Edit Data and Reference Tables

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Edit Data and Reference Tables

EQuIS Professional allows users to manually edit Data Tables and Reference Tables using several methods.

 

Note: You must have sufficient permission to be able to edit records in tables.  

You must have at least editor on the logged in facility or else the table will be read-only and the Save and Cascade Delete buttons will not be available.

If it is a restricted table, you must be an administrator.

The connection to the database must have the appropriate database level permissions for that table.

 

Action

Description

The Add... Button

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Data can be added directly into any table by selecting the Add... button, located at the bottom of each table view.
 

The Add... button for each table is named for its Data Table or Reference Table. The Add... button shown above is for DT_SAMPLE. By selecting the DT_SAMPLE Add... button, a new row is added to the bottom of the specified Table. This new row is denoted by 15103-asterisk in the first cell of the new row.

Find and Replace

Binoculars-02

To open the Find and Replace Dialog, click the Find icon Binoculars-02 in the toolbar, also available with either shortcut Ctrl + F or Ctrl + H.

The Save Tool

Save

Save changes to the database. Click the Save Icon Save in the toolbar and save your work frequently when manually editing EQuIS tables. You will also be prompted to save any changes made to tables in EQuIS Professional when closing the table after changes have been made.

Refresh

Reload

Click the Refresh Icon Reload  in the toolbar to ensure all edits are being represented when reviewing tables in EQuIS Professional after making manual edits.

Cascade Delete

Data delete-WF

 

Click the Cascade Delete Icon Data delete-WF in the toolbar to Cascade Delete records. This will delete all the selected records in the current table and all the child records. The records will all be deleted upon clicking YES in the confirmation. You do not have to click Save to commit these changes.

 

In addition to the permissions listed above, this button may be disabled or hidden based on the CascadeDelete ST_CONFIG settings.

Key Columns

Within EQuIS Professional tables, there are Key Columns. These are fields represent the following:

Required Columns

Lookup Columns

ALT+ENTER

Press ALT + ENTER within a table cell to create a new line when the following conditions are met.

The cell is not in a key column.

The cell is in a text-based column (not numeric, date, etc.).

Adding a new line will not exceed the maximum number of characters for that cell.

 

 

Note: Deleting a parent record in one of these tables will result in deleting the child records in the associated tables:

 

   DT_ACTION_LEVEL (child records - DT_ACTION_LEVEL_PARAMETER)

   RT_MTH_ANL_GROUP (child records - RT_MTH_ANL_GROUP_MEMBER)

   RT_GROUP (child records - RT_GROUP_MEMBER)