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Table fields ​

Table fields make up the line items table at the bottom of Studio. Each table field is a column in that table.

Table fields work like Main fields with two differences: they're rendered as columns in a table rather than a single value, and they support per-row editing including the line-item tools (Split, Aggregate, Duplicate, Find-and-replace).

What lives in Table by default ​

For Invoice projects, the default table columns include:

  • Description — the line item name or text description.
  • Quantity — count.
  • UnitPrice — price per unit.
  • Amount — line total, usually Quantity * UnitPrice (derived).
  • TaxRate / TaxAmount — per-line tax columns where applicable.

The exact default columns vary by project type. Open Settings → Document fields and filter to the Table category to see your project's set.

Adding a custom Table field ​

The path for additional per-line columns. Common cases: an ERP item code that gets looked up via Mapping, a cost center per line, a custom tax code.

  1. Settings → Document fields.
  2. Click Add field.
  3. Pick Table as the category.
  4. Name it (e.g., erpItemCode).
  5. Set the type (Text for codes, Number for quantities, Date for per-line dates).
  6. Decide on extraction:
    • Extracted — leave AI Post Processing off if the value is on the document already, or turn it on for fields needing a second-pass LLM read.
    • Mapping-fed — leave the field as plain Text; populate it via Mapping definitions targeting tableFields.<fieldName>.
  7. Save.

The new column appears in the line items table for all subsequent uploads.

How Mapping populates Table fields ​

Table fields work in Mapping just like other fields, with one key behavior: a Mapping step that writes to a Table field writes the value to every row in the table, not just one row.

Example: a Dropdown Definition that rebuilds Item_erpItemDescription options for the current (customer, vendor) pair writes the top matching value to every line item. Each line item starts with the same default value; the reviewer adjusts per-row.

For per-row Mapping lookups, the Context columns need to include a row-distinguishing value. The classic pattern is (customerInitials, vendorAccount, ProductCode) — ProductCode differs per row, so each row gets its own lookup result.

Table writes are bulk by default

A Mapping step without a row-distinguishing Context column writes the same value to every row. This is useful for defaults but rarely what you want for the final per-row data. Plan Context columns to include something that varies per row.

Line-item editing tools (reviewer-facing) ​

Invoice projects expose four bulk-edit tools to reviewers in Studio:

  • Split — divide one line item into two with proportional values. Useful for splitting a cost across GL codes.
  • Aggregate — combine multiple line items into one.
  • Duplicate — clone a line item.
  • Find and replace — bulk-edit a value across rows.

These tools work on the table itself; they're not configurable per project. They're available in any Invoice project that has table fields. See Correcting values & line items for the reviewer-side guide.

What Table fields drive ​

A few behaviors specific to Table fields:

  • Per-row workflows. Workflows watching tableFields.<fieldName> fire when a reviewer edits that field in a row. Each row fires independently.
  • Line-item totals. Derived fields like Amount compute from other line-item columns automatically.
  • Bulk operations. The Split / Aggregate / Find-and-replace tools operate on the table, not on individual fields.

What's next ​