--- title: "Create custom tables" slug: "custom-tables" description: "Create a custom table that you can reference in a transaction table for a crediting rule. Custom tables add qualification criteria for commissionable events that can be used in calculations for commissions." updated: 2025-09-29T15:31:11Z published: 2025-09-29T15:31:11Z canonical: "support.fullcast.com/custom-tables" --- > ## Documentation Index > Fetch the complete documentation index at: https://support.fullcast.com/llms.txt > Use this file to discover all available pages before exploring further. # Create custom tables Create a custom table that you can reference in a transaction table for a crediting rule. Custom tables add qualification criteria for commissionable events that can be used in calculations for commissions. 1. Go to **Commissions > Custom Tables**. ![](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/image(371).png?sv=2026-02-06&spr=https&st=2026-10-12T06%3A07%3A13Z&se=2026-10-12T07%3A07%3A13Z&sr=c&sp=r&sig=MgqXvQGV0lVC5wj4bW6OJGbir4yHBjOtjGzjVd2p%2Bmk%3D) 2. Click **New**. 3. Complete the following fields, as needed: | Field | Description | | --- | --- | | **Name** | Type a unique name for the custom table. | | **Categories** | Optional. Add or select categories to organize you custom table by. | | **Description** | Optional. Type a description for the custom table. | | **Preview Imported Data** | Optional. Toggle on to preview the data that you import from a `.csv` file. | | **Enable Date Boundaries** | Optional. Toggle on to [check table entries for start and end dates](/v1/docs/custom-tables-1#date-boundaries-and-data-management). 1. From the **Date Boundary** dropdown, select a field to filter the date by. | | **CSW Delimiter** | Select one of the following depending on the delimiter type used in your region: - **Comma (,)**—most common. - **Semicolon(;)** | 4. Click **Add Columns**. 5. Select the column type you want to add: - [**Custom Column**](/v1/docs/custom-tables#add-custom-columns)**:** Select the data type for that column. - **Date Created:** Date data type automatically populates when a row is created. - **Date Modified:** Date data type automatically populates when a row is updated. 6. Click **Save & Continue**. ## Add custom columns 1. Click **Add Columns > Custom Columns**. 2. In the **Column Name** field, type a name for the column header. 3. From the dropdown, select the data type for the column and complete additional configurations, as needed: ****Single Line**** A single line of text such as a name. 1. Optional. Select the **Case Sensitive** checkbox if the data requires unique identification. ****Phone Number**** A single line of text with a combination of numbers and hyphens that indicate a phone number. ****Round Number**** An integer that indicates a whole number. ****Decimal Number**** A number that may have decimal value such as payment data or percentages. ****Date**** Displays the month, day, and year formatted as `MMDDYYYY`. ****Paragraph Text**** Text that requires more than a single line. 1. Optional. Select the **Case Sensitive** checkbox if the data in a text type column requires unique identification. ****Drop Down**** Set options you select from: 1. In the **Add Categories** fields, type an option for the dropdown list. 2. Press **Enter**. 3. Add as many dropdown option as needed. > [!NOTE] > Note > > If you import a `.csv` file, the values for a dropdown column must match. If values do not match the dropdown options, they will not import into the table. ****Email**** Single line of text associated with an individuals email address. 1. Optional. Select the **Case Sensitive** checkbox if the data requires unique identification. ****URL**** A single line of text associated with a website URL. 1. Optional. Select the **Case Sensitive** checkbox if the data requires unique identification. ****User**** Single line of text that pulls in available users in Fullcast to select from. 1. Optional. Select the **Case Sensitive** checkbox if the data requires unique identification. ****Password**** Single line of text associated with a unique password. ****Truncate**** A single line of text that is condensed when used in commissions calculations. 4. Add additional columns as needed. 5. Click **Save & Continue**. 6. [Import](/v1/docs/edit-custom-tables#import-data-to-a-table) or [manually add rows](/v1/docs/edit-custom-tables#add-individual-rows) to the table.