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Tables

The Table Management page in Vince Live is a central hub for creating, editing, configuring, and managing custom data tables. These tables are often used in workflows, data maintenance, integrations, or as standalone structured data sources.

🔹 Table Overview Page

Columns Displayed

Column Description
Table Name Logical identifier of the table (with internal alias under it)
Rows Total number of records in the table
Columns Number of fields/columns defined
Created By Initial creator (user initials shown)
Modified By Last user to update the structure/content
Actions Dropdown for table-specific actions (see below)

🔹 Action Menu Options

Accessible via the vertical ellipsis icon () per row:

Action Description
Columns Info View schema (field names, types, keys)
Edit Table Modify column definitions, data types, and primary keys
Upload Excel Import Excel data directly into the table
Show Data Browse current data in table (filter/search included)
Copy Table Duplicate structure and optionally data
Delete Content Truncate all records in the table (confirmation required)
Delete Table Permanently remove table (irreversible)

🔹 Table Editing

Fields configurable:

  • Name: System/internal column identifier
  • Display Name: User-friendly label
  • Type: Data type (Text, Number, Date, etc.)
  • Primary Key: Toggle to enable unique identification

Other options:

  • Update Type: Replace vs. Append on import
  • Advanced Configuration: Enables schema-level customizations

🔹 Upload Excel Modal

Allows users to:

  • Drag and drop or browse Excel file
  • Preview column headers and types before importing
  • Optionally assign primary keys

🔹 Data Viewer

  • Table records are presented in grid view
  • Search and filter enabled
  • Column labels reflect defined display names

🔹 Use Cases

  • Master data staging before sending to Infor M3
  • Lookup tables in workflows (e.g., price lists, item mappings)
  • Manual data entry or correction
  • Data integration with external systems via APIs

Best Practices

  • Define Primary Keys to avoid duplicates in data integration
  • Use Copy Table to replicate templates quickly
  • Use Advanced Configuration for custom update behavior