Who can use this feature?
Only the Application Owner role can use this feature.
What is it?
The table feature allows you to create different types of tables. This way, you can, for instance, track costs over time for different projects.
How does it work?
To set up a table:
- Go to the Settings Wheel > Entity Configuration > Entity Configuration > Edit Entity Type > Table Configuration to access the table configuration for a respective entity. (1) Please note that this feature needs to be enabled by your Customer Innovation Success Manager.
- Click on Add Table Structure to start creating a new table. You can create multiple tables if you need to. (2)
- Already existing tables are displayed underneath. (3)
- Existing tables can either be edited or deleted. (4)
Once the Add Table Structure button is clicked within the table configuration, there are selection options you can use to configure your table. Some of those options depend on the type of table you select.
There are three different types of tables to select from:
- Dynamic table - With a dynamic table, users can dynamically add new columns or rows directly from the table tab page of a content element. Each table (and the addition of rows or columns) is then individual to the respective element, i.e., changes to one table will not affect tables on other content elements.
- Normal table - With a normal table, you can only make changes to the table (adding new columns or rows) via the global table configuration within the entity configuration.
- Budget table - With a budget table, you can create a table structure that allows you to manage budgets.
IMPORTANT NOTE: Once you have set the type of table, it cannot be changed retrospectively.
As there are several different options for configuration, here is an overview of what is included:
- Label - Define the name of the table.
- Table Row Name - Define the name of the rows (per default set to “Years”).
- Aggregation - The tables have an aggregation (SUM) functionality for numbers you can define if you want to aggregate per row, i.e. horizontally, or per column, i.e. vertically, or both.
- Row Aggregation Label - Define the label for the aggregated row.
- Column Aggregation Label - Define the label for the aggregated column.
- Row Field Type - Select the field type for the row(s).
Field Type - Select the field type of the column(s).
- Text field
- Dropdown field
- Percentage %
- Column - Define the label for a column.
- Row - Define the label for a row.
- Is Numeric? - Define whether a field shall be set as type numeric.
- Is Mandatory? - Define whether a field must be filled.
- KPI Button? (only for Dynamic Tables) - Check this box when creating/editing a table to allow users to dynamically add new options to be selected for a row in the overview page of an element via the Add button.
- Column Button? (only for Dynamic Tables) - Check this box when creating/editing a table to allow users to dynamically add new columns in the overview page of an element via the Add button.
Adding/removing rows and columns
If the type of table is a Normal Table or Dynamic Table, new rows and columns can be added or removed via the respective Add More Rows/Columns and Remove Row/Column buttons in the table configuration. For Dynamic Tables, adding rows or columns is also possible via the respective buttons on the overview page of an element.
For tables of type Budget Table, only columns can be added/removed.
Once you have finished the configuration of your table, do not forget to click the Save button to save your changes. Additionally, once configured, the table needs to be added via the View Configuration before, it will be visible on the detail page of the elements of the respective Entity Type.