Custom table

A Custom table is a template that you define and use as the basis for producing charts and Table views. You can customize each cell in the table to suit your specific needs by using Labels, Functions, Status gauges, and Trends.

How to create a Custom table in Configuration Studio

To create a Custom table, go to the Template panel. It is a default panel in the Business Management Platform model and can also be found under Structure in the Windows menu.

Right click in the Template panel and choose Add -> Category, or use an existing category to store the table template. Then right click the Category and choose Add -> Table -> Custom table. Double click the Custom table to configure, or use the Properties panel.

Properties

General

Name - the name "Custom table" is generated automatically but it may be changed
Description - an optional text describing the table

Visibility

Chart template - choose the template to use when the table is converted to a chart on the web. Chart templates are configured in Shared web items.

Audit

Modified by - the name of the last user to make changes to the object.
Last modified - the date and time when the object was last changed.
Created by - the name of the user who created the object.
Created - the date and time when the object was created.

Custom

Click the Custom tab to configure the table. By default the table contains three rows and three columns, but you can add or delete rows and columns by right clicking in the table and selecting the appropriate menu item.

Each cell in the table can be configured individually to contain a Label text, a Function, a Status gauge, or Trend arrow. Right click each cell and choose Add and the object you want.

Only Labels can be added to the first row.

Label – a cell that contains text, e.g. a heading. Label cells are gray.
- Label - enter the text that should appear in the cell; "Label" is generated automatically. Click the icon on the right to open the Rich Text Editor if you want to format the text.

Tags should not contain white spaces, especially between $ and {.

E.g. $ { this.object.id } could be misinterpreted. The correct syntax is ${this.object.id}.

Rich Text formatting will not be included if a Custom table is displayed as a chart on the web.

- Alignment - choose from

Center
Left
Right

Function – when you have selected Function in the menu, double click in the cell to activate it. Then enter your function directly in the Function field or click on the symbol on the right to open the Function calculator. If the function is valid the cell is green; if it is invalid the cell is red. You can also change the formatting if necessary.

Status gauge - double click in the cell to activate it and click the symbol on the right to configure. Status gauge cells are white.
- Status - select the scorecard object that contains the status information (any object that can produce a Status gauge).
- Status icon - Bullet or Speedometer

Trend - double click in the cell to activate it and click the symbol on the right to configure. Trend cells are white.
- Trend - select the scorecard object that contains the status information.

Advanced

ID - a unique ID for the object.

By default, Corporater BMP assigns consecutive numbers to new objects.

You can change the ID to a value of choice that can include either letters or letter and number combinations.

The ID mustn't contain only numbers, include special characters such as ) ( . * } { + < > [ ], or match the name of a default object type in Corporater BMP.

Access control

Read accessors - click the Edit button () and authorize one or more users and user groups to view the object on Web.
Add accessors - click the Edit button() and authorize one or more users and user groups to add new objects to the object on Web.
Write accessors - click the Edit button() and authorize one or more users and user groups to edit the object on Web.
Delete accessors - click the Edit button() and authorize one or more users and user groups to delete the object on Web.
Ownership - click the Edit button () and grant ownership of the object to one or more users and user groups.

Users and user groups who own the object have full access rights to it.
Override access profile - select for the object's access control setting to outrank the object's corresponding access settings in profiles.