diff --git a/.gitignore b/.gitignore index 78ffe42..e1a610a 100644 --- a/.gitignore +++ b/.gitignore @@ -1,2 +1,8 @@ **/.DS_Store .idea + +# Local agent handoff and screenshot scratch output. +/HANDOFF.md +/images/_scratch/ +/images/_tmp/ +/images/_preview/ diff --git a/AGENT.md b/AGENT.md new file mode 100644 index 0000000..195df44 --- /dev/null +++ b/AGENT.md @@ -0,0 +1,66 @@ +# Agent Notes + +## Help Center Screenshot Processing + +Use the local Teable screenshot skill for docs screenshot work: + +```bash +python3 /Users/leo/.agents/skills/teable-doc-screenshots/scripts/stage_image.py \ + --input /tmp/clean.png \ + --output images/staged-field-preview/2026-05-11-topic.png \ + --padding-y 24 \ + --auto-fit-width +``` + +Final screenshot PNGs in the docs repo should be baked assets, not raw captures. + +- Keep raw screenshots and experiment outputs in `/tmp` or an ignored scratch directory. +- Commit only final PNGs that are referenced by Markdown or MDX. +- Use one standard canvas for normal docs images: `1600px` wide. +- Normal output uses `padding-x=48` and `padding-y=24`. +- `--auto-fit-width` may reduce horizontal padding to `24px` and upscale modestly when all of these are true: + - source width is at least `1200px` + - aspect ratio is between `1.35` and `2.6` + - ordinary rendered width would be below `1472px` + - required scale is at most `1.3` + - final height is at most `1000px` +- Very wide local UI strips should not be fit-width; leave them at normal size. +- Do not use legacy `wide`, `panel`, `small`, or `tall` presets for normal docs images. +- Dotted background, screenshot corner radius, and screenshot shadow are baked into the PNG. +- Docs CSS owns only the outer image border and small radius. + +In MDX, prefer: + +```mdx +Describe the UI state +``` + +Avoid random per-image widths such as `50%`, `65%`, or `100%`, and avoid +`docs-screenshot-full`, `docs-screenshot-panel`, `docs-screenshot-sm`, and +`docs-screenshot-tall`. + +Before committing screenshot batches, verify that every staged screenshot is +referenced and no experiment image is included: + +```bash +python3 - <<'PY' +import re, subprocess +from pathlib import Path + +refs = set() +for root in ("en", "zh"): + for path in Path(root).rglob("*"): + if path.suffix.lower() in {".md", ".mdx"}: + refs.update(r.lstrip("/") for r in re.findall(r"/images/staged-[^\s)\"']+\.png", path.read_text(errors="ignore"))) + +staged = subprocess.check_output(["git", "diff", "--cached", "--name-only"], text=True).splitlines() +images = {path for path in staged if path.startswith("images/staged-") and path.endswith(".png")} + +print("extra staged images", sorted(images - refs)) +print("missing staged image refs", sorted(refs - images)) +PY +``` diff --git a/docs.json b/docs.json index aefe2d4..1224e67 100644 --- a/docs.json +++ b/docs.json @@ -148,7 +148,7 @@ { "group": "Base", "pages": [ - "en/basic/base/base", + "en/basic/base", { "group": "Table", "pages": [ @@ -161,13 +161,7 @@ "group": "Field", "pages": [ "en/basic/field", - { - "group": "AI Field", - "pages": [ - "en/basic/field/ai/ai-field", - "en/basic/field/ai/ai-field-practical-guide" - ] - }, + "en/basic/field/ai/ai-field", { "group": "Basic Field", "pages": [ @@ -233,6 +227,11 @@ { "group": "View", "pages": [ + "en/basic/view/grid", + "en/basic/view/form", + "en/basic/view/kanban", + "en/basic/view/gallery", + "en/basic/view/calendar", { "group": "Toolbar", "pages": [ @@ -242,12 +241,7 @@ "en/basic/view/toolbar/share", "en/basic/view/toolbar/collaboration-mode" ] - }, - "en/basic/view/grid", - "en/basic/view/form", - "en/basic/view/kanban", - "en/basic/view/gallery", - "en/basic/view/calendar" + } ] } ] @@ -258,7 +252,7 @@ { "group": "Authority Matrix", "pages": [ - "en/basic/authority-matrix/authority-matrix", + "en/basic/authority-matrix", "en/basic/authority-matrix/authority-matrix-practical-guide" ] } @@ -516,7 +510,7 @@ { "group": "数据库", "pages": [ - "zh/basic/base/base", + "zh/basic/base", { "group": "表格", "pages": [ @@ -529,13 +523,7 @@ "group": "字段", "pages": [ "zh/basic/field", - { - "group": "AI 字段", - "pages": [ - "zh/basic/field/ai/ai-field", - "zh/basic/field/ai/ai-field-practical-guide" - ] - }, + "zh/basic/field/ai/ai-field", { "group": "基础字段", "pages": [ @@ -601,6 +589,11 @@ { "group": "视图", "pages": [ + "zh/basic/view/grid", + "zh/basic/view/form", + "zh/basic/view/kanban", + "zh/basic/view/gallery", + "zh/basic/view/calendar", { "group": "工具栏", "pages": [ @@ -610,12 +603,7 @@ "zh/basic/view/toolbar/share", "zh/basic/view/toolbar/collaboration-mode" ] - }, - "zh/basic/view/grid", - "zh/basic/view/form", - "zh/basic/view/kanban", - "zh/basic/view/gallery", - "zh/basic/view/calendar" + } ] } ] @@ -626,7 +614,7 @@ { "group": "权限矩阵", "pages": [ - "zh/basic/authority-matrix/authority-matrix", + "zh/basic/authority-matrix", "zh/basic/authority-matrix/authority-matrix-practical-guide" ] } diff --git a/en/basic/authority-matrix/authority-matrix.mdx b/en/basic/authority-matrix.mdx similarity index 100% rename from en/basic/authority-matrix/authority-matrix.mdx rename to en/basic/authority-matrix.mdx diff --git a/en/basic/automation/actions/communication/send-email-overview.mdx b/en/basic/automation/actions/communication/send-email-overview.mdx index f42313d..e59e6a6 100644 --- a/en/basic/automation/actions/communication/send-email-overview.mdx +++ b/en/basic/automation/actions/communication/send-email-overview.mdx @@ -19,7 +19,7 @@ Describe the goal once, and the workflow is ready — no manual setup needed. This action sends an email to one or more recipients. You can customize every part of the email — recipients, subject, body, attachments — and use dynamic values from previous steps to personalize each message. -By default, emails are sent from Teable's built-in mail service. If you need to send from your own domain, configure a [custom SMTP server](smtp-sender). +By default, emails are sent from Teable's built-in mail service. If you need to send from your own domain, configure a [custom SMTP server](/en/basic/automation/actions/communication/smtp-sender). ## Configuration @@ -110,6 +110,6 @@ Note that attachments increase email size. Large attachments may cause delivery ## Related -- [Set up SMTP and sender](smtp-sender) — send emails from your own domain +- [Set up SMTP and sender](/en/basic/automation/actions/communication/smtp-sender) — send emails from your own domain - [Loop (batch)](../logic/loop-run) — send emails in bulk by looping through a list of records - [AI generate](/en/basic/automation/actions/ai/ai-generate) — generate personalized email content with AI diff --git a/en/basic/automation/actions/communication/send-email.mdx b/en/basic/automation/actions/communication/send-email.mdx index 1b7b12b..980c55a 100644 --- a/en/basic/automation/actions/communication/send-email.mdx +++ b/en/basic/automation/actions/communication/send-email.mdx @@ -11,7 +11,7 @@ Instead of configuring this action manually, you can describe what you need in t This action sends an email to one or more recipients. You can customize every part of the email — recipients, subject, body, attachments — and use dynamic values from previous steps to personalize each message. -By default, emails are sent from Teable's built-in mail service. If you need to send from your own domain, configure a [custom SMTP server](smtp-sender). +By default, emails are sent from Teable's built-in mail service. If you need to send from your own domain, configure a [custom SMTP server](/en/basic/automation/actions/communication/smtp-sender). ## Configuration @@ -102,6 +102,6 @@ Note that attachments increase email size. Large attachments may cause delivery ## Related -- [Set up SMTP and sender](smtp-sender) — send emails from your own domain +- [Set up SMTP and sender](/en/basic/automation/actions/communication/smtp-sender) — send emails from your own domain - [Loop (batch)](../logic/loop-run) — send emails in bulk by looping through a list of records - [AI generate](/en/basic/automation/actions/ai/ai-generate) — generate personalized email content with AI diff --git a/en/basic/automation/actions/communication/smtp-sender.mdx b/en/basic/automation/actions/communication/smtp-sender.mdx index 6727e59..9b73fa0 100644 --- a/en/basic/automation/actions/communication/smtp-sender.mdx +++ b/en/basic/automation/actions/communication/smtp-sender.mdx @@ -77,5 +77,5 @@ In the **Send Email** action, click the transport configuration option to set up ## Related -- [Send email action](send-email) — the action that uses SMTP configuration +- [Send email action](/en/basic/automation/actions/communication/send-email-overview) — the action that uses SMTP configuration - [Set up Gmail IMAP](../../trigger/email/gmail-imap) — instructions for Gmail App Passwords diff --git a/en/basic/automation/actions/logic/http-request.mdx b/en/basic/automation/actions/logic/http-request.mdx index e9e4688..aed03ed 100644 --- a/en/basic/automation/actions/logic/http-request.mdx +++ b/en/basic/automation/actions/logic/http-request.mdx @@ -123,11 +123,11 @@ This is useful for chaining API calls — for example, create something via POST - Use `application/json` as the Content-Type for most modern APIs. If the API expects form data, switch to `x-www-form-urlencoded`. - If the API returns an error (4xx or 5xx status), the action still completes — but subsequent steps will see the error response. Check the status code in your workflow if you need conditional handling. - For APIs that return large responses, only reference the specific fields you need in subsequent steps. -- Combine with [Loop (Batch)](loop-run) to make multiple API calls, one per record. Be mindful of the external API's rate limits. -- Use the [HTTP Array Body](loop-run) feature when you need to send multiple items in a single request instead of one request per item. +- Combine with [Loop (Batch)](/en/basic/automation/actions/logic/loop-run) to make multiple API calls, one per record. Be mindful of the external API's rate limits. +- Use the [HTTP Array Body](/en/basic/automation/actions/logic/loop-run) feature when you need to send multiple items in a single request instead of one request per item. ## Related -- [Loop (batch)](loop-run) — make HTTP requests for each item in an array +- [Loop (batch)](/en/basic/automation/actions/logic/loop-run) — make HTTP requests for each item in an array - [When webhook received](/en/basic/automation/trigger/external/webhook-received) — the inbound counterpart: receive HTTP requests from external systems - [AI script guide](/en/basic/automation/ai/scripting/ai-script-guide) — for more complex API interactions with custom code diff --git a/en/basic/automation/actions/logic/loop-run.mdx b/en/basic/automation/actions/logic/loop-run.mdx index ba43248..c1c0a7e 100644 --- a/en/basic/automation/actions/logic/loop-run.mdx +++ b/en/basic/automation/actions/logic/loop-run.mdx @@ -99,5 +99,5 @@ To use Array Body: - [Get records](/en/basic/automation/actions/records/get-records) — the most common source of arrays for Loop - [Create record](/en/basic/automation/actions/records/create-record) — commonly used inside a Loop to bulk-create records -- [HTTP request](http-request) — commonly used inside a Loop for per-item API calls +- [HTTP request](/en/basic/automation/actions/logic/http-request) — commonly used inside a Loop for per-item API calls - [Send email](/en/basic/automation/actions/communication/send-email) — commonly used inside a Loop for bulk email sends diff --git a/en/basic/automation/actions/records/create-record.mdx b/en/basic/automation/actions/records/create-record.mdx index e23a900..e6220ec 100644 --- a/en/basic/automation/actions/records/create-record.mdx +++ b/en/basic/automation/actions/records/create-record.mdx @@ -29,7 +29,7 @@ Creates a new record in a specified table. You can map data from previous steps ## How to set it up 1. Add a **Create Record** action to your workflow. -2. Choose the **Table** where you want the record created. By default this is a table in the same base, but you can use [Cross-Base Access](cross-base) to target a table in another base. +2. Choose the **Table** where you want the record created. By default this is a table in the same base, but you can use [Cross-Base Access](/en/basic/automation/actions/records/cross-base) to target a table in another base. 3. The field mapping area shows all fields in the target table. For each field you want to fill: - **Static value:** Type a value directly into the field (e.g., type "New" for a Status field). - **Dynamic value:** Click the **+** button next to the field to insert a variable from a previous step. For example, insert the trigger's "Name" field to copy the name from the triggering record. @@ -69,11 +69,11 @@ This is useful when you need to chain actions. For example: create a record, the - You can create records in bulk by combining this action with [Loop (Batch)](../logic/loop-run). For example, get 50 records from one table and create 50 corresponding records in another. - Fields you do not map will use the table's default values (if any) or remain empty. - Linked record fields expect Record IDs, not display values. If you need to link to a record, make sure you are passing the Record ID, not the record's name. -- Use [Cross-Base Access](cross-base) when the target table is in a different base than the automation. +- Use [Cross-Base Access](/en/basic/automation/actions/records/cross-base) when the target table is in a different base than the automation. ## Related -- [Update record](update-record) — modify existing records instead of creating new ones -- [Get records](get-records) — retrieve records to use as input for creating new ones -- [Cross-base access](cross-base) — create records in tables outside the current base +- [Update record](/en/basic/automation/actions/records/update-record) — modify existing records instead of creating new ones +- [Get records](/en/basic/automation/actions/records/get-records) — retrieve records to use as input for creating new ones +- [Cross-base access](/en/basic/automation/actions/records/cross-base) — create records in tables outside the current base - [Loop (batch)](../logic/loop-run) — create multiple records in a single action step diff --git a/en/basic/automation/actions/records/cross-base.mdx b/en/basic/automation/actions/records/cross-base.mdx index 971e3a7..a83aa7c 100644 --- a/en/basic/automation/actions/records/cross-base.mdx +++ b/en/basic/automation/actions/records/cross-base.mdx @@ -75,6 +75,6 @@ To fix this: ## Related -- [Create record](create-record) — create records in the current or another base -- [Update record](update-record) — update records in the current or another base -- [Get records](get-records) — retrieve records from the current or another base +- [Create record](/en/basic/automation/actions/records/create-record) — create records in the current or another base +- [Update record](/en/basic/automation/actions/records/update-record) — update records in the current or another base +- [Get records](/en/basic/automation/actions/records/get-records) — retrieve records from the current or another base diff --git a/en/basic/automation/actions/records/get-records.mdx b/en/basic/automation/actions/records/get-records.mdx index 0a30964..82bff97 100644 --- a/en/basic/automation/actions/records/get-records.mdx +++ b/en/basic/automation/actions/records/get-records.mdx @@ -32,7 +32,7 @@ Retrieves records from a table and returns them as an array. Use the results in ## How to set it up 1. Add a **Get Records** action to your workflow. -2. Choose the **Table** you want to query. Use [Cross-Base Access](cross-base) if the table is in a different base. +2. Choose the **Table** you want to query. Use [Cross-Base Access](/en/basic/automation/actions/records/cross-base) if the table is in a different base. 3. (Optional) Select a **View** to inherit that view's filter, sort, and field visibility settings. 4. (Optional) Add **Filter** conditions to narrow the results. For example, `Status` equals `Active` and `Due Date` is before today. 5. (Optional) Set **Skip** and **Take** for pagination. For example, Skip 0 and Take 100 to get the first 100 records. @@ -83,7 +83,7 @@ To process an entire large table, you could use multiple Get Records steps with ## Related -- [Cross-base access](cross-base) — query tables in other bases +- [Cross-base access](/en/basic/automation/actions/records/cross-base) — query tables in other bases - [Loop (batch)](../logic/loop-run) — iterate over the results array -- [Create record](create-record) — create records based on retrieved data -- [Update record](update-record) — update records found by Get Records +- [Create record](/en/basic/automation/actions/records/create-record) — create records based on retrieved data +- [Update record](/en/basic/automation/actions/records/update-record) — update records found by Get Records diff --git a/en/basic/automation/actions/records/update-record.mdx b/en/basic/automation/actions/records/update-record.mdx index afcef13..db365ae 100644 --- a/en/basic/automation/actions/records/update-record.mdx +++ b/en/basic/automation/actions/records/update-record.mdx @@ -92,11 +92,11 @@ If your automation is triggered by **When record updated** and your Update Recor - Updating a record may trigger other automations watching the same table. Be aware of cascading effects. - When updating multiple records with comma-separated IDs, all records receive the same field values. For different values per record, use a [Loop](../logic/loop-run) step instead. - If you need to clear a field, map it to an empty value. Simply leaving it unmapped will *not* clear it. -- Use [Cross-Base Access](cross-base) to update records in a table that lives in a different base. +- Use [Cross-Base Access](/en/basic/automation/actions/records/cross-base) to update records in a table that lives in a different base. ## Related -- [Create record](create-record) — add new records instead of modifying existing ones -- [Get records](get-records) — retrieve records to find their IDs before updating -- [Cross-base access](cross-base) — update records in tables outside the current base +- [Create record](/en/basic/automation/actions/records/create-record) — add new records instead of modifying existing ones +- [Get records](/en/basic/automation/actions/records/get-records) — retrieve records to find their IDs before updating +- [Cross-base access](/en/basic/automation/actions/records/cross-base) — update records in tables outside the current base - [Loop (batch)](../logic/loop-run) — update multiple records with different values diff --git a/en/basic/automation/ai-action.mdx b/en/basic/automation/ai-action.mdx index 7a70050..54e946a 100644 --- a/en/basic/automation/ai-action.mdx +++ b/en/basic/automation/ai-action.mdx @@ -55,4 +55,4 @@ Choose from specialized model types to match your task requirements: - In addition to Teable's native models, the platform supports [integration with third-party model APIs](/en/basic/space/custom-api), configurable via Space → Settings. \ No newline at end of file + In addition to Teable's native models, the platform supports [integration with third-party model APIs](/en/basic/ai/custom-model), configurable via Space → Settings. \ No newline at end of file diff --git a/en/basic/automation/ai/scripting/ai-script-guide.mdx b/en/basic/automation/ai/scripting/ai-script-guide.mdx index c529f4f..7c519ee 100644 --- a/en/basic/automation/ai/scripting/ai-script-guide.mdx +++ b/en/basic/automation/ai/scripting/ai-script-guide.mdx @@ -273,6 +273,6 @@ output.set("isVIP", vipDomains.includes(domain)); ## Related -- [Sample scripts](sample-scripts) — ready-to-use examples for common tasks +- [Sample scripts](/en/basic/automation/ai/scripting/sample-scripts) — ready-to-use examples for common tasks - [AI generate](/en/basic/automation/actions/ai/ai-generate) — for prompt-based AI tasks that do not need custom code - [HTTP request](/en/basic/automation/actions/logic/http-request) — for simple API calls that do not need scripting diff --git a/en/basic/automation/ai/scripting/sample-scripts.mdx b/en/basic/automation/ai/scripting/sample-scripts.mdx index fe99e67..58be48c 100644 --- a/en/basic/automation/ai/scripting/sample-scripts.mdx +++ b/en/basic/automation/ai/scripting/sample-scripts.mdx @@ -339,6 +339,6 @@ output.set("recordCount", records.length); ## Related -- [AI script guide](ai-script-guide) — full reference for the scripting environment +- [AI script guide](/en/basic/automation/ai/scripting/ai-script-guide) — full reference for the scripting environment - [HTTP request](/en/basic/automation/actions/logic/http-request) — for simple API calls without scripting - [Loop (batch)](/en/basic/automation/actions/logic/loop-run) — for iterating without code diff --git a/en/basic/automation/example.mdx b/en/basic/automation/example.mdx index 8313a51..a15287a 100644 --- a/en/basic/automation/example.mdx +++ b/en/basic/automation/example.mdx @@ -9,7 +9,7 @@ description: "Create automation by calling Teable APIs" - **Access token**: Personal Access Token (PAT). Prefer providing via environment variable, for example `process.env.TEABLE_TOKEN` - **IDs**: The target orders table `tableId`, and required field `fieldId`s (e.g., `fldStatus`, `fldOrderNo`, `fldCarrier`, `fldTrackingNo`) - **Webhook**: WeCom robot Webhook URL (or Microsoft Teams/DingTalk Hook) -- References: [`Get IDs`](../api-doc/get-id.mdx) and [`Access Token`](../api-doc/token.mdx) +- References: [`Get IDs`](/en/api-doc/get-id) and [`Access Token`](/en/api-doc/token) ### Flow overview @@ -233,4 +233,4 @@ main().catch((e) => { ### Related documentation -- [`Automation API reference`](../../api-reference/automation/put-base-workflow-action) \ No newline at end of file +- [`Automation API reference`](/en/api-reference/automation/put-base-workflow-action) \ No newline at end of file diff --git a/en/basic/automation/examples/api-automation.mdx b/en/basic/automation/examples/api-automation.mdx index 330434a..adbd914 100644 --- a/en/basic/automation/examples/api-automation.mdx +++ b/en/basic/automation/examples/api-automation.mdx @@ -15,8 +15,8 @@ AI will create the complete workflow automatically. You can review the generated ## Prerequisites -- A Personal Access Token (PAT). See [Access Token](../../api-doc/token). -- Your base ID, table ID, and field IDs. See [Get IDs](../../api-doc/get-id). +- A Personal Access Token (PAT). See [Access Token](/en/api-doc/token). +- Your base ID, table ID, and field IDs. See [Get IDs](/en/api-doc/get-id). ## Helper Functions @@ -76,4 +76,4 @@ await api("PUT", `/base/${baseId}/workflow/${wf.id}/active`, { - Use the least-privileged PAT — restrict it to the spaces/bases it needs. - Store tokens in environment variables, never hardcode them. - Use **Test Node** to verify before enabling. -- See the full [Automation API Reference](../../api-reference/automation/put-base-workflow-action). +- See the full [Automation API Reference](/en/api-reference/automation/put-base-workflow-action). diff --git a/en/basic/automation/trigger/email/email-received-overview.mdx b/en/basic/automation/trigger/email/email-received-overview.mdx index 781f36d..1d235f3 100644 --- a/en/basic/automation/trigger/email/email-received-overview.mdx +++ b/en/basic/automation/trigger/email/email-received-overview.mdx @@ -94,7 +94,7 @@ You can reference any of these by clicking **+** in your action fields. ## Troubleshooting - **Connection failed (IMAP):** Double-check your host, port, username, and password. Make sure your email provider allows IMAP access — some providers disable it by default. -- **Gmail: "Less secure app" error:** Gmail does not allow plain password login. Use an **App Password** instead. See [Set up Gmail IMAP](gmail-imap) for instructions. +- **Gmail: "Less secure app" error:** Gmail does not allow plain password login. Use an **App Password** instead. See [Set up Gmail IMAP](/en/basic/automation/trigger/email/gmail-imap) for instructions. - **Emails not being picked up:** Check the poll interval. Also confirm that the emails are arriving in the monitored folder/label. Emails in subfolders or filtered labels may be missed if the wrong mailbox is selected. - **Duplicate processing:** The trigger tracks which emails it has already processed. However, if you deactivate and reactivate the automation, it may reprocess recent emails. Mark emails as read in your inbox if needed. - **OAuth token expired:** For Gmail or Outlook, re-authorize the connection if the OAuth token has expired. This typically happens after several months or if you revoke app permissions. @@ -107,6 +107,6 @@ You can reference any of these by clicking **+** in your action fields. ## Related -- [Set up Gmail IMAP](gmail-imap) — detailed instructions for connecting Gmail +- [Set up Gmail IMAP](/en/basic/automation/trigger/email/gmail-imap) — detailed instructions for connecting Gmail - [AI generate action](/en/basic/automation/actions/ai/ai-generate) — useful for extracting structured data from email content - [Create record action](/en/basic/automation/actions/records/create-record) — commonly paired with email triggers to log emails as records diff --git a/en/basic/base/base.mdx b/en/basic/base.mdx similarity index 88% rename from en/basic/base/base.mdx rename to en/basic/base.mdx index 8d35112..c046ca5 100644 --- a/en/basic/base/base.mdx +++ b/en/basic/base.mdx @@ -34,7 +34,11 @@ Step 2: Click the menu icon and select the Copy Base option; Step 3: A popup window will appear with a dropdown menu of available spaces where you can duplicate the base to. You need Creator permissions in the target space to move the base there. -![](/images/2025-02-14-15-14-05.png) +Duplicate a base to another space ### Import Base (Data Migration) @@ -49,7 +53,11 @@ The `.tea` file format allows you to import a complete base with all its tables, 3. Click 「Import」 4. Upload the `.tea` file to confirm the import -![](/images/2025-07-28-12-35-39.png) +Import a base from a .tea file ### Export Base (Backup & Migration) @@ -62,7 +70,11 @@ Export your base to a `.tea` file for backup or migration purposes. The exported 4. Click 「Export」 5. The export result will be notified in the notification bar, where you can directly download the `.tea` file -![](/images/2025-07-28-12-36-04.png) +Export a base to a .tea file **Data Migration Tip**: To migrate data between Teable instances, export your base from the source instance, then import the `.tea` file to the target instance. All data and configurations will be preserved. diff --git a/en/basic/field.mdx b/en/basic/field.mdx index cc3f849..bf52c71 100644 --- a/en/basic/field.mdx +++ b/en/basic/field.mdx @@ -1,5 +1,5 @@ --- -title: "Fields" +title: "Overview" description: "Fields are the columns in a table. By combining different field types, you can build a structure that fits your workflow." --- @@ -9,16 +9,26 @@ In the table view, follow these steps to add a new field: 1. Enter the table view 2. Scroll the table to the rightmost side -3. Click the + icon on the far right of the field bar\\ - ![](/images/ji-ben-gong-neng/4c671faa180b1fe6.png) +3. Click the + icon on the far right of the field bar + + Screenshot 4. Edit the field in the popup dialog 5. Click Save ### Editing Fields Users can edit fields when adding them or edit existing fields when needed. To edit an existing field, follow these steps: -1. Right-click the field you want to edit - ![](/images/ji-ben-gong-neng/738cf1737dbdd0c1.png) +1. Right-click the field you want to edit + + Screenshot 2. Click the Edit Field option in the expanded menu 3. Edit the field in the Edit Field dialog 4. Click Save @@ -26,14 +36,20 @@ Users can edit fields when adding them or edit existing fields when needed. To e Editing fields may trigger field conversion. Users can change the current field to a new field type, for example, converting a single-line text field to a single select field. However, in some cases, certain conversions may result in data loss. For example, converting a text field to an attachment field will lose all text information because plain text values cannot be converted to attachments. - If you find that some cell values were lost during conversion, you can use the keyboard shortcut Ctrl+Z (Command+Z) to undo the conversion, restoring the field to its previous state and recovering any data lost due to the conversion. + If you find that some cell values were lost during conversion, you can use the keyboard shortcut `Ctrl+Z`, or `⌘ + Z` on Mac, to undo the conversion, restoring the field to its previous state and recovering any data lost due to the conversion. For detailed information about each field type and its specific customization options, please refer to the documentation for each field type. ### Deleting Fields -1. Right-click the field you want to edit ![](/images/ji-ben-gong-neng/7ab6c9660947e51e.png) +1. Right-click the field you want to edit + + Screenshot 2. Click the Delete Field option in the expanded menu 3. Click Confirm in the confirmation dialog @@ -43,4 +59,8 @@ Users can hide fields through the field right-click menu or the hide tool. Hidde In the hide tool, click a visible field name to scroll the grid to that column and briefly highlight it. Use the switch next to each field when you want to show or hide the field. -![](/images/ji-ben-gong-neng/9483a401484f3026.png) +Screenshot diff --git a/en/basic/field/advanced/button-practical-guide.mdx b/en/basic/field/advanced/button-practical-guide.mdx index 081527e..3150b6c 100644 --- a/en/basic/field/advanced/button-practical-guide.mdx +++ b/en/basic/field/advanced/button-practical-guide.mdx @@ -23,22 +23,38 @@ The core value of the Button field lies in its ability to connect and execute. I In a CRM, when a sales representative identifies a mature lead, they can simply click a "Convert to Opportunity" button. The automation instantly creates a new record in the "Opportunities Table," populates it with all the key information from the lead, and updates the original lead's status to "Converted." -![](/images/2025-08-14-16-42-12.gif) +Screenshot ### Use Case 2: One-Click Content Scheduling Once a content draft is approved, an editor clicks the "Schedule for Publication" button. The system automatically creates a new post entry in the "Social Media Schedule Table" and sends an email notification to the social media manager: "A new draft [xxx] is ready for scheduling." -![](/images/2025-08-14-17-41-07.gif) -![](/images/2025-08-14-17-52-42.png) +Screenshot +Screenshot ### Use Case 3: One-Click Task Reminders When a project task is nearing its deadline but remains incomplete, the project manager clicks the "Send Reminder" button. The system immediately sends a notification via your team's preferred communication tool (e.g., Slack, Teams, Email): "[Task Reminder] The task 'XXX' assigned to you is due soon. Please prioritize its completion!" This seamlessly integrates your data table with your team's communication workflow. -![](/images/2025-08-14-17-50-22.png) +Screenshot --- @@ -55,11 +71,20 @@ In your "Leads Table," add a new field with the following settings: 1. **Field Type**: Choose "Button". 2. **Button Label**: Enter "Convert" and pick a distinct color, like blue. 3. **Confirm Before Click** (Optional): If this step should not be triggered by mistake, turn on the confirmation dialog and fill in the title, content, and confirm-button text. -![](/images/2025-08-14-17-54-04.png) + + Screenshot ### Step 2: Custom the Automation Workflow -![](/images/2025-08-14-17-56-07.gif) +Screenshot 1. Click "Custom automation" @@ -89,12 +114,20 @@ To notify a sales director of a new conversion, add a "Send Email" action. You c - **Subject/Body**: Insert dynamic values from the triggering record. > Example: "New Opportunity: [Company Name] was converted by [Owner]." -![](/images/2025-08-14-17-50-22.png) +Screenshot > Example of a task reminder email. #### Make an HTTP Request This advanced feature lets you communicate with any external system via API. For instance, you could sync a new customer's details to a separate accounting software. -![](/images/2025-08-14-18-03-07.png) +Screenshot @@ -117,6 +150,10 @@ This simple setting is crucial for maintaining data integrity. By setting the ma - **Max Clicks**: Set to `1`. - **Allow Reset**: Keep this option disabled. -![](/images/2025-08-14-18-04-04.png) +Screenshot With these granular controls, the Button field evolves from a simple trigger into a smart controller with built-in business logic, capable of handling more complex and sophisticated management scenarios. diff --git a/en/basic/field/ai/ai-field-practical-guide.mdx b/en/basic/field/ai/ai-field-practical-guide.mdx index 98d5e3c..fa93a17 100644 --- a/en/basic/field/ai/ai-field-practical-guide.mdx +++ b/en/basic/field/ai/ai-field-practical-guide.mdx @@ -19,7 +19,11 @@ We start with a simple table, containing just two fundamental fields: - `[Product]`: Smart Noise-Canceling Mug - `[Key selling points]`: Active noise cancellation, 12-hour battery life, food-grade 316 stainless steel -![Table with basic information](/images/2025-08-04-13-07-08.png) +Table with basic information ### Step 1: Generate Content - The AI Writing Assistant @@ -42,19 +46,35 @@ Next, we create three AI Fields that reference our basic info to instantly gener - ![](/images/2025-08-04-13-13-56.png) + Screenshot - ![](/images/2025-08-04-13-18-26.png) + Screenshot - ![](/images/2025-08-04-13-24-44.png) + Screenshot Instantly, you have a complete content matrix ready for all your channels. -![Animation of AI automatically generating marketing copy](/images/2025-08-04-13-26-12.gif) +Animation of AI automatically generating marketing copy ### Step 2: Visualize the Product - The AI Image Generator @@ -69,9 +89,17 @@ With the copy ready, what about visuals? Simply add another AI Field (set to the Based on the following description, generate a high-quality, minimalist rendering of the product in a modern office setting: {AI Extended Marketing Copy} ``` -![](/images/2025-08-04-13-42-59.gif) +Screenshot -![Configuration for the Product Concept Art field](/images/2025-08-04-13-28-08.png) +Configuration for the Product Concept Art field No designer needed. High-quality visuals that are perfectly matched to your copy are generated automatically. @@ -96,17 +124,33 @@ Once the product is launched, paste your collected user comments into another ta - ![Configuration for Sentiment Analysis](/images/2025-08-04-13-44-15.png) + Configuration for Sentiment Analysis - ![Configuration for Keyword Extraction](/images/2025-08-04-13-45-19.png) + Configuration for Keyword Extraction - ![Configuration for Issue Categorization](/images/2025-08-04-13-46-20.png) + Configuration for Issue Categorization -![](/images/2025-08-04-13-46-47.png) +Screenshot ### Step 4: Exploratory Data Analysis with AI Chat @@ -119,7 +163,11 @@ Open the table's **AI Conversation** feature. Think of it as your 24/7 data anal Using natural language, you can uncover core user insights in seconds, no complex formulas required. -![Animation of AI conversation feature analyzing data](/images/2025-08-01-15-15-52.gif) +Animation of AI conversation feature analyzing data ### Step 5: Automated Data Visualization @@ -129,7 +177,11 @@ Your conversation yielded a key insight. Now, it's time to share it with the tea Instantly, a clean, professional pie chart is generated for you. -![Animation of AI conversation feature generating a chart](/images/2025-08-01-15-22-15.gif) +Animation of AI conversation feature generating a chart From raw data to compelling charts, the entire journey from analysis to reporting is handled in a few simple prompts. @@ -146,4 +198,4 @@ This makes decision-making incredibly simple and precise: Teable’s AI Fields, AI Conversation, and AI Reporting features work in tandem to take an initial product idea and seamlessly power it through content creation, global marketing, and market analysis. The process culminates in a data-driven insights report ready for the boardroom, creating a true end-to-end workflow from idea to intelligent decision. - \ No newline at end of file + diff --git a/en/basic/field/ai/ai-field.mdx b/en/basic/field/ai/ai-field.mdx index 390b901..7d2cb32 100644 --- a/en/basic/field/ai/ai-field.mdx +++ b/en/basic/field/ai/ai-field.mdx @@ -25,9 +25,9 @@ AI fields work well when you want to turn raw content into a directly usable res - Add source fields, instructions, and auto-update settings as needed. Screenshot - Common actions for text fields @@ -52,9 +52,9 @@ AI fields work well when you want to turn raw content into a directly usable res - Generate Image Screenshot ### 2. Edit the Field @@ -66,25 +66,25 @@ AI fields work well when you want to turn raw content into a directly usable res - When enabled, the result updates when the source content changes. Screenshot After you click save, the AI field is ready to use, as shown below. Screenshot If the result is not what you want, you can regenerate it. Screenshot #### Batch Shortcut @@ -118,9 +118,9 @@ Rewrites content based on the source fields and your additional instructions. - Both are useful for turning content into tags that are easy to browse and filter. Screenshot ### Customize @@ -128,9 +128,9 @@ Rewrites content based on the source fields and your additional instructions. Combine multiple fields and your own prompt to generate the result you want. Screenshot In addition to Teable's built-in models, Teable also supports [third-party model APIs](/en/basic/ai/custom-model), which you can configure in space settings. diff --git a/en/basic/field/basic/long-text.mdx b/en/basic/field/basic/long-text.mdx index 9543f44..c2c8230 100644 --- a/en/basic/field/basic/long-text.mdx +++ b/en/basic/field/basic/long-text.mdx @@ -38,7 +38,11 @@ Unlike single-line text, they support line breaks to organize content. You can a - **Automatic wrapping**: Cell height adjusts with column width so long text stays readable. - **Markdown**: Use Markdown display for headings, lists, and links. -Long Text +Long Text ## Notes diff --git a/en/basic/field/basic/number.mdx b/en/basic/field/basic/number.mdx index 3ffb6a7..28dde48 100644 --- a/en/basic/field/basic/number.mdx +++ b/en/basic/field/basic/number.mdx @@ -17,13 +17,21 @@ Number fields do more than store raw numbers. They can also be used directly for - **Currency**: Adds a currency symbol automatically, suitable for amounts such as `$100.00` - **Percentage**: Displays the value as a percentage, suitable for ratios such as `50%` -Set Formatting +Set Formatting 4. **Precision**: Set the number of decimal places to keep. - You can choose from **0** to **4** decimal places. - Displayed values are rounded according to the selected precision. -Set Precision +Set Precision 5. **Default value** (Optional): New records can be pre-filled with a number. @@ -40,7 +48,11 @@ In addition to plain numbers, Number fields can show values visually. - **Show number**: Displays the numeric value next to the chart. 4. **Multi-value fields**: Can be shown as a **Bar** or **Line**. -Set Display Mode +Set Display Mode ## Use Cases diff --git a/en/basic/field/basic/single-line-text.mdx b/en/basic/field/basic/single-line-text.mdx index 8d91f7d..12a626a 100644 --- a/en/basic/field/basic/single-line-text.mdx +++ b/en/basic/field/basic/single-line-text.mdx @@ -2,7 +2,11 @@ title: "Single Line Text" description: "Use a text field when you need to input short text values in a table." --- -![](/images/2025-02-14-15-18-03.png) +Screenshot When inputting, you can directly type text after clicking a cell with your mouse, or use common text editing operations like cut, copy, and paste. @@ -36,7 +40,11 @@ Text fields support four common interactive display modes: 2. Select Edit Field 3. Choose the corresponding format in the opened Edit Field dialog and save -![](/images/2025-02-14-15-19-35.png) +Screenshot Interactive display can be used not only in single-line text fields but also in formula fields, rollup fields, and references. For details, please see [Interactive Display](/en/basic/field/common/show-as) diff --git a/en/basic/record.mdx b/en/basic/record.mdx index d2b0634..fd018ae 100644 --- a/en/basic/record.mdx +++ b/en/basic/record.mdx @@ -20,8 +20,8 @@ Each record has a unique ID. You can view a record's ID by following these steps There are several ways to create new records: * Click the "+" button at the bottom of the table -* Right-click on an empty area of the table and select "New Record" -* Click the "+" button at the top of the table +* Click the **Add record** button in the toolbar +* Select a record, then right-click and insert a record above or below ### Editing Records diff --git a/en/basic/record/comment.mdx b/en/basic/record/comment.mdx index 172e8fa..6d1dc55 100644 --- a/en/basic/record/comment.mdx +++ b/en/basic/record/comment.mdx @@ -52,4 +52,3 @@ By default, to minimize unnecessary notifications, we only send notifications wh If you want to closely follow updates on a record, click subscribe to receive notifications whenever someone comments. Comment notifications appear in the bottom-left corner. Clicking them will automatically navigate to the relevant comment. - diff --git a/en/basic/record/record-history.mdx b/en/basic/record/record-history.mdx index 33b2675..ea9e4cb 100644 --- a/en/basic/record/record-history.mdx +++ b/en/basic/record/record-history.mdx @@ -12,7 +12,6 @@ Table record history shows the history of all records in the current table. This Click the record history icon in the top-right toolbar - Open the table history dialog and click the "View Record" button to navigate to the corresponding record ### Permission Notes @@ -36,4 +35,3 @@ Click the record history icon in the top-right corner of the expanded record car ## Important Notes The smallest unit in record history is a record's cell. Therefore, when performing bulk data operations, a large amount of historical data will be generated. - diff --git a/en/basic/security.mdx b/en/basic/security.mdx index 41cf7f3..a47a97c 100644 --- a/en/basic/security.mdx +++ b/en/basic/security.mdx @@ -112,8 +112,8 @@ Teable provides multiple options for backing up your data: | Method | Description | Use Case | |--------|-------------|----------| -| **[Base Export](/en/basic/base/base#export-base-backup-&-migration)** | Download entire Base as `.tea` file (structure, data, automations) | Full backup, migration | -| **[Base Duplicate](/en/basic/base/base#duplicate-a-base-to-another-space)** | Create a copy of Base within Teable | Quick snapshot | +| **[Base Export](/en/basic/base#export-base-backup-&-migration)** | Download entire Base as `.tea` file (structure, data, automations) | Full backup, migration | +| **[Base Duplicate](/en/basic/base#duplicate-a-base-to-another-space)** | Create a copy of Base within Teable | Quick snapshot | | **[CSV Export](/en/basic/table/export)** | Export individual table data | Data portability | | **[API Export](/en/api-doc/record/get)** | Programmatically export records via REST API | Automated backups | diff --git a/en/basic/space/billing.mdx b/en/basic/space/billing.mdx index 6e4a9c5..91ae49d 100644 --- a/en/basic/space/billing.mdx +++ b/en/basic/space/billing.mdx @@ -9,11 +9,14 @@ description: "Learn how to manage your subscription, view billing details, monit Only **Space Owners** have access to billing settings. To access: -1. Click the "···" button in the upper right corner of the space -2. Select **Space Settings** -3. Navigate to the **Billing** page +1. Click **Settings** in the space sidebar +2. Select **Billing** under **Space** -![](/images/2025-12-10-22-58-36.png) +Billing settings overview ## Billing Page Overview @@ -28,7 +31,7 @@ Shows your current subscription status including: - **Number of seats** - **Renewal date** or cancellation date if applicable -Click the **Change plan** button to upgrade, downgrade, or modify your subscription. +Click **Change plan** to upgrade, downgrade, or modify your subscription. ### Usage Statistics @@ -36,7 +39,8 @@ Monitor your space's resource consumption with these metrics: | Metric | Description | |--------|-------------| -| **Total collaborators** | Number of collaborators in the current space and its databases | +| **Total collaborators** | Number of billable collaborators in the current space and its bases | +| **Maximum monthly automation runs** | Monthly automation run quota. Each automation run consumes 1 run quota | | **Total records** | Total row count across all tables in the space | | **Attachments storage** | Total storage used by uploaded attachments | | **Total emails** | Emails sent via automation using Teable Email Service | @@ -63,7 +67,7 @@ When you add new billable collaborators, the seat count is updated at the start Credits only apply to Teable Cloud; self-hosted editions don't consume Teable Cloud credits and are instead limited by your own infrastructure and any external AI providers you use. -The credits section shows your total credits and current usage. Click **Detail** to view a breakdown of credit consumption by feature and month. +The credits card shows your total credits, included extra credits, reset date, and current usage. Click **Detail** to open **Credit usage summary**, where you can filter by date range and type, view usage charts, and check usage records by name, type, model, credits, member, and date. ### Billing Details @@ -97,13 +101,12 @@ The invoice table shows: To upgrade, downgrade, or modify your plan: -1. Go to **Space Settings** → **Billing** -2. Click the **Change plan** button -3. You'll be redirected to the **Plan** page -4. Select your desired plan level -5. Choose billing cycle (Monthly or Yearly) -6. Adjust the number of seats if needed -7. Complete the checkout process +1. Go to **Settings** → **Plan** +2. Review the available plan cards: **Free**, **Pro**, and **Business** +3. Click **Subscribe** on the plan you want +4. Choose a billing cycle (Monthly or Yearly) +5. Adjust the number of seats if needed +6. Complete the checkout process Yearly billing saves approximately 17% compared to monthly billing. @@ -115,6 +118,15 @@ To upgrade, downgrade, or modify your plan: | **Pro** | Small teams & professionals | | **Business** | Scaling businesses | +### Add-on Usage Subscriptions + +In the **Plan** tab, **Add-on usage subscriptions** lets you purchase extra usage without changing the main plan. Available add-ons include: + +- **Credits** +- **Automation** +- **Records** +- **Attachments storage** + ## Canceling Your Subscription Teable follows a "use what you paid for" cancellation policy. When you cancel a subscription, you're not requesting an immediate service termination or refund. Instead, you're choosing not to renew at the end of your current billing period. diff --git a/en/basic/sso/azure-entra-id.md b/en/basic/sso/azure-entra-id.md index 291356b..8dcad9d 100644 --- a/en/basic/sso/azure-entra-id.md +++ b/en/basic/sso/azure-entra-id.md @@ -10,20 +10,32 @@ description: "Configure Azure Entra ID as your SSO authentication provider for T 1. Navigate to your Teable SSO settings 2. Create a new authentication provider and name it **Azure Entra ID** and select **OpenID Connect** -![](/images/2025-12-04-18-00-20.png) +Azure Entra ID SSO setup step 1 ## Step 2: Access Azure Entra ID 1. Log in to your Azure account 2. Navigate to **Microsoft Entra ID** (formerly Azure Active Directory) -![](/images/2025-12-04-18-00-27.png) +Azure Entra ID SSO setup step 2 ## Step 3: Configure OAuth Endpoints Fill in the following OAuth endpoints in Teable using your **Tenant ID**: -![](/images/2025-12-04-18-00-51.png) +Azure Entra ID SSO setup step 3 - **Authorization URL**: `https://login.microsoftonline.com/_YOUR_TENANT_ID_/oauth2/v2.0/authorize` - **Token URL**: `https://login.microsoftonline.com/_YOUR_TENANT_ID_/oauth2/v2.0/token` @@ -37,14 +49,26 @@ Fill in the following OAuth endpoints in Teable using your **Tenant ID**: 1. In Azure Entra ID, click **App registrations** in the left menu 2. Click **+ New registration** -![](/images/2025-12-04-18-03-39.png) +Azure Entra ID app registration ## Step 5: Configure Application Registration Fill in the application registration form: -![](/images/2025-12-04-18-01-11.png) -![](/images/2025-12-04-18-01-19.png) +Azure Entra ID SSO setup step 5 +Azure Entra ID SSO setup step 6 - **Name**: Teable SSO - **Supported account types**: Select based on your needs @@ -57,27 +81,47 @@ Click **Register** to create the application. 1. Copy the **Application (client) ID** from the application overview page -![](/images/2025-12-04-18-01-27.png) +Azure Entra ID SSO setup step 7 2. Paste the Client ID into the Teable SSO configuration -![](/images/2025-12-04-18-01-32.png) +Azure Entra ID SSO setup step 8 ## Step 7: Create Client Secret 1. In your application, click **Certificates & secrets** in the left menu -![](/images/2025-12-04-18-01-44.png) +Azure Entra ID SSO setup step 9 2. Click **+ Add a certificate or secret** -![](/images/2025-12-04-18-01-50.png) +Azure Entra ID SSO setup step 10 3. Add a description and set the expiration period 4. Click **Add** 5. **Important**: Copy the secret **Value** immediately and save it as your Client Secret in Teable -![](/images/2025-12-04-18-01-55.png) +Azure Entra ID SSO setup step 11 > **Warning**: The secret value is only visible once. Make sure to save it immediately. @@ -86,8 +130,16 @@ Click **Register** to create the application. 1. Click **API permissions** in the left menu 2. Click **+ Add a permission** -![](/images/2025-12-04-18-02-00.png) -![](/images/2025-12-04-18-02-05.png) +Azure Entra ID SSO setup step 12 +Azure Entra ID SSO setup step 13 3. Select **Microsoft Graph** 4. Choose **Delegated permissions** @@ -97,7 +149,11 @@ Click **Register** to create the application. - `profile` 6. Click **Add permissions** -![](/images/2025-12-04-18-02-16.png) +Azure Entra ID SSO setup step 14 7. Click **Grant admin consent for [Your Directory]** to approve the permissions @@ -105,7 +161,11 @@ Click **Register** to create the application. You have two options to enable SSO login: -![](/images/2025-12-04-18-34-30.png) +Azure Entra ID SSO setup step 15 **Option 1: Direct Authentication URL** - Use the authentication URL as your SSO login URL diff --git a/en/basic/view/calendar.mdx b/en/basic/view/calendar.mdx index b47910f..443f100 100644 --- a/en/basic/view/calendar.mdx +++ b/en/basic/view/calendar.mdx @@ -1,5 +1,5 @@ --- -title: "Calendar View" +title: "Calendar" description: "The Calendar view displays your data in a calendar format, allowing you to visually view and manage date-based records. It's particularly suitable for managing meeting schedules, project timelines, event planning, and other time-related content. Through the Calendar view, you can easily view task distribution and manage time effectively." --- diff --git a/en/basic/view/form.mdx b/en/basic/view/form.mdx index c9692a8..33ef8bb 100644 --- a/en/basic/view/form.mdx +++ b/en/basic/view/form.mdx @@ -1,5 +1,5 @@ --- -title: "Form View" +title: "Form" description: "Learn how to use Teable forms to collect information from anyone and automatically save it to your Teable base. Each form submission creates a new record in the table where the form view was created." --- diff --git a/en/basic/view/gallery.mdx b/en/basic/view/gallery.mdx index e6dce03..53340e8 100644 --- a/en/basic/view/gallery.mdx +++ b/en/basic/view/gallery.mdx @@ -1,5 +1,5 @@ --- -title: "Gallery View" +title: "Gallery" description: "Gallery view is a view type that displays data in a grid of images, particularly suited for managing and showcasing image-based content. It allows you to browse all records with images in a visual way, making it perfect for managing design portfolios, product catalogs, photo libraries, and similar scenarios." --- diff --git a/en/basic/view/grid.mdx b/en/basic/view/grid.mdx index e77176e..2da579b 100644 --- a/en/basic/view/grid.mdx +++ b/en/basic/view/grid.mdx @@ -1,5 +1,5 @@ --- -title: "Grid View" +title: "Grid" description: "Grid view is a data presentation format in Teable where data is displayed in a spreadsheet-like layout, with each record occupying a row and each field occupying a column. Grid view can be used for viewing, editing, and analyzing data." --- diff --git a/en/basic/view/kanban.mdx b/en/basic/view/kanban.mdx index e5dbdcf..0a4ef5a 100644 --- a/en/basic/view/kanban.mdx +++ b/en/basic/view/kanban.mdx @@ -1,5 +1,5 @@ --- -title: "Kanban View" +title: "Kanban" description: "The Kanban view provides a dynamic way to manage data by displaying records as cards on a board. This intuitive layout clearly reflects task status or priority. 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b/images/staged-sso-preview/2026-05-11-sso-feishu-8f8c41d77bde45a2.png differ diff --git a/images/staged-sso-preview/2026-05-11-sso-feishu-eafb64024965053a.png b/images/staged-sso-preview/2026-05-11-sso-feishu-eafb64024965053a.png new file mode 100644 index 0000000..c2af836 Binary files /dev/null and b/images/staged-sso-preview/2026-05-11-sso-feishu-eafb64024965053a.png differ diff --git a/style.css b/style.css index 65e1cd4..ef7ea89 100644 --- a/style.css +++ b/style.css @@ -149,6 +149,30 @@ html.dark[data-current-path$="/changelog"] #table-of-contents .toc-item[data-act color: rgb(219, 234, 254) !important; } +/* Help-center screenshot cards */ +.docs-screenshot { + display: block; + height: auto; + max-width: 100%; + margin: 1.5rem auto; + overflow: hidden; + vertical-align: middle; + border: 1px solid rgba(15, 23, 42, 0.08); + border-radius: 14px; + width: auto; +} + +.dark .docs-screenshot { + border-color: rgba(255, 255, 255, 0.12); +} + +@media (max-width: 640px) { + .docs-screenshot { + margin: 1.25rem auto; + border-radius: 12px; + } +} + /* Move language selector to bottom-right on desktop only */ @media (min-width: 1024px) { #localization-select-trigger { diff --git a/zh/basic/authority-matrix/authority-matrix.mdx b/zh/basic/authority-matrix.mdx similarity index 100% rename from zh/basic/authority-matrix/authority-matrix.mdx rename to zh/basic/authority-matrix.mdx diff --git a/zh/basic/automation/actions/communication/send-email-overview.mdx b/zh/basic/automation/actions/communication/send-email-overview.mdx index 19ec992..d05c271 100644 --- a/zh/basic/automation/actions/communication/send-email-overview.mdx +++ b/zh/basic/automation/actions/communication/send-email-overview.mdx @@ -19,7 +19,7 @@ AI 会为你处理一切：选择合适的触发器和操作，映射字段， 此操作向一个或多个收件人发送邮件。你可以自定义邮件的每个部分 — 收件人、主题、正文、附件 — 并使用前序步骤中的动态变量来个性化每条消息。 -默认使用 Teable 内置邮件服务发送。如需从自己的域名发送，请配置[自定义 SMTP 服务器](smtp-sender)。 +默认使用 Teable 内置邮件服务发送。如需从自己的域名发送，请配置[自定义 SMTP 服务器](/zh/basic/automation/actions/communication/smtp-sender)。 ## 配置 @@ -110,6 +110,6 @@ AI 会为你处理一切：选择合适的触发器和操作，映射字段， ## 相关文档 -- [配置 SMTP 和发件人](smtp-sender) — 从您自己的域名发送邮件 +- [配置 SMTP 和发件人](/zh/basic/automation/actions/communication/smtp-sender) — 从您自己的域名发送邮件 - [循环执行](../logic/loop-run) — 遍历记录列表批量发送邮件 - [AI 生成](/zh/basic/automation/actions/ai/ai-generate) — 使用 AI 生成个性化邮件内容 diff --git a/zh/basic/automation/actions/communication/send-email.mdx b/zh/basic/automation/actions/communication/send-email.mdx index ea235b7..c19695c 100644 --- a/zh/basic/automation/actions/communication/send-email.mdx +++ b/zh/basic/automation/actions/communication/send-email.mdx @@ -11,7 +11,7 @@ description: "在工作流中发送自定义邮件" 此操作向一个或多个收件人发送邮件。你可以自定义邮件的每个部分 — 收件人、主题、正文、附件 — 并使用前序步骤中的动态变量来个性化每条消息。 -默认使用 Teable 内置邮件服务发送。如需从自己的域名发送，请配置[自定义 SMTP 服务器](smtp-sender)。 +默认使用 Teable 内置邮件服务发送。如需从自己的域名发送，请配置[自定义 SMTP 服务器](/zh/basic/automation/actions/communication/smtp-sender)。 ## 配置 @@ -102,6 +102,6 @@ description: "在工作流中发送自定义邮件" ## 相关文档 -- [配置 SMTP 和发件人](smtp-sender) — 从您自己的域名发送邮件 +- [配置 SMTP 和发件人](/zh/basic/automation/actions/communication/smtp-sender) — 从您自己的域名发送邮件 - [循环执行](../logic/loop-run) — 遍历记录列表批量发送邮件 - [AI 生成](/zh/basic/automation/actions/ai/ai-generate) — 使用 AI 生成个性化邮件内容 diff --git a/zh/basic/automation/actions/communication/smtp-sender.mdx b/zh/basic/automation/actions/communication/smtp-sender.mdx index 82ae647..808106c 100644 --- a/zh/basic/automation/actions/communication/smtp-sender.mdx +++ b/zh/basic/automation/actions/communication/smtp-sender.mdx @@ -88,4 +88,4 @@ description: "配置自定义 SMTP 服务器和发件人信息用于自动化邮 ## 相关文档 - [发送邮件](/zh/basic/automation/actions/communication/send-email) -- [邮件接收时](/zh/basic/automation/trigger/email/email-received) +- [邮件接收时](/zh/basic/automation/trigger/email/email-received-overview) diff --git a/zh/basic/automation/actions/logic/http-request.mdx b/zh/basic/automation/actions/logic/http-request.mdx index f753eda..99745c0 100644 --- a/zh/basic/automation/actions/logic/http-request.mdx +++ b/zh/basic/automation/actions/logic/http-request.mdx @@ -29,7 +29,7 @@ AI 会为你处理一切：选择合适的触发器和操作，映射字段， | Content-Type | 否 | 请求体格式，详见下方说明 | | 请求体（Body） | 否 | 请求体内容，格式取决于 Content-Type | -支持[循环执行](loop-run)和数组请求体生成。 +支持[循环执行](/zh/basic/automation/actions/logic/loop-run)和数组请求体生成。 ## 如何设置 @@ -164,7 +164,7 @@ HTTP 请求执行后，响应数据可供后续步骤引用。通常包括： - HTTP 请求有超时限制。如果目标 API 响应时间过长，请求可能会失败。 - 如果 API 返回错误（4xx 或 5xx 状态码），操作仍然会完成，但后续步骤会看到错误响应。如需条件处理，请在工作流中检查状态码。 - 将 API 密钥和 Token 等敏感信息只放在请求头中，不要放在 URL 参数中。 -- 使用[循环执行](loop-run)可以批量发送请求。也可以使用**数组请求体**模式将多条数据合并为一次请求发送。 +- 使用[循环执行](/zh/basic/automation/actions/logic/loop-run)可以批量发送请求。也可以使用**数组请求体**模式将多条数据合并为一次请求发送。 - 测试时请注意，部分 API 的测试调用可能会产生真实影响（如创建订单、发送消息等）。 ## 相关文档 diff --git a/zh/basic/automation/actions/records/create-record.mdx b/zh/basic/automation/actions/records/create-record.mdx index e16f8db..2444194 100644 --- a/zh/basic/automation/actions/records/create-record.mdx +++ b/zh/basic/automation/actions/records/create-record.mdx @@ -75,7 +75,7 @@ AI 会为你处理一切：选择合适的触发器和操作，映射字段， ## 注意事项 -- 支持[跨 Base 访问](cross-base)，可以在其他 Base 的表格中创建记录。 +- 支持[跨 Base 访问](/zh/basic/automation/actions/records/cross-base)，可以在其他 Base 的表格中创建记录。 - 支持[循环执行](../logic/loop-run)，可以批量创建多条记录。 - 通过该操作创建的记录会触发同一表格上的"记录创建时"触发器。如果两个工作流互相创建记录，可能导致无限循环，请务必注意。 - 如果字段映射中引用了前序步骤的变量，但该变量在运行时为空值，则对应字段会留空（非必填字段不会报错）。 diff --git a/zh/basic/automation/actions/records/get-records.mdx b/zh/basic/automation/actions/records/get-records.mdx index bbba474..1310d45 100644 --- a/zh/basic/automation/actions/records/get-records.mdx +++ b/zh/basic/automation/actions/records/get-records.mdx @@ -76,7 +76,7 @@ AI 会为你处理一切：选择合适的触发器和操作，映射字段， - **使用视图**：如果目标视图已经配置了筛选和排序，直接选择视图比手动重复配置更方便。 - **避免频繁全表扫描**：在定时触发的工作流中，每次运行都全表扫描会给系统带来不必要的负担。 - 查询结果是操作执行时的快照。如果在后续步骤执行过程中其他用户修改了数据，查询结果不会自动更新。 -- 支持[跨 Base 访问](cross-base)，可以查询其他 Base 中的表格。使用跨 Base 查询时，查询以工作流创建者的权限执行。如果创建者失去对目标 Base 的访问权限，该步骤将失败。 +- 支持[跨 Base 访问](/zh/basic/automation/actions/records/cross-base)，可以查询其他 Base 中的表格。使用跨 Base 查询时，查询以工作流创建者的权限执行。如果创建者失去对目标 Base 的访问权限，该步骤将失败。 - 查询结果可以直接作为[循环执行](../logic/loop-run)的数据源。 - 如果查询结果为空（没有匹配的记录），后续引用该结果的步骤仍会执行，但获取到的值为空。 diff --git a/zh/basic/automation/actions/records/update-record.mdx b/zh/basic/automation/actions/records/update-record.mdx index 7fb6b2e..74568e9 100644 --- a/zh/basic/automation/actions/records/update-record.mdx +++ b/zh/basic/automation/actions/records/update-record.mdx @@ -75,7 +75,7 @@ AI 会为你处理一切：选择合适的触发器和操作，映射字段， ## 注意事项 - 更新操作会触发同一表格上的"记录更新时"触发器，请注意避免循环。 -- 支持[跨 Base 访问](cross-base)，可以更新其他 Base 中的记录。 +- 支持[跨 Base 访问](/zh/basic/automation/actions/records/cross-base)，可以更新其他 Base 中的记录。 - 支持[循环执行](../logic/loop-run)，可以批量更新多条记录。 - 使用逗号分隔的多个记录 ID 时，所有记录会收到相同的字段值。如需为不同记录设置不同值，请使用[循环执行](../logic/loop-run)。 - 如果指定的记录 ID 不存在，操作会执行失败。建议在前序步骤中验证记录是否存在。 diff --git a/zh/basic/automation/example.mdx b/zh/basic/automation/example.mdx index 31bb4cd..1b5dae9 100644 --- a/zh/basic/automation/example.mdx +++ b/zh/basic/automation/example.mdx @@ -10,7 +10,7 @@ description: "通过调用 Teable 接口创建自动化" - **访问令牌**：个人访问令牌（PAT），建议以环境变量提供，例如 `process.env.TEABLE_TOKEN` - **ID**：目标订单表的 `tableId`，以及所需字段的 `fieldId`（如 `fldStatus`、`fldOrderNo`、`fldCarrier`、`fldTrackingNo`） - **Webhook**：企业微信机器人 Webhook URL（或 Microsoft Teams/钉钉等的 Hook） -- 参考：[`获取 ID`](../api-doc/get-id.mdx) 与 [`访问令牌`](../api-doc/token.mdx) +- 参考：[`获取 ID`](/zh/api-doc/get-id) 与 [`访问令牌`](/zh/api-doc/token) ### 流程概览 @@ -233,4 +233,4 @@ main().catch((e) => { ### 相关文档 -- [`自动化接口文档`](../../api-reference/automation/put-base-workflow-action) \ No newline at end of file +- [`自动化接口文档`](/zh/api-reference/automation/put-base-workflow-action) \ No newline at end of file diff --git a/zh/basic/automation/examples/api-automation.mdx b/zh/basic/automation/examples/api-automation.mdx index ec73481..9772e8d 100644 --- a/zh/basic/automation/examples/api-automation.mdx +++ b/zh/basic/automation/examples/api-automation.mdx @@ -15,8 +15,8 @@ AI 会自动创建完整的工作流。你可以查看生成的脚本，用真 ## 前提条件 -- 一个个人访问令牌（PAT）。参见[访问令牌](../../api-doc/token)。 -- 你的 Base ID、表格 ID 和字段 ID。参见[获取 ID](../../api-doc/get-id)。 +- 一个个人访问令牌（PAT）。参见[访问令牌](/zh/api-doc/token)。 +- 你的 Base ID、表格 ID 和字段 ID。参见[获取 ID](/zh/api-doc/get-id)。 ## 辅助函数 @@ -76,4 +76,4 @@ await api("PUT", `/base/${baseId}/workflow/${wf.id}/active`, { - 使用最小权限的 PAT——仅授权其所需的空间/Base。 - 将令牌存储在环境变量中，切勿硬编码。 - 在启用之前使用**测试节点**进行验证。 -- 参见完整的[自动化 API 参考文档](../../api-reference/automation/put-base-workflow-action)。 +- 参见完整的[自动化 API 参考文档](/zh/api-reference/automation/put-base-workflow-action)。 diff --git a/zh/basic/base/base.mdx b/zh/basic/base.mdx similarity index 82% rename from zh/basic/base/base.mdx rename to zh/basic/base.mdx index 248700a..91b936c 100644 --- a/zh/basic/base/base.mdx +++ b/zh/basic/base.mdx @@ -12,7 +12,11 @@ description: "创建、管理、导入导出数据库。通过 .tea 文件在 Te 1. 进入空间 2. 点击右上角`创建数据库` -![](/images/ji-ben-gong-neng/4994637b0704b22f.png) +添加数据库 ### 重命名数据库 @@ -29,9 +33,9 @@ description: "创建、管理、导入导出数据库。通过 .tea 文件在 Te 4. 点击`删除` 删除数据库 ### 复制数据库到另一个空间 @@ -43,9 +47,9 @@ description: "创建、管理、导入导出数据库。通过 .tea 文件在 Te 第三步：在弹出的窗口中选择目标空间，需拥有目标空间的`可搭建`权限才能完成复制 复制数据库到另一个空间 ### 导入数据库（数据迁移） @@ -61,7 +65,11 @@ description: "创建、管理、导入导出数据库。通过 .tea 文件在 Te 3. 点击`导入` 4. 上传 `.tea` 文件确认导入 -![](/images/2025-07-28-12-29-49.png) +导入数据库 ### 导出数据库（备份与迁移） @@ -74,7 +82,11 @@ description: "创建、管理、导入导出数据库。通过 .tea 文件在 Te 4. 点击`导出` 5. 导出完成后，将通过通知栏提醒，可直接在通知中下载 `.tea` 文件 -![](/images/2025-07-28-12-32-23.png) +导出数据库 **数据迁移提示**：要在 Teable 实例之间迁移数据，从源实例导出数据库，然后将 `.tea` 文件导入到目标实例。所有数据和配置都会保留。 diff --git a/zh/basic/field.mdx b/zh/basic/field.mdx index bfb4efa..f652266 100644 --- a/zh/basic/field.mdx +++ b/zh/basic/field.mdx @@ -1,5 +1,5 @@ --- -title: "字段" +title: "概览" description: "字段是表格中的列，用来存放不同类型的数据。通过组合不同字段，可以把表格搭成适合业务的结构。" --- diff --git a/zh/basic/record/comment.mdx b/zh/basic/record/comment.mdx index 4aaa96c..8caa31d 100644 --- a/zh/basic/record/comment.mdx +++ b/zh/basic/record/comment.mdx @@ -8,8 +8,6 @@ description: "评论功能为每条记录提供了一个沟通空间，团队成 ### 1. 评论入口 - **入口**：点击任意一行记录将其展开为详情卡片，点击右上角的 **评论** 图标 即可打开侧边评论栏 -![](/images/ji-ben-gong-neng/ji-lu/0568186abb541c03.png) - ### 2. 发送内容 - **富文本支持**：评论框支持插入 **图片** 或粘贴 **链接**，方便补充截图或参考资料 @@ -19,23 +17,14 @@ description: "评论功能为每条记录提供了一个沟通空间，团队成 - **操作**：输入 `@` 符号，从下拉列表中选择同事 - **作用**：被 @ 的同事会收到通知 -![](/images/ji-ben-gong-neng/ji-lu/e5e2559495368c6b.png) - ### 2. 回复与表情回应 - **回复**：点击某条评论下方的 `回复` 按钮，可针对该条内容进行盖楼讨论，保持话题连贯 - **表情回应**：点击评论旁的笑脸图标，使用 👍、❤️ 等表情快速表态，既高效又能活跃团队气氛 -![](/images/ji-ben-gong-neng/ji-lu/3c973bc6ffedcca9.png) - -![](/images/ji-ben-gong-neng/ji-lu/fcc8b88d89dcdb4b.png) - ### 3. 编辑与删除 - **操作**：将鼠标悬浮在自己发送的评论上，点击出现的操作按钮即可进行 `编辑` 或 `删除` - **注**：编辑过的评论会标记为 `(已编辑)` -![](/images/ji-ben-gong-neng/ji-lu/09280e87f37444da.png) -![](/images/ji-ben-gong-neng/ji-lu/e7240cacdc090d6a.png) - ## 三、 通知与订阅 ### 1. 默认通知规则 @@ -47,15 +36,11 @@ description: "评论功能为每条记录提供了一个沟通空间，团队成 如果你是某项任务的负责人，希望掌握它的所有动态： - **操作**：点击评论面板右上角的 `铃铛`，切换为 `通知所有评论` -![](/images/2025-11-30-22-31-01.png) - ### 3. 查看通知 - **位置**：新消息通常出现在界面左下角的通知中心 - **跳转**：点击通知，系统会自动定位并跳转到对应的记录详情页，直接展示该条评论 -![](/images/2025-11-30-22-40-45.png) - ## 四、 使用场景 - **任务澄清**：在“需求开发”任务下，开发人员直接 @产品经理 询问某个细节逻辑，对话记录永久留存在记录中，方便回溯 -- **审批反馈**：在“报销申请”记录下，财务人员留言“发票抬头有误，请重贴”，申请人收到通知后及时修正 \ No newline at end of file +- **审批反馈**：在“报销申请”记录下，财务人员留言“发票抬头有误，请重贴”，申请人收到通知后及时修正 diff --git a/zh/basic/record/record-history.mdx b/zh/basic/record/record-history.mdx index f9317ec..2df9cdf 100644 --- a/zh/basic/record/record-history.mdx +++ b/zh/basic/record/record-history.mdx @@ -11,12 +11,8 @@ description: "Teable 中的记录历史允许跟踪和管理一段时间内对 点击顶部工具栏右侧的记录历史图标 -![](/images/2025-11-30-22-51-26.png) - 打开表格历史记录弹框，点击 “查看记录” 按钮，可以跳转至对应的记录 -![](/images/2025-11-30-22-54-29.png) - ### 权限说明 * 在没有开启权限矩阵的情况下，允许拥有表格编辑权限的用户查看。 @@ -31,12 +27,10 @@ description: "Teable 中的记录历史允许跟踪和管理一段时间内对 点击记录展开卡片右上角的记录历史图标 -记录历史 - ### 权限说明 * 任何情况下，只需拥有某条记录的编辑权限，就可查看这条记录的历史。 ## 注意事项 -记录历史功能的最小单元是记录的单元格，因此在进行大批量的数据操作时，会产生大量的历史数据。 \ No newline at end of file +记录历史功能的最小单元是记录的单元格，因此在进行大批量的数据操作时，会产生大量的历史数据。 diff --git a/zh/basic/security.mdx b/zh/basic/security.mdx index d466423..ead795d 100644 --- a/zh/basic/security.mdx +++ b/zh/basic/security.mdx @@ -114,8 +114,8 @@ Teable 提供多种数据备份方式： | 方式 | 说明 | 适用场景 | |------|------|----------| -| **[Base 导出](/zh/basic/base/base#导出数据库（备份与迁移）)** | 将整个数据库下载为 `.tea` 文件（包含结构、数据、自动化） | 完整备份、迁移 | -| **[Base 复制](/zh/basic/base/base#duplicate-a-base-to-another-space)** | 在 Teable 内创建数据库副本 | 快速快照 | +| **[Base 导出](/zh/basic/base#导出数据库（备份与迁移）)** | 将整个数据库下载为 `.tea` 文件（包含结构、数据、自动化） | 完整备份、迁移 | +| **[Base 复制](/zh/basic/base#duplicate-a-base-to-another-space)** | 在 Teable 内创建数据库副本 | 快速快照 | | **[CSV 导出](/zh/basic/table/export)** | 导出单个表格数据 | 数据迁移 | | **[API 导出](/zh/api-doc/record/get)** | 通过 REST API 程序化导出记录 | 自动化备份 | diff --git a/zh/basic/space/billing.mdx b/zh/basic/space/billing.mdx index dc2c1d1..34c9b54 100644 --- a/zh/basic/space/billing.mdx +++ b/zh/basic/space/billing.mdx @@ -9,11 +9,14 @@ description: "了解如何管理订阅、查看账单详情、监控用量以及 只有**空间所有者**才能访问账单设置。访问方式： -1. 点击空间右上角的「···」按钮 -2. 选择**空间设置** -3. 导航到**计费**页面 +1. 点击空间侧边栏中的**设置** +2. 在**空间**分组中选择**计费** -![](/images/2025-12-10-23-03-03.png) +计费设置概览 ## 计费页面概览 @@ -36,7 +39,8 @@ description: "了解如何管理订阅、查看账单详情、监控用量以及 | 指标 | 描述 | |------|------| -| **协作者总数** | 当前空间及其数据库的协作者数量 | +| **协作者总数** | 当前空间及其数据库中可计费的协作者数量 | +| **自动化每月最大运行次数** | 每月自动化运行次数额度。每次自动化运行会消耗 1 次运行次数 | | **记录总数** | 空间内所有表格的总行数 | | **附件容量** | 上传附件使用的总存储空间 | | **邮件总数** | 通过自动化使用 Teable 邮件服务发送的邮件数量 | @@ -63,7 +67,7 @@ description: "了解如何管理订阅、查看账单详情、监控用量以及 算力仅适用于 Teable 云版本；自托管版本不消耗 Teable 云算力，而是受限于您自己的基础设施和外部 AI 服务商。 -算力部分显示您的总算力额度和当前使用量。点击**详情**可查看按功能和月份的算力消耗明细。 +算力卡片显示总算力、额外算力、重置日期和当前使用量。点击**详情**可打开算力消耗明细，在其中按日期范围和类型筛选，查看用量图表，并按名称、类型、模型、算力、成员和日期查看消耗记录。 ### 结算明细 @@ -97,13 +101,12 @@ description: "了解如何管理订阅、查看账单详情、监控用量以及 要升级、降级或修改订阅计划： -1. 进入**空间设置** → **计费** -2. 点击**改变订阅计划**按钮 -3. 您将被重定向到**订阅计划**页面 -4. 选择您想要的订阅级别 -5. 选择计费周期（月付或年付） -6. 如需调整席位数量 -7. 完成结账流程 +1. 进入**设置** → **订阅计划** +2. 查看可用的订阅计划卡片：**免费版**、**专业版**和**商业版** +3. 点击目标计划上的**订阅** +4. 选择计费周期（月付或年付） +5. 按需调整席位数量 +6. 完成结账流程 年付比月付节省约 17%。 @@ -115,6 +118,15 @@ description: "了解如何管理订阅、查看账单详情、监控用量以及 | **专业版** | 小型团队和专业用户 | | **商业版** | 成长型企业 | +### 附加用量订阅 + +在**订阅计划**标签页中，**附加用量订阅**可用于购买额外用量，而无需切换主订阅计划。当前支持的附加用量包括： + +- **算力** +- **自动化** +- **记录** +- **附件容量** + ## 取消订阅 Teable 遵循"物有所值"的取消政策。当您取消订阅时，您并非要求立即终止服务或退款，而是选择在当前计费周期结束后不再续费。 diff --git a/zh/basic/sso/azure-entra-id.md b/zh/basic/sso/azure-entra-id.md index 78eb655..da6321a 100644 --- a/zh/basic/sso/azure-entra-id.md +++ b/zh/basic/sso/azure-entra-id.md @@ -10,20 +10,32 @@ description: "配置 Azure Entra ID 作为 Teable 的 SSO 认证提供商" 1. 进入 Teable 的 SSO 设置页面 2. 创建新的认证提供商，命名为 **Azure Entra ID** 并选择 **OpenID Connect** -![](/images/2025-12-04-18-00-20.png) +Azure Entra ID SSO 配置步骤 1 ## 步骤 2：访问 Azure Entra ID 1. 登录你的 Azure 账户 2. 导航至 **Microsoft Entra ID**（原 Azure Active Directory） -![](/images/2025-12-04-18-00-27.png) +Azure Entra ID SSO 配置步骤 2 ## 步骤 3：配置 OAuth 端点 使用你的 **租户 ID** 在 Teable 中填写以下 OAuth 端点： -![](/images/2025-12-04-18-00-51.png) +Azure Entra ID SSO 配置步骤 3 - **Authorization URL**（授权 URL）：`https://login.microsoftonline.com/_YOUR_TENANT_ID_/oauth2/v2.0/authorize` - **Token URL**（令牌 URL）：`https://login.microsoftonline.com/_YOUR_TENANT_ID_/oauth2/v2.0/token` @@ -37,14 +49,26 @@ description: "配置 Azure Entra ID 作为 Teable 的 SSO 认证提供商" 1. 在 Azure Entra ID 中，点击左侧菜单的 **应用注册** 2. 点击 **+ 新注册** -![](/images/2025-12-04-18-03-39.png) +Azure Entra ID SSO 配置步骤 4 ## 步骤 5：配置应用程序注册 填写应用程序注册表单： -![](/images/2025-12-04-18-01-11.png) -![](/images/2025-12-04-18-01-19.png) +Azure Entra ID SSO 配置步骤 5 +Azure Entra ID SSO 配置步骤 6 - **名称**：Teable SSO - **受支持的账户类型**：根据你的需求选择 @@ -57,27 +81,47 @@ description: "配置 Azure Entra ID 作为 Teable 的 SSO 认证提供商" 1. 从应用程序概述页面复制**应用程序（客户端）ID** -![](/images/2025-12-04-18-01-27.png) +Azure Entra ID SSO 配置步骤 7 2. 将客户端 ID 粘贴到 Teable 的 SSO 配置中 -![](/images/2025-12-04-18-01-32.png) +Azure Entra ID SSO 配置步骤 8 ## 步骤 7：创建客户端密钥 1. 在你的应用程序中，点击左侧菜单的**证书和密钥** -![](/images/2025-12-04-18-01-44.png) +Azure Entra ID SSO 配置步骤 9 2. 点击 **+ 新客户端密钥** -![](/images/2025-12-04-18-01-50.png) +Azure Entra ID SSO 配置步骤 10 3. 添加说明并设置过期时间 4. 点击**添加** 5. **重要**：立即复制密钥的**值**并将其保存为 Teable 中的客户端密钥 -![](/images/2025-12-04-18-01-55.png) +Azure Entra ID SSO 配置步骤 11 > **警告**：密钥值仅显示一次，请务必立即保存。 @@ -86,8 +130,16 @@ description: "配置 Azure Entra ID 作为 Teable 的 SSO 认证提供商" 1. 点击左侧菜单中的 **API 权限** 2. 点击 **+ 添加权限** -![](/images/2025-12-04-18-02-00.png) -![](/images/2025-12-04-18-02-05.png) +Azure Entra ID SSO 配置步骤 12 +Azure Entra ID SSO 配置步骤 13 3. 选择 **Microsoft Graph** 4. 选择**委托的权限** @@ -97,7 +149,11 @@ description: "配置 Azure Entra ID 作为 Teable 的 SSO 认证提供商" - `profile` 6. 点击**添加权限** -![](/images/2025-12-04-18-02-16.png) +Azure Entra ID SSO 配置步骤 14 7. 点击**为 [你的目录] 授予管理员同意**按钮以批准权限 diff --git a/zh/basic/sso/feishu.mdx b/zh/basic/sso/feishu.mdx index c23e58b..bb3bd65 100644 --- a/zh/basic/sso/feishu.mdx +++ b/zh/basic/sso/feishu.mdx @@ -11,16 +11,28 @@ description: "配置飞书作为 Teable 的 SSO 认证提供商" 2. 点击 **创建应用** 3. 创建成功后，获取 **App ID** 和 **App Secret** -![](/images/kai-fa-zhe/ji-cheng/dan-dian-deng-lu/eafb64024965053a.png) +飞书 SSO 配置步骤 1 ## 步骤 2：在 Teable 中创建认证提供商 1. 进入 Teable 的 SSO 设置页面(`空间设置`->`认证设置`) 2. 创建新的认证提供商 3. 填写第一步中获取的 **App ID** 和 **App Secret** - 配置页面 + 配置页面 4. 创建完成后，点击复制 **providerId**，稍后配置飞书应用时需要用到 - 复制providerId + 复制providerId ## 步骤 3：配置飞书应用 @@ -55,7 +67,11 @@ description: "配置飞书作为 Teable 的 SSO 认证提供商" 1. 点击 **创建版本** 2. 上传应用图标 - 上传应用图标 + 上传应用图标 3. 设置 **版本号**（例如 `1.0.0`） 4. 选择 **可用范围**（例如全员可见） 5. 点击 **发布**，等待审批通过即可生效 @@ -68,4 +84,8 @@ description: "配置飞书作为 Teable 的 SSO 认证提供商" 此时登录页面会出现飞书登录按钮，或者直接在飞书工作台点击应用图标进入。 -登录页面 \ No newline at end of file +登录页面 \ No newline at end of file diff --git a/zh/basic/view/calendar.mdx b/zh/basic/view/calendar.mdx index a3a2c49..a20c91e 100644 --- a/zh/basic/view/calendar.mdx +++ b/zh/basic/view/calendar.mdx @@ -1,5 +1,5 @@ --- -title: "日历视图" +title: "日历" description: "日历视图以日历形式展示您的数据，让您能够直观地查看和管理基于日期的记录。它特别适合管理会议安排、项目时间线、活动计划等时间相关的内容。通过日历视图，您可以轻松地查看任务分布，并进行时间管理。" --- diff --git a/zh/basic/view/form.mdx b/zh/basic/view/form.mdx index 5168776..895ed16 100644 --- a/zh/basic/view/form.mdx +++ b/zh/basic/view/form.mdx @@ -1,5 +1,5 @@ --- -title: "表单视图" +title: "表单" description: "了解如何使用 Teable 表单从任何人那里收集信息，并自动保存到 Teable 数据库中。每次表单提交都将在创建表单视图的表中生成一条新记录。" --- diff --git a/zh/basic/view/gallery.mdx b/zh/basic/view/gallery.mdx index 2d6fef0..21f4d78 100644 --- a/zh/basic/view/gallery.mdx +++ b/zh/basic/view/gallery.mdx @@ -1,5 +1,5 @@ --- -title: "画册视图" +title: "画册" description: "画册视图是一种以图片网格形式展示数据的视图类型，特别适合管理和展示图片相关的内容。它能让您以视觉化的方式浏览所有包含图片的记录，非常适合设计作品集、产品目录、照片库等场景的管理。" --- diff --git a/zh/basic/view/grid.mdx b/zh/basic/view/grid.mdx index 2127e2c..7807f4d 100644 --- a/zh/basic/view/grid.mdx +++ b/zh/basic/view/grid.mdx @@ -1,5 +1,5 @@ --- -title: "表格视图" +title: "表格" description: "表格视图是 Teable 中的一种数据展示方式，它以表格的形式呈现数据，每个记录占据一行，每个字段占据一列。表格视图可以用于查看、编辑和分析数据。" --- diff --git a/zh/basic/view/kanban.mdx b/zh/basic/view/kanban.mdx index 29a3264..3c05853 100644 --- a/zh/basic/view/kanban.mdx +++ b/zh/basic/view/kanban.mdx @@ -1,5 +1,5 @@ --- -title: "看板视图" +title: "看板" description: "看板视图提供了一种动态的方式来管理数据，它将不同记录以卡片的形式展示在看板上，这种直观的布局可以更清晰得反馈任务的状态或优先级。总体而言，看板视图可帮助您实现工作内容可视化，并最大限度提高效率，非常适合项目管理和工作流程的跟踪。" ---