Create data tables

Engage includes two types of categories for data that is best displayed as rows and columns: one for user-entered data and one for managed data. Only data architects can create these data tables.

In This Topic

Create a table for user-entered data
Create a table for managed data

Create a table for user-entered data

Create a table for user-entered data only if the individual data fields that you want to track meet the following criteria.

Do not fit within a predefined Data Table category, and therefore, require a custom data table category.
Can have multiple values per project, for example, the Name of each team member or the Due Date for multiple tasks.
Can be edited by the user.

To include the data fields from a custom data table category in forms and dashboard reports, a data architect must first create a data table in the sandbox.

In the sandbox, select Data Fields.
Under Data Tables, select New Data Table.
Enter a name for the new table.
Select Add. The new table appears in this section.
Select New field to add a data field to the table.
1. Select a field type. For help with selecting a field type, go to Types of data fields.
2. Select Next Set Options.
3. Enter a name for the new data field.
4. Depending on the field type, select the available options, then select Save.
5. Continue to add as many data fields to the data table category as necessary.
When you finish making changes in the sandbox and you are satisfied with how they will be applied in the live site, select Publish Changes.

After the sandbox is published, the data fields in the custom data table are available for use in forms and dashboard reports. For more information, go to Design a form and Create a report.

Create a table for managed data

Create a table for managed data if the individual data fields that you want to track meet the following criteria.

Contain sensitive project data, such as financial or savings data, that exists in an external system.
Cannot be edited by the user.

To include managed data for a project in forms and dashboard reports, a data architect must first create a table for the managed data in the sandbox.

In the sandbox, select Data Fields.
Under Managed Data for Projects, select New Table.
Enter a name for the new table.
Select Add. The new table appears in this section.
Select New field to add a data field to the table.
1. Select a field type. For help with selecting a field type, go to Types of data fields.
2. Select Next Set Options.
3. Enter a name for the new data field.
4. Depending on the field type, select the available options, then select Save.
When you finish making changes in the sandbox and you are satisfied with how they will be applied in the live site, select Publish Changes.

After the sandbox is published, the Managed Data table appears on the Data page in the web app. From here, data managers and data architects can import "locked-for-editing" data from external systems. For more information, go to Import managed data.

After the data fields are imported, they are available for use in forms and dashboard reports. For more information, go to Design a form and Create a report.