Manage custom table data

Add and delete rows, import and export data from the Table Editor screen. While you manage individual table rows and data, any changes you make remain in a draft state until you save your changes so you can review all of your changes prior to saving the custom table.

Note

If you import data to the table, it is recommended to have Preview Imported Data toggled on so you can review the data that is being added to the custom table first before accepting the updates.

Before you begin

• Create a custom table.

• For .csv import:

  • Ensure your .csv file column headers match the column headers in the custom table (this is not case sensitive).

  • Ensure the data type in the rows matches the data type you selected for the columns. If the data type does not match, the data will not be added to the custom table and the cell will be blank.

Table Editor screen

1. Column headers—click the column header or type in the search to filter the data in the table.

2. Table row colors indicate changes made to the rows until you click Save.

   • Green—proposed rows of data that will be added or cells of data that will be updated

   • Gray—rows of data that will be deleted

   • No highlighted color—no changes to the row or data.

3. Changes to the table are not saved until you click Save on the table. If you click Exit without saving, any changes are lost.

4. Option to add row or the menu ⋮ where you select to import, export, add rows, and delete all table data.

5. Option to delete or undelete individual rows of data.

Manage custom tables

1. Go to Commissions > Custom Tables.

2. Find the custom table you want to manage.

3. Click the menu ⋮ > Details.

4. Manage the custom table as needed:

   • Add or delete individual rows.

   • Import data to the table.

   • Export the table data.

   • Delete all data from the table to start over.

5. Once you complete your changes, click Save.

Manage individual rows of data

Add individual rows

1. Click Add Rows.

2. Type the data in the cell for each column.

3. Add additional rows as needed.

   

4. Click Save.

Delete individual rows

When you select to delete individual rows, the row is still maintained as a deleted row in a draft state.

1. From the table, find the row you want to delete.

2. Click Delete.

3. Select for all rows you want to delete.

   

   Note

   Rows remain in a draft delete mode until you click Save. While in draft mode, you can click undelete on rows you want to keep. Once you save your changes, you cannot undo this action and any rows selected for delete are removed from the table.

4. Click Save.

Manage multiple rows of data

1. Go to Commissions > Custom Tables.

2. Find the custom table you want to manage.

3. Click the menu ⋮ > Details.

4. On the Table Editor screen, click the menu ⋮.

   

5. Complete the following as needed:

   • Import Data—select Update Column Data or Import CSV to updated or add data in the table from a .csv file.

   • Export Data—select to download all data from the table in a .csv file.

   • Delete All Rows—select to delete all data in the table.

Import data to a table

When you import data to a custom table, Fullcast scans your file and compares it to the current data in the custom table. It will match and add or override data in the custom table from the .csv file to ensure rows are not duplicated.

Note

The .csv file name does not need to match the custom table name to import.

1. Go to Commissions > Custom Tables.

2. Select the custom table you want to import data to.

3. Click the menu ⋮ > Import Data.

   

4. Select how you want to import data:

   • Update Column Data—parses the .csv an compares a specific column in the .csv to update the same column in the table with new data.

   • Import CSV—parses the .csv and excludes rows that are an exact match top update the table with new rows of data.

5. Click Save.

Update column data

Use this option to add additional rows of data to the table. The import parses the file and excludes rows that are an exact match.

1. From the Table Editor screen, select menu ⋮ > Import Data > Update Column Data.

2. From the dropdown, select the column you want to update.

3. Select the file you want to upload.

4. Click Update.

   Note

   If you have Preview Imported Data toggled on, a screen displays with the data that will be added to the table. Once you complete your review, click Confirm.

5. Click Save.

Import CSV

Use this option to add additional rows of data to the table. The import parses the file and excludes rows that are an exact match.

1. From the Table Editor screen, select menu ⋮ > Import Data > Import CSV.

2. Select the file you want to upload.

3. Click Update.

   Note

   If you have Preview Imported Data toggled on, a screen will display with the rows that will be added to the table. Once you complete your review, click Confirm.

4. Click Save.

Export data

Use this option to download a .csv file of the table date.

1. From the Table Editor screen, select menu ⋮ > Export Data.

   

2. Save .csv file to your computer.

Delete all rows

Use this option to remove all data from the table to start over.

Warning

If you delete all rows it removes all data from the table. This action is immediate and cannot be undone.

1. From the Table Editor screen, select menu ⋮ > Delete All Rows.

   

2. From the confirmation window, click Delete.