Use Table mode for production data

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. Newer editors also use these Visual names for exported files. Older editors with separate Exported filenames controls can still change output names there.

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

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

2. If Match spreadsheet columns shows Confirm mapping and generate with a Visual count, review the exact matches and the fields needing review. Select source columns or Use template default. Suggested matches are optional; manual choices work without suggestions. A source column can fill several review fields: check the reuse warnings before continuing.

3. Check the sheet, sample values and output count, then click Confirm mapping and generate only when ready. This starts generation after image resolution and validation; there is no second import-confirmation step in this flow.

4. Follow progress and resolve any image review or blockers. Afterward, open Import details from a warning status to inspect skipped sheets and other issues.

Use template default keeps the template content for that field throughout this upload. It does not change blank-cell behavior for fields mapped to spreadsheet columns. Exact-matched columns stay preserved; unused columns are omitted.

Older editors may instead offer Confirm mapping and review import, require different source columns for unmatched fields, and ask for a separate final import confirmation. Follow the button shown in your editor; do not assume mapping confirmation is always read-only.

Use Cancel to stop remaining import work. If collaborators have edited the Workspace, partial results may be retained to protect their changes; read the reported retained count before retrying. Repeated uploads append rows rather than updating existing ones.

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.