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Use Table mode for production data

Edit production rows in Table and exchange template data with Excel workbooks.

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Written by CS01

Use Table to turn template rows into Generated Visuals and manage production data in a grid.

The image browser may be labeled Assets or Content Shelf in your editor.

Open Table

  1. Finish at least one template setup and resolve its blockers.

  2. Click Open Table, or switch from Canvas to Table.

  3. If Table is unavailable, return to template setup and resolve the reported issues.

Work with templates and rows

Each template appears as a separate sheet. Select a sheet tab to work with its columns and production rows.

  • Click Add row to create a Generated Visual from the template.

  • Use Filter rows to narrow the grid.

  • Right-click a row to duplicate or delete it.

  • Deleting rows can be undone.

New rows and imported rows are appended. Importing does not update or reconcile existing production rows.

Edit cells

  1. Double-click a cell, or press Enter or F2, to edit it.

  2. Press Enter to save and move down, Shift+Enter to move up, or Tab to move across.

  3. Press Esc to cancel editing.

You can also copy, cut, paste, clear cells, and use Cmd/Ctrl+D to fill down. Editors with the expanded paste limit accept up to 8,000,000 text characters per paste; older versions may stop at 1,000,000. This is a clipboard-text limit, not an Excel workbook file-size limit. If a paste is rejected, follow the displayed limit or split it into smaller batches.

Edit images and Image Lists

  • Double-click an Image cell to choose an asset.

  • Drop a workspace asset or local image file onto an Image cell.

  • Press Space to preview the selected image cell.

  • For an Image List, enter file names separated by commas, for example front.png, side.png. Put a file name containing a comma in double quotes: "front, red.png", side.png.

Resolve partial image names, when supported

When your connected host supports partial-name lookup, Table paste and Excel import can search for a partial image filename after exact matching fails.

If Review images appears, review each cell that needs attention. Use Show all cells to inspect automatic matches too. Select the intended image for each cell; repeated filenames can have different choices. For an Image List, review each name in the cell.

Choose or skip every unresolved cell, or use Skip unresolved cells, then click Apply choices. Selecting a candidate alone does not copy it into the Workspace. Skipped paste cells keep their existing values; skipped Excel image cells follow the template's blank-cell behavior and may still block import.

Canceling stops the paste or import. If copying has already started after Apply choices, copied assets may remain in the Workspace. If copying fails, the review stays open without applying the cells; retry or skip the affected cells.

Older editors may instead show Choose an image and Use image; in that single-choice flow, the choice is reused for identical values in the operation.

Bulk rename Visuals, when available

Use Bulk rename visuals in Table when you want to change Visual names on Canvas and in Table, not just exported filenames.

  1. Choose one template or All templates. To use Selected rows or Filtered rows, choose the current template and check its selection or filter first.

  2. Build a Name format from up to three parts, such as a Table column, Visual name, size, custom text, or sequence. Drag parts to reorder them.

  3. Check Preview, resolve flagged names, then click Rename with the displayed Visual count.

Main template names, source assets, and Table field values stay unchanged. Renamed Visuals receive fixed names: later Table edits do not update them. For export-only names, use the naming controls in Export instead.

Download Excel

  1. Click Download Excel.

  2. If a download menu appears, choose Download active sheet for the current template or Download all sheets for every ready template. With one ready template, the workbook may download immediately.

  3. Use the reference panel in each data sheet to match columns to the template.

If row 4 is marked Example (not imported), add production data from row 5. To use row 4 for production data, delete the whole reference row first; do not just clear its C4 marker. Keep the headers and hidden metadata sheets unchanged.

Upload Excel

If Match spreadsheet columns appears before the import review, check the preserved exact matches and select a different source column for each unmatched template field. Review any suggestions; you can choose columns manually even when suggestions are unavailable. Click Confirm mapping and review import, then check the import review and confirm there. Confirming column mapping alone does not import rows. Older editors may require exact template headers; download a fresh workbook if no mapping step is offered.

  1. Click Upload Excel and choose an .xlsx file. CSV and TSV files are not supported.

  2. Review matched templates, row and output counts, skipped sheets, missing images, warnings, and blockers.

  3. Confirm the import when the review is correct.

A workbook can contain up to 24 data sheets, 100 columns per sheet, and 10,000 characters per cell. Generated guide sheets do not count toward the data-sheet limit.

Return to the canvas

Click Back to Canvas to inspect or edit the Generated Visuals directly.

Troubleshooting

  • If a workbook is rejected, confirm that it is an .xlsx file. Resolve column matches when offered, or use exact template headers.

  • If a sheet is skipped, rename it to match the target template or download a fresh workbook.

  • If an image is missing, use its exact Content Shelf file name or choose the asset directly in Table.

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