Building a System Table
Last Updated: February 05, 2021
- An existing table with data
Building a system table is applicable to accounts with Admin access. It can be used to form controls which can look up data in a master table or records. If you are the administrator in your organization, expand the dropdown beside your name and go to the Master Table, then add a new dataset. Follow the steps below afterwards:
Step 1: Enable Has Lookup button.
Step 2: Select Data Source in the Key Configuration.
Step 3: Select System Tables in the Data Source.
After selecting System Tables, you have to define its following configurations:
Table Name: The table you will use for reference
Key Column: Always select the unique identifier (ID) for this
Display Column: You can select what would be easy for you to identify the user
Save the dataset and set a name for your table. Afterwards, go to the dataset you just created. You will notice a search filter which displays the data from the table you defined in the System Tables.
Creating a Dataset
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
PREREQUISITE
- An existing table with data
Building a system table is applicable to accounts with Admin access. It can be used to form controls which can look up data in a master table or records. If you are the administrator in your organization, expand the dropdown beside your name and go to the Master Table, then add a new dataset. Follow the steps below afterwards:
Step 1: Enable Has Lookup button.
Step 2: Select Data Source in the Key Configuration.
Step 3: Select System Tables in the Data Source.
After selecting System Tables, you have to define its following configurations:
Table Name: The table you will use for reference
Key Column: Always select the unique identifier (ID) for this
Display Column: You can select what would be easy for you to identify the user
Save the dataset and set a name for your table. Afterwards, go to the dataset you just created. You will notice a search filter which displays the data from the table you defined in the System Tables.
RELATED ARTICLE(S):
Creating a Dataset
Need more help? Send us an email at customersuccess@quickreach.co, or send us a message on the chat widget.
Updated on: 05/02/2021
Thank you!