Documentation and SupportV6 User Manual TablesHow do I create a Standard Table? (Version 1.1)

How do I create a Standard Table? (Version 1.1)

Navigate to the Table(s) Tools.

2. Or open the Navigation menu...

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Locate and select the "Tables" option from the menu...

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Click the "Add New Table" option in the navigation menu...

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3. Enter Table Information.

  1. Name - What the Table is named.
  2. Description - What the description of the Table will be.
  3. Folder - What folder the Table will be located in.
  4. Status - What is the status of the Table? (Development or Production)
  5. Backup - Do you want the Table to be backed up?
  6. Order By - What field the Table is ordered by.
  7. Order Direction - Choose if the order is Ascending or Descending.
  8. Primary Date Field - What field is the primary date field in relation to the sorting on Dashboards.
  9. System Index Field - This allows you to index one of the system fields for quicker loads.
  10. Table Onload Javascript - Allows Javascript or HTML code to be loaded once when the Table is opened.
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4. Click Standard from the datasets.

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5. Click the 'Click to add a field' - to start adding fields.

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6. Click the arrow to expand the field info.

Expand

7. Select your field type.

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7.1. The Text field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Select Text from the type drop down.
  3. Select your formatting type: Non Formatted, URL,Short URL, Account #, Phone Number, International Phone Number, Zip, Postal Code, State, or Image.
  4. Set your field length.
  5. Select if this is a custom SQL field
  6. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  7. Select if this should be a field that is indexed, which allows quicker look up for reporting
  8. Select if this field will be disabled on export
Selecting the Text Field type.
7.2. The Long Text field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Select Long Text from the type drop down.
  3. Select if this is a custom SQL field
  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 field will be disabled on export
Selecting the Long Text Field type.
7.3. The Number field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ])
  2. Select Number from the type drop down.
  3. Select your formatting type: Non Formatted, Formatted, Currency, Percent, or Scientific Notation.
  4. Set your field length, setting how many digits after the decimal place.
  5. Select if this is a custom SQL field
  6. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank
  7. Select if this should be a field that is indexed, which allows quicker look up for reporting.
  8. Select if this field will be disabled on export
Selecting the Number Field type.
7.4. The Date field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ]).
  2. Select Date from the type drop down.
  3. Select your formatting type: Date, Date/Time, or Time.
  4. Select your date value from the drop down. User Defined, Insert Date, or Update Date.
  5. Select if this is a custom SQL field.
  6. Enter a default value if there is a value that would be entered the majority of the time, you can leave this blank.
  7. Select if this should be a field that is indexed, which allows quicker look up for reporting.
  8. Select if this field will be disabled on export.
Selecting the Date Field type.
7.5. The List field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ]).
  2. Select List from the type drop down.
  3. Select your formatting type: Combo Box, Combo Box Auto Update, Drop Down, or Multiple Drop Down.
  4. Set your field length.
  5. Select if this field will be linked to another List field.
  6. Select how you would like the Values to be entered: User Entered or From Table.
  7. Place in your values you wish to use in your drop down (the Values need entered in  with ONE per line).
  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.
  10. Select if this field will be disabled on export.

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.
7.6. The File field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ]).
  2. Select File from the type drop down.
  3. Select if this field will be disabled on export.
Selecting the File Field type.
7.7. The HTML field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ]).
  2. Select HTML from the type drop down.
  3. Select if this is a custom SQL field.
  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 field will be disabled on export.
Selecting the HTML Field type.
7.8. The ID field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ]).
  2. Select ID from the Type drop-down menu.
  3. Enter a Description if you would like to.
  4. Select a Format from the drop-down menu.  [Numeric ID, Alphanumeric, Custom]
  5. Select an option for the Index Field.
  6. Select an option if this Field type will be Hidden in the view.
  7. Select if this field will be Disabled On Export.
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7.9. The Sparkline field Type.
  1. Name of the Field (Max length is 63 characters and can not include a back tick [ ` ]).
  2. Select Sparkline from the Type drop-down menu.
  3. Enter a Description if you would like to.
  4. Select a Format from the drop-down menu.  [Numeric ID, Alphanumeric, Custom]
  5. Enter a Length [50 is the default entry].
  6. Select Yes/No if there is Custom SQL
  7. Enter a Default Value
  8. Enter any Custom Options.
  9. Select an option for the Index Field.
  10. Select an option Yes/No if this is a Required field.
  11. Select an option Yes/No if this is "Readonly"
  12. Select an option if this Field type will be Hidden.
  13. Select if this field will be Disabled On Export.
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8. Continue adding your fields, once complete Click the Save icon.

Continue adding your fields, once complete select Next.

9. Congratulations, your Table is created and you are now ready to enter data.