Zudo Works

Tables everywhere: filter, sort, search and 100+ tools

Where: every table — built-in lists (/items, /sales/orders, …), custom-form records (/forms/<slug>), the report chooser (/reports/<module>) and saved reports. The tools below are part of the shared table component, so a table you create tomorrow has them too.

Header menu

Point at a column header (or tab to it) and open ▾: sort ascending / descending / clear, filter this column, pin left / right, no wrap, autosize, hide, group by this column, summary (count, sum, average, min, max) and column statistics.

The header menu of a column
The header menu of a column

Filter row, builder and chips

More → Filter row adds an input under every header: type to filter that column; numbers and dates get from / to inputs. The Filter button opens the builder (match all / any), and every active condition shows as a chip you can remove. The operators:

TypeOperators
Textequals, not equals, contains, not contains, starts with, ends with, in, not in, empty, not empty
Numberequals, not equals, >, <, ≥, ≤, between, in, not in, empty, not empty
Dateequals, before, after, between, today, yesterday, this week, this month, this year, last 7 / 30 / 90 days, next 7 / 30 days, empty, not empty
Boolean / enumequals, not equals, in, not in

Custom-form record tables send their filters to the API, so they apply to all records, not just the loaded page; the system fields (record ID, record number, created / updated at and by) filter the same way. A paginated built-in table (items) filters the loaded page.

The filter row and chips
The filter row and chips

Cells, keyboard and the right-click menu

Click a cell to select it; arrows move, Shift extends a range, Ctrl / ⌘ + C copies the cell or the range (tab-separated — paste straight into a spreadsheet), Ctrl / ⌘ + A selects everything visible, F2 edits an editable cell, Esc clears. Right-click (long-press on a phone) opens the menu: copy cell / row / column, filter by this value, exclude this value, comment on this cell / row, highlight the row (five colours), edit, select the row, open the record.

The right-click menu of a cell
The right-click menu of a cell

Highlights, formatting, summary, groups and options

Conditional formatting rules
Conditional formatting rules

The tools, one by one

#AreaToolWhere
1TablesHeader menu on every column (▾ on hover / focus)every table
2TablesSort ascending / descending / clear from the menu; Shift+click adds a second sort keyevery table
3TablesFilter this column from the header menuevery table
4TablesFilter row under the headers (More → Filter row)every table
5TablesQuick filter per column; from / to inputs for numbers and datesevery table
6TablesFilter builder: match all / any, add, remove, clear allevery table
7TablesFilter chips showing every active conditionevery table
8TablesOperators: equals, not equals, contains, not contains, starts with, ends with, in, not in, between, >, <, ≥, ≤, empty, not emptyevery table
9TablesRelative dates: today, yesterday, this week, this month, this year, last 7 / 30 / 90 days, next 7 / 30 daysevery table
10TablesSearch box across the visible columnsevery table
11TablesPin a column left or right; unpinevery table
12TablesHide a column; column picker with Reset columnsevery table
13TablesAutosize a column to its content; resize by dragging the header edgeevery table
14TablesNo-wrap toggle per columnevery table
15TablesGroup by a column: collapsible groups with countsclient-side tables
16TablesSummary row: count, sum, average, min, max per columnevery table
17TablesColumn statistics dialog (distinct values, min, max, average, empties)every table
18TablesCell selection by click; the active cell is announced for screen readersevery table
19TablesArrow keys move the selection; Shift+arrows and Shift+click select a rangeevery table
20TablesCtrl / ⌘ + C copies the cell or the range (tab-separated, pastes into a spreadsheet)every table
21TablesCtrl / ⌘ + A selects every visible cell; Esc clears the selectionevery table
22TablesF2 edits the active cell when the column is editableeditable tables
23TablesRight-click (or long-press) context menu on any cell or rowevery table
24TablesCopy cell / copy row / copy column from the menuevery table
25TablesFilter by this value / exclude this value from the menuevery table
26TablesHighlight a row in one of five colours; clear one or all highlightsevery table
27TablesConditional formatting rules: column, operator, value, colour, scope (row or cell)every table
28TablesDensity: compact rowsevery table
29TablesRow numbersevery table
30TablesZebra stripesevery table
31TablesFull-screen tableevery table
32TablesPrint the table (print-ready page, also Save as PDF)every table
33TablesShare link: sort, filters, grouping, summary and formatting travel in ?tv= and apply on arrivalevery table
34TablesExport the selected rows onlyselectable tables
35TablesBulk edit the selected rows (one field, one value)selectable tables
36TablesPage size "All"paged tables
37TablesTable state remembered per table and per person (columns, sort, filters, options)every table
38TablesThe report chooser is a table: search, sort, export, open a report by clicking its row/reports
39TablesCustom-form record tables send their filters to the API (server-side), system fields included (record ID, record number, created / updated at and by)custom forms
40TablesOpen the record / select the row from the menuevery table
41TablesComment dots on cells and rows with open threadsevery table
42CommentsComment on a single cell (right-click → Comment on this cell)every table
43CommentsComment on a rowevery table
44Comments@mention colleagues with suggestions while typingcomments
45CommentsA mention notifies the person (bell and e-mail digest where enabled)comments
46CommentsResolve and reopen a threadcomments
47CommentsEdit and delete your own comments (owners: anyone's)comments
48CommentsComments panel per table: every open thread, jump to the cellevery table
49CommentsOpen-thread count on the table's Comments buttonevery table
50Comments/comments API and the /directory/users people listAPI
51FieldsAn API name on every custom-form field, derived from the label (Sales order description → sales-order-description), unique per formform builder
52FieldsThe API name follows the label until you edit it; shown under the labelform builder
53FieldsRecords API reads and writes by API name (?keys=api)API
54FieldsBuilt-in field catalogue for items, customers, vendors, sales orders, purchase orders, jobs and work centresform builder
55FieldsThe builder of a built-in form lists its built-in fields with their API namesform builder
56FieldsRename a built-in fieldform builder
57FieldsReorder built-in fieldsform builder
58FieldsHide an optional built-in fieldform builder
59FieldsHelp text per built-in fieldform builder
60FieldsBuilt-in forms and tables follow the overrides everywhereapp
61SchedulesSchedules page under Settings → Low-code → Automation/automation/schedules
62SchedulesOnce at a date and timeschedules
63SchedulesEvery N minutes (1 minute to a week)schedules
64SchedulesDaily at a time of dayschedules
65SchedulesWeekly on chosen weekdaysschedules
66SchedulesMonthly on a day of the month (29–31 fall back to the last day)schedules
67SchedulesFrom / to dates limit any cadenceschedules
68SchedulesRuns in the workspace's time zone; next run shownschedules
69SchedulesAction: update fields of the records that match a condition (built-in module or custom form)schedules
70SchedulesAction: run a workflow function with argumentsschedules
71SchedulesAction: import the next batch of a CSV fileschedules
72SchedulesRun nowschedules
73SchedulesRun log with a summary per run (matched, updated, inserted, failed, errors)schedules
74SchedulesPause and resumeschedules
75SchedulesRunner claims due schedules with row locks (SKIP LOCKED) and recovers stale runsserver
76ImportsImport button on every section page and on every custom formsections
77ImportsCSV upload or paste; comma, semicolon, tab and pipe delimiters detected; RFC 4180 quotingimport dialog
78ImportsAutomatic column mapping by header names and aliasesimport dialog
79ImportsMapping editor with required fields markedimport dialog
80ImportsUpdate existing rows by a key field (code or name) or insert onlyimport dialog
81ImportsValidation of every row before anything is written; per-row messagesimport dialog
82ImportsUp to 200 valid rows import at once, in batches of 50import dialog
83ImportsLarger files (up to 100 000 rows, 20 MB) import on a schedule, 200 rows per run, so the database is never floodedimport dialog
84ImportsProgress and summary: inserted, updated, failedimport dialog
85ImportsError CSV download (the failed rows with their messages)import dialog
86ImportsTemplate CSV download per targetimport dialog
87ImportsImports page with status, counts and the schedule link/automation/imports
88ImportsCancel an importimports
89ImportsLookups resolved by code or name when importing custom-form recordsimports
90CRMLeads: contact, company, source, status, owner, estimated value, notes/crm/leads
91CRMConvert a lead into a customer (new or existing) and, optionally, an opportunity/crm/leads
92CRMOpportunity board by stage; move a deal from its card/crm/opportunities
93CRMOpportunity list and pipeline totals: count, value and weighted value/crm/opportunities
94CRMStage probabilities (qualification 20 %, proposal 50 %, negotiation 75 %, won 100 %)/crm/opportunities
95CRMCreate a quote from a deal (customer and deal prefilled)/crm/opportunities
96CRMConfirming an order marks its deal wonsales
97CRMQuotes count on every deal/crm/opportunities
98DocumentsShipments / delivery notes (DN-…) from confirmed sales orders/sales/shipments
99DocumentsOutstanding quantity per order line/sales/shipments
100DocumentsPartial deliveries/sales/shipments
101DocumentsShip: posts the stock issue (ISS-…), fulfils the order lines, idempotent/sales/shipments
102DocumentsCancel a draft shipment/sales/shipments
103DocumentsInvoices (INV-…) drafted by hand, from an order or from a shipment/sales/invoices
104DocumentsTax rate, due date, subtotal / tax / total computed as you type/sales/invoices
105DocumentsIssue and void an invoice/sales/invoices
106DocumentsPayments (PAY-…): method, reference, partial payments, balance, paid status/sales/invoices
107DocumentsRemove a payment (reopens the invoice)/sales/invoices
108DocumentsInvoice PDF/sales/invoices
109DocumentsOverdue marker and summary: open balance, overdue, paid this month/sales/invoices
110DocumentsVendor bills (BILL-…) from purchase orders/purchasing/bills
111DocumentsApprove, void and pay a bill (VPAY-…)/purchasing/bills
112DocumentsCreate shipment / invoice buttons on the sales order; Create bill on the purchase orderorders
113DocumentsWebhooks shipment.shipped, invoice.issued, invoice.paid, vendor_bill.approvedintegrations
114QualityInspections (INS-…): source, document, item, quantities, result, inspector, checklist/quality/inspections
115QualityPassed quantity and result follow the inspected / failed quantities as you type/quality/inspections
116QualityRaise an NCR from a failed inspection in one click/quality/inspections
117QualityNCRs (NCR-…): severity, quantity, containment, root cause, disposition, owner, due date/quality/ncrs
118QualityNCR states: open → under review → corrective action → closed (reopen allowed)/quality/ncrs
119QualityOpen a CAPA from an NCR/quality/ncrs
120QualityCAPAs (CAPA-…): corrective or preventive, actions, owner, due date, effectiveness check/quality/capas
121QualityCAPA states: open → in progress → verified → closed/quality/capas
122QualityWebhooks ncr.opened, ncr.closedintegrations
123QualityKPIs: pass rate, failed inspections, open NCRs, open CAPAs, overdue CAPAsquality
124PlatformA 12-digit record ID on every new documentapp
125PlatformGapless numbering per document type (DN, INV, PAY, BILL, VPAY, INS, NCR, CAPA)app
126PlatformSample data for the eight new sections (598 sample records in all)settings
127PlatformSidebar groups CRM and Quality; Shipments, Invoices and Vendor bills entriessidebar
128PlatformThe user guide as a page (/guide) and public at /docs: contents, search, screenshots, code examples/guide

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