Tables

How-to guide on all things Tables.

On this Page

• Create a Table
• Editing a Table
• Deleting a Table
• Restore a Table
• Permanently Deleting a Table
• System Tables

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Create a Table

1. From the administration home, go to Tables.
2. Click Create in the top right corner of the table.
3. Enter a name for your table, along with additional configuration.
4. Click Save.

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Additional Configuration

There are some optional extras when it comes to creating tables. We'll run through them here so you can customise them to your liking!

Type

There are multiple types of table available, each suitable for different purposes. Click on each type to find out more about its specific configurations.

• List
• Periodic
• Schedule (GANTT)
  
  

Adding/Deleting Fields

To add a field to a table, simply click the field you would like on the table. To remove this field, click on the trash icon to the right of the field.

 

Table Views

Different views can be created for each table displaying different fields. For more information on this, check the View Settings article.

Personal Page Behavior

If a user is assigned as an owner within a table row, the fields on that row can be editable from a the assigned users personal page.  As an admin you can define the behavior of the fields within the personal page for users.  There are three states you can choose:

• Editable (default behavior) - the fields can be edited and submitted for review.
• Read Only - the fields cannot be edited.
• Hidden - the field will not be shown or be edited.

 

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Editing a Table

After you've created a table, you can edit them to change their name, descriptions, or any other table configuration options.

Changes to tables can be made at any time. The changes will affect your records and saved changes take effect immediately. 

To edit a Table, follow these steps:

1. From the administration home, go to Tables.
2. Select the row (checkbox on the left) of the table you wish to edit.
3. Click Edit in the top right corner of the table.
4. Modify the table configuration.
5. Click Save.

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Deleting a Table

Deleting an active table will stop users from being able to add this table to newly created records. All previously entered data will be unaffected and visible where in use.

You can delete a single table or multiple tables at the same time by selecting multiple rows.

To delete a Table, follow these steps:

1. From the administration home, go to Tables.
2. Select the row (checkbox on the left) of the table you wish to delete.
3. Click Delete in the top right corner of the table.

 

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Restoring a Table

You can restore a single or multiple deleted tables at a time.

To restore a Table, follow these steps:

1. From the administration home, go to Tables.
2. Click Deleted tab.
3. Select the row (checkbox on left) of the table you wish to restore.
4. Click the Restore button in the top right corner of the table.

 

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Permanently Deleting a Table

Permanently Deleting a deleted table will remove the table completely from edison365 and delete all instances and data. Deleted tables can't be restored. 

You can permanently delete a single table, or multiple tables at the same time by selecting multiple rows.

To permanently delete a Table, follow these steps:

1. From the administration home, go to Tables.
2. Click Deleted tab.
3. Select the checkbox in the row of the table you wish to edit.
4. Click delete icon in the top right corner of the table.

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System Tables

Can't edit or delete a table? This is a System table.

System tables are permanent tables created by edison365 which enables core functionality across the system. They cannot be deleted or edited.