Data tables are simple tabular data lists whose content you can use to offer suggestions for an archive data field. This article explains how to create, fill and use data tables.

Data tables are an additional source for suggestions. They supplement existing sources such as

You configure data tables in the administration interface in the "Data tables" area.

The data fields of a table are defined in the same way as the basic configuration of the columns of an archive.

The created table is filled with data using the "Show data" button.

You have the following options:

You can export and import data tables and sub-tables in the user interface.

You can import large amounts of data from a CSV file. The batch import can be started via the "Import" button in the data view of a data table.

Step-by-step instructions:

Each time you change the import options, an immediate preview is displayed. The preview shows how the first 1000 lines of the CSV file would be imported. This allows you to quickly judge whether the data is being imported correctly.

Recognise validation errors: If validation errors occur, the table cell is outlined in red.

Use the "First row contains" option to set how the column assignment from the CSV file to the data table looks.

You have the following three options:

It is assumed here that the order of the columns in the CSV file is exactly the same as in the data table.

The first line of the CSV file contains the corresponding short name of the field in the data table into which the values are imported.

Important: If the CSV column contains a non-existent short name, this column is ignored during the import.

Identical to "Column short names", except that the display name of the data field is used.

The "Delete existing entries" option deletes old values from the data table before importing.

Use case: This is useful, for example, if you want to import a regularly changing CSV file again and again without seeing old values twice in the data table.

To use the entries of a data table as suggestions for an archive data field, define the data table as a suggestion source in the advanced options of the archive data field.

Step-by-step instructions:

If you have configured suggestions from a data table in an archive data field and the user has write access to the data table to be searched, values can also be created, edited and deleted directly in the suggestions dialogue.

You can filter suggestions from a data table in an archive using the values from other input fields in the dialogue.

Where can you find this function: In the advanced settings of the data fields of an archive under "Suggestion source" there is the "Suggestion filter" input field.

In the column filters, you can filter by values in sub-tables.

In the column selection, the sub-tables are displayed as a separate group alongside data fields, standard columns, etc. The individual columns are then displayed in this group. The individual columns of the sub-table are then available for selection in this group.

When searching in the data grid, those transactions are displayed for which there is at least one row in the sub-table that contains the value you are looking for.

The default types that you can also set in sub-tables are also available in data table columns (with the exception of "existing values").

Note: The configuration is the same as for sub-tables.

SV Documents uses a background job to regularly retrieve the current exchange rates of the European Central Bank (ECB) and saves them in a data table.

A data table must exist that fulfils the following requirements:

Short name of the table: eur_rates

Note: This table is not created automatically. You must create it yourself.

Required columns:

Important note: The ECB usually provides the new rates of the day between 4 and 5 pm Central European Time.