PLM Complete Table Help

An extensive how-to guide to tables, formatting, calculations, lookups, relationships, dates, selection, comments, emoji, dropdowns and everyday record work. Use the toolbar Help link to return to main Help.

PLM uses named fields, such as Quantity or Price. You select them in the calculation form. You do not enter Excel formulas such as =B2*C2 into a cell. A calculated field runs automatically for every record and remains valid when you sort records or move columns.

1. The table workspace and where to find each tool

Start at My Tables and open the table you want to work in. The list of tables has tools for managing whole tables; an opened table has the spreadsheet controls for its records. Empty table-only tabs are hidden on My Tables. Help on the toolbar opens the full app Help page.

Some controls depend on whether you are viewing records, archive or setup, and whether you own the workspace. If a tool is unavailable, open the table's Records view first. Calculations and record formatting belong inside a table, not the My Tables list.

2. Selecting one cell, many cells or several columns

1. Click a data cell once to select it. A selection outline is not a permanent background colour.
2. For a rectangle, click its first cell and Shift-click its opposite corner. Start with one cell, then use Shift plus an arrow key outside an active editor to extend the selection.
3. Hold Ctrl on Windows or Cmd on macOS while clicking cells to add separate selections. Clicking an already selected cell with the modifier can remove it from the selection.
4. Click a column title to select its displayed cells. Shift-click another title to select the columns between them. Ctrl/Cmd-click titles for non-adjacent columns.
5. After selecting a grid cell, Ctrl/Cmd+A selects the grid cells. An active text editor keeps its normal select-all-text behaviour.
6. Click empty space outside the table/tools to clear the selection. Escape is also available. Clicking a toolbar control preserves the selection so it can act on it.

Choose a rectangular range for clipboard and fill operations. A scattered selection is useful for formatting, but does not define a rectangle for copying. The blue square at a selected range's bottom-right is the fill handle; it is not a column-moving handle.

3. Editing values and using the keyboard safely

1. Choose Edit → Edit Mode. View Mode prevents cell writes while allowing browsing.
2. Double-click an editable data cell. Text/number fields open an input; dropdown fields open a choice control.
3. While editing text, use Left/Right arrows, Shift+arrows and normal word-navigation keys to move or select text without saving.
4. Enter saves and moves to the next row; Shift+Enter reverses direction. Tab saves and moves to the next column; Shift+Tab reverses direction.
5. Escape cancels the unsaved edit. Clicking away commits the value. Wait for a save/error message before repeating an action.

Calculated fields are read-only: change a source value or edit their calculation definition. Protected fields are also read-only until the owner unlocks them through Column Rules. Types not supported by inline editing use the ordinary Edit Record form. Date, relationship and checkbox fields can be edited through that form.

A failed validation keeps the edit available for correction. If another session changed the value after you opened the page, the server reports a conflict instead of overwriting it silently. Reload and review the current record. Changing a sort/group field can move the row after a successful save; the record has moved in the view rather than disappeared.

Add blank rows directly: Click the + beneath Table view to create a saved empty row without opening a form. Click again to add more rows. Double-click a supported cell to type; Enter or Tab saves, Escape cancels. Blank rows remain after reopening the table and count toward the trial record limit. Required fields can be filled later; their normal validation applies when editing them. Column formatting applies automatically. View Mode disables adding. Unsupported cell types retain their existing record editor. The Insert → Add Record action still opens the full form.

Group formatting: Click a group heading, then use Format. Or choose Group Headings or Subtotals in Format target. Font, size, letter spacing, bold/italic, alignment and background/text colours apply independently to the chosen target in this table, and save to your account. Calculation subtotal rows default to white and regular weight; group headers keep their original appearance. Grand totals retain their separate display. This changes appearance, not grouping-field values.

Duplicate a record: Select a cell in one row, then press ++ beside the bottom +. The existing duplicate action copies its stored values and reloads the table. The source record remains. Finish editing before duplicating; View Mode disables this action. Multiple selected rows must be narrowed to one. The trial record limit applies.

4. Column order, width, row height, Main Fields and visibility

1. Drag a column title onto another title to move the displayed column. Main Fields remain pinned together at the left.
2. Drag the narrow right-edge handle on a title to change its width. Double-click the handle to fit the displayed text, within the tool's fit limit.
3. Use Format → Text Display for Wrap Text, Auto-Expand Width or Fixed Width — No Wrap. Wrapping can increase row height; fixed width can hide overflow until you edit or widen the column.
4. The small grip at a record row's right edge changes its display height.
5. Under Table Setup, select Main Fields to keep important identifiers at the left. Main Field status does not assign an automatic colour.
6. Under View → Visible Columns, tick the fields you want and press Apply View at the top of the popup. Several choices can be made before applying. The Apply button stays visible while the list scrolls.

Hiding a column does not delete its data. Table Setup field visibility and a view's Visible Columns selection are separate choices. Showing a view column does not override a field that is hidden in setup. Column order/width, row heights, formatting and freeze preferences save with your account. Selecting a column when applying formatting sets defaults for future rows; individual-cell formatting sets exceptions.

5. Creating Excel-style dropdown cells and a custom Status field

1. Open Table Setup and Add Custom Field. Give the field a clear name, such as Status or Delivery Method.
2. Choose Field Type → Dropdown. Enter choices in Dropdown Options, separated by commas, for example Open, In Progress, Closed.
3. Mark the field Required only if every record must have a value. Press Add Field.
4. Create/edit a record and choose an option. In Edit Mode, double-click a dropdown cell and select a permitted value; the selection saves.
5. To update the choices later, edit that field in Table Setup. Review existing records before removing choices they currently use.

The configured list validates normal form and spreadsheet values. Pasting a label that is not an allowed choice is rejected. A comma separates options, so do not use this entry box as an Excel formula or as a multi-choice text format. For multiple linked records use the relationship field type described below. Visible Columns, Grouping and Sorting pickers stay open while you choose; click Apply View, outside the popup or Escape when finished.

6. Creating relationships between records in different tables

A relationship stores a reference to a particular record, rather than copying a matching text label. Use it when an order belongs to a customer, an asset belongs to a location, or an activity relates to several people.

1. Create the target table and some target records first. Give its first custom field a useful identifying value, such as Customer Name; this is used for linked-record labels.
2. Open the source table → Table Setup → Add Custom Field.
3. Choose Linked Record for one target or Linked Records (Multiple) for several targets.
4. Choose the target under Link to Table, name the field and save it.
5. Use Add/Edit Record to select the target record(s). The grid shows their labels. Use the record workspace's linked-record entries to open available targets.

Linked records must belong to the same workspace and the chosen target table. Archiving/deleting a target can make a relationship unavailable; inspect dependent records before removing targets. Relationship selection does not automatically add every target field to the source grid. There is no graphical relationship-map editor in this version.

7. Relationship versus lookup: which connection should I use?

1. For a lookup, prepare a source table Products with Product Code and Price. Create a row P100 with Price 25.
2. In Orders, create Product Code and enter P100 in an order.
3. Choose Calculations → Table Lookup. Select the current Product Code as the value to match, Products as the table, its Product Code as the match field and Price as the return field.
4. Choose an appropriate result type, name the calculated field and save. The order displays 25. It can be formatted as currency.

No relationship field is required for this matching lookup. Keep source keys unique: duplicate matching active rows give #MULTIPLE!. Matches ignore case and surrounding spaces. A lookup returns a stored field, not an arbitrary column joined from a relationship. Refresh the dependent table after changing a source elsewhere. A lookup is a live value, so use a separate stored price when you need an historical transaction snapshot.

8. Dates, due/reference dates, urgency colours and date formats

Use Date for a calendar day and Date & Time when you need a time. The table's Due / Reference Date is also used by date-focused views such as Dates and Calendar; another custom Date field does not automatically become that reference field.

1. Enter valid dates through the record date control. For a plain stored date or calculation literal use YYYY-MM-DD, such as 2026-10-19.
2. To change presentation, select the cells/column and choose Format → Date format. Choose DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, long date or date with time.
3. The choice changes the label; it keeps the underlying date, urgency badge and day count. Date-only values do not acquire an invented time.
4. Use date calculations for days remaining, days overdue, B−A or adding/subtracting whole days. See the worked date chapter below.

The Settings page controls regional/time presentation; the calculation Today reference and urgency badge use the server/WordPress date context. If “today” is unexpected, check the site's and account's timezone settings rather than entering a different date to compensate. Conditional background rules leave date badges' automatic colours intact.

9. Adding, reading, editing and removing cell comments

1. Select one cell, then Edit → Comment. Enter a note and choose Save Comment.
2. A small red triangle at the top-right marks the saved comment. Hover over the cell to read it.
3. Select the same cell and open Comment to edit the note or remove it using Remove Comment.
4. View Mode allows reading; switch to Edit Mode for changes. Comments can be up to 5,000 characters.

Comments are stored separately from values and follow the record/field when columns move. They are not included in cell-value Undo/Redo. If a comment changed in another session, review the conflict rather than overwriting it blindly. A comment is a note on one cell, not an additional data row or a formula.

10. Using the Insert Emoji picker

1. Select one editable Text or Long Text cell, then Insert → Insert Emoji.
2. Search by a word such as done, warning, phone or family. Optionally choose Common, Faces, Work or Life.
3. Choose an emoji. In a selected non-editing cell, PLM adds it after existing text and saves the result; an empty cell receives only the emoji. Undo can reverse this saved cell-value change.
4. While editing text, keep the cursor where you want the emoji or select text to replace. Open Insert → Insert Emoji, or Ctrl/Cmd+Shift+E, and choose an emoji.
5. In an active editor, insertion changes the draft. Enter/Tab saves the cell; Escape cancels the draft. Closing/Escape in the picker returns to the editor.

The picker does not write emoji into numeric/date/calculated or protected fields, or into a dropdown whose allowed choices would be violated. View Mode blocks insertion. It operates on one cell at a time, not every selected column.

11. Filtering, multi-level grouping/sorting and saved views

1. Use Search for the search term and available filters. Apply the filter or use Clear to remove it.
2. Open View → Grouping. Assign levels 1, 2, 3 or 4 to fields, using each level once. Example: custom Status at level 1 and Category at level 2.
3. Open View → Sorting. Choose up to four sort levels and ascending/descending for each. Example: Customer first, Due Date second and Amount third.
4. Use Apply View at the top of a picker to submit the choices. Fields in a portalled picker still belong to the correct filter form.
5. Save a named view through Saved View Setup when you want to return to that combination. Choose it again from Saved View.

Grouping determines the outer record sections; sorting orders records within them. Ordinary filter/sort/group choices are remembered for the table/account. Formatting preferences are a separate account-saved layer. Cell edits, paste/fill and Undo/Redo update active sorting/grouping in place, including dependent calculated values returned by the save. They do not automatically reevaluate which records belong in a search/filter result; reapply the filter for that.

Changing a grouping value may move a row into another section. Changing a sort value may move it within a group. Numeric fields sort as numbers rather than as their formatted currency text. Formatting “20.00%” does not change the stored 0.2 used by calculations.

12. Conditional formatting and condition monitoring rules

1. Open Format → Conditional Formatting. Select the field or fields the rule should monitor.
2. Choose Equals, Contains, Number greater than, Number less than, Is empty or Is not empty.
3. Enter a comparison value where needed, choose a background colour, then Add rule.
4. Use Edit for changes, Duplicate for a similar rule, the up/down buttons to change priority, the checkbox to enable/disable, or Delete to remove it.
5. Rules save automatically and load on the same account's other computers when the table is reopened.

The last matching enabled rule wins when several rules apply to a cell. Conditional backgrounds take priority over its manual background; disabling the rule reveals the underlying format again. Date badges keep their urgency colours. These rules colour cells; they are not background monitoring jobs, messages or email alerts.

13. Copy, paste, auto fill, number sequences and history

1. Select a rectangular range and use Ctrl/Cmd+C or Edit → Copy Cells.
2. Select the top-left destination in the existing grid, then paste with Ctrl/Cmd+V or Paste Cells. Browser clipboard permissions may affect toolbar copy/paste; keyboard paste is the fallback.
3. A single pasted value can fill several selected cells. A multi-cell paste must be rectangular and fit the existing rows/columns.
4. Fill Down uses the top selected source row; Fill Up uses the bottom selected source row. Include both the source and destination rows in the selection.
5. For drag-fill, select one source or a rectangle, then drag the blue bottom-right square vertically. One value repeats, a block repeats, and evenly spaced numbers extend a sequence.
6. Undo/Redo affects recent value edits, including paste, fill, replace and selected-cell emoji insertion, within the current page session.

There must already be destination rows. Fill/paste does not create records or copy a calculated-field definition. Calculated columns already evaluate every record. Protected/calculated/system cells are excluded from editable targets. A batch supports up to 500 cell edits; invalid values or conflicting cells prevent that batch from partially saving.

History retains up to 50 cell-edit operations and clears on reload/navigation. Comments, field definitions, formatting and deletion have separate saves and are outside that value history. Copy/paste uses stored values, so currency symbols or a displayed percentage do not replace the underlying numeric value.

14. Record workspaces, archive, import/export, printing and demo data

Open on a record enters its detail workspace, where you can review custom values, available linked records and associated tasks. Use Edit Record for fields that are not supported by grid editing. Duplicate creates a separate record; it is not a linked view of the original.

1. Archive a record to remove it from the active view while retaining it for restoration through Archive.
2. Use permanent deletion only when you intend to remove the record and its stored values. Cell Undo does not restore deleted records.
3. For CSV import, include a header row matching the PLM custom field names. Use valid raw numbers/dates and permitted dropdown choices. Required fields and configured limits still apply. Import reports rows skipped for invalid input or duplicate warnings.
4. CSV export provides data; it is not a complete backup of formatting, comments, relationships, accounts and plugin settings. Review the actual available export action rather than assuming every Excel workbook option exists.
5. Use Print to open the current filtered view or all records. The browser's print dialog supplies paper size, orientation and Save as PDF.
6. Demo Data can add/remove demonstration content. The isolated red Delete All Records action is a separate, serious operation; do not use it to clear a formatting problem.

Before structural imports, mass deletion or plugin replacement, keep a normal site/database backup. Hiding a column or changing a format is a display action; deleting a field or record is a different operation.

Two separate deletion buttons: Delete all records in this table affects only the open table and requires DELETE THIS TABLE RECORDS. Delete all records in all tables affects every table in this workspace and requires DELETE ALL TABLES RECORDS. Both include archived records and are permanent. Table definitions remain. Export backups first; recovering a previous permanent deletion requires a database backup from before the deletion.

15. Saving, another computer and troubleshooting

1. Formatting saves automatically to your account; no Save Formatting button is needed.
2. If “Formatting not synced” appears, use Retry Saving Formatting. Keep the page open until it succeeds. In-app navigation waits for pending formatting saves rather than leaving immediately.
3. If another computer shows old preferences, confirm the same account/table, then reopen or reload that table. Open pages do not receive real-time push synchronization.
4. For recovery, open Format → Formatting Backup & Recovery and download a backup first. Import Earlier Formatting From This Computer deliberately replaces matching preferences with older browser choices and asks for confirmation. Do not import older settings over current work unless that is your intention. Keep the browser site data until recovery is finished.
5. If a colour seems ineffective, check the format target, enabled conditional rules, date badges and whether the intended cells are selected.
6. If an edit is rejected, check Edit Mode, calculated/protected status, required inputs, numeric/date limits, dropdown choices and duplicate warnings.

Earlier settings cannot be reconstructed if their original browser data was cleared and no saved copy exists. A plugin update does not itself prove that an old browser's settings were recovered. A browser page reload also clears value-edit Undo history.

For more modules, use the other searchable sections of main Help. This table guide describes the controls implemented in this release. It does not claim all Excel functions, typed workbook formulas, macros, pivot-table editors or a graphical relationship map.

16. Create, edit and use a calculation

1. Create the source fields under Table Setup. Use Number or Currency for arithmetic, and Date or Date & Time for date operations.
2. Open Calculations. Choose Add Calculation, IF / AND / OR, Date Calculation or Table Lookup.
3. Enter a clear field name, such as Total Cost, Days Remaining or Payment Status.
4. Choose the inputs and operation. Select decimal places for numeric results, where offered.
5. Press Add Field. The new calculated column applies to existing and future records.
6. To change a definition, choose Manage Calculations, find the field in Table Setup and use its Edit action.

Calculated cells are read-only. Change their source values or their field definition. Use Edit Mode for source-cell edits. Double-click a cell to edit. Arrow keys move within the editor; Enter or Tab saves and moves to another cell, Shift reverses direction, and Escape cancels. Source fields used by a calculation cannot be removed without changing the calculation first.

17. Arithmetic: all four supported operations

Use a fixed number

For the second operand, select Use a fixed value and enter the number. For example, Price × 0.9 calculates 90% of the price. Price ÷ 100 converts the price to one hundredth of its value. A negative fixed number is allowed.

Percentages, discounts and margins

PLM does not interpret a percent sign as a formula operator. Express the rate as a decimal or calculate it in a separate field.

Each intermediate calculated field rounds to its configured decimal places. Use more decimals, up to eight, for intermediate rates when rounding could affect the final result. Blank inputs produce a blank arithmetic result; zero remains a real numeric value.

18. IF: choose a result based on a condition

The structure is IF a condition matches, THEN return one result, ELSE return another result. Select a field, a comparison, and either a fixed comparison value or another field.

THEN and ELSE result types

• Text: labels such as Paid, Unpaid, Review or a blank value.
• Number: a fixed number or the value from a numeric field. Numeric IF results can feed arithmetic calculations, totals and charts.
• Date: a valid date written as YYYY-MM-DD or a date field. The result receives PLM date colours.

To use an arithmetic expression in a branch, create that calculation as its own field, then select that field as the THEN or ELSE result. You cannot type “Quantity × Price” into a fixed result box and have it evaluated.

Number-to-number comparisons are numeric, so 10 is greater than 2. Text comparisons ignore case. Use Is empty to test blanks explicitly. For date comparisons, use Date fields/ISO dates or first calculate Days Remaining and compare that number.

19. AND and OR: combine up to eight conditions

Use + Add Condition. Every visible row with a chosen field contributes to the test. Remove a row with its Remove button.

One IF definition uses either AND for all its rows or OR for all its rows. For mixed logic such as (A AND B) OR C, create one IF field for A AND B returning numeric 1/0, then a second IF field using OR to compare the first result to 1 and test C. This is how you build more complex logic through named fields without typing a formula language.

20. Date calculations: all supported operations

Choose Date Calculation. Date A can be a Date/Date & Time field, another date-result calculated field, or Today. Dates use the WordPress site's timezone. Time-of-day is ignored for day calculations.

For a fixed interval, choose a fixed value under Days to add. A negative value subtracts days. The days value must be a whole number from −999999 to 999999. These are calendar days, including weekends; working-day/holiday calculations and adding calendar months or years are not included.

Date colours

Calculated date results use the same date badges as ordinary date fields: red for expired, black for today, orange within seven days, yellow for eight to thirty days, green for over thirty days through six months, and no colour beyond six months. Blank source dates produce a blank result. A page reload refreshes Today-dependent results after the date changes.

21. Cross-table lookups

A lookup finds a matching record in another PLM table in the same workspace and returns one of its stored fields.

1. Choose the current table's key field.
2. Choose the source table.
3. Choose its matching field and the field to return.
4. Choose Text, Number or Date to match the returned field.
5. Optionally set the fallback when no matching record exists. Leaving it blank makes missing matches visible as blanks.

Matching uses the entire value and ignores case and surrounding spaces. Product codes 001 and 1 remain different text keys. Archived source records do not match. More than one matching source record produces #MULTIPLE!, even if both currently have the same result. Correct duplicate keys rather than accepting an arbitrary record.

Lookup targets must be stored fields, not another table's calculated fields or linked-record fields. Local calculations can use a lookup result. Changing a source table is reflected when the dependent table is reloaded. A lookup is a live read, so changing a product price changes the refreshed lookup result for earlier orders too; use a normal stored Price field if each order must keep its historical price.

22. Combining calculations: practical examples

Create dependencies before the fields that use them. PLM rejects circular definitions, such as A depending on B while B depends on A.

23. Column totals, group subtotals and grand totals

Use the totals selector under Data or Calculations. It summarizes displayed records after filtering.

Numeric summaries include Number, Currency and numeric calculated fields. Text/date calculated fields are excluded from numeric summaries. Zero is included. Numeric summaries ignore non-numeric/error values; Count counts all non-empty values.

1. Under View, apply one or more grouping levels.
2. Under Calculations, turn Group Subtotals on.
3. Choose the summary operation. If Column Totals is Off, subtotals use Sum.
4. Each completed group receives a subtotal; multiple grouping levels receive their own subtotals. A grand-total row appears at the end.

For expenses grouped by Category, the table can show a Food subtotal, a Fuel subtotal and a grand total. These rows are display summaries, not new records; they do not consume trial records. Ordinary CSV export contains records, not subtotal display rows.

24. Column rules, validation and protection

Open Data → Column Rules. The workspace owner can select a column and configure:

• Protect existing values: prevent grid and ordinary record-form edits to that column. New records may receive their initial value. Unlock it through the same dialog.
• Duplicate warning: warn when the new value already exists in that column among active records. This is a warning with a Save anyway choice, not a uniqueness constraint.
• Minimum/maximum number: for example, Quantity from 0 to 1000.
• Earliest/latest date: for example, dates within the current project period.
• Maximum text length: for example, Reference up to 30 characters; 0 means no extra limit beyond PLM's normal limit.

Rules apply to normal record forms and spreadsheet writes, including paste, fill and replace. CSV imports skip rows that fail the configured input rules or trigger a duplicate warning; they cannot display a confirmation for each imported row. Required-field and dropdown-option validation continue to apply. Protecting a column is an editing guard, not an encryption or access-control feature.

25. Find and Replace

1. Open Search → Find & Replace.
2. Enter the literal text to find and its replacement.
3. Choose Selected cells or Displayed records, optionally narrowing to one column.
4. Choose Match case and/or Whole cell when needed.
5. Use Find Next to locate matches or Preview Matches to review the old/new values.
6. Press Replace Matches to save. At most 500 cells change per operation.

Only editable cells are changed. Protected, calculated and system cells are excluded. Replacement goes through the same server validation as cell edits and supports Undo.

26. Cell comments

Select a data cell → Edit → Comment. Enter up to 5,000 characters and press Save Comment. The red top-right triangle marks the comment; hovering shows its text. Open Comment again to edit or remove it. Comments are saved on the server separately from values and follow their cells when you reorder columns. They can also be attached to calculated and Importance cells. View Mode allows reading but prevents comment changes.

27. Drag columns, drag-fill, Fill Up/Down and Undo

• Move a column: drag its heading onto another heading. Main fields remain pinned at the left. Column order and widths are saved to your account and loaded on your other computers.
• Drag-fill: select a cell or rectangular range. Drag the blue square at its bottom-right vertically. One value repeats; a block repeats; evenly spaced numeric source rows extend a sequence.
• Sequence example: select 1 and 2, then drag down to get 3, 4, 5. Select 10 and 20 to continue 30, 40, 50.
• Fill Down: select the source row and destination rows, then Edit → Fill Down. The top selected row supplies the values.
• Fill Up: select the destination rows and bottom source row, then Edit → Fill Up. The bottom row supplies the values.
• Calculated columns: they already cover every record. Change their definition or source values rather than dragging a formula into them.
• Undo/Redo: up to 50 cell-edit operations in the current page session, including paste, fill and replace. Reloading clears history. Field definitions, column rules, comments and record deletion are outside this cell history.

The blue fill square is at the bottom-right. The red comment triangle is at the top-right. Paste and fill use existing rows and do not automatically create new records.

When a saved edit changes an active grouping or sort field, the displayed groups and ordering update automatically. Undo/Redo and paste/fill use the same refresh. Table cells use a clearer 13px font; your chosen formatting overrides the default.

28. Blank values and errors

Source errors usually propagate into dependent fields. Fix the first incorrect source or definition. For mixed or multi-step calculations, use intermediate fields so each result can be inspected.

29. Formatting and condition monitoring across computers

Colours, font styles, alignment, text display, column widths/order, row heights, freeze choices, conditional formatting rules and total/chart choices are saved for your account and table. The app automatically saves and verifies preferences, and waits for pending saves before in-app navigation. If a save fails, use Retry Saving Formatting.

For older versions, open each table once in the original home browser after updating. Existing browser-only preferences fill missing account settings automatically. If the account already has different settings, use Format → Import Earlier Formatting From This Computer to replace matching preferences with that computer’s old settings. Keep the original browser site data until recovery is complete. Settings already cleared from that browser cannot be reconstructed by this update.

Select a column heading before applying formatting to set its default for existing and future rows. Selecting individual cells sets exceptions. Conditional rules take priority over manual cell backgrounds; date badges keep their own date colours.

30. Custom Freeze Panes

1. Select the data cell immediately below and to the right of the area you want to keep visible.
2. Open View → Freeze at Selected Cell. PLM freezes the displayed rows above the cell and columns to its left, plus the header.
3. Scroll inside the table. Example: selecting the third data row in the third displayed column keeps the first two data rows and first two columns visible.
4. Use View → Unfreeze to remove the custom boundary and return to normal Main Field freezing.

The choice is saved with your account. It applies to positions in the current displayed order, so sorting or filtering changes which records occupy those positions. Large frozen areas that would leave too little room to scroll are rejected. Select a cell nearer the top-left instead. Freeze positioning uses native browser sticky layout, without moving cells in JavaScript on scroll.

31. Font, heading and value display formats

1. Choose a cell, a range, or column headings. Shift selects a range; Ctrl/Cmd adds separate selections.
2. Under Format choose the target: Heading + column cells, Column cells only, or Column heading only. Heading-only styling changes the title without changing the data cells.
3. Choose Font, Font size or Letter spacing. Available families use fonts installed on your computer and fall back to a standard face if unavailable.
4. Choose Text case: As Entered, UPPERCASE, lowercase, Title Case or Small Caps. For example, “hello world” becomes “Hello World” in Title Case. These choices change display, not stored text.
5. For numeric fields, choose General, Integer, Decimal, Thousands separators, Percentage or Currency. Set 0–8 decimal places and choose 1,234.56 or 1.234,56 separators.
6. Choose Currency to show EUR, USD, GBP, CHF, CAD, AUD, JPY, CNY or INR. This only labels the value; it does not convert currencies.
7. For Date and date-result fields, choose the default PLM date, DD/MM/YYYY, MM/DD/YYYY, YYYY-MM-DD, a long date, or date plus time. Date urgency colours and day counts stay intact.
8. Click an empty area outside the table/tools to clear the selection. Clicking formatting tools keeps the selection so the command can apply.

Calculations, copy/paste source values and sorting use stored values. Formatting does not change the underlying date, amount or text. Column defaults apply to new records. Clear format removes selected formatting for the chosen target. Formatting saves automatically to your account. A warning and Retry Saving Formatting button appear only if a save fails.

32. Scope of this version

This guide covers PLM 3.3.5's named-field arithmetic, IF/AND/OR, calendar-day operations, stored-field lookups, totals and the table tools described above. It does not add the full Excel formula language, arbitrary typed formulas, macros, working-day calendars, functions such as SUMIF/COUNTIF, or Excel workbook compatibility.

33. Table design, borders, merging, full screen and record actions

Custom borders

1. Select a cell, a range or a column. Choose the appropriate Format target if formatting headings or totals.
2. In Format, choose Borders: All, Horizontal, Vertical, individual Top/Right/Bottom/Left sides, any combination of sides, None or Default.
3. Choose Border width (1–4px), Border style (Solid, Dashed or Dotted), and Border Color. Colour and width choices apply when a border mode is enabled.
4. Settings save automatically to your account. Default Borders restores the table's standard borders; No Borders removes them for the selected target.

Independent group and totals formatting

Format target has four independent presentation targets: Group Headings, Subtotals, Grand Total and Bottom Column Totals. Select the target, then use font, size, letter spacing, case, bold/italic/underline, alignment and colours. Changing one target does not change the others. Click a group label, subtotal, grand-total row or the bottom totals strip to select its target directly. These choices change appearance, not calculation results or grouping values.

Group headings retain their original default appearance. Subtotal rows default to white backgrounds and regular text. Original Group Blue is the first Cell Colors background swatch. Space Before Subgroups is a separate dropdown: No Gap, Original Gap, or 12–64px above group headings. It saves per account/table and does not create empty records.

Merge and unmerge adjacent text cells

1. Select two or more adjacent editable Text or Long Text cells within one record, for example using Shift+click.
2. Only the first cell may contain text. Later cells must be empty and have no comments. Numeric, date, checkbox, calculated, protected and system fields cannot be merged.
3. Choose Format → Merge Cells. The first cell's text spans the selected area. Stored values and field definitions stay separate. This is horizontal display merging; vertical merging across different records is not supported.
4. Select the merged area and choose Unmerge Cells to restore separate display cells. This does not delete any values. Merge layout saves to the account.

Merges cannot cross the frozen-column boundary. A saved merge is temporarily shown as separate cells if its fields are hidden, no longer adjacent after column movement, cross a new frozen boundary, or later receive values/comments in covered cells. This prevents hiding data. The merge returns when those conditions permit. CSV exports retain individual fields; they do not contain merged cells. Ordinary cell Undo/Redo concerns value edits; Unmerge is the control for undoing a layout merge.

Fast keyboard entry in custom tables

Click one editable cell and type to replace its value. Double-click or F2 edits its existing text. Enter saves and selects the next data row; Shift+Enter moves up. Tab and Shift+Tab save and move between editable cells, wrapping to the next or previous record. Type to enter the next value. Escape cancels. Edit → Clear Selected Cells, Backspace or Delete clears selected editable values in Edit Mode and supports Undo, keeping formatting and comments; inside a text editor it deletes text normally. Paste and saves preserve the working cell position. Arrows inside text editors move the caret. View Mode and calculated or protected cells prevent editing. Shift/Ctrl/Cmd selection remains available for formatting. Built-in Dates and Tasks screens keep their existing controls.

Checklist cells

Checkbox fields display a clear 20px outlined box, with a tick when checked and an empty box when unchecked, rather than showing the stored 1/0. Click the checkbox once to check it and again to uncheck it. It saves automatically through the normal cell validation and supports Undo/Redo. View Mode and protected cells prevent changes. Space or Enter toggles a focused checkbox. Shift/Ctrl/Cmd clicks select without toggling. There is no checkbox dropdown. The normal cell save, validation and Undo behavior applies. Required and protected field rules still apply. CSV values remain the underlying stored values.

Full-screen table view

Choose View → Full Screen to hide the side navigation and use the browser content area for the table. The toolbar remains available. Choose Exit Full Screen, or press Escape after finishing an active cell edit, to return. This is an app layout mode; it does not hide the browser's own tabs. The custom freeze viewport adjusts to the toolbar height.

Top-toolbar record actions and keeping your place

Select a cell in one record, then open Edit. Selected Record provides Open, Add Task, Tasks, Edit, Duplicate, Archive and Delete Permanently. These launch the same original row links/forms, preserving their record ID, WordPress nonce and confirmation. Unavailable actions are disabled. Selecting multiple records requires narrowing the selection to one. View Mode permits Open and Tasks while preventing edits and destructive actions. Existing right-hand row controls remain available.

Record form actions preserve the current table URL/view and restore the selected source row's screen position, horizontal table scroll and active toolbar tab after the response reloads the table. If the source row was deleted or is no longer in the filtered result, the previous scroll position is used instead. This uses temporary per-account/per-table state in the current browser tab. A server reload still clears the cell-value Undo history.

Table Setup drag and drop

Each field row has a ⠿ handle. Drag the handle above or below another field row, then release to save the order. The whole row is no longer draggable, so field inputs remain usable. Alt+Up or Alt+Down on the focused handle is an alternative. The existing tenant-scoped field-order form verifies and saves the complete field list. The page reloads after saving and restores its scroll position.