How to edit a table?

The Custom Data model editor is where you change table structure: fields, charts, display, and record card groups. Before risky schema changes, the system shows Review changes before save.

When you need this

• You need to add, rename, or change a field type.
• You want to configure charts, total row, or macros.
• You need to change the table group or record card sections.

Key terms

• Edit Custom Data model — mode for an existing table; Model name and Table key cannot change after creation (used in processes).
• Editor tabs: Model metadata, Fields, Charts, UI settings, Field display, Process usage.
• Review changes before save — sections Safe changes, Structural changes, Destructive schema changes; for integrations — Caution: model is in use.
• Group in metadata — category in Custom Data models list, not the same as record card groups on Field display.

Before you start

• You are in Menu → Custom Data.
• The table already exists.
• You understand that removing fields or changing types may lose data or break processes.

Step-by-step

1. In Custom Data models, find the table or select it in the Tables sidebar.
2. Click Edit — Custom Data model editor opens.
3. On Model metadata, update Description, Group, or Purpose if needed.
4. On Fields:
   • Add a field — Add field, pick Type and Label.
   • Expand the field card for Validation, Field visibility, Association, etc.
   • For advanced keys — JSON toggle on the right.
5. On Charts, add or edit chart cards (Add card).
6. On UI settings, configure Table stylization, Record view (side panel), Macros.
7. On Field display, use Table / Card toggles and Record card groups (Add group, drag fields).
8. Click Save:
   • If Review changes before save appears — read Destructive schema changes and confirm.
   • If the model is in use — check Caution: model is in use on the usage tab.

What happens next

Structure and UI settings are updated. The records table shows new columns; existing rows keep data in fields you did not remove.

How to verify

• The editor closes without validation errors.
• New fields appear in the records table (if Table is on for them on Field display).
• Processes and association fields in other tables still work (verify manually if there was Integration risk).

Other options

• Quick add a column from the records table — Add field in the toolbar (short form; full settings — Open full editor).
• Complex changes via JSON — the JSON toggle in the editor stays in sync with the form.

Related guides

• Configure field type
• Configure field display
• Create a record card group
• Use the process tab on a table
• Semantic field types reference