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Way to merge tables data

Edited

Hi!

There is a table "employees" and there is a table "legal entities".
Is there a way while editing the table "employees"  in the COLUMN "legal entity" to give the user the opportunity to select one or more values from the TABLE "legal entity", the COLUMN "legal entity name"?

2 answers

1 accepted

5 votes
Answer accepted

Hey @Chasovskikh Kirill,

as @Andy Gladstone already mentioned, it is unfortunately impossible to implement this use case in Confluence without additional apps. Tables are just not smart enough and only static.

That was the not-so-good news, but that shouldn't get you down. πŸ˜‰
There is also good news because one of the marketplace apps meant for your use case is Orderly Databases for Confluence, which my team is working on at K15t. πŸ˜„ 

But pictures are worth a thousand words, so I've reproduced your use case. Please excuse small inaccuracies. I have no idea what you want to store in your tables, so I improvised. πŸ˜„ But I hope you will be able to follow what I'm doing.

Let's assume you have set up a people directory in Confluence. It could look something like this after you set it up with Orderly. Looks like a table, but it has more features and is smart. Pretty nifty for structuring content. We have here a few different fields for text, select lists, images, nothing out of the ordinary.

people_directory_orderly.png

 

Your next step will probably be to set up the legal entities database. Again, some text, select lists, dates... One special field (Employees) I will explain later. πŸ˜‰

legal_entities_configuration.png

 

Now you want to bring that information into the people directory. That can be done using a new Entry link field in the people directory. Reference the Legal Entities database and save the configuration.

entry_field_config.png

 

Now you can start to select the correct legal entities for the employee in the table. The available values are the entries from the Legal Entities database.

select_entity.gif

 

And you might have noticed that the Jurisdiction field is automatically populated too. I added that as a little extra. You can reference any field from other databases related to this by using the Lookup field in Orderly. That's the configuration in my case:

lookup_field_config.png

Now let me come back to the Employees field. That's a Backlink field. It's displaying in what entries of other databases, such as the Employee Directory, this entity has been referenced.

I know this was just a quick guide, but if you have any questions, feel free to contact me. I hope this has been useful. Have a great day. 🀘🏼

Best, Max

Hi @Max Foerster - K15t !

This plugin is very similar to what we need. Thank you for the detailed response! We will try it!

Like β€’ Max Foerster - K15t likes this

I am glad that I could help. You know where to find me if you need anything else. πŸ˜„

Like β€’ Chasovskikh Kirill likes this

hi, @Max Foerster - K15t !

I have tried this plugin and find it wonderful!

But there is one more question - can we restrict people to view only some data from 1 database ?

For example user must see only entries, filtered by the field with value A, and must not see any others. Is it possible?

thank you!

 

Like β€’ Max Foerster - K15t likes this

Hey @Chasovskikh Kirill

So you can use the Orderly Database macro to allow users to see only a subset of data and no more. I assume that users have permission to view database contents. This is a prerequisite. Try the following Orderly Database macro configuration:

  • Unselect "Show database name".
  • Unselect "Show toolbar", so users cannot change the filter settings in the macro.
  • Depending on the permissions you set up, consider changing the macro restrictions so users will be able to view data but are not able to interact with it (entry editing) or editing and adding field types (field editing).

macro_settings.png

 

The result will be a read-only macro without additional options to interact (if you deselect the editing options)

page.png

Currently, you can set permissions (view, edit, administer) only on the database level. So you won't be able to completely prevent users from having read access to all entries in a single database via the database overview in a space. It's either all or nothing for a single database. :)

Best, Max

Like β€’ Chasovskikh Kirill likes this

ok, thank you for your answer! 

1 vote
Andy Gladstone Community Leader Jul 28, 2022

@Chasovskikh Kirill this use case is not supported natively in Confluence Cloud. What you would like to do, create dependent drop down lists based on the data in a specific cell in a table in Confluence, just cannot be done. However, there may be an app in the Marketplace that can accomplish this. 

Good luck!

Thank you for your answer!

Recommendation of a specific plugin could be a great help!

Like β€’ # people like this
Andy Gladstone Community Leader Jul 29, 2022

@Max Foerster - K15t has you covered. I could not remember the app, but k15t has you covered. I have seen this one in action (not installed in my instance πŸ˜₯) and it is EXACTLY what you are looking for @Chasovskikh Kirill. You should take it for a test drive. 

Thank you, @Andy Gladstone. πŸ˜‚ What do I have to do or who do I have to talk to, so that you can take it for a test drive in your instance as well? Don't forget, it's free for small teams! πŸ˜„πŸ€˜πŸΌ

5qP

Like β€’ # people like this

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