Create new table from spreadsheet import

Create new tables directly from a Microsoft Excel spreadsheet import.

Before you begin

• Import a spreadsheet into App Engine Studio. See Import a spreadsheet.

Role required: admin, sn_app_eng_studio.user or delegated developer permissions. For more information, see Delegate developers using AES.

Procedure

1. After you have uploaded your spreadsheet as described in Import a spreadsheet, choose what you want to do with the imported data in the displayed wizard.

   Figure 1. Create new table from spreadsheet

   

   1. Select A new table.
   2. Choose Create new table.
2. Select Continue.
3. Review the properties for each column header, using the Expand options drop-down to display more properties.

   Column header property	Description
   Field Label	Unique label for the column.
   Field name	Database name for the column.
   Type	Type of information that the column contains. For example, to contain plain text in the column, select String. Depending on the type that you select, fill in the additional fields to further define the table column. For example, if you select String, define the character limit of the string input. Or, if you select Choice, define the choices that users can choose from. See Field types reference.
   Character limit	Max length of the strings that can be stored.
   Display	Option to set the column as the display value for the table. A reference field shows the display value of the table to which it is referring. For example, the Opened by column of the task table refers to the user table. Because the display value of the user table is the user name, the Opened by field shows something like Beth Anglin or Joe Employee. When you select a display value, choose the table column that would act as an appropriate title for individual records. Only one column can act as the display value for a table.
   Mandatory	Option to require that the column must contain a value before a new record can be saved.

   To add another column to your table, select Add new field.

   To delete a column, select the trash icon ().

4. Select Continue to define table properties.
5. On the form, fill in the fields.

   Field	Description
   Table label	Unique label to identify the table.
   Table name	Database name for the table. A table name is created automatically after you enter a table label. You can edit the name if needed.
   Make extensible	Option to allow other tables to share data from this table. For more information on table extension, see Table extension.
   Auto number	Option to track table records with a unique number. If you select this option, define the Prefix, Starting number, and Number of digits.
   Prefix	Abbreviated name of the table to append to the beginning of the record number. For example, if you are creating a "Laptop" table, then your prefix may be "LPTP" or "LT."
   Starting number	Number to identify the first record created for your table.
   Number of digits	Maximum number of digits to allow in the record number. This value determines the highest possible record number. For example, if you enter 7, then the highest possible number is 9999999.

6. Select Continue.
7. Control who has access to create, read, write, and delete content from this table by adding new roles and/or defining the desired Create, Read, Write, Delete permissions for existing roles.

   Roles that you create in the table persist throughout the application and can be further defined in other tables you add. See Add application security for more information on how security permissions work.

   Note:

   At least one role must have read access for you to be able to preview the table.
8. Select Continue to add the new table created from your spreadsheet to your app.
9. Optional: Convert any remaining worksheets if your file contained multiple worksheet tabs.
   • Note:

     For each sheet that you want to convert, you will need to select Convert to table, and then repeat steps in this procedure or choose a different pathway for the additional worksheet (see Create new table from extensible table and spreadsheet import or Modify existing table using spreadsheet import for steps).
   • If you do not have multiple worksheets, proceed to the next step.
10. Select Done on the summary screen.
    Alternatively, to view your table in Table Builder, you can select Edit table(s) on the summary screen.

What to do next

For more information on editing your data tables in Table Builder, see Table Builder.