Tables

Search, sort, filter, and manage records in SureCloud tables.

Tables help you find, review, and manage records in SureCloud.

Tabs

Use tabs at the top of the table to switch between related record sets.

For example, in TPRM, you may see tabs for Third Party, Onboarding Activities, and External Assessments.

Search

Use the Search bar above the table to find records quickly.

• Search checks all fields, not just names or titles.

• Results update as you type.

Columns

Hover over a column header to open column options.

You can:

• Sort values in ascending or descending order.

• Filter records by specific values.

• Resize columns by dragging the edges.

• Pin columns to the left or right.

You can also clear filters from the column header.

Configuring Columns

Select Configure above the table to change the layout.

You can:

• Show or hide columns.

• Reorder columns to suit your workflow.

View density

Use the view toggle to switch between Compact and Normal mode.

• Compact shows more rows on screen.

• Normal gives each row more space.

Table menu

Select the three-dot menu in the top-right corner for bulk actions.

Menu Option	What It Does
Export All	Export the full list of records
Export Selection	Export only selected rows
Copy Records	Quickly duplicate selected records for reuse
Create Linked Records	Start assessments, tests, or other records linked to this data.
Delete Selection	Bulk delete selected rows (if you have permission)

Full screen

On record tables, select the expand icon near the top right to open full screen mode.

This gives you more space to work with large tables.

Copy cell values

Hover over a cell to show the copy icon.

Select it to copy the cell value.

Inline Actions

Record tables include quick actions on each row.

• Select the linked record name to open it.

• Select the eye icon to view record details.

• Select the three-dot menu to delete that row.

Add records

If you have permission, an Add button appears below the table.

You can use it to:

• Add new records, such as third parties, assessments, or risks.

• Add values to custom dropdown lists.

• Add questions to the question library.

Pagination

Use the controls at the bottom of the table to move through records.

You can:

• Set the page size to 10, 20, 50, or 100 rows.

• Use the arrows to move between pages.

Full text on hover

Some cell values may be cut off when the column is too narrow.

Hover over the cell to see the full value in a tooltip.