Sub-tables are special tables that you can insert as data fields in archives. They provide an even more precise overview of all relevant data. This article explains how to create and use sub-tables.
What are sub-tables?
Basic function
Sub-tables are special data fields that can store structured information in tabular form within a process.
Preconfigured sub-tables
Special sub-tables have been configured for the Invoice and Contract business solutions. However, you can also create your own sub-tables.
Create your own sub-tables
Access to the sub-table administration
You create sub-tables in the administration interface in the "Sub-tables" area.
To create a new sub-table
Step-by-step instructions:
Click on "New"
Create your own sub-table
Provide the sub-table with data fields
Save the sub-table
Use the sub-table in an archive
Once you have created the sub-table, you can select it as a column type in an archive data field.
Authorisations for sub-tables
Understanding role rights
In the role rights, the sub-table is viewed as a whole.
Important to know:
If a user is given write access to the data field, they can change the table values as required
The user can add values
The user can delete values
There are no separate authorisations for individual columns or rows within the sub-table.
Default filter in sub-tables
Filtering data table suggestions
In sub-tables, you can configure a suggestion filter for suggestions from data tables.
Function: The suggestion filter restricts the displayed suggestions from data tables and makes it easier to select relevant values.
Sub-tables in the quick search
Activate quick search function
You can optionally include sub-tables in the quick search.
Default setting: This function is deactivated by default.
To activate the function
You activate the function in the archive configuration via the "Include sub-tables in quick search" option.
Effect on the search
If this option is activated, all processes for which there was a search hit in at least one sub-table are displayed in the data grid.
Important: The search hit can be in any column of the sub-table.
Performance note
Attention: With very large archives, this function can lead to a delay in the quick search.
Recommendation: Only activate this function if you really need it and your archive is not too large.