Coda’s Pack platform doesn’t allow you to directly edit the data within a Sync Table, the way you would in a normal table. So if you want to update an Opportunity’s status, for example, you can’t just type in “Won” or select it from a dropdown. Instead, you need to use Action Formulas. A common workflow example:
Add a button column, for example a button labeled “Win”
For the Button formula, enter UpdateOpportunityStatus(thisRow.Opportunity.[Copper Url], “Won”)
for a full list of available Action Formulas in the Copper pack
While this can be a bit cumbersome depending on the updates you want to make, one benefit is that it helps to protect your Copper data from accidental edits/deletion.
🖐️ A Note about Custom Fields
When updating most fields (e.g. assignee, status, stage, etc), the updates happen on Copper and Coda more or less right away (5-10 sec). However, when you update a custom field:
It gets updated on Copper right away (5-10 sec)
It does not get updated in Coda, until you refresh the sync table. You can do this manually, or wait until the next scheduled automatic sync (which you can set to hourly, daily or manual)
↩️ Reverse Lookups
The Opportunities sync table has a column for the Primary Contact (Person) and Company that the Opportunity is related to. But what if you want to see all of a Person’s Opportunities in the People table?
In the People table, add a column.
For column type, choose Lookup, and then you’ll see Referenced By in the flyout menu.
Select Opportunities > Company to show all the Opportunities that reference this Company
The same can be done for other relationships like Person > Company and Company > Opportunity
🐳 Syncing Lots of Data
By default, a Sync Table in Coda is set to receive a maximum of 1,000 rows. If you have more than 1,000 of a certain record type:
Hover on the header of the table and choose Options
Choose Copper Companies (for example)
Adjust the Table Limit
🔨 Build Task-Based Views
Copper holds a ton of data, and you can augment it with your own in Coda. Keep things manageable by making multiple views of the sync tables, each tailored to a certain task. For example, have a view that’s filtered to Open opportunities, and make a Button column with formula UpdateOpportunityStatus( thisRow.CopperUrl, ”Won”). Use a separate table view for other tasks, augmented with your own filters, buttons, and additional columns.