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What is Cross-doc
As you build up Coda docs, you might want to pull information from one doc into another. Enter Cross-doc! Some of our favorite ways to use Cross-doc are:
- Pulling a product team roadmap into multiple project trackers
- Pulling in customer data from a CRM into your own personal note-taking Coda-doc
- Distributing feedback for each of your direct reports from a master feedback doc
How to use Cross-doc
If you have a table from another doc you'd like to pull into a new doc, start by clicking the plus menu.
- Click the + button
- Select Sync
- Select the Cross-doc tab in the Sync panel
- You'll then see a list of all your docs on the right panel
- Click the doc you'd like to pull from and you'll see a list of every table inside it
- Then, simply drag and drop the table into your new doc
You can then customize how often you'd like that table to sync.
- Hover over the table and click the document Data sync icon
- You'll then be able to select your refresh schedule and the amount of rows you'd like to sync
3. You can also always click Sync now to do an immediate sync
We want to make sure that every project tracker has access to our company OKRs. Rather than adding a link or having to update multiple docs. We'll just import our company OKR table into our project tracker.
Secure Data Sharing
If you have people who only need to see a certain part of a table, you can set this up with Cross-Doc.
- You'll start with your core table. Filter it for your criteria (e.g. Filtering a table to be just one person's performance review results)
- Pull the filtered view into the individual's doc
- Share the new doc with them. They will not have any access to the other data.
Note - this will also work for any hidden columns.
We have a master customer list, but I also have my own note-taking doc. I'll pull in the customer details so I can add a column with my own notes.
Can I update the data in the original table form this sync table?
Currently the sync is only one way and you cannot modify the data in the source table from any of the syncs. In the future we hope to support this functionality.
Will my hidden columns and rows come through?
No. Cross-doc takes a "what you see is what you get" approach. This helps you keep various elements private.
Can I edit or delete the imported rows?
You won't be able to edit the imported values, but you CAN add new columns, group the data, and change the layout. These new columns will then ONLY be visible in your new doc. They will NOT be added to the original table.
Can I sync a sync table?
Yes! If you wanted to sync a table, add more annotations, then sync that somewhere else you could. You can even sync a Packs Table to another doc to hide your credentials.
Does it sync in real time?
Not at this time, but you can choose your refresh intervals to meet your needs.
Why don't new columns I add in my source table automatically appear in my sync table?
Whilst we will keep updating your row data we set up the columns and names when you first add the table. New columns can be added to your sync table by 'projecting' them from the main column e.g. add a new row and add the formula =Row.Column8 if you look at the formulas for the other columns you will see the same pattern.
Where are my button columns?
We don't currently support buttons from the source and so remove them from your sync table.
What is the "Row" column
The row column shows a list of "objects" representing each row. This is all of the data we sync through for the table. This is where you will find any additional columns added to your source table or how you can re-add any columns you delete.
Note: You will only see the visible columns from the source table here, for data privacy we don't sync any hidden columns
Most of my data is syncing fine but one column is blank - why is that?
This is most likely caused by renaming a column in the source table. Each column in the synced table used a formula and is based on the column name in the source table. When the name is changed, it breaks the formula.
To fix it open the columns formula and replace the old column name with the new one.
Where have my conditional formats, groups, sortings and scales gone?
We only pull through the raw data from your original table. Anything that lives at the table level such as conditional formatting, groups, sorts and some column types (such as scales) will not appear. You can reformat all of this in the synced table to match the source.
Can other users see the same list of docs and tables to add when I add the pack?
The doc list and tables you see in the right hand menu are unique and private to you. No one else can see that list, they will only see the docs they have access to. So you can add a table from a private doc without giving any access to that document, other users you share your new document with can see this table fine.