Tables

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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