How do I create a Standard Table?

Add a Table:

There are a couple ways to Add a Table:

Option 1: From the Home dashboard, click the Add button (below the Tables summary).

Navigate to the Table(s) Tools.

Option 2: From the Navigation menu, click the Tables option.

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Click the Add New Table.

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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 Fields - 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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1. Click Standard from the Tables.

2. Add Fields.

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3. Select more options (if wanted) by expanding the Field info.

Expand

4. Select a Field Type.

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1. 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 the Field is required.
  9. Select if the Field should be readonly.
  10. Select if the Field should be hidden from the Prep Tool.
  11. Select if this Field will be Disabled on Export.
Selecting the Text Field type.
2. Long Text Field Type.
  1. Select Number from the Type drop-down.
  2. The Long Text Field Type is used for "text only" applications (for up to 65,000 characters of storage).
3. Number Field Type.
  1. Select Number from the Type drop-down.
  2. Select your Formatting Type: Non Formatted, Formatted, Currency, Percent, or Scientific Notation.
4. Date Field Type.
  1. Select Date from the Type drop-down.
  2. Select a Formatting Type: Date, Date/Time, or Time.
  3. Select a Date Value from the drop-down. User Defined, Insert Date, or Update Date.
5. List Field Type.
  1. Select List from the Type drop-down.
  2. Select your Formatting Type: Combo Box, Combo Box Auto Update, Drop Down, or Multiple Drop Down.
  3. Select if this Field will be linked to another List Field.
  4. Select how you would like the Values to be entered: User Entered or From Table.
  5. Place in the specific Values you wish to use in your drop-down (the Values need entered in with ONE per line).

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.
  • Checkbox - Allows for simply On/Off checkbox function. Can NOT be a linked drop-down.
  • Radio - Allows for a list of Radio Buttons assigned to values.  Can also be linked to a drop-down.
6. File Field Type.

Select File from the Type drop-down.

7. HTML Field Type.

Select HTML from the Type drop-down.

8. ID Field Type.
  1. Select ID from the Type drop-down menu.
  2. Select a Format from the drop-down menu (Numeric ID, Alphanumeric, Custom).

    NOTE: this Field is used to create Unique Identifiers (custom or auto-generated) for use in indexing, joining, or simply assuring unique records.
9. Sparkline Field Type.
  1. Select Sparkline from the Type drop-down menu.
  2. Select your Formatting Type: Line, Spline, Area, Area Spline, Column.

 

5. Continue adding more Fields.

6. Once completed, click the Save icon.

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