Coda Notes

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Complex Templates for Canvas Columns

Copy/paste hack to create a super powerful result

The power of Templates and Canvas Columns

Templates for canvas columns are massively powerful, and when used with Parentrow() formula they can create customised views for each row.
These are super powerful for this doc, as I want to drill in 3 levels:
Major Categories
Sub Categories (filtered for Major Category selected)
Emoji list (filtered for Categories and sub categories selected)
Have a play here, to see it in action:

The problem

There are a few challenges to overcome:
The parent row formula is complex to write, and its hard to audit in the Template Page, as there is no ParentRow at template level to see a result. (See my template page that appears empty but is not: )
When the template is applied to all the rows in an existing table, these are copy-pasted. If you do not have your formatting organised before hand, and you try and do it after in one canvas column, this format change is not applied to all the other copies of the canvas in the same column. (You have to try this once, to feel the pain & learn)

My hack in summary

Set up a dummy canvas column
Open the first row, and insert the table that you want, and the style you want
Create your Parentrow() filter
Edit the detail views of this main table, and any drill in tables that can be opened up. It is critical this is done before the template is set up, and before the template is applied to all the rows.
Once that view is working, goback into the Try Canvas column and copy the table. Paste it into an empty template Page
Create a new Canvas column, and in options apply the Template page to all the columns.
Keep your “Try Canvas” column just in case. If you want to update or improve anything later, you can experiment with this column and then repeat the steps 5 & 6.

My hack in detail

Set up a temporary canvas column called “Try Canvas”. You can see this in the Simplified Table view below, or in the DB table here:
If you click into this Canvas (below), you will see a fully functioning table. I changed the style to Card Style, and I used the simple Parentrow filter / formula:
Stress test this table to bits. For this document, I had multiple views and drill-ins. Often, if the new view was not right, I just had to edit the View, select Exisiting View, and choose “Layout1”

Make sure you have tested your table and are happy, if you have missed anything, you will have to repeat the next steps. One thing I like to do is to hide the Table Tile to avoid the “Table1”, Table2”, Table 3” etc that is crated for the different copies of the template that will be made. I hide the title in the “Try Canvas”, and if needed add a generic Text Title in the canvas.
Copy/paste the details in the “Try canvas” i(including the table) to a standalone and empty Template page.
Eg my one here: . (It looks empty, but only because the filter using parent row can not see anything.
Go back to main table, and create a new canvas column. Mine is called “Sub Category Button” as my Tile-view-table will act like buttons”
Apply this template to all the Canvas rows, and the same complex and detailed formating and sub-formatting will be applied to all the rows.
🎩 🌟 Magic!

Key formulas used

Simple View of Table Major Categories 2

Links & screenshots to parts of Doc

💡Tip: Click on the Image in the table if you do not want to jump around the doc, but are keen to see what I am explaining
Link
Detail
Image
Type
Tiles for Major Categories - user view
image.png
Result
Tiles for Minor Categories - user view
image.png
Result
Top level woking table for drill-ins with Try Canvas column
image.png
Calculations
There are no rows in this table

Screen shots of applying canvas template

Name
Column 2
Comment
Test and edit views
image.png
Do this thoroughly before you cop paste the “Try Canvas” table to the template
Canvas Options
image.png
New Canvas column
Apply Template
image.png
Select the new Template Page. Often you need to select “more” to find it.
Apply to all rows
image.png
This is a copy paste. So whatever views you changer after, will not be applied to all rows.
There are no rows in this table


Screen Shot 2023-03-16 at 3.15.54 PM.png
Screen Shot 2023-03-16 at 3.16.16 PM.png
Screen Shot 2023-03-16 at 3.16.28 PM.png
image.png
Screen Shot 2023-03-16 at 3.43.34 PM.png
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