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Table View: Understanding Sub Tables

Steps for Encompass users to open sub tables (related records) from a record or table view, plus copy records, see deleted records, table definitions and field audit history. Requires v22.01+.

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Written by Bailey Naas-Thornton

Minimum Version Required: 22.01

Steps

How to Add Sub Tables to a Record or Table View
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1. Using Universal Search, enter the name of a table (Example: Customers).
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2. Click the Sub Tables button.
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3. Click to select a related table from the list.
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4. The color of the record’s navigation menu icons indicates if the record has related Sub Table records:
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  • White = the record has related Sub Table records.
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  • Gray = the record does not have related Sub Table records.
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5. Click the + icon on a white row to expand.
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  • View - open the Sub Table.
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  • Hide - close the Sub Table View.
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  • Add [table] - add records to this Sub Table.
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6. The bottom section of the Sub Tables menu shows record management options:
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  • Copy Customers - Copies an individual record.
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  • Deleted Customers - Shows records recently deleted from this Table.
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  • Customers Table Definition - Displays the permissions and schema information for this Table.
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  • Customers Field Audit - Shows recent record edits made to data in this Table.
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7. If Sub Tables are selected to display, click the Hide All option to remove all sub tables from display.

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