Follow

Create a custom table

Overview

This article will outline how to create custom tables that can be linked to work order, asset, or project forms.

 

1. To create a custom table, click Settings, Data Dictionary, and New.

 

2. Add a Table Name, Label, click Save and Add New. The Table Name must start with a letter, and continue with letters, digits, or underscores.

 

3. Add a Name, Label, and select the Type of field (text, number, date, etc) and Select OK.

 

 Maintenance_Assistant_CMMS127.png

4. Select the new Field for labeling, click Save, and Select Maintenance.

 

5. Click New to add fields to the table.

Maintenance_Assistant__CMMS130.png

 

6. Add the drop-down selections for the new table, and click OK.

Maintenance_Assistant__CMMS131.png

 

7. Repeat the two steps above, until the number of selectable field criteria has been reached. Selecting Maintenance will display the rows for additional modifications.

Maintenance_Assistant__CMMS132.png

 

8. Click Save when completed.

 

9. The new custom table can now be linked to a work order form.  For instructions on adding a customized table to a Work Order form, please see Add a Custom Drop Down Field/Table To a Work Order Form and Reposition.

 

Was this article helpful?
1 out of 1 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk