Tables
A table is a place to keep a list your workspace needs but the rest of ConnectWiz does not already have a page for: your product catalogue, your branches, a waiting list, last month's applicants. You design its columns, and then rows go in — typed by your team, imported from a spreadsheet, submitted through a form, or posted in by a system you already run.
Open Tables from the left sidebar.
Designing the columns
A column has a label (what people read), a key (what the data is stored under), and a type.
The key is lowercase, uses underscores, and cannot be changed after the column is created — everything already stored is filed under it, and everything that posts data in refers to it by name. Choose it as you would a filing label, not as a title.
The types available are text, long text, e-mail, phone, website, number, date, yes/no, a fixed list of choices, and a link to another table.
Wherever a row of this table is referred to from somewhere else, it is shown by its first column. Put the name, title or reference first and everything that points at this table reads properly. Reorder the columns and the name follows.
Linking one table to another
Pick the type Link to another table and choose which table it points at. Each row then picks one row over there — a customer for an order, a project for a task — and the cell shows that row's name rather than an internal id.
This is how you say "this order belongs to that customer" once, instead of retyping the customer's name into every order. A renamed customer is then renamed everywhere at once, and the orders can actually be counted per customer.
Two things worth knowing:
- A link only accepts rows from the table it was pointed at. An id from somewhere else is refused rather than quietly stored.
- If a linked row is deleted later, the cell simply goes empty. Your table keeps working — a table that refused to open because somebody tidied up the table next door would be the worse outcome.
Getting rows in
By hand. Add row opens a form built from your columns.
From a spreadsheet. Import takes a CSV or Excel file, shows you how its headers line up with your columns, and lets you fix the mapping before anything is written. Headers with no column yet can have one created for them.
From a form. A ConnectWiz form can write every submission into a table. See Where the answers go in the forms guide.
From a system you already run. Open Ingestion on the table. Arming it issues a token — shown once, so copy it then — and gives you the address to post rows to, the field names to use, and a ready-to-paste script for a form that is already on your website.
Only your column keys are stored. Anything else in the payload is ignored, not saved — so if a field is not arriving, add the column first and check the spelling. A request may carry at most 100 fields and 64 KB, and the address is rate-limited both per token and per sender.
The token is the only credential, so treat it like a password. Rotating it issues a new one and stops the old one immediately.
Reading and finding rows
Search runs across the whole row, so you can type anything you remember. Rows can be filtered by status and sorted by any column, and Export downloads what you are currently looking at as CSV.
Letting Wiz search a table
The assistant can look up exact facts — a price, a date, a package — in a table, but only in tables you open to it. Open the table and switch on Wiz can search this table. Every table starts with it off, including tables made before the switch existed, so a table that was searchable before must be switched on again. Leave it off for any table that holds something customers should not read.
Who can use this
Tables are managed by anyone holding the Tables permission. Rows are visible to the same people — a table is workspace data, not per-agent data.
Related
- Forms — collect the rows from your visitors.
- Intake rules — act on a submission as it arrives.
- Contacts — for people, use Contacts rather than a table.