softsync-tables skill

Tables

Reading the structure

describe_workspace_schema returns every table you can see with its fields, field kinds and options, plus the groups you can access. Call it before any other workspace tool.

• A choice field lists options.choices, each with a value (what you send) and a label (what the user sees). Always send the value.
• A relation field's options.tableId names the table it links to.
• A text or number field whose options.source.type is sequence is numbered by the app (ticket or invoice numbers). It gets its value on create and cannot be written; leave it out of record_creation and update_record.
• A field whose options.source.type is formula is calculated by the app from options.source.expression and cannot be written; leave it out of record writes. One that is formula-default is filled from its formula when left empty, and a value you send replaces it until it is cleared.
• Every table also has __system_created_at, __system_updated_at and __system_created_by.

Changing the structure

• upsert_table: create a table or add and change its fields. Needs the Admin or Editor role.
• A calculated field is any field with options.source = { "type": "formula", "expression": "ROUND({Qty} * {Unit price}, 2)" } (or formula-default for a starting value people can change). Fields are written in braces by display name; a linked field goes through its link field, e.g. {Deal}.{Currency} or SUM({Order lines}.{Amount}). Excel-style functions work (IF, ROUND, SUMIFS, LOOKUP, NETWORKDAYS, PMT…). Supported on text, number, date, select and multi-select fields. A broken formula is rejected with the reason; totals over linked records update a moment after the save, and changing a formula recalculates existing records in the background.
• delete_table: removes a table and every record in it. There is no Bin for tables. Admin only; confirm with the user first.

Numbered fields

get_field_counter shows the number the next record will get; set_field_counter moves it, for example to start invoices at 1000. It cannot go below a number already in use.

Rules

• Reuse an existing table or field when one fits instead of creating a near-duplicate.
• Describe the change you plan in plain words and wait for agreement before changing the structure.