  • Delete automations
  • Automation Trigger
  • Automation actions
  • Why can't I find the automations in my base?

Automation examples

  • rows Lock by automation

Third party email

  • Set up Gmail to send emails via SMTP

Common data sets

  • Functionality of shared data sets
  • Create a common data set
  • Synchronization of a common data set
  • Create a new table with a common record
  • Add columns to a table created with a common data set
  • Sharing a common record with another group
  • Deleting a common record
  • Why do shared records only work in groups?

Big Data

  • rows Move to the Big Data backend
  • To create a Big Data view
  • Enabling the Big Data backend in a Base
  • Home
  • Help
  • Plugins
  • Working with plugins
  • What is a plugin?

What is a plugin?

Contents
  • Application example for the statistics plugin
  • Application example for the Kanban plugin

In SeaTable, bases are based on tables, which can be customized by different views, groupings and sortings. Plugins use the information from the tables but display it differently. So you have the possibility to fill statistics, galleries, timelines and much more with the information from your table and thus deal with the data in a versatile way.

Application example to the statistics plugin #

An example of this would be that a base was created on the topic of product line. The sellers would like to know which products sold best last year. The statistics plugin would be perfect for this. The plugin offers a variety of statistical representations.

Application example to Kanban plugin #

In the case of product development, the Kanban plugin can be very useful. This diagram enables the visualization of a dynamic idea generation.

Read the article All plugins at a glance to see which plugins are all available.

How helpful was this article?
Updated on 7 November 2022
Activate a plugin in a Base
Contents
  • Application example for the statistics plugin
  • Application example for the Kanban plugin
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