In this example, a customer services representative enters customer complaint data into a standard table. The representative either speaks on the phone or chats online with the customer about their concerns.
First, the customer representative creates a standard table with the required fields. For this simple example, the customer representative collects the date, the customer ID, the customer region, and the type of issue. Follow these instructions to create a standard table for manual data entry.
For Text and Number fields, the default length values are usually adequate, but you can increase or decrease as you like.
When you save the table, the Prep Tool opens and you can now add data to the table.
This table has the four fields that you added. Select Add a Field at the top of this list to add any of the system fields to this view.
Use the Base Tool to add more data fields to this table.
In the next section, Add a new form, the customer service team creates a form to collect data. Because the team wants to use standard values for the customer region and the issue type, the analyst specifies a list for these fields to create dropdown lists in the data collection form.
Follow these instructions to create dropdown lists for customer region and issue.
Next, the analyst enters data into the table.