Add or edit a data table record

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Data table records can be added and edited in the client and web server, in both draft and master diagrams.

 

!

If all records in the data table are marked with a ! then the data table has been removed from the draft version and will therefore be deleted upon promotion. Adding or editing records in the master version will reattach the data table in the draft version, therefore please contact the process author before adding or editing records.

 

Note: Data table values can also be edited from a data table report. See Generate a data table report for more information.

 

Note: In order to add a resource to the data table they must exist in the resource library.  For more information see Add a resource.

 


 

1.Right-click the object and choose Attachments/Links
2.Double-click the data table to access it.
3.Either click Add to add a new record, or double-click an existing record to edit it.

 

To view who created the data table record, and who last modified it, click Show record information (Process Authors only).

 

4.Enter or modify any of the fields, as required.

 

Display this record when table is shown on the diagram will display the first field's data, or as much as possible, if the data table is selected to be displayed on the diagram. See Displaying a data table on a diagram for more information.

 

5.Click Save & Close, Save & Copy or Save & New.

The order of records can be altered by selecting a record and clicking or .

 

Mandatory fields are denoted by * following the field name. These fields must be completed.

 

Adding Popup Items 'On The Fly'

 

Data table managers and administrators can add and remove items in pop-up lists when entering data into a data table, i.e. without having to edit the data table directly.

 

1.When creating a data table record (as above), in the Data Entry dialog click .

2.Select the popup list that you want to edit from the Popup Lists.

3.Do one of the following:

Click Add Item to add an item to the pop-up list.

Select an item and click Remove Item to remove an item from the pop-up list.

 

 

Related topics

 

About data tables

 

Attaching data tables to diagram objects

 

Copying data table records

 

Displaying data tables on diagrams