Copy Records
The Copy Records to Clipboard interaction copies data from selected Data Table rows directly to the user's clipboard.
Overview
The Copy Records to Clipboards interaction is a specialized action available exclusively for the Data Table component. It allows users to copy information from selected table rows directly to their clipboard, making it easy to paste the data into other applications such as Excel, Google Sheets, or email.
Availability: This interaction is available on Data Table components as both a row action and a header action. As a row action it copies the clicked row; as a header action it copies the selected rows, or all visible records when none are selected.
When users click a button or action configured with the Copy Records interaction, the system automatically copies the relevant data from the Data Table to the clipboard in a structured format (typically tab-separated or comma-separated values).
Key features
Copies data from all selected rows in the table
Includes column headers for context
Formats data for easy pasting into spreadsheet applications
Works with single or multiple row selections
Provides immediate feedback when the copy is successful
Configuration
Copy Records requires no interaction-specific settings — as a row action it copies the clicked row, and as a header action it copies the selected rows (or all visible records when none are selected). Configuration consists of adding the action to a Data Table header.
Location
Data Table component → Header Actions
Select your Data Table component on the canvas
In the properties panel, find the Header Actions section
Click Add Action or New Header Action
Choose Copy Records as the interaction type
Configure the action properties (label, icon, etc.)
Important
Copy Records is available on Data Table components as both a row action and a header action:
As a row action, it copies the clicked row.
As a header action, it copies the selected rows, or all visible records when none are selected.
Example
How users interact with Copy Records
Select rows in the Data Table (single or multiple)
Click the Copy Records action in the table header
System copies the data to the clipboard
Confirmation appears (typically a toast message: "Records copied to clipboard")
User pastes the data into another application using Ctrl+V (Windows) or Cmd+V (Mac)
What gets copied
All visible columns from the selected rows
Column headers (for context)
Formatted as tab-separated or comma-separated values
Hidden columns are typically excluded
Important Considerations
Accessibility considerations when configuring Copy Records:
Keyboard access: Ensure the copy action can be triggered via keyboard navigation (Tab + Enter)
Screen reader support: Use descriptive labels that clearly indicate the action's purpose
Visual feedback: Provide both visual (toast) and potentially auditory confirmation
Alternative methods: Consider providing export options in addition to clipboard copying for users who may have difficulty with clipboard operations
Troubleshooting
Copy action doesn't appear
Possible causes
Action not added as a Header Action
Visibility conditions hiding the action
Incorrect component type (not a Data Table)
Solutions
Verify you're configuring Header Actions, not row actions
Check visibility conditions to ensure they evaluate to true
Confirm you're working with a Data Table component
Nothing copied to the clipboard
Possible causes
No rows selected in the table
Browser permissions blocking clipboard access
JavaScript errors preventing the action
Solutions
Ensure at least one row is selected before clicking copy
Check browser console (F12) for permission errors
Grant clipboard permissions if prompted by the browser
Test in a different browser to rule out browser-specific issues
Copied data format is wrong
Possible causes
Hidden columns being included or excluded
Special characters are causing formatting issues
Locale-specific formatting differences
Solutions
Review which columns are visible in the table
Check for special characters in data that might break formatting
Test with simple data first to isolate formatting issues
Consider data cleansing if special characters are problematic
Copy action works but paste doesn't
Possible causes
Target application doesn't support the data format
Clipboard was overwritten before pasting
Paste permissions blocked in target application
Solutions
Verify the target application supports tab-separated or CSV data
Copy and paste immediately without copying anything else in between
Try pasting into a simple text editor first to verify the data is in clipboard
Check target application's paste permissions and settings
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