Workspace table
Custom Table
Choose Custom Table when the workspace should run on an object the standard tables do not model. A custom table is a full collection: it gets its own schema, records, permissions, workflows, and workspaces.
Illustrative example
From custom table to a useful workspace
- 01
Start with a table
Custom Table
- 02
Build a workspace
Points Tracker
- 03
Focus the view
Defined by your schema
A suggested way to organize your information. This diagram is not a product screen.
What belongs in this table
- 1Certifications tracked separately from generic documents.
- 2Points Tracker records for attendance and performance programs.
- 3Daily Time Reports or activity logs specific to the operation.
- 4Vehicles, units, equipment, or assets that get assigned to shifts.
- 5Departments, qualifications, parent companies, or tiers used as linked reference data.
Fields to understand
Your account may use different field names and permissions. Use these examples to understand what each field contributes.
- Your schema
- Any combination of text, select, date, currency, checkbox, link, formula, and rollup fields.
- Links
- Connections to Users, Shifts, Locations, or other custom tables.
- Permissions
- Collection and field level access per access group.
- Workflows
- Triggers and automations that run when records change.
Ideas for your team
List
Points Tracker
Attendance points per worker with thresholds.
List
Fleet / Units
Vehicles or equipment and their assignments.
List
Daily Time Reports
Field reports reviewed and approved daily.
Example tabs
- Defined by your schema
- Exception queues first
- All records