How do I create a Standard table?

There are two ways to create a new table.

If you have already created a table, the Table(s) icon will be available.

Navigate to the Table(s) Tools.

2. Click the 'Add New' bubble.

Click the 'Add New' bubble.

3. If this is your first table, you must navigate to the System Tools.

If this is your first table, you must navigate to the System Tools.
Navigate to the Table System Tools.

5. Click the 'Add New' bubble.

6. Enter Table Information.

Note: You can leave the disk set to Default.

Enter Table Information.

7. Select Standard from the type drop down.

Select Standard from the type drop down.

8. Click the 'Add New' bubble to add a field.

Click the 'Add New' bubble to add a field.

9. Name your field and select the type of field.

  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Description of the Field (optional)
  3. Type of Field (Note:  See next step for different field types)
  4. Add to Bottom
  5. Add to Top
Name your field and select the type of field.

10. Select your field type.

Select your field type.

10.1. Selecting the Text Field type.

  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Enter a description if you wish, this can be left blank.
  3. Select Text from the type drop down.
  4. Select your formatting type: Non Formatted, URL,Short URL, Account #, Phone Number, International Phone Number, Zip, Postal Code, State, or Image.
  5. Set your field length.
  6. Select if this is a mashup field you may be using custom code to fill
  7. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  8. Select if this should be a field that is indexed, which allows quicker look up for reporting
Selecting the Text Field type.

10.2. Selecting the Long Text Field type.

  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Enter a description if you wish, this can be left blank.
  3. Select Long Text from the type drop down.
  4. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  5. Select if this should be a field that is indexed, which allows quicker look up for reporting.
Selecting the Long Text Field type.

10.3. Selecting the Number Field type.

  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Enter a description if you wish, this can be left blank.
  3. Select Number from the type drop down.
  4. Select your formatting type: Non Formatted, Formatted, Currency, Percent, or Scientific Notation.
  5. Set your field length, setting how many digits after the decimal place.
  6. Select if this is a mashup field you may be using custom code to fill
  7. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  8. Select if this should be a field that is indexed, which allows quicker look up for reporting.
Selecting the Number Field type.

10.4. Selecting the Date Field type.

  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Enter a description if you wish, this can be left blank.
  3. Select Date from the type drop down.
  4. Select your formatting type: Date, Date/Time, or Time.
  5. Select your date value from the drop down. User Defined, Insert Date, or Update Date.
  6. Select if this is a mashup field you may be using custom code to fill
  7. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  8. Select if this should be a field that is indexed, which allows quicker look up for reporting.
Selecting the Date Field type.

10.5. Selecting the Drop Down Field type.

  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Enter a description if you wish, this can be left blank.
  3. Select Drop Down from the type drop down.
  4. Select your formatting type: Combo Box, Combo Box Auto Update, Drop Down, or Multiple Drop Down.
  5. Set your field length.
  6. Select if this is a mashup field you may be using custom code to fill.
  7. Place in your values you wish to use in your drop down.
  8. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  9. Select if this should be a field that is indexed, which allows quicker look up for reporting.

Note:

  • Combo Box - Allows you to pick from a predefined list.  You can start to type in the box and it filters the values down.
  • Combo Box Auto Update - Allows you to pick from a predefined list, or add a new value to that list.
  • Drop Down - Allows you to pick from a predefined list. Can also be a linked drop down.
  • Multiple Drop Down - Allows you to select multiple options.  Can also be a linked drop down.
Selecting the Drop Down Field type.

10.6. Selecting the File Field type.

  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Enter a description if you wish, this can be left blank.
  3. Select File from the type drop down.
  4. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  5. Select if this should be a field that is indexed, which allows quicker look up for reporting
Selecting the File Field type.

10.7. Selecting the HTML Field type.

  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Enter a description if you wish, this can be left blank.
  3. Select HTML from the type drop down.
  4. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  5. Select if this should be a field that is indexed, which allows quicker look up for reporting.
Selecting the HTML Field type.

11. Continue adding your fields, once complete select Next.

Continue adding your fields, once complete select Next.

12. Add conditional formatting.

Add conditional formatting.

12.1. Setting the condition for your formatting.

  1. Name the Conditional
  2. Select the field you want to set the condition on.
  3. Select the condition type: equal, not equal, less, less or equal, greater, greater or equal, begins with, does not begin with, ends with, does not end with, contains, does not contain, is empty, is not empty, is in, or is not in.
  4. Enter the value you want the condition to look for.
  5. Open the THEN part of the condition. (Cont. to next step)
Setting the condition for your formatting.

12.2. Setting the formatting of your condition.

  1. Select the fields you would like the formatting to affect.
  2. Select the color you would like the cell to turn.
  3. Select the second color if you wish for a gradient.
  4. Select the color of the text within that cell.
  5. Select the second color if you wish for a gradient.
  6. Select your Font Style: Normal, Bold, Italic, Strike-Through, or Underline.
  7. Select your Font Size: Extra-Small, Small, Normal, Large, or Extra-Large.
  8. Select your Tab Indent: 0, 1, 2, 3, or 4.
  9. Select your Alignment: None, Left, Center, or Right.
  10. Add additional Formatting if required.
  11. Add to Bottom.
  12. Add to Top.
Setting the formatting of your condition.

12.3. Add additional formatting requirements, or Save your table.

Add additional formatting requirements, or Save your table.

13. Table settings

You can also add additional fields or formatting in this area.

14. View your table.

View your table.

15. Congratulations, your table is created, you are now ready to enter data.