Use the Configuration Search to access the User Table Configuration screen. The User Tables grid displays the user tables that have already been created. These tables are system-wide, meaning that user tables created by any user will display here. The Display Name of a table can be modified by selecting the edit pencil icon, but the Physical Name cannot be modified. The Table Type is also shown and cannot be modified. Click the

icon to add a new User Table.

This will open the User Tables Details screen:

The following fields are available to populate. All are mandatory fields:

Physical Name - Determines what your new user table will be called in the Equus Platform database. In order to avoid potential confusion, all user tables have the UT_ (User Table) prefix added before the physical name when creating the new table. Users do not need to add this prefix manually. The physical name cannot contain spaces or special characters, but may contain any combination of letters, numbers, and underscores. Physical names will be automatically capitalized. A user table cannot have the same physical name as another table. The sum of the characters in a table’s physical name and any field’s physical name in that table cannot exceed 90. Note - You should not include ‘UT_’ anywhere in the Physical Name of your table as this will cause issues if using the User Table in Authorizations.

Display Name - Determines how your new table will display in any parts of the Equus Platform that list tables by their display names. A display name can include spaces, special characters, and lowercase. A user table cannot have the same display name as another table. Note, it is recommended to minimize the use of special characters as some characters may generate errors when running User Reports.

Level - Determines at which level of the Equus Platform the user table exists or which table in the system is the user table’s parent table. The options are:

Table Type - Is either Single-Record meaning a one-to-one relationship with its parent table or Multi-Record meaning a one-to-many relationship between its parent table and itself. System-level single record table types are not supported by the Equus Platform. The default option is Multi-Record. Select Single Record if creating a user table for it to appear as a table on the Request Type Details screen.

Duplicate at Authorization Level – This checkbox will only display when the Level is Assignment. When this box is checked and

is clicked, a duplicate table will be created at the Authorization Level. This field will be the same as configured in the Assignment Level table. The authorization tables created as a duplicate of an assignment table will not be visible in the User Table grid.

When configuring Employee Self-Initiated Moves using the Authorization Template, for User Tables to appear in the drop-down list on the Employee Self-Start tab, user tables must have one of the following configurations:

Once the

button is clicked, only the Display Name can be modified all the other fields remain fixed.

New user tables will have some fields by default:

Note, you cannot create a Field Name and Display Name values that match a hidden field value.

Additional fields can also be added and doing so can significantly enhance the functionality of the user table.

To add new fields, click

in the Table Fields grid to add the specified number of empty rows to the grid for field configuration.

For each field, populate the following fields:

Field Name - Determines what the new field of the user table will be called in the database. The field name cannot contain spaces, special characters, or start with a number, but may contain any combination of letters, numbers, and underscores. Field names will be automatically capitalized. A user table cannot have multiple fields with the same name. The sum of the characters in a field’s physical name and the table’s physical name cannot exceed 90.

Display Name – This field determines how the new field of the user table will display. A display name can include spaces, special characters, and lowercase. A user table cannot have multiple fields with the same display name.

Field Type - Identifies the data type of the new field. A field must have a type. Standard data types include:

Note, for fields indicating a status, select a Boolean type rather than a Classification Lookup type.

Under the Additional Info column of the Table Fields grid, certain fields may be required to be populated depending on selected field type value, additional fields which appear in the Additional Info column in the grid:

Length - Becomes enabled once the <Text>, <Multi-line Text>, or <Email> type is selected for a new user field and corresponds with the maximum allowed number of characters for this field. This value is set at 100 by default but can be changed to any whole number between 1 and 4000. Fields that support length must have a value for this field.

Lookup Group - Becomes enabled once the <Classification Lookup Field> type is selected for a new user field. This drop-down list corresponds with the Lookup Fields available in Lookup Maintenance, the values available on the User page will correspond to the Lookup Values configured for that Classification Lookup Field. A <Classification Lookup> type field must have a Lookup Group selected.

Parent Hierarchical Field - Becomes enabled once the <Hierarchical Lookup> type is selected for a new user field. This drop-down list corresponds with other <Hierarchical Lookup> type fields within the existing user table configured. This field is used to identify a preceding field in a hierarchy. If the field is the first field in a hierarchy, this field would not be selected.

Hierarchical Lookup Group - Becomes enabled once the <Hierarchical Lookup> type is selected for a new user field. This drop-down list corresponds with Hierarchical Lookup Groups configured on the system and company Hierarchical Lookup Maintenance pages. This field identifies the corresponding hierarchical group to represent in the field. This field must always be chosen for <Hierarchical Lookup> field types.

Parent Country Field - Becomes enabled once the <State/Province> or <City> type is selected for a new user field. For <State/Province> type, the Parent Country Field is enabled and the available options are the fields from the <Country> type. For <City> type, the Parent Country Field and the Parent State Lookup Field are enabled and the available values are the fields from the <Country> type and from <State/Province> type respectively.

Parent State Lookup Field - Becomes enabled together with Parent Country Field once the <City> type is selected for a new user field. The available city values are from the combination of Country and State/Province. Note that the Parent State Lookup Field is a mandatory field but the Parent State Lookup Field is not.

Resource Role - Becomes enabled once the Resource type is selected for a new user field. This drop down list corresponds with the list of active resource roles on the Resource Roles screen.