Creating Data Tables for one ore more Teams
Tutorial:
Learn how to structure your data effectively. This guide covers standard table creation for your team and advanced shared table configurations for system administrators.
Scenario A: Creating a Table for Your Team
As a Team Administrator or User (depending on permissions), you can create tables that are exclusively visible and accessible to your own team.
Step 1: Access Table Definitions
Navigate to Settings Table Definition in the main menu.
Step 2: Create New Table
- Click the Create New Table button.
- Display Name: Enter a user-friendly name (e.g., "Customer Projects").
- Technical Name: Enter a unique, lowercase identifier (e.g.,
customer_projects). Note: This cannot be changed later. - Click Save.
Step 3: Define Fields
After saving, switch to the "Fields" tab to define your columns:
- Click Add Field.
- Choose a field type (e.g., Text for names, Date for deadlines, Select for status).
- Configure options like "Required" or "Show in List".
Scenario B: Creating Shared Tables (Super-Admin)
For On-Premises / Dedicated Installations onlyIn a dedicated environment, you can log in as the ADMININTEX super-user. Tables created by this account are global and can be shared across multiple teams (tenants).
The Challenge: Data Isolation
By default, a shared table would show all records to all teams. To ensure that Team A only sees Team A's data, and Team B only sees Team B's data within the same physical table, you must implement a specific logic.
The Solution: The {{TEAM}} Formula
Follow these steps to create a multi-tenant capable shared table:
1. Create the Table as ADMININTEX
Log in as ADMININTEX and create a new table (e.g., "Global Products" or "Shared Contacts") just like in Scenario A.
2. Add the Magic "Team" Field
This is the crucial step for data security.
- Add a new field to the table.
- Display Name:
Team(You can hide this in lists later if preferred). - Technical Name:
team(Must be exactly this!) - Field Type: Select Formula.
3. Configure the Formula
In the field options, enter the following variable into the formula expression box:
How it works: When a user from "Team A" creates a record in this shared table, the system automatically calculates this formula and saves "Team A" into the hidden team column. The application's built-in security logic checks for this column and automatically filters all views to show users only records matching their own team.