Use Cases

Ready-made column setups for common scenarios. Each uses only features Connected Table ships today — set the columns up in the field’s context (see Getting Started), then fill in rows per issue.

1. Checklist / acceptance criteria

Track sub-tasks or acceptance criteria with an owner and status, right on the issue.

Column	Type	Notes
#	Sequence	Auto row number.
Item	Text	Required.
Owner	User	Who’s responsible.
Done	Checkbox	Completion toggle.

Connected Table⋯

Acceptance criteria

#	ABCItem	Owner	Done
1	Login works with SSO	ANAna N.
2	Logout clears the session	BKBen K.
3	Error states are handled	CHChen H.

A sequence number, required Item, Owner (user), and a Done checkbox.

2. Quote / line items with a total

Capture quote lines and compute an amount per row with a formula column.

Column	Type	Notes
Description	Text	Required.
Qty	Number
Unit price	Number
Line total	Formula	Qty * Unit price — computed automatically.

Connected Table⋯

Quote — line items

ABCDescription	#Qty	123Unit price	Line total
Onboarding workshop	2	1,200.00	2,400.00
Data migration	1	3,500.00	3,500.00
Premium support (12 mo)	12	90.00	1,080.00
Custom report pack	3	450.00	1,350.00
Total			8,330.00

A formula column (Line total = Qty × Unit price) with a summary Total footer.

Note

Formula columns are read-only and recompute from the other columns. Use them for line totals, margins, or derived flags.

3. Internal purchase / approval process

Structured purchase requests with a status and approver per item.

Column	Type	Notes
Item	Text	Required.
Cost	Number
Status	Selection	e.g. Requested / Approved / Ordered / Received.
Approver	User
Needed by	Date / time

Connected Table⋯

Purchase requests

ABCItem	#Cost	Status	Approver	Needed by
Developer laptop	1,800.00	Approved	DPDana P.	20 Sep 2026
Monitor ×2	640.00	Requested	BKBen K.	25 Sep 2026
License renewal	2,400.00	Ordered	ANAna N.	01 Oct 2026

Text, number, single-select status, a user approver, and a due date.

4. Expense notes

Itemised expenses attached to a request or task.

Column	Type	Notes
Date	Date / time
Category	Selection	Travel / Meals / Software / Other.
Description	Text
Amount	Number	Required.
Billable	Checkbox

Connected Table⋯

Expenses

Date	Category	ABCDescription	#Amount	Billable
02 Sep 2026	Travel	Taxi to client site	24.50
03 Sep 2026	Meals	Team lunch	88.00
05 Sep 2026	Software	API monitoring (mo)	49.00

Date, single-select category, description, amount, and a billable checkbox.

5. Service Desk — new team member onboarding

A checklist of onboarding steps on a JSM request, visible and updatable on the customer portal.

Column	Type	Notes
Step	Text	Required. Seed as default rows (Accounts, Hardware, Access…).
Owner	User	The team/agent responsible.
Target date	Date / time
Complete	Checkbox

Onboarding checklistPortal⋯

New team member

#	ABCStep	Assigned to	Target date	Complete
1	Create accounts	ITIT Team	10 Sep 2026
2	Prepare hardware	FCFacilities	11 Sep 2026
3	Grant system access	SESecurity	12 Sep 2026
4	Schedule intro session	POPeople Ops	13 Sep 2026

On the JSM customer portal — customers and unlicensed users can view and edit the same table.

Tip

Set the onboarding steps as default rows in the field context so every new onboarding request starts pre-populated.

6. Service Desk — customer portal intake

Let customers supply structured, multi-row data with their request (e.g. affected assets, attendee list) instead of cramming it into a text field.

Column	Type	Notes
Item / Name	Text	Required.
Identifier	Text	e.g. asset tag, email.
Type	Selection	Admin-defined options.
Notes	Text

Customers fill this in on the portal request-detail panel; agents see the same table on the issue.

Report affected assetsPortal⋯

Affected items

ABCItem / Name	ABCIdentifier	Type	ABCNotes
Laptop	ASSET-1042	Hardware	Cracked screen
VPN access	jsmith@acme.com	Account	New starter
CRM seat	CRM-889	License	Sales team

Customers supply structured, multi-row data on their portal request.

7. Grouping rows with merged cells

When several consecutive rows share the same value — an owner, category, phase, or sprint — merge that column’s cells so the shared value shows once across the group instead of repeating on every row.

Column	Type	Notes
Phase	Text / Selection	Merge the cells of the rows that belong to the same phase.
Task	Text	Required.
Owner	User	Drag-fill down when a run of tasks shares one owner.
Labels	Multi-select	Tag each task.
Done	Checkbox

Connected Table⋯

Delivery plan

ABCPhase	ABCTask	Owner	Labels	Done
Discovery	User interviews	ANAna N.	ResearchUX
	Competitive audit	BKBen K.	Research
Build	Data model	CHChen H.	Backend
	Grid rendering	DPDana P.	FrontendUI
	Portal panel	ELEllis L.	FrontendJSM

The Phase column is merged across each group; user, multi-select label, and checkbox columns alongside.

Enter the repeating rows quickly with drag-to-fill, then group them with merge — both driven by the same handle while editing:

Connected Table⋯

Release tasks

ABCTask	Owner	Labels
Draft release notes	ANAna N.	Docs
Update changelog	ANAna N.	Docs
Notify customers	ANAna N.	Comms
Verify portal copy	ANAna N.	JSM

FillMerge✕

Drag the handle down a column to select a run, then Fill or Merge. Hold Ctrl/Shift while filling to increment a series.

Tip

Drag the fill handle to copy a repeated value (e.g. the same owner) down a run, or hold Ctrl/Shift to fill a series (Step 1, Step 2…). Merging is non-destructive and works in both grid and transposed layouts.

8. Multiple labels per row (multi-select)

Store several values in one cell — components, environments, tags — shown as chips.

Column	Type	Notes
Requirement	Text	Required.
Components	Multi-select	Several per row.
Environments	Multi-select	Several per row.
Owner	User

Connected Table⋯

Requirements

ABCRequirement	Components	Environments	Owner
Single sign-on	AuthAPI	ProdStaging	ANAna N.
CSV export	ReportingUI	Prod	DPDana P.
Audit log	BackendSecurityAPI	ProdStagingDev	CHChen H.
Webhook retries	Backend	Dev	ELEllis L.

Multi-select columns store several values per cell, shown as chips.

9. Compare records side by side (transposed layout)

Flip the grid so column names run down the left and each record becomes its own column — handy for inventories or comparing a few detailed records. Viewers can switch layout when you enable it.

Connected Table⋯

Server inventory

ABCHost	web-01	db-primary	cache-02
Role	Web	Database	Cache
Environments	Prod	ProdDR	ProdStaging
123vCPU	4	16	2
Owner	CHChen H.	BKBen K.	ELEllis L.
Monitored

Transposed layout — column names run down the left and each record becomes its own column.

Tips that apply across use cases

• Default rows pre-populate every new issue — ideal for checklists and onboarding.
• Required columns block save until filled (on the standard edit/create path).
• Sequence columns give stable row numbers; Formula columns derive values automatically.
• Drag-to-fill speeds up repeating or sequential data; merge groups consecutive rows that share a value. Admins can enable/disable each per field.
• Keep tables within roughly 100–150 rows (the field-value size limit — see Admin Guide).