Table Properties

The Table Properties screen presents information about the table's structure and tool associations. In this guide, we'll break down your options available on this screen. 

Access Table Properties

Field Limit Reached

The maximum number of fields a Table can have is 900. Once that threshold is met, then a message will appear at the top of the page and users can no longer create new fields.

Table Properties Card

This section provides information on the table's relationship to other tables and it's settings.

• Table Title - the common name given to the table
• Parent Table - the table that the currently viewed table directly relates to
• Parent Table Relationship - the type of relationship the currently viewed table has to it's parent. This can be Multiple Records per Parent Record (common) or Only One Record per Parent Record. 
  • SAM Guide: Tables & Fields 
  • SAM Guide: Multi-Record Tables
• Main Entity Table - the primary entity this table relates to. 
• Cover Page Redirect Field - if Cover Page Redirect is setup, SAM provides a link to the Field Properties screen for the selected field to administer this setting. See Cover Page Redirect to manage these settings

Table Name | Fields Card

This section provides a list of fields that have been created on the currently viewed Table. 

• Field Title - the name of the field. This is a link to the Field Properties screen. 
• Field Type - field type selected for this field. See SAM Guide: Tables & Fields for description of Field Types available in SAM. 
• Using List - If the Field is setup as a Dropdown List, Radio-button List, or Checkbox-List, a link to the List selected is provided. 
• Editable - distinguishes whether users can edit this field or not. Non-editable fields are either used for SAM's Modification History, is a Timeline field, or is used in system configuration, like SAM's accounting functions.
• Details icon - link to the Field Properties screen. 

Sidebar Links

• Create New Field - adds a new field to the viewed table.
• Create New Form - starts the process of building a new form based on the viewed table
• Create Standard Forms - shown on Multi-Record Tables, this function builds three (3) connected forms. See SAM Guide: Multi-record Tables & Forms for more information. 
• Create Current Table / View Current Table - sets up a sibling table to show the most recent (current/latest) record for that table. See SAM Guide: Multi-record Tables & Forms for more information. 
• View Disabled Fields - displays fields on the viewed table that are not enabled, so the field cannot be seen on forms or reports and is not available to be selected when building Auto Actions or Templates. 
• Show Field Stats - tabulates the usage for all fields on the table. This can be useful when managing the fields to understand how and where the field is used throughout the system. Tables with a large number of fields or records may take a few minutes to process these results. 
  • Number of Records where Entered - how many records have a value set for the field
  • Number of Forms Used On - count of forms the field can be found on
  • Number of Auto Actions Used On - count of Auto Actions the field is used on as the trigger, filter/condition, or action
  • Number of Checklists Used On - count of checklist sections the field is used on in the configuration
  • Last Modification Date - date the field was most recently updated on any record.
• Table & Fields Report - link to the Tables & Fields Report, so users can see more details about fields and tables in SAM. This is useful for advanced management of the database. 

Advanced Options

• Advanced Table Properties - more advanced table settings, see below for explanations of what's available
• Table Modifications - modification record of changes made to the selected table 
• Enable Prefill Groups / Edit Prefill Groups - displays on Multi-record tables to setup groups of records defined by a list field. See SAM Guide: Prefill Groups for more information.
• Disable Table - hides the table from user visibility. Forms, Auto Actions, and Templates that use this table should be managed to remove the table from it's function. 

Advanced Table Properties

This screen shows several settings for the table setup. 

• Table Title - name of the table recognizable by users
• Table Title Abbreviation - abbreviation used for long table titles to simplify wording shown to users
• Advanced | Database Table Name - backend table name for SAM Support and Development team
• Record Title Field - used for Main Entity Types Tables and Multi-Record tables to label Checklist Sections
• Exclude from Record Count on Reports - option to limit counts of this table on reports
• Cover Page Redirect-Field - for Case tables to alter user's view of a record when accessing the Cover page
• Can be used on Checklists - allows the table to be pulled on checklists
• Details Form for Multi-Record - when Multi-record tables are used on reports, this setting tells SAM what form to open