How create a constrain? Editable Data Table Like Excel Pro Plugin

[carlos.rubinstein]

Hi,

I’m using Editable data table like Excel Plugin, by Zeroqode. I need to create a constrain for an specific project. But I can’t do it in apperance. Please, somebody can help me whit this?

Thanks in advance,
Carlos

[hisham]

I have used the same plugin before.

if you want to add constraint to the table you are showing, it is not feasible. The plugin has it limitation and not flexible to adjust. My only recommendation was to create a table manually using repeating group / table (demo version)

[ZeroqodeSupport]

Hi @carlos.rubinstein,

Thanks for reaching out!

The Editable Data Table like Excel Pro plugin doesn’t allow you to apply constraints directly inside the Appearance tab of the element. Instead, you’ll want to set the constraint on the Data Source field. That’s where you define what records the table will show.

For example, if your table’s data type is KPIs but you only want to show KPIs linked to a specific project, you’ll need to add a search with a constraint like:
Search for KPIs (constraint: Project = Current Page Project)

This way, only the rows matching your condition will load into the table.

You can check our plugin docs for a quick reference here:
Editable Data Table Like Excel Pro

Could you provide a bit more information about your setup?
For instance:

• What’s the data type of your table?
• How do you identify the specific project you want to filter by (page parameter, parent group, logged-in user, etc.)?

That’ll help us give you a more tailored example.

Best regards,
Support Team
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[carlos.rubinstein]

Hi ZeroQode,

I need to use the table with KPIs Data Type. Using the specific constrain KPI_startup, and modify our delete values just when current project is equal to KPI_startup.

But right now the Table show all values for all project’s. This doesn’t work for me.
How do I ensure that only values that meet the constraint are shown?

Best regards,
Carlos

PD: Do you have another plugin that better meets my requirements?

I

[ZeroqodeSupport]

Hi @carlos.rubinstein,

Thanks for the details!

Here are some suggestions you can try to allow edits/deletes under that same condition with Editable Data Table like Excel Pro.

Show only the right rows

• In the table element, set Data type = KPI and Data source to a constrained search, e.g.:
  Do a search for KPI:filtered (or directly Do a search for KPI with the constraint) → Project = Parent group's Project (or KPI_startup = Current Project’s KPI_startup depending on your field names).
• Make sure you’re not feeding the table an unfiltered list elsewhere (e.g., from a page state). The table will display exactly what the Data source returns, so filtering here is key.
• If users should never see other projects’ KPIs, consider adding Bubble Privacy Rules on the KPI type to restrict “Find in searches” to the allowed project/user.

Allow modify/delete only when project matches

• Keep the table read-only by default (uncheck or set the table’s “editable” option to false).
• Add a Condition on the table (or on your Save/Delete workflow buttons) to enable editing and run actions only when Current Project = KPI_startup (adjust to your actual fields).
  Example: Button “Save changes” → Only when Parent group's Project = Table's Project (or KPI_startup).
• If you’re using the plugin’s actions (e.g., Save changes, Delete selected rows), keep those actions wrapped in the same condition.

If you prefer a read-only grid with advanced filtering/sorting and no editing, you might check Data Table / Grid plugin and its docs.

For in-app editing, the current plugin is the right choice.

If it’s still showing all projects, please share:

• Screenshots of the table’s Data type/Data source and Column mapping
• Your workflows for Save/Delete (conditions visible)
• A short Loom or test page link where we can reproduce

Best regards,
Support Team
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[ZeroqodeSupport]

Hi @carlos.rubinstein,

Just checking in to see if you had a chance to try the setup suggestions we shared earlier.

If it’s still showing all projects, could you please share the screenshots/workflows or a short Loom so we can reproduce and help further?

Best regards,
Support Team
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[carlos.rubinstein]

Hi Zeropode!

I’m new using Bubble. I’m having problem because all’s plugins or element that I used in bubble have (in apperance data source) the “insert dynamic data” to create a Do a search and his constrains.

But in “Edit Table like excel plugin”, this button (insert dynamic data) doesn’t exist.

So, I don’t know write the correct sentece.

I put this, but don’t work —> do a search for KPIs: Project (PR_startup_name = current project’s KPI_startup)

Each startup only can See and Edit they own KPIs.

[ZeroqodeSupport]

Hi @carlos.rubinstein,

I see you’re trying to use dynamic data to filter your “KPI” data in the Editable Data Table like Excel Pro plugin, but you’re facing an issue with the absence of the “Insert dynamic data” button.

Here’s what you need to do:

The “Insert dynamic data” button is part of Bubble’s expression editor. In the plugin’s Data Source field, click the field to open the editor, then select “Do a search for” > KPIs, and add a filter constraint like: KPI_startup = Current project’s Unique ID (adjust based on your data fields, e.g., using the project’s name or ID for matching).

The syntax you tried has errors - use Bubble’s filtered search instead of parentheses. This will ensure each startup sees and edits only their own KPIs.

Also, make sure you’re in Design mode (not preview mode) when trying to insert dynamic data into fields.

Let me know if this helps, or if you run into any other issues!

You can share more screenshots or test links if necessary.

Best regards,
Support Team
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[carlos.rubinstein]

I’m very lost and confuse. Please, look in the image attached the available fields that the plugin show me. Are you using another version? I haven’t Column 1 data source.

[ZeroqodeSupport]

Hi @carlos.rubinstein,

Sorry for the confusion earlier, and thanks a lot for clarifying your setup

After rechecking thoroughly, I need to note that the Editable Data Table like Excel Pro element doesn’t support setting the Data source dynamically with constraints. Instead, it’s designed to receive the full data set directly from the database.

To better understand your exact workflow, could you please share the structure of your KPIs data type (fields and relationships)? This will help us see how you want the filtering/editing logic to work and whether there’s a workaround.

That said, if your main requirement is to display and filter only the KPIs of the current project, you might want to consider checking our Data Table / Grid View Plugin.

It’s more flexible for search, filter, and constraint scenarios like the one you described, and could fit better with your use case.

Let us know more about your database setup, and we’ll suggest the best next steps.

Best regards,
Support Team
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[carlos.rubinstein]

Hi ZeroQode!

My requirement is Insert/Edit/Delete KPI’s from KPI Data Type.
See in attache the data type structure. (Project & KPI) KPI relations with Project (KPI_startup PR_startup_name)

If I use Data Table / View grid plugin, Can I Edit row’s? Because in the demo is not clear for me.

Thanks for your support,
Waiting for your feedback,
Carlos.

(attachments)

[ZeroqodeSupport]

Hi @carlos.rubinstein,

Thanks a lot for your patience.

We’ve checked this with our devs, and at the moment, the Editable Data Table like Excel Pro doesn’t allow adding constraints directly to the table’s data source.

This is a current limitation, and an improvement in this area is already planned for future updates of the plugin.

As a suggestion in the meantime, you could consider recreating the table manually using a Repeating Group.

For example, set the RG’s data source to Do a search for KPIs with a constraint like KPI_startup = Current Project. Inside the RG cells, you can place input fields (or editable text) for each KPI field and add workflows on “Save” buttons to update the record.

This way, you’ll have full control over constraints and visibility until the plugin supports it natively.

We’ll keep you posted as soon as improvements are available.

Best regards,
Support Team
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[ZeroqodeSupport]

Hi @carlos.rubinstein

Thank you very much for your patience.

Per our dev team’s guidance, please use the table’s Filter Tool to limit rows to the current Project:

1. Open Filter Tool.

2. Add a filter for KPI_startup.

3. Add a filter for the field KPI_startup.

4. Manually enter a valid Project ID (e.g., 1691345461332x898378953353599000).

5. Select the “equals” constraint.

• Apply the filter and check the results:

  • Only KPIs that have the KPI_startup field equal to the entered Project ID are displayed in the table.

  • No KPIs belonging to other projects should be shown.
    

    

This will show only the KPIs where KPI_startup equals the provided Project ID (others will be hidden).

Best regards,
Support Team
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[ZeroqodeSupport]

Hi @carlos.rubinstein, just a quick check-in.

To check the suggested steps above, please update the plugin to v1.12.0 (adds a new filtering toolbox).
Then use the Filter Tool: set KPI_startup to equals your Project ID to limit rows to the current project.

If other projects still appear, please share a screenshot of your filter setup and the Project ID you used, and we’ll help fine-tune it..

Best regards,
Support Team
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[carlos.rubinstein]

Hi ZeroQode!!!

First, I want to thank you for the support you’re giving me. Excellent!

I ran some tests with the new version of the plugin. I think I’m not using the constraint correctly.
Both data types are linked by PR_startup_name → KPI_startup;

The configuration is in the images. But the table appears without data. If I don’t use a constraint, the data appears.

What am I doing wrong?

Waiting for your return,
thanks in advance,
Carlos

(attachments)

[ZeroqodeSupport]

Hi @carlos.rubinstein

Thanks a lot for your patience and for the screenshots.

From what we see, the table is empty because the filter is comparing different data types. In your screenshot, the Value is set to Current page’s Project’s PR_startup_name (a text), while your KPI field KPI_startup looks to be a Project (Thing) reference. When the filter does KPI_startup equals <text>, it returns no rows.

Please try this setup:

1. Key: KPI_startup
2. Constraint type: equals
3. Value: Current page’s Project (the Project thing itself, not its name).

• If the page isn’t typed as Project, pass the Project into a parent Group (Type: Project, Data source: the Project you want) and use Parent group’s Project as the Value.
• If you truly store KPI_startup as text, then the Value must be the exact same text (but we strongly recommend keeping it as a Project reference).

Quick sanity check: temporarily set the Value to a known Project (e.g., “Do a search for Projects:first item”) and confirm rows appear. Also make sure no Privacy Rule is blocking read access for those KPIs.

If it still shows “No results found,” send us a short step-by-step recording (debug_mode=true) and a screenshot of the field types for KPI_startup and PR_startup_name. We’ll pinpoint it with you.

Best regards,
Support Team
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[carlos.rubinstein]

Hello ZeroQode!

I found the error.
I should use the current project’s unique ID in “value.”
Now, It’s working fine!

Thank a lot!

Carlos

[ZeroqodeSupport]

Hi @carlos.rubinstein

Awesome - glad it’s working after setting the filter to the current Project’s unique ID.

If anything else comes up or you’d like us to review the setup, just let us know.

Best regards,
Support Team
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