{"id":5669,"date":"2021-07-14T09:55:50","date_gmt":"2021-07-14T09:55:50","guid":{"rendered":"https:\/\/wiki.habiletechnologies.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/manage-data-table\/"},"modified":"2021-09-11T13:52:41","modified_gmt":"2021-09-11T13:52:41","slug":"manage-data-table","status":"publish","type":"docs","link":"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/manage-data-table\/","title":{"rendered":"Manage Data Table"},"content":{"rendered":"\t\t
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In the Manage Data Tables User can add custom fields to a Client Profile, Loan Account, or Office, etc.,<\/span><\/p>

For Example, If you want to add any additional fields you can add them here.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Click on Create Data Table.<\/span><\/p>

In the Data Table form update the Mandatory details.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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Field Name and Description<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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  • Data Table Name (<\/b>*<\/span><\/b>) – <\/b>Enter the Data Table Name<\/span><\/li>
  • Application Table Name (<\/b>*<\/span><\/b>) – <\/b>Select the value from the drop-down for which the new data table will work<\/span><\/li>
  • Multi row – <\/b>Select the checkbox if you want to add more than one entry<\/span><\/li>
  • Add Columns – <\/b>You can specify the column name you want to add and select the condition for the corresponding column(i.e, the column type is String, Number,\u00a0 Decimal, Date, etc.,)<\/span><\/li>
  • If you want to add the field click on <\/span>+ <\/span><\/b>and <\/span>Submit it<\/span><\/b><\/li><\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    Type and description\n<\/h3>\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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    • <\/b>String<\/b> <\/strong>– <\/b>Allows the values that contain string values ( e.g, Name, Address, etc.,)<\/span><\/li>\n \t
    • Number – <\/b>Allows the values that contain numbers ( e.g, Age)<\/span><\/li>\n \t
    • Decimal – <\/b>Allows the values that include decimal ( E.g, Interest rate, Income)<\/span><\/li>\n \t
    • Date – <\/b>Allows to enter the value contains Date format (E.g, Date)<\/span><\/li>\n \t
    • Text –<\/b> Allows the information about the person or business (E.g, Person Information)<\/span><\/li>\n \t
    • Drop-Down –\u00a0 <\/b>Allows the user to select the data from a drop-down (E.g, Relationship, Gender, etc.,)<\/span><\/li>\n<\/ul>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t
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      You can select the checkbox if you want the field to be mandatory.<\/span><\/p>

      Once you click on <\/span>Submit <\/span><\/b>it will show the preview of data where you can Edit or Delete the data.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      In the Manage table data, you can see the Data Tables. You can edit or delete the data by clicking on the name.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Added Code and their value will be displayed in the Client form( As you selected earlier).<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t

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      Click on <\/span>Add <\/span><\/b>button to update the details.<\/span><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t

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      Once the information has been updated, click <\/span>Submit.<\/span><\/b><\/p>\t\t\t\t\t\t<\/div>\n\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t<\/div>\n\t\t\t\t\t\t\t<\/div>\n\t\t<\/section>\n\t\t\t\t\t\t<\/div>\n\t\t\t\t\t<\/div>\n\t\t","protected":false},"featured_media":0,"parent":5667,"menu_order":7,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-5669","docs","type-docs","status-publish","hentry","no-post-thumbnail"],"yoast_head":"\nManage Data Table - Wiki<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/wiki.cloudbankin.com\/index.php\/docs\/cloudbankin-documentation\/getting-started\/manage-data-table\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Manage Data Table - Wiki\" \/>\n<meta property=\"og:description\" content=\"In the Manage Data Tables User can add custom fields to a Client Profile, Loan Account, or Office, etc., For Example, If you want to add any additional fields you can add them here. 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