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Manage Custom Tables

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Workflow enables you to edit, delete, export, and import data in your table. You can export the entire table, or you can filter the table using a Select query, and then export only the results. You can delete all entries of the table at once, or individually, and you can import data from an external database. You can search from the list of available custom tables:

Enter a name or partial name, and then click Search to filter for available results. Workflow displays a list of results that match your entry.

You can also perform these actions from the Actions menu on the list of existing custom tables:

  • Edit: Edit the object properties.

  • Details: See the record creation and update details.
  • Export Template: Downloads the table in CSV format, in a ZIP file.

  • View Entries: Opens a window where you can:

    • Add new entries into the custom table.

    • Write a Select query to search the table.

    • Import table data.

    • Delete all table entries.

  • Download Data: Export data for backup or to import into another tenant. A Workflow Backup file (WFB) downloads with your project. You can then import the file into another tenant using the Migration Manager
  • Indexes: Enables you to create indexes on columns in the table. See Custom Table Indexes for more information.
  • Delete: Delete the object. You cannot delete objects that are used in default settings, or objects that are in use.  

Custom Table Constraints

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Workflow has the following constraints on tables:

  • A custom table must have at least one column.

  • The maximum lengths for table and column names are 30 characters.

  • The maximum number of columns is 100.

  • Table and column names must:

    • Start with a letter.

    • Include only numbers, letters, and underscores (_). For example, My_Team

We also restrict you from using reserved table and column names. For a list of restricted names, see Oracle SQL Reserved Words.

Edit Custom Tables

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To add or change data in your table:

  1. Select your table from the list of tables, or type the table name into the Search box to find the table.

  2. Select the Add New Entry button to add data to the table.

  3. Populate values into your columns.

  4. Use the Save And New button to add multiple entries, and click Save to return to the table entries.

Workflow displays the entries in your table and enables you to perform these actions on each entry:

  • Edit: Edit the details of the entry.

  • Delete: Delete the entry.

  1. Enter a query in the Write your Select query here box to filter the table.

  2. Click Search to display the results of your query.

See Import Table Data or Export Tables for more information.

Import Table Data

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To update or add records to an existing table:

  1. Select the table from the list of existing tables, or use Search to find your table.

  2. Select the Import button.

  3. Select the Choose File button and navigate to the CSV file you wish to import.

  4. Select the file and click Open.

  5. Select Import to add the data. Records will be created and updated based on the OID column. 

Columns in the CSV file need to match the columns in the custom table. If the columns don't match, Workflow won't import the file. We also don't import the OID column, as we update this column automatically. If an OID in the existing table is the same as in the import file, Workflow updates the related entries. If the OID doesn't already exist, we insert the new entry.

ImportantYou need to save your CSV file in UTF-8 format (not ASCII format) if your data contains special or non-ASCII characters. 

Export Tables

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Workflow enables you to export an entire table, or export the results of your Select query. To export an entire table, select the Export Entire Table button while view table entries. Workflow will download a ZIP file that contains your data in CSV format.

To export the results of your query, run the Select query and then click the Export Searched Entries button. Workflow will download a ZIP file that contains your data in CSV format.

We also enable you to export a table template that will contain all the columns of the table, without the data. Select Export Template from the Actions menu on the table you wish to export and Workflow will download a ZIP file.

Note: You can export up to 100,000 rows.