Add a Table

Step 1

Select the Tables option on the main menu.

MainMenu3.png

Note: The visibility of main menu options is determined by menu permissions. For more information about configuring menu permissions, see: Understanding Menu Permissions.

Step 2

Select the Tables button which appears at the top of the screen.

TableButtons1.png

Step 3

Select the Add Table button which will appear upon clicking Tables.

TableButtons2.png

Step 4

The add table window will appear - fill in the information as appropriate.

AddTableScreen.png

Name

Enter the table name here. This is an internal value and will not be displayed to users.

Description

Enter the table description here. This is what will be visible to users.

Parent

You may use this dropdown to define a parent-child relationship with a pre-existing table, thereby inheriting all its table entries.

Note: Any field marked with MandatoryIcon.pngis mandatory.

Step 5

When you have finished entering the information, click Save to add the table. 

GenericSave.png

Step 6

Verify that the newly created table appears in the dropdown.

TableDropdown.png

Note: The dropdown for selecting tables is found in the top right corner of the screen.
Was this article helpful?
0 out of 0 found this helpful