Bases in SeaTable
Bases are central to data collection and management in SeaTable. Whenever you collect, analyze or share data in SeaTable, a base is involved.
At first glance, a base is just a container for one or more tables. From a practical perspective, it is therefore obvious to compare a Base with an Excel workbook. However, this comparison does not do justice to a Base. Bases are superior to workbooks as known from traditional spreadsheets for several reasons:
- Support of various data formats (e.g. checkboxes, files, multiple selection, formatted text)
- Support of relational database functions
- Various release options for easy data exchange
- Real-time collaboration (i.e. real-time transfer of all changes in Bases to other agents)
- Interactive comment function for each data record
- Complete versioning of all changes and snapshots
- Integrated web form function and graphical form editor
- Simple integration possibilities thanks to REST-API
Bases are therefore much more than workbooks on the Web. You will appreciate these advantages very quickly - and then you will not want to do without them anymore!
Property of Bases
Each Base has one (and only one) owner. However, it is possible to transfer ownership of a Base from one user to another.
A Base owner is either a user or a group. If a user is the owner of a base, then only this user has full control over the base. If the base belongs to a group, the administrators of the group have full access to it.
The direct transfer of ownership from one user to another user or to a group is currently (as of 20.3.2021) not possible. This function will be added shortly. Give the young project SeaTable some more time.
You can perform a change of ownership indirectly by exporting a base through the old owner and having it imported by the new owner. (For more information on exporting and importing bases, see the Data Import and Export article in this section).
Creation of Bases
You create Bases in the Bases library. You are in this library when you log in. If you are inside a Base, you can return to the Bases library by clicking on the Base icon in the upper left corner.
In the My Bases area, as well as in each group you belong to, you will find an Add Base button. By clicking this button, you create a new Base in the group where you clicked the button.
When creating a new Base, you have three options:
- Create Empty Base
- Import Base from a file
- Creating Base from a Template
When creating an empty Base, you must enter a name for the new Base. The name may contain letters, numbers and special characters, but may not exceed 248 characters. After confirmation, the Base is created and stored in the Bases library. When importing, you must select the file to be imported via file manager (e.g. Windows Explorer, Mac Finder). You can import from files in DTABLE, XLSX and CSV formats; the name of the selected file will become the name of the new Base. When creating a Base from a template, you can choose from the numerous templates. Selecting the Create Base from Template menu option opens the Template menu. Browse through the different templates and select the one that suits you best.
Management of Bases
You manage bases via their context menus. When you move the mouse pointer over one of your bases, a pencil icon appears to the right of the name and the three-point icon for the advanced functions. You will need these regularly to manage your bases.
Bases released to you cannot be managed. Only two options are available in the advanced functions of such bases: Leave released base and copy.
You can rename bases of which you are the owner or administrator. Move the mouse pointer to the name of the base you want to rename and then click the pencil icon to the right of the name.
Change base icon and color
You can change the icons and colors of the bases of which you are the owner or administrator. There are more than 10 colors and more than 20 icons available. Move the mouse pointer over the name of the base and then click on the pencil icon to the right of the name.
You can share bases that you own or administrate with other users and people and thus grant access. Sharing is done with different permissions so that you have control over changes in your bases. You set up a share on a base using the advanced features of the bases. Move the mouse pointer over the name of the Base and click on the three-point icon to the right of the name. You can define the type of release in the release dialog, which opens after selecting the menu item Release. (For more information on sharing bases, see the section Collaboration).
You can delete bases of which you are the owner or administrator. Move the mouse pointer to the base you want to delete, then click the three-point icon to the right of the name and select Delete from the menu that opens. To permanently delete the base and all data in it, confirm the confirmation prompt.
You can copy all bases to which you have access. Move the mouse pointer to the base you want to copy, then click the three-point icon to the right of the name and select the Copy menu item. Now select where the base is to be copied to. It can either be copied to your own bases or to one of your groups.
For backup, transfer to another user, or transfer to another SeaTable Server, Bases can be exported by their owners and administrators. Move the mouse cursor to the Base you want to export and select Export from the menu behind the three-dot icon. The export may take some time depending on the size of the Base. Basically, the export is to a file of type .dtable. The name of the export file is the name of the base. (For more information on exporting Bases, see the Data Import and Export article in this section). If the export option is not displayed, then you do not have sufficient permissions.
Restore Base Snapshot
You can view and restore snapshots of the bases that you own or administrate. Move the mouse pointer over the base, then click the three-point icon to the right of the name and select Snapshots from the menu that opens to view the available snapshots. Click View to open the selected snapshot in a new browser tab. Click Restore to copy the selected snapshot to a new Base, whose name you must enter. (For more information on snapshots, see the Versioning & Snapshots article in this section).