๐Ÿ”งAdd new columns to your entity

Entities are a high-level data abstraction, while workflows handle data record by record. To bridge this gap and offer flexibility, Cargo provides custom and computed columns.


1. Computed Columns:

Purpose:

Powerful columns with expressions or embedded code

Setup:

  • Click the three dots and Edit

  • Proceed to the Columns tab

  • Add a new Computed column

  • Choose the data type

  • Add an expression (see here to learn more) to define the formula for your computed column

  • Save & Re-sync

  • Push a new custom value through a workflow


2. Custom Columns:

Purpose:

Add a new column (string, integer, boolean)

Setup:

  • Click the three dots and Edit

  • Proceed to the Columns tab

  • Add a new Custom column

  • The rest of the process is the same as the above for creating a computed column


3. Metrics columns:

Purpose:

Add a column with an aggregated expression on related entities

Setup:

  • Click the three dots and Edit

  • Proceed to the Columns tab

  • Add a new Metrics column

  • Label the new column

  • Choose the aggregation type

  • Choose the related entity which will supply the aggregated relation

  • Filter on the right dimension


Note:

  1. See here a live example of setting up a computed column using an AI prompt

  2. Familiarise yourself with Segments and Workflows sections to familiarise with expressions and workflow-related concepts.

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