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upates to add column menu (col type) + glossary updates (lookups, tri…
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…gger formulas)
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nataliemisasi committed Jan 10, 2024
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10 changes: 8 additions & 2 deletions help/col-types.md
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Expand Up @@ -22,11 +22,17 @@ To add a column, click on the "+" symbol in the header row to open the "Add Colu

![Add column](images/columns/columns-add-column.png)

The first option in the menu, "+ Add Column", will add a new, empty data column to your table.
The first option in the menu, "Add Column", will add a new, empty data column to your table.

*![Add new column](images/columns/columns-add-new-column.png)*
If you know what column type you need, the next option allows you to assign a type for your new column. Select a column type from the expanded menu.

*![Add new column type](images/columns/columns-add-new-column-type.png)*
{: .screenshot-half }

The third option, 'Add formula column', will add a new formula column with the formula entry box immediately opened so you can begin entering your formula without additional clicks.

![Add formula column](images/columns/columns-add-formula-column.png)

"Hidden Columns" expands to show a list of columns hidden from this view that can be quickly added back.

*![Add hidden column](images/columns/columns-add-hidden-column.png)*
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15 changes: 15 additions & 0 deletions help/glossary.md
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Expand Up @@ -106,6 +106,17 @@ Examples of importing include:
- Calling Grist's API from a program and adding data read from another source
(see: [Grist API](rest-api.md)).


## Lookups

Lookup formulas allow you to "look up" data in other tables.

[lookupOne](references-lookups.md#lookupone) allows you to look up a single record in another table by matching some data across two tables, similar to Excel's VLOOKUP.

[lookupRecords](references-lookups.md#lookuprecords) allows you to look up multiple records in another table by matching some data across two tables.

[Dot Notation](references-lookups.md#reference-columns-and-dot-notation) allows you to use a [reference column](col-refs.md) to look up more data for a referenced record. Dot Notation can also be used with [reference lists](references-lookups.md#reference-lists-and-dot-notation) as well as within a [lookupOne](references-lookups.md#lookupone-and-dot-notation) or [lookupRecords](references-lookups.md#lookuprecords) formula.

## Page

Grist documents are organized visually into pages. Each page allows
Expand Down Expand Up @@ -151,6 +162,10 @@ The order in which rows of a table are shown is called the sort order.
An example of changing the sort order of a table is given in the
[CRM tutorial](lightweight-crm.md#to-do-tasks-for-contacts).

## Trigger Formulas

A [trigger formula](formulas.md#trigger-formulas) is a formula that recalculates your data based on a set of conditions that you decide. They also allow you to [clean data](https://www.youtube.com/watch?v=wwzm39ADslA&list=PL3Q9Tu1JOy_4p4g-uS_3LQrB_3Vm7CWe4&index=10&t=2282s) when a new value is entered, provide a sensible [default value](formula-cheat-sheet.md#setting-default-values-for-new-records) for a column or [create Time and Authorship stamps](formula-cheat-sheet.md#automatic-date-time-and-author-stamps).

## User Menu

The user menu is the menu that opens by clicking your profile icon in the top-right of Grist. From there you can manage your profile, add additional Grist accounts that you own, and see a list of team sites to which you have access.
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