Web Databases

An online database application provides a solution to collect, organize and analyze business data. Administrators create forms to collect data from their employees, customers or prospects. Once data is submitted, data can be reviewed through the portal's database application.

Administrators can create one or more databases to organize their data. Databases, much like the portal's workspaces, can be permissioned to allow or deny access. Each application contains tables, forms and views.

  • Data collected or imported is stored in tables.
  • Forms provide an interface to view one record at a time.
  • Views allow the user to query multiple records at a time.

 

CREATING A DATABASE APPLICATION

  1. Click the Web Database module on the navigation bar.
    • In the Modern portal interface, select Applications from the navigation toolbar and click on Web Databases.
  2. Click "New Application" on the top right of the window.
  3. Choose a template, enter the name and a description for the database and click Save to create the database.
  4. To add users:
    • On the General Tab, select the user(s) from the Unassociated Users box and click the right-arrow to move the user to the Associated Users box.
    • Click on Submit and click Close when done adding users.
  5. The application is set up; create forms, tables and views to complete the database.

NOTES

  • There is no limit to the number of databases that can be created.
  • Only a Level 1 Administrator can create databases.
  • Users can be added at anytime; they do not have to be added when the database is created.

This article describes the steps needed to create a table from scratch.

The purpose of a database is to store information; the place where data is stored is called a table. A table consists of rows and columns. A row, also called a record, contains information about each item you are tracking in the table. A column, also known as a field, stores each characteristic tracked in the table.

Here is an example of a simple database table, containing company information. The first row, listed in bold, contains the names of the table columns:

 Company AddressCity StateZip CodeWebsite
 The Bradshaw Group2313 Providence Court Naperville IL60565www.bradshaw.com 
 Venture Literary8895 Town Center Drive San Diego CA92122www.ventureliterary.com 


Now that we have a basic understanding of what a table is, follow these steps to create a table:

  1. Select Tables from the primary toolbar
  2. Select New from the secondary toolbar
  3. The ‘Create new table’ window will pop-up. On the properties tab;
    1. Fill-in the Table name: Product
    2. Fill-in the RID Caption: Prod_01
    3. Fill-in the Description: Product Portfolio
    4. Click Submit
    • Note:The RID caption, also known as the row identifier and the Description are optional.
  4. On the Design tab, create the columns or fields of the information to track.
    1. Click New
    2. Fill-in the field name
    3. Select the field type
      • Number, Decimal, Money, Date, Time, Short Text, Long Text, Memo or Yes/No
    4. Check Required if the field is to be mandatory
    5. Check Indexed if this field is to be indexed.
    • Note:The RID caption, also known as the row identifier and the Description are optional.
  5. On the Permissions tab, assign the users in the workspace, their permissions to modify the table.
    1. Click the dropdown arrow to select the user.
    2. Click the dropdown arrow to select the permission.
    3. Click Submit
    4. Click Close. 

The purpose of a database is to store information; the place where data is stored is called a table. A table consists of rows and columns. A row, also called a record, contains information about each item you are tracking in the table. A column, also known as a field, stores each characteristic you are tracking in the table.

When creating a form, Web Databases automatically creates a table utilizing the fields created in the form. Tables automatically created by Web Databases from a form begin with FT_ in their names. Once the form is created, access the new table by clicking on the tables link.

Here is an example of the steps needed to create a form:

  1. Select Forms from the primary toolbar.
  2. Select New from the secondary toolbar.
  3. Fill-in the Table name: Contact
  4. Fill-in the Description: Product Champion
  5. Skip the Data Source.
  6. Select the ‘2-pane’ Layout.
  7. Click Submit.
  8. This will bring you to the Form Designer window.
  9. Expanding the selections in Tools menu (on left), build fields that reside in that tables and fill-in boxes on the form.
  10. Let’s expand the text fields, select the Single Line option and drag and drop to the first column on the form.
  11. Fill in the Label to appear on the form.
  12. Fill-in the Field Name as it will appear in the DataStore table.
  13. Expand the Options dropdown to mark the field as required.
  14. Click Save.
  15. Repeat these steps to build a form. Once the form is complete, click Save.
  16. To exit the Form Designer form, click the 'X' in the top right corner to close the Form Deisgner window.
  17. Access the table by clicking on the tables link. 

This article describes the steps needed to create a table via import from a CSV (Comma Separated Values) file.

The purpose of a database is to store information; the place where data is stored is called a table. A table consists of rows and columns. A row, also called a record, contains information about each item you are tracking in the table. A column, also known as a field, stores each characteristic tracked in the table.

Here is an example of a simple database table, containing company information. The first row, listed in bold, contains the names of the table columns:

 Company AddressCity StateZip CodeWebsite
 The Bradshaw Group2313 Providence Court Naperville IL60565www.bradshaw.com 
 Venture Literary8895 Town Center Drive San Diego CA92122www.ventureliterary.com 

 

Include header information in the first row of your CSV file, as this aids in setting up the columns in the table.

To create a table via import, follow these steps:

  1. Select Tables from the primary toolbar
  2. Select Import from the secondary toolbar
  3. Browse for the CSV file containing information to import
  4. Check the box ‘first row contains header information’, if the import file contains header information.
  5. Select Create a new Table
    • Fill-in Table name:
    • Fill-in the RID Column:
  6. Click Next
  7. Check fields that required
  8. Click Finish
  9. Select OK

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