Reports, Log & Diagnostics

Embedded dashboards, the settings change log, relational-table repair, and PDF search indexing.

Reports

Linked reports and dashboards available for this SmartTable's data.

Add report/dashboard URLs here to have them embedded as iframes directly when viewing this SmartTable — useful for surfacing a BI dashboard or external report alongside the raw entries, without sending users to a separate tool.

Log

Every settings change on this SmartTable, newest first — only the fields that actually moved.

Each entry shows who changed what, when (relative time), and a field-by-field diff — e.g. Attestation: off, Approval Steps: 2. Filterable to All changes, just Settings, or just Access changes. This is the audit trail for the settings modal itself — for a trail of what happened to the data, see Entry History instead.

SmartTable History

The Log above covers settings changes only. For the SmartTable's whole life, open the ⋮ menu on its card in the SmartTables list and choose SmartTable History. This option appears for the SmartTable's admins. Newest first, it lists:

when it was created, updated, deleted, and its settings changed
each new entry (field) version and display version, for example after a SharePoint sync
each approval or rejection of a new version
bulk uploads

Each event shows who did it, when, and its details. For what happened to one entry, use Entry History instead.

Relational Table

Diagnose and repair the backing SQL table for this SmartTable — only relevant when Is Relational SmartTable or Save Entry Data in Table was checked at creation (see Workbook & Creating a SmartTable).

ℹ️ Why this exists as a separate diagnostic tab Table creation for a relational SmartTable runs from background signal handlers that can silently swallow errors rather than surfacing them where an admin would see them. This tab surfaces the real state directly — whether the table exists, its name, row count, and the last action taken — and lets an admin (re)create or validate the table on demand.

Converting an existing SmartTable to relational

A SmartTable created without Is Relational SmartTable can be converted later from this tab (the systemadmin account only). The panel first shows what will happen: the table name, the number of fields and entries, and any fields whose column gets the field id added because two fields share a name. It also lists anything that stops the conversion, for example a database table with that name already existing, or another relational SmartTable using the same name.

Convert to relational creates the table, then copies every entry into it on the server, with a progress bar. Saving keeps working while it runs, and new saves are copied as they happen. Large tables take several minutes; you can close Settings and come back to see the result. There is no switch back in the app.

If a copy is cut short (for example the server restarts), use Copy all entries again in the background. It is also the better choice than Sync all entries on a large table, which runs inside one request.

ℹ️ What converting does not do The entries list and its filters still read the entries themselves, not this table, so converting does not make the entries list faster on its own.

Search Index

PDF text-extraction status for document search — indexes the full text inside attached PDFs so global search can match on content, not just field values.

Covers every revision with a PDF attachment, not just the currently-active one, so a search matches across a document's full history. Shows per-document sync status (e.g. 1/1 Indexed) and a manual Sync Document Index action to force a re-index.