Before you begin
Plans: Professional, Enterprise
Audience: Administrators
Related: Create a custom drop-down list on a record
This article describes the process of creating a custom data table with one field. While custom fields can be linked to custom data tables with multiple fields, they can only display one field's rows at a time.
Create a custom data table to be used with custom drop-down lists (custom fields with the Link type). A custom table allows you to create your own set of options to select from in a list.
Use this feature when you want to track information that doesn't exist in any of the default data tables. For example, you could create a table for the condition of your assets.
To do this:
- In Settings > Data Dictionary, click New:
- Enter a name (e.g. tblAssetCondition) and a label (e.g. Asset Condition):
The name is how the system refers to a table in the database, and it must start with a letter and not contain spaces. The label is used to describe the table. - Click Save in the top menu bar to create the table:
- Click the Add (
)button at the bottom of the Fields list to add a new field to the table.
- Enter the name, label, and type for the field, and click OK:
- Under Field for labeling, select the newly created field so that its rows will be displayed as selectable options in a linked custom field:
If you do not select a field for labeling, linked custom fields will not display any selectable options. - Click Save in the top menu bar.
- Click Maintenance:
- In the Rows window that appears, click the New button to add rows to the table.
These rows will be selectable options in a linked custom field. - Enter the name of the row (option) and click OK to add it.
- Repeat step 10 for the rest of your selectable options as needed.
Your Rows table may look like the following: - When finished, click Save in the top menu bar.
Your custom table is now ready to be linked to a custom field. To learn more, see Create a custom drop-down list on a record.