10 min set-up time
Once you have set up your custom object, you are going to want to start creating columns within it.
Creating a Column
You can create a column by clicking the 'New' line via the top menu, or via the burger menu:
Upon clicking that a blank line will be created ready for you to enter. Explaining the columns that you should be considering during your setup:
- User Friendly Name - this is the name that you want the column to use within Datasets etc. so can contain spaces etc.
- Column Name - this column will auto populate with what was specified in the column mentioned above, spaces removed.
- Column Type - The column type starts to dictate the behaviour that the column will take on (explained further below).
- Enum Property Type - used with Custom Lists for Drop-downs.
- Is Part of Key - This indicates if the property forms part of the key for unique records in the table.
- Is Nullable - This is whether the column can be saved with a blank entry. (A quick example of this would be contact details, but you don't have all information for a 'complete' record).
- Is Label - This is .where the label for the record is held, and is what the UI will show if you were to link it.
- Is Date - if the column is a 'date' type.
- Auto Inc Start - the starting number for the next record. Will increase by one each time a record is created. (Obvious use case in the standard system is Transaction Number).
- Column Max Length - this is the maximum number of characters that can be used for NVarChar type.
Column Types
There are a number of column types which can be used, but generally most use cases can fall under one of the following:
Column Type | Used For |
Bit | A checkbox |
SmallInt | Use of drop-downs, or a number that is between -32,768 and 32,768 |
BigInt | Number that is between -2^63 and 2^63 (9,223,372,036,854,775,807) |
NVarChar | String of characters (in Unicode format) |
UniqueIdentifier | Linking to another system table ID (Note: your custom table will have an auto-created column to capture the ID of the entries in your new table) |
DateTimeOffset | Universal date/ time that works across time-zones |
If there is another column you are considering using speak to a member of the Implementation team to determine your use-case.
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