Create
- 03 Nov 2023
- 4 Minutos para leer
- Impresión
- OscuroLigero
- PDF
Create
- Actualizado en 03 Nov 2023
- 4 Minutos para leer
- Impresión
- OscuroLigero
- PDF
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Master Table stores the data in the form of rows and columns. The data, once uploaded, cannot be deleted from the Master Table. The data within the master table is further extracted in the workflow whenever needed via expression.
To create a Master Table on the Asset Track™ platform, follow the steps listed below:
Login to the Asset Track™ platform Operator account.
Click on Master Table from the left Navigation Panel.
Master Table - Listing page
You can change the view from Grid view to List view and vice versa at the Master Table listing page, as required.
Master Table - Grid View
Master Table - List view
- Click on + Master Table at the top right corner of the page.
Add Master Table
Now, a Create form window slides in from the right side.
Create form window
- To expand this window into a full-screen view, click on the Expand icon at the top right corner of the Create form window.
Create form window - full screen
- Similarly, to exit the full-screen view, click on the Restore icon.
Create form window - Restore to default
Basic Information tab
- Under Basic Information tab, enter the Master Table Name in the Table Name textbox.
If you enter a table name that already exists, the platform displays Master Table with the same name already exists in the system. message below the Table Name.
Master Table with an existing name
The name can be a mix of characters, numbers, and special characters as per your requirements. The character limit for the Master Table name field is 50.
- Next, to Add columns/keys in the Master Table, enter Column Name in the Column Name textbox.
Master Table -Add columns/keys
The below listed errors appear on the screen, when no columns or key is provided while creating/updating the master table:
a. When no columns are added - Please add column(s).
b. When columns are added but key is not set - Please set key column(s).
Master Table – Add Column
- Now, select a Type for the column as required.
There are 3 column types, such as, Number, String, and Datetime
Number: This option lets you add only numbers to the column created.
String: This field type is flexible. You can add special characters, numbers, and alphabets in this field.
Datetime: This column lets you add only Date and Time to a particular column.
Master Table – column type
- Click on the Set as Key checkbox to make a key column of that particular column.
Master Table – Set as key
By classifying a column as a key, the platform filters the data based on that key. You can add multiple columns as keys to act as various filters to refine a data set.
The LOOKUP expression extracts data from the master table, where key columns serve as filters.
- Click on Add at the bottom to add this column to the Master Table.
Master Table – Add Column
- Similarly, click on any of the columns already added to change their name and type.
- Click on Update to update the column again.
- Enter the name of an attribute in the Search Bar beside the Added Columns to find it.
It further filters your specific column from the available columns.
Master Table – Search bar
- Click on the Allow auto-refresh on upload checkbox to enable the auto-refresh option for this Master Table.
Auto-refresh option automatically updates any new data entered in the Master Table.
The function also coordinates with the Instance Refresh settings from within the workflow.
Master Table – Allow auto-refresh on upload
- Furthermore, click on the Create Another checkbox present at the bottom to stay on the Create window form.
The Create Another function clears all data fields and keeps you on the same page to add a new Master Table.
- Likewise, click on the Retain Data checkbox at the bottom to retain the information in the data fields.
This function lets you retain the added data across data fields to simplify Master Table addition.
Retain Data checkbox can be enabled only when the Create Another checkbox is already enabled.
Create Another and Retain Data
- Click on Save to move to the Business Entity section.
Business Entity Tab
The Business Entity section lets you link this specific Master Table to one or more Business Entities.
Business Entity
- Click on the checkbox beside the required Business Entity to select it.
- Next, click on Download, to let the business entity download data from the master table.
Business Entity - Download
- Next, click on Upload to let the business entity to upload data to the Master Table.
Business Entity - Upload
- Click on the arrow beside Upload to enter a particular Business Entity.
- Select the column name from the column name drop-down list.
Business Entity - Upload
- Next, enter a column value in the column value box.
Column value works as validation for Business Entities. When a particular column is assigned a value, a Business Entity will be able to access only that specific row's data from the Master Table.
- Click on + Add More to add more columns from the Master Table.
Business Entity section - +Add more
- If required, click on the Cross icon beside a particular column to delete it.
- Repeat the process to link more Business Entities to the Master Table.
A Master Table can be linked to more than 1 business entity based on the requirement.
- Click on Save to create a new Master Table.
A notification "Schema is updated Successfully" message appears at the bottom left once the Master Table is saved.
You can also see a particular Master Table created in the Master Table list view.
Master Table creation notification
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