Creating a new database table
- Go to <My Profile> | Administration | Advanced Customization | Tables And Databases.
- Click Create Table.
- Complete the following options and click Save:
- Table Name. Enter a name for the new table. Make sure the name does not contain spaces.
- Table Caption. Click in this text box to enter a table caption. By default, the table caption is identical to the value you entered in Table Name. You can edit the default table caption if necessary.
- ID Field Name. Enter the name of the table field (column) with which you want to uniquely identify the table. Use the following format: <ColumnPrefix>_<TableName>ID. This field is required to use the table like a normal Sage CRM table with screens, lists, and so on.
- Column Prefix. Enter a prefix for the columns in the table. A column prefix is
usually three to four characters long. Do not include an underscore.
Column prefix example: newt. - Description Field. Enter a description to use this table as a lookup. When you configure a selection entry type, the table is listed in Existing Lookups.
Enter a description for tables with small amounts of rarely changing data only because the records are loaded into memory. The user must ensure that metadata is refreshed whenever changes are made to the table so that changes are reflected in the drop-down list.
If the table contains a large (approximately 1,000+) number of records, Sage CRM may time out when loading. - Company Id Field. Enter name of the table field that holds identity values to link the new table to the Company entity. Use the following format: <ColumnPrefix>_<FieldName>.
- Person Id Field. Enter the name of the table field that holds identity values to link the new table to the Person entity. Use the following format: <ColumnPrefix>_<FieldName>.
- User Id Field. Enter the name of the table field that holds identity values to link the new table to the User entity. Use the following format: <ColumnPrefix>_<FieldName>.
- Workflow Id Field. Enter the name of the table field that's used to identify workflows. Use the following format: <ColumnPrefix>_<FieldName>.
- Top Level Entity. To make the table a Primary entity, select Yes. Otherwise, select No.
- Allow Web Service Access. To allow Web Service access to the table, select Yes. Otherwise, select No.
- Read-only SData. To allow SData Provider to access the table, select Yes. Otherwise, select No.
The following columns are automatically included in the new table. If you entered a value in Company Id Field, Person Id Field, or User Id Field, the corresponding ID field is created in the table.
Column |
Description |
---|---|
Newt_NewTableId |
Stores the unique ID for records. |
Newt_CreatedBy |
Stores the user who creates a new record. |
Newt_CreatedDate |
Stores the date when new records are created. |
Newt_UpdatedBy |
Stores the user who updates a record. |
Newt_UpdatedDate |
Stores the date when a record is created. |
Newt_Timestamp |
Stores the time when a record is created. |
Newt_Deleted |
Stores the date when a record is deleted. |