How to Create or Delete Custom Table
Introduction
This guide will show you how to create or delete a custom table in Asset and Configuration Management. Custom tables allow you to create any data structure needed for tracking your assets and configurations.
By following these steps, you will be able to create new tables or remove existing ones from the feature.
Target Audience
User
Prerequisites
Before starting, ensure you have:
- Administrator, Partial Administrator, or a user with granted rights.
- Access to Asset and Configuration Management feature.
How to Create or Delete Custom Table
Step 1: Open Asset and Configuration Management
- Go to the Global menu >> Asset and Configuration Management.
Step 2: Create a new custom table
You have three options to create a custom table:
Option 1: Create from scratch
- Go to the From scratch tab.
- Fill in the table settings:
- Name: Table name.
- Description: Short description.
- Type: Group your tables by area (defined in Administration >> Categories >> Others >> Assets & Configurations types).
- Icon: Select an icon for the table.
- Relations: Define relations with other tables or tasks.
- Visible: Select roles that can view the table.
- Editable: Select roles that can edit the table.
- After saving, you will be redirected to the table settings to add custom fields.
Example
You can create a "Printers" table to track office printers. Set type as "Asset management," icon as printer, make it visible to Team Members, and editable only by Project Managers.
Option 2: Create from a template
- Go to the Quick template tab.
- Browse the available templates.
- Click Select to create the table.
- You can modify the table after creation.
Notice
Templates help you start faster with common table structures. You have full control to adjust them later.
Option 3: Import table configuration
- Go to the Import configuration tab.
- Click Browse to select a previously exported table configuration file (.zip).
- Click Save & preview to review the settings.
- Click Import to finish.
Warning
Importing configuration only includes the table structure, not the data. If a table with the same name exists, the system will add an index automatically.
Step 3: Delete an existing custom table
- Find the table you want to delete in the list.
- Click on the Actions button.
- Select Delete and confirm.
Warning
Deleting a table will also delete all its records permanently. This action cannot be undone.
Troubleshooting
- If you cannot create or delete a table:
- Check if you have the correct permissions.
- Ensure the module is active.
Conclusion
You have successfully created or deleted a custom table in Asset and Configuration Management. You can now start adding or removing data as needed.
Related Topics and Further Reading
- How to Add Records to Custom Tables (How-To)
- How to Import Data to Custom Table (How-To)
- Asset and Configuration Management Settings and Options (Reference)
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