Configure Custom Tables

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Estimated Read Time: 7 Minutes

Sections in this article: 

• What are Custom Tables?
• Configure a Custom Table
• Export Custom Table Data
• Amend Existing Custom Tables
  • Edit Table Details
  • Edit a Column
  • Reorder Columns
• Delete a Column
• Delete a Custom Table
• FAQs

What are Custom Tables?

Custom tables allow you to store and manage structured tabular data within your contract and vendor records. Each table is made up of columns, each assigned a field type such as text, number, date, or dropdown. Once configured, users can add rows to the table directly from within a record.

Configure a Custom Table

To set up a new custom table:

1. From the navigation menu, expand Settings, then click Configuration. 
2. Click Custom Data.
3. Click Add, then select Custom Table.
4. Enter a title, then select the relevant record type from the Allocated to dropdown list, e.g. Vendor or Contract.
   
5. Select the appropriate radio button to configure whether the custom table will be available on all record types, or only specific types (for example, you may have tables that are specific to SOWs or NDAs).
6. Complete the optional fields as needed:
   1. Add a description and select whether to display this to users.
   2. Select Collapsed by default if you want the table to be minimised when users open a record. Note that users can still expand this section if required.
   3. Select Mark as Sensitive to restrict user access to this table. See Sensitive Data for further details.
   4. Select the appropriate checkboxes to configure where the table will be editable.
7. Once finished, click Save.

Once your custom table has been created, you can add columns within that table. To do this:

1. Open the custom table and click Add New Custom Table Column.
   
2. Enter a unique label for the column.
3. Select the column type, then click Save.

Repeat this process for each column required.

Export Custom Table Data

Once you've added rows to a custom table on a contract or vendor record, you can export that data in bulk as a CSV file.

To export data from a custom table:

1. From the navigation menu, expand the Vault and click Contracts or Vendors as required.
2. Click Exports, then select Data Tables.

3. Select the relevant table to export its data as a CSV file. 

Amend Existing Custom Tables

Edit Table Details

To make changes to a custom table configuration:

1. From the navigation menu, expand Settings, then click Configuration.
2. Click Custom Data.
3. Expand the 3 dots on the relevant table, then select Edit.
   
4. Amend the information as required, then click Save.

Edit a Column

To make changes to a custom table column:

1. Click the name of the custom table, then click the pencil icon next to the relevant column.
   
2. Amend the information as required:
   1. Update the label.
   2. To add new values to Dropdown or Multi-select Dropdown field types, click the link next to Options, then Add Dropdown Option.
3. Click Save.