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