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Understanding Custom Tables

Distributor overview of custom tables in Encompass: what they are, table and column properties you can set, and what you can change later with the Table Map tool. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Fields And Definitions

What is a Custom Table?

Encompass has hundreds of tables that are part of the core software solution. Sometimes a business might find a need to store a set of data in a table that doesn't exist as part of that core solution; this is where Custom Tables come in. Launch the Create a Custom Table Help Resource to walk through the process of creating your own tables to meet your business needs.
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Custom Table Properties
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Custom Tables can be created with the following properties:
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  • Table Name
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  • View/Edit/Delete Permissions
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  • Column Sequence
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  • Multi-column Indices
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  • Required Fields
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  • Referenced Fields (Table Joins)
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Table Maps Tool
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Once a Custom Table has been created, use the Table Map tool to modify Table Properties:
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  • Change the Table Name
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  • Change the Default Records Shown
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  • Delete the Custom Table
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  • Modify Add/Edit/Delete Permissions
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And modify Column Properties:
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  • Column Name
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  • Data Type
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  • Max Length
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  • View/ Edit Permissions
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  • Required (True or False)
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  • Display By Default (True or False)
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  • Sort (Ascending or Descending)
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  • Values and Default Value
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  • Reference Table
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Best Practices

  • Use integers over strings for unique keys
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  • Use the smallest data type possible for each field

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