Brief Introduction
Adding a record to a table involves creating a new row of data in the table. Each record represents a single instance of the entity the table is designed to store, with values provided for each column (or attribute) in that row.
Role
This article is relevant to superadmins and users with Create and Edit Master Data permissions.
Instructions
There are 3 ways to insert a record to a table:
By manually adding a record
By importing a record
By adding a record via forms
Manually Add a Record
Manually adding a record ensures that each entry can be carefully reviewed and verified before being saved. This reduces the likelihood of errors, especially in critical fields. Note that only one record can be added at a time.
Go to Settings.
Click Master Data Management.
Select a table from the list.
Click + Add Record.
Fill the attributes or available columns.
To proceed, click Save. The record will be added to the master table immediately.
Import Records
The second option to insert record/s is to import a CSV file. This is an easier way to insert multiple records all at the same time.
Go to Settings.
Click Master Data Management.
Select a table from the list.
Click + Import Records.
Drag and drop or browse a CSV file to upload. Ensure that the CSV file to be uploaded contains the same column headers that are available in the master table.
To proceed, click Add. New records will be added to the master table.
Add a record via Forms
Select a workspace where a form is shared.
Click View on the form tile.
Fill the form. For fields linked to master data, you can enter a new value. If the record is not found, click the + Add <value> as a new record link**.**
To proceed, click Add.
The new value will be saved to master data as well.
Additionally, there are instances when a record is subject for review by the admins.
Upon entering a new value, click + Add <value> as a new record link.
In the modal, there is a message to inform you that the record to be added is subject for approval before you can use it. To proceed, click Add.
The record will be temporarily be added but still needs to be reviewed. Wait for the record to be reviewed to proceed.
Common Issues
Incorrect columns in CSV file
An error will appear if the columns in the CSV file you are uploading do not match the columns available in the master table. To solve this, ensure that the columns in your CSV file exactly match the columns in the master table.
Incorrect data format
An error will occur if a record does not comply with the required format. To resolve this, ensure that each value entered matches the format supported by the corresponding column in the master table.