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Add\/Edit\/Remove Custom Fields Through Table Map

Distributor steps for adding, editing or deleting custom fields on an Encompass table with Table Map: set alias, data type, permissions and drop-down values. Deleting a field erases its data. v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Update Custom Fields


1. Navigate to the Table Map, using Universal Search.
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2. Search for the table that needs to be updated using the search.
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3. Click "Map Table".
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​4. Click "Edit".
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5. To delete a field, click the "Delete Column" button at the bottom of the field.
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  • Deleting a field does not fully remove the field until all changes in the Table Editor are saved, but once saved the table field and all data in it will be permanently deleted.
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6. To edit an existing field, find the field in the editor and make any desired changes to the properties below.
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7. To add a new field, Click the "Add Column" button at the top of the table column section, then fill in the column properties.
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8. Click "Save Changes" at the top of the page to apply the changes to the table.

Fields And Definitions

  • Column Alias - This is the name that will display for the custom field. Anything that still says 'CustomField' is available to use.
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  • Column Field - This is the system name for the custom field and cannot be changed.
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  • Data Type - This determines the data type input the field will use. For custom fields, we recommend TextArea.
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  • View Permission - This determines which permission is needed to view this field.
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  • Edit Permission - This determines which permission is needed to edit this field.
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  • Display by Default - Should this field display in the default view of the table? If so, set it to Yes.
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  • Values - If the Custom Field should be a text field, leave this blank. If it should be a drop-down, enter the drop-down option to be created, followed by a semi-colon and the next option. Do not enter any spaces. Example: Bronze; Silver; Gold.
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  • Reference Table - Specify if the table will reference a field in another table. The values can also be set to reference a value in the database but show this value as a different name in the drop-down. Example: stored value, display value; stored value, display value;.
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  • Under Advanced Fields, there are several more attributes that can be altered, including Virtual Field, Ref Field Filter, and Audit Retention Days.

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