Once a table is selected, the Table Header provides you with some global Table Management options which are based on user role and table property configurations.
The Table Name appears is displayed with a ROW COUNT and TAGS beneath it.
If rows have been deleted from the table the Show/Hide Deleted Records button appears.
If a dashboard has been created for your table, a Dashboards button will appear. When you click on the word Dashboards in the button, all the existing dashboards will appear and selecting one will take you to the dashboard you selected.
If Task, Batch, or Package Actions have been created in the Properties page for your table, a Run Actions button will appear. When you click on the word Run Actions in the button, all the existing Actions will appear and selecting one will take you to the dashboard you selected. When you click on one of those actions a confirmation dialog box appears to be sure that you what to run that action. Clicking Run will run the selected action.
When you click on the Import button a pop up will appear which contains an interactive file upload box. When you either drop or select a data file with headers, the following things occur.
The system attempts to match the headers on that formatted data file to the columns in your table. After this, the system makes an interface available which allows you to adjust those matches that id cannot match on its own.
You are then asked to choose the Import settings. Here you can choose whether you want this formatted file to Append this file's data to the Customers table or to Replace the data in the Customers table with this file's data. If you choose the Replace option, a Replace Data pop-up will appear with a dialog box making sure you really want to replace the data. Clicking Yes will confirm that this is what you want to do.
When you attach a formatted data file to an email to the generated address, the system will either append or replace the data in your table with the data in your file, depending on the action you configured.
Click the Properties button to modify a new or existing table. You will be taken to the Properties page, where you can modify table properties and add or remove table columns.