Dynamic Tables

Here you can see, create and fill in reports of Operations, Sales Opportunities. An employee should enter data into the Table that you have created. It will help you to see how a particular process is going and what can be improved.


How to find the table tab?



1. To find Tables, you should:

        1.1. Click 

        1.2. and go to 


Now you can see the Dynamic Table list

Here you can see, create (), see data (), edit () and delete () Dynamic tables


 How to create a new Dynamic Table?




1. To create a new Dynamic Table, click on ;

2. In the dialog table:

    2.1. Enter a Table name;

    2.2. Choose for it to be public () or not ()

    2.3. Select a row creator specialization from list;

    2.4. Then choose a row supervisor specialization from list;

    2.5. and choose a template;

    2.6. To create a column, click 

        2.6.1. Enter a column name;

        2.6.2. Choose a column type,

        2.6.3. Check if it is Required, Show in table, Public Column () or not ();

        2.6.4. Enter an autofill expression (if you need it)

        2.6.5. Enter a default value (if you need it)

        2.6.6. And click

    2.7. You can change Column order ()

3. Click 


Now you can see the new table window



Column types
Column type

Dynamic table type integer

You can choose to enter only numbers

Dynamic table type string

You can choose to enter text(Max. 256 symbols)

Dynamic table type text

You can choose to enter long texts

Dynamic table type entity


Dynamic table type date

You can choose to enter dates

Dynamic table type price

You can choose to enter prices

Dynamic table type duration

You can choose to enter duration

Dynamic table type dropdown

You can choose to enter a list (Max. 256 symbols each point)

Dynamic table type boolean

You can choose to enter a 'Yes' or 'No"

Dynamic table type entity field




 How to enter data in a Dynamic Table?


To enter any data, you first must have a permission. You can see who has the permission in the table "Row creator specialization)




If you have a permission to enter data, you should:

1. Choose a Dynamic Table 

2. Click ;

3. In the dialog table:

    3.1. Upload documents;

    3.2. Enter values;

4. Click   (if you would like to lock your values) and