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Preferences - Dynamic Tables

The Dynamic Tables preference page is where you configure which tables and columns display in workspace app pages, including the standard pages All Requests, My Requests, and My Reviews.

Dynamic tables are made up of two related configurations:

  • Dynamic Tables - The table widgets that appear in workspace app pages and page views

    Workspace app page views are variants of pages, often featuring the same core information but often different subsets of persona-specific information. These variants allow a single page template (like the Reviews page variant) to generate multiple related pages dynamically. For more information, see Preferences - Views.

  • Dynamic Table Columns - The columns that display in those tables

Use this page to update existing table columns, such as hiding a column, changing a column label, changing whether a column is searchable, or updating the display format. Dynamic tables use data from the underlying request and review logging data sources.

Adding records to the Dynamic Tables table does not create new workspace app tables. Table structure and page templates are configured at the workspace app level.

Add and Configure Dynamic Tables

The Dynamic Tables preference table defines the table widgets that display in workspace app pages/page views.

To create and configure dynamic tables, follow the steps below:

  1. In the Dynamic Tables table, scroll to the bottom of the table and select the Create Row button, preference-table-create-row.png. The Create Row window displays.

  2. Configure by entering values for the relevant fields:

    1. Name (Required) - Enter a name for the table.

    2. Description - Enter a description of the table; this description is internal.

  3. When finished, select Create. The dynamic table is created.

Add and Configure Dynamic Table Columns

The Dynamic Table Columns preference table defines the columns that display in the dynamic tables and how those columns display. You can add each column to one or more tables using the Table Names field.

To create and configure dynamic table columns, follow the steps below:

  1. In the Dynamic Table Columns table, scroll to the bottom of the table and select the Create Row button, preference-table-create-row.png. The Create Row window displays.

  2. Configure by entering values for the relevant fields:

    Remember, you can select the insert field button, insert_field.png, to add dynamic values.

    1. Name (Required) - Enter a name for the table column.

    2. Table Names (Required) - Select the dynamic tables where this column will display.

    3. Key (Required) - Enter the field key from the underlying request or review logging data source that supplies the column’s data.

      This value is formatted as custom-field-{schema-field}. For example, the Request Type schema field key is custom-field-Request Type (and is case-sensitive).

      You can view all key field values for schema fields by navigating to the [lib] Request Logging DB data source and selecting View Data > Inspect on a request. You must submit a request that contains the relevant schema field for it to populate here.

    4. Label - Enter the column label that displays in the dynamic table; this displays to end users on the relevant workspace app page.

    5. Is Shown? - Select whether to display the column in the table.

    6. is Searchable? - Select whether the column and its values are included in the table's search.

    7. Type - Select the type of data in the column (defaults to String).

    8. Display Format - Select the display format for column data; select from one of the dropdown options.

    9. Index - Define the order of the column in the table. Columns with lower index values appear earlier (further left) in the table.

    10. URL Label - Enter the label text to display when the column value is configured as a URL.

    11. Display Format Prefix - Enter a prefix to display before number values.

    12. Display Format Postfix - Enter a postfix to display after number values.

    13. Decimal Places - For number values, define the number of places to display after the decimal point.

    14. Include Trailing Zeroes? - Select whether to include trailing zeroes for number values, up to the defined number of decimal places.

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