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docs(data-editor): document Create Data Editor from Table#180

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docs(data-editor): document Create Data Editor from Table#180
inviscid merged 2 commits into
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docs/data-editor-from-table

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End-user guidance for the Create Data Editor from Table feature (shipped: PlaidCloud/PlaidClient#1656 + PlaidCloud/plaid#6247).

Changes

  • Managing Data Editors guide — three new sections:
    • Create a Data Editor from a Table — the Tables-view New menu / right-click action that profiles a table and opens a pre-filled Data Editor Configuration window (Source and Target both set to the table; Save creates it, Cancel leaves nothing).
    • How Columns Are Configured — what control each column type gets (checkbox, date chooser, number, dimension picker, value drop-downs for low-cardinality columns, read-only keys), and the sampling note for large tables.
    • Populate an Existing Editor from a Table — the Populate From Source button doing the same automatic configuration.
  • Managing Tables and Views guide — a short cross-reference to the above (the action launches from the Tables view).

Labels/tab names verified against the shipped UI (General / Source and Target / Form Columns; Populate From Source; Save / Save & Close / Cancel). Plain Markdown — no MDX tokens.

🤖 Generated with Claude Code

Add end-user guidance for the new auto-configured Data Editor feature:
- "Create a Data Editor from a Table", "How Columns Are Configured", and
  "Populate an Existing Editor from a Table" sections in the Managing Data
  Editors guide
- a cross-reference from Managing Tables and Views (where the action launches)

🤖 Generated with [Claude Code](https://claude.com/claude-code)
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Jun 13 2026, 09:30 PM

Address Vale Google-style notices on the PR: convert passive constructions to
active voice and drop unnecessary parentheses in the new Data Editor sections.

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
@inviscid inviscid merged commit 585f78d into main Jun 13, 2026
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Independent Sonnet review (fresh context, labels cross-checked against the shipped code): APPROVE — only nits/polish remain. Every UI label matches (Create Data Editor from Table; Data Editor Configuration; General / Source and Target / Form Columns; Populate From Source / Save / Save & Close / Cancel); the inference behavior, dimension-hierarchy gate, and save/cancel semantics are accurately described; the cross-link anchor resolves; .md files are MDX-safe; Vale notices addressed. The one MINOR (orphan wording) is fixed in the latest commit to match the now-shipped prompt-to-remove behavior. Merging.

inviscid added a commit that referenced this pull request Jun 14, 2026
…ng fix (#182)

* docs(data-editor): Phase 2b (re-profile + rationale) and fix Phase 2a wording

- document the Max pick-list values cutoff + Re-profile button, and that
  selecting a column shows why PlaidCloud chose its control (Phase 2b)
- correct the Populate From Source description to the shipped confirm-to-remove
  behavior (a follow-up wording fix that didn't land in #180) and a source/target
  clarity tweak

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* docs(data-editor): clarify re-profile confirm is for a non-empty grid

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
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