Help! How to share filtered views involving multiple tables via cross-doc

You mean add a column to a sync table that’s a result of a merge? or a table that’s a source?

Generally sync tables (Cross-doc, my pack etc) work like this:

  • Sync table refreshes at a cadence (hourly, dayly) or manually.

  • By sync, I mean at that moment of time it fetches the data from the source table(s) as instructed.

  • The data is always the resulting value in the cells. It doesn’t carry over formulas, table metadata (conditional formatting etc) but only the resulting values that you have in original cells.

  • What sync table does is that for each source row it creates a row in the resulting table, and inserts all the row data into an object called Row. What you then see in your synced columns are really all formulas reading different properties from that big chunk object, e.g. thisRow.Row.Name, thisRow.Row.AssignedTo etc. So all these things are already formulas, but the formulas aren’t like the original formulas.

  • In your source tables, of course, you can have the values recalculated more often. E.g. you reassign a task and it now appears as a reference in a different row. However, you won’t see this change in your sync table unless you refresh it. Then the sync table will read the data in the cells of the source table again, load the new Row objects, and only then you’ll see the changes propagate to your resulting table.

  • If you add new formula columns to your sync table, that’s okay — they will recalculate whenever there’s a change in anything they depend on. If they only depend on that table’s columns — the formula only will recalculate when the table is re-synced.

Hope this makes sense. A while ago I recorded a video about how this works: