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Creating Custom Tables and Navigating to the Custom Table Editor

Distributor steps for creating a custom table from the Table Map in Encompass, setting column attributes and permissions, and finding, editing or deleting it later. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

Create a new Custom Table


1. In the Universal Search Bar, type in and search forTable Map
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2. From the Table Map dashboard, clickCreate New Custom Table
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3. Name your Custom Table in the Table Name field
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4. You can choose how many Default Records you want to show and alter the View, Add, and Delete Permissions
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5. If you ever edit your Custom Table in the future, you can add a memo in Edit Memo for future reference
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6. To add columns to your table, click Add Column
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Finish Creating Custom Table
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1. When you have added all of your columns and specified the necessary field attributes, click Save Changes at the top
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2. If there are any errors with your Custom Table, you will receive an error message for what went wrong
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3. If there are no issues with your Custom Table, you will see a green snack bar message telling you that your table has been saved

Navigating to your Custom Table
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1. Simply search for your Custom Table in the Universal Search Bar like you would any other table.

Alternatively, if you want to edit or delete your Custom Table
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1. In the Universal Search Bar, search Table Map like you did in the beginning
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2. In the search field next to Table, search for the name of your Custom Table that you just created
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3. From this table map, you can view the Table, Audit, Edit, or Delete your table
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Fields And Definitions

There are several attributes for each column. Each field you see under Add Column is an attribute that you can specify
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  • Column Alias - The name of the column that will show up in your custom field
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  • Data Type - The Type that your column field will accept
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  • Maximum Length - If the field is a string type, then specify how many characters are allowed
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  • View Permission / Edit Permission - Specify the permissions necessary to view or edit this field in your table
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  • Required - Specifies whether or not the field is required/mandatory
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  • Display By Default / Display By Default In Subs - Choose if you want this field to show in Table View by default and if you want this field to show in Sub Tables by default
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  • Duplicates - Specify if there can be duplicate values in this field
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  • Sort - Choose if you want the table to be sorted in Descending or Ascending order according to this field
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  • Reference Table - Specify if you want your table to reference a field in another table
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  • Under Advanced Fields, there are several more attributes that you can alter
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  • Ref Field Filter - This allows you to filter on a Ref Field that you have added to the table

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