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Database Home Page

The Home Page contains the Database Table, where all existing databases built within your system are stored. Checkboxes allow for databases to be shown in their designated groups in the Database Table and allows for empty groups to be hidden in the Database Table.

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New databases can be created by selecting the “Create Database” button.

Each database in the Database Table has a three-dot icon to the right. Selecting this icon opens the database context menu. An explanation of each option on the context menu is included in the table below.

The visibility of context menu options is dependent on the access level assigned to an individual.


Database Table Context Menu Option Explanation

Option

Explanation

View Database

Selecting “View Database” opens the View Database Modal, which states the Database Title, Creation Date and Time, Description, and a link for the PDF URL.

Add Entry

Selecting “Add Entry” on the context menu opens a New Database Entry Modal.


The modal that appears for a new database entry has already been customized for that specific database and will vary significantly based on its purpose and design.


 WIKI LINK HOW TO: ADD A DATABASE ENTRY

Manage Entries

Selecting “Manage Entries” on the context menu opens the Entries for Database (DatabaseName) Page and the Database Entries Table. Entries can be added, imported, and exported on this page. Bulk edits can also be enabled for efficiency.WIKI LINK HOW TO: ADD A DATABASE ENTRY

WIKI LINK HOW TO: IMPORT DATABASE ENTRIES WIKI LINK HOW TO: EXPORT DATABASE ENTRIES

Field

Selecting “Fields” on the context menu opens the Fields for database (DatabaseName) Page on the Fields Tab which shows the Fields Table. New fields can be added to the database from this tab.

WIKI LINK HOW TO: ADD A DATABASE FIELD

Rules

Selecting “Rules” on the context menu opens the Rules for database (DatabaseName) Page on the Rules Tab which shows the Rules Table. New rules can be added to the database from this tab.

WIKI LINK HOW TO: ADD A DATABASE RULE

Upload CSV

Selecting “Upload CSV” on the context menu opens the Upload CSV for (DatabaseName) Modal. This can be used to upload database fields or database entries.


If a field has already been added to a database, you are no longer able to bulk import database field names from a CSV file. You are now required to enter each field name individually.


WIKI LINK HOW TO: ADD A DATABASE FIELD

WIKI LINK HOW TO: IMPORT FIELDS FROM A CSV INTO A DATABASE

Edit Database

Selecting “Edit Database” on the context menu open the Edit Database Modal, allowing an individual to edit the specific permissions established when the database was created.

WIKI LINK: HOW TO EDIT A DATABASE

Copy Database

Selecting “Copy Database” on the context menu opens the Copy (DatabaseName) Modal.

WIKI LINK HOW TO: COPY A DATABASE

Delete Database

Selecting “Delete Database” from the context menu opens the Delete Database Confirmation Modal.

WIKI LINK HOW TO: DELETE A DATABASE