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.

   

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. 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: 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

      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 or manually add rows to the table.