Edit Tables

EQuIS Professional allows users to manually edit tables using several methods. To edit records, users require sufficient permission:

•at least Editor permissions on the logged-in facility; otherwise, the table will be read-only, and the Save and Cascade Delete buttons will not be available.

•for restricted tables, administrator privileges

•appropriate database-level permissions on that table for that connection (such as for the connection string credentials of an Application Level Security role)

•for adding or removing Enterprise folder items (e.g, facilities or reports; see Permissions), Owner permission on both the group/folder and the item.

Action	Description
Add...	Add data directly into any table by selecting the Add... button, located at the bottom of each table view. The Add... button for each table is named for its Data Table or Reference Table. The Add... button shown here is for DT_SAMPLE. By selecting the DT_SAMPLE Add... button, a new row is added to the bottom of the specified Table. This new row is denoted by in the first cell of the new row.
Find and Replace	To open the Find and Replace Dialog, click the Find icon in the toolbar, also available with shortcuts Ctrl + F or Ctrl + H.
Save	Save changes to the database. Click the Save Icon in the toolbar and save your work frequently when manually editing EQuIS tables. When closing the table in EQuIS Professional after changes have been made, prompts appear to save any changes. Note: Upon exporting a table filtered by regular expressions, Professional sets the table to read-only. To edit the table again, close the tab by right-clicking on the name in the Workspace pane selecting Remove item. Then reopen the table or rerun the report.
Refresh	Click the Refresh Icon in the toolbar to ensure all edits appear when reviewing tables in EQuIS Professional after making manual edits.
Cascade Delete	Click the Cascade Delete Icon in the toolbar to Cascade Delete records. This will delete all the selected records in the current table and all the child records. Clicking YES in the confirmation deletes all records without having to click Save to commit those changes. In addition to the permissions listed above, this button may be disabled or hidden based on the CascadeDelete ST_CONFIG settings.
Key Columns	Within EQuIS Professional tables, there are Key Columns. These are fields represent the following: •Required Columns •Lookup Columns
ALT+ENTER	Press ALT + ENTER within a table cell to create a new line when the following conditions are met. •The cell is not in a key column. •The cell is in a text-based column (not numeric, date, etc.). •Adding a new line will not exceed the maximum number of characters for that cell.

Action

Description

Add...

Add data directly into any table by selecting the Add... button, located at the bottom of each table view.

The Add... button for each table is named for its Data Table or Reference Table. The Add... button shown here is for DT_SAMPLE. By selecting the DT_SAMPLE Add... button, a new row is added to the bottom of the specified Table. This new row is denoted by in the first cell of the new row.

Find and Replace

To open the Find and Replace Dialog, click the Find icon in the toolbar, also available with shortcuts Ctrl + F or Ctrl + H.

Save

Save changes to the database. Click the Save Icon in the toolbar and save your work frequently when manually editing EQuIS tables. When closing the table in EQuIS Professional after changes have been made, prompts appear to save any changes.

Note: Upon exporting a table filtered by regular expressions, Professional sets the table to read-only. To edit the table again, close the tab by right-clicking on the name in the Workspace pane selecting Remove item. Then reopen the table or rerun the report.

Refresh

Click the Refresh Icon in the toolbar to ensure all edits appear when reviewing tables in EQuIS Professional after making manual edits.

Cascade Delete

Click the Cascade Delete Icon in the toolbar to Cascade Delete records. This will delete all the selected records in the current table and all the child records. Clicking YES in the confirmation deletes all records without having to click Save to commit those changes.

In addition to the permissions listed above, this button may be disabled or hidden based on the CascadeDelete ST_CONFIG settings.

Key Columns

Within EQuIS Professional tables, there are Key Columns. These are fields represent the following:

•Required Columns

•Lookup Columns

ALT+ENTER

Press ALT + ENTER within a table cell to create a new line when the following conditions are met.

•The cell is not in a key column.

•The cell is in a text-based column (not numeric, date, etc.).

•Adding a new line will not exceed the maximum number of characters for that cell.

Note: Deleting a parent record in one of these tables deletes theW child records in the associated tables:

• DT_ACTION_LEVEL (child records in DT_ACTION_LEVEL_PARAMETER)

• RT_MTH_ANL_GROUP (child records in RT_MTH_ANL_GROUP_MEMBER)

• RT_GROUP (child records in RT_GROUP_MEMBER)