Table Operations

Learn how to rename, duplicate, delete tables, view API documentation, and configure mobile app settings.

Overview

Beyond creating and managing records, ERPLite provides several table-level operations to help you manage your data structure.

Renaming a Table

Change the display name of a table without affecting its internal identifier or existing integrations.

1. Open Table Settings

   Click on the table name in the header, or access via the More Options menu (three dots)

2. Edit Name

   Click on the table name to make it editable

3. Save Changes

   Press Enter or click outside to save the new name

Renaming only changes the display name. The internal tableType identifier remains unchanged, so existing API integrations and automations continue to work.

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Duplicating a Table

Create a copy of an existing table, including its column structure.

1. Open More Options

   Click the More Options menu (three dots) in the table toolbar

2. Select Duplicate

   Click Duplicate Table

3. Configure Copy

   • Enter a name for the new table
   • Choose whether to copy records (data) or just the structure
4. Confirm

   Click Duplicate to create the copy

Duplicating a table copies the structure and optionally the data. It does not copy:

• Views (you’ll need to recreate them)
• Sharing permissions
• Automations linked to the original table

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Deleting a Table

Permanently remove a table and all its data.

1. Open More Options

   Click the More Options menu (three dots) in the table toolbar

2. Select Delete

   Click Delete Table

3. Confirm Deletion

   Type the table name to confirm, then click Delete

Deleting a table is permanent and cannot be undone. All records, views, and configurations will be lost. Make sure to export your data first if needed.

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Viewing Table API Documentation

Each table automatically generates API documentation based on its schema.

1. Open More Options

   Click the More Options menu (three dots) in the table toolbar

2. Select API Docs

   Click View API Documentation

3. Browse Documentation

   The API documentation opens showing:

   • Available endpoints (Create, Read, Update, Delete)
   • Request/response schemas based on your columns
   • Code samples in multiple languages (cURL, Python, Node.js)

The auto-generated API documentation includes:

• Create Record - POST endpoint with your column schema
• Get Record - GET endpoint with response structure
• Update Record - PATCH endpoint with updateable fields
• Delete Record - DELETE endpoint
• List Records - GET endpoint with pagination

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Mobile App Settings

Configure how your table appears in the ERPLite mobile app.

1. Open More Options

   Click the More Options menu (three dots) in the table toolbar

2. Select Mobile Settings

   Click Mobile App Settings or Configure Card

3. Configure Display Fields

   Select which columns should appear on the mobile listing screen:

   • Primary Field: Main identifier shown prominently
   • Secondary Fields: Additional context fields
   • Card Layout: How records appear in the list
4. Save Configuration

   Click Save to apply changes

Mobile Card Configuration

Setting	Description
Title Field	Column shown as the main title on cards
Subtitle Field	Column shown as secondary text
Image Field	Image column to show as thumbnail
Badge Field	Status or category column for badges

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Column Management

Rearranging Columns

Change the order columns appear in your table.

1. Open Column Visibility

   Click the Columns button (or eye icon) in the toolbar

2. Drag to Reorder

   Drag columns using the handle to change their order

3. Close Panel

   Changes are applied immediately

Hiding Columns

Temporarily hide columns from view without deleting them.

1. Open Column Visibility

   Click the Columns button (or eye icon) in the toolbar

2. Toggle Visibility

   Use the toggle switch next to each column to show/hide it

3. Save as View

   To persist hidden columns, save the current state as a View

Hidden columns are still available in filters and can be exported. They’re just not displayed in the table view.

Deleting Columns

Permanently remove a column from your table.

1. Open Column Menu

   Click the column header dropdown menu

2. Select Delete

   Click Delete Column

3. Confirm

   Confirm the deletion (this removes data in that column from all records)

Deleting a column removes all data stored in that column across all records. This action cannot be undone.

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For AI Agents

API Endpoints

Rename Table

POST /zorp-tables-service/table/rename
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "tableType": "my_table",
  "displayName": "New Table Name"
}

Duplicate Table

POST /zorp-tables-service/table/:tableType/copy
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "newTableType": "my_table_copy",
  "displayName": "My Table Copy",
  "includeRecords": false
}

Delete Table

DELETE /zorp-tables-service/tables/:tableType
Authorization: Bearer {secretKey}

Get Auto-Generated API Docs

GET /zorp-tables-service/table/:tableType/apidocs
Authorization: Bearer {secretKey}

Response: OpenAPI 3.0 specification JSON with endpoints for the specific table.

Get Mobile Render Config

GET /zorp-tables-service/table/app/renderConfig/tableType/:tableType
Authorization: Bearer {secretKey}

Update Mobile Card Config

POST /zorp-tables-service/table/:tableType/card
Authorization: Bearer {secretKey}
Content-Type: application/json

{
  "titleField": "name",
  "subtitleField": "status",
  "imageField": "photo",
  "badgeField": "priority"
}

UI Elements

Action	Menu Location	Icon
Rename	More Options menu	Edit icon
Duplicate	More Options menu	Copy icon
Delete	More Options menu	Trash icon
API Docs	More Options menu	Code icon
Mobile Settings	More Options menu	Phone icon
Column Visibility	Toolbar	Eye icon

Event Tracking

Table operations emit the following events:

TableRSEvents.DELETE_TABLE
TableRSEvents.DUPLICATE_TABLE
TableRSEvents.RENAME_TABLE
TableRSEvents.COLUMN_REORDER
TableRSEvents.COLUMN_VISIBILITY_CHANGE

Automation Patterns

Programmatic table duplication:

// 1. Copy table structure
const copyResponse = await fetch('/zorp-tables-service/table/original_table/copy', {
  method: 'POST',
  headers: { 'Authorization': `Bearer ${secretKey}` },
  body: JSON.stringify({
    newTableType: 'copied_table',
    displayName: 'Copied Table',
    includeRecords: true
  })
});

// 2. Update permissions on new table
await fetch('/zorp-tables-service/table/table-acl', {
  method: 'PUT',
  headers: { 'Authorization': `Bearer ${secretKey}` },
  body: JSON.stringify({
    tableType: 'copied_table',
    permissions: [...]
  })
});