Tables in the editor
Insert and shape tables in any desk editor, and see how they look in mail and the portal.
Every rich editor on the desk can insert a table. Use one for a list of devices, a comparison of options, or steps with their results.
Where you find it
The Table button is in the toolbar of every desk rich editor:
- the Reply, Comment and Internal note tabs, and editing a note;
- the ticket description and the New support ticket form;
- plans;
- automation message templates and the ticket received mail template;
- knowledge articles.
Insert and shape a table
1/5Put the cursor where the table should go and click Insert table.
- Put the cursor where the table should go and click Insert table.
- A 3 by 3 table with a header row appears, and the table tools row opens under the toolbar.
- Type in the cells. Tab moves to the next cell.
- Click Add row below in the table tools.
- A new row appears under the current one, with the cursor in its first cell.
- Put the cursor where the table should go and click Table. A 3 by 3 table with a header row appears.
- Type in the cells. Tab moves to the next cell, and Tab in the last cell adds a new row.
- While the cursor is in the table, a second toolbar row appears.
| Button | What it does |
|---|---|
| Add row above, Add row below | Inserts a row next to the current one. |
| Add column left, Add column right | Inserts a column next to the current one. |
| Header row | Turns the header row on or off. |
| Delete row, Delete column | Removes the current row or column. |
| Delete table | Removes the whole table. |
- Cells cannot be merged or split.
- In ticket editors, columns cannot be resized. In knowledge articles you can drag column edges, and the widths are kept when you save.
- An empty grid on its own cannot be sent. Put words in the cells, or write some text around the table.
Paste from Word or Excel
Copy cells in Word or Excel and paste them into the editor. You get a real table, not a picture of one, also when Excel puts an image of the cells on the clipboard beside the table.
How tables look in mail
- In the sent mail, tables get borders and padding that Outlook and Gmail show. The stored copy on the ticket keeps the plain table.
- The plain-text part of the mail puts each row on its own line, with " | " between the cells. A caption gets a line of its own.
- A mail without a table is sent unchanged.
Tables in mail from customers
When a customer sends a table, the desk keeps it as a table only when it is plainly data:
- 2 to 50 rows and 2 to 12 columns;
- not nested inside another table;
- only text and simple formatting in its cells, no images or other media;
- not marked as layout, and not part of the quoted history, a quote or a signature.
Everything else is flattened into paragraphs: signatures, newsletters, images in cells and nested layout tables. A table without visible borders is read as a signature when its cells hold contact details, or when it is a small table at the end of the message. So a classic Outlook signature does not turn into a grid, while a real table from Outlook on the web, Apple Mail or Gmail stays a table.
Tables for customers
- The signed-in portal and the ticket link page show tables with borders, and a wide table scrolls sideways.
- Customer portal reply boxes have no table tool. Customers can still read the tables you send.
- Knowledge articles with tables show them in the portal, keeping their layout.