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UDM — How It Works Page

WORKFLOW

How UDM Works

The UDM workflow has three steps — import your data, configure your table, publish with a shortcode — followed by what visitors see and where to look when something does not work.

01

Import data

UDM works with the data you already have: CSV and XLSX files. The file is uploaded in the WordPress admin, the import preview shows how the columns were read, and after you save, the dataset is stored in WordPress — ready to be published as a table.

01  Upload a CSV or XLSX file in the WordPress admin
02  Review the import preview and the column mapping
03  Save the dataset — ready to publish
02

Configure your table

Before publishing, each table can be configured. Table settings decide which visitor features are available — search, sorting, filtering and pagination — which columns are displayed, and how the table behaves on smaller screens. The exact settings are listed in the table settings documentation.

01  Turn search, sorting, filtering and pagination on or off per table
02  Choose which columns appear in the published table
03  Set how the table adapts on tablet and mobile
03

Publish with a shortcode

Publishing a table is done with a shortcode. Paste it into any post, page, text widget or Elementor shortcode widget — the id in the shortcode selects which saved dataset to display.

EXAMPLE
[udm_table id=”1″]

The shortcode reference in the documentation covers parameters and placement details.

04

Visitors interact with the data

A published table is interactive on the visitor side: search, sorting, filtering and pagination happen in the browser, on the page itself. The dataset behind the table stays managed in the WordPress admin.

01  Search — narrow the table to rows matching a keyword
02  Sort — order rows by a chosen column
03  Filter — show only rows that match selected values
04  Paginate — move through long tables page by page
05

Get unstuck

If an import fails, a table looks wrong or a shortcode does not render, start with the documentation: each step of the workflow is described in detail, and the troubleshooting guide lists common causes and fixes.

Documentation

Step-by-step guides covering installation, imports, table settings and the shortcode.

Troubleshooting

Structured fixes for the most common import, display and publishing issues.

GET STARTED

Ready to run the workflow on your own data?

Install UDM, import a spreadsheet and publish your first table.