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Copy Records

Overview

The Copy Records 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 can only be added as a Header Action on Data Table components. It is not available for other component types or as a row-level action.

What It Does

When users click a button or action configured with the Copy Records interaction, the system automatically copies data from the selected rows in 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

How to Add Copy Records Interaction

Location

Data Table component → Header Actions

  1. Select your Data Table component on the canvas

  2. In the properties panel, find the Header Actions section

  3. Click Add Action or New Header Action

  4. Choose Copy Records as the interaction type

  5. Configure the action properties (label, icon, etc.)

Important

Copy Records is only available when configuring header actions. You won't find this option in:

  • Row actions

  • Button components

  • Other interaction types

User Experience

How users interact with Copy Records

  1. Select rows in the Data Table (single or multiple)

  2. Click the Copy Records action in the table header

  3. System copies the data to the clipboard

  4. Confirmation appears (typically a toast message: "Records copied to clipboard")

  5. 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

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 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

Accessibility Considerations

  • 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

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