📚Data Tables

In Cubu, you can use Data Tables to store custom data.

A Case record in Cubu can reference data records in custom data tables. This is useful when allowing agents to select a value from an extensive list of options.

Use the Text field with options for selecting from a list. Use Data Record Fields for long lists, items with additional data, or frequently changing data.

Referencing a data record from a case is done using a Data Record Field. These fields are linked to a specific data table and allow the agent to search for records.

The following diagram depicts a Case with a Data Record Filed referencing a data record:

Referencing a Data Record from a Case

To learn how to reference data records from cases, see the following guide:

🧐How To: Reference Data Records from Cases

To define what data is stored in a table, you add Fields to the table.

Key Fields

A Key Field is used to identify each record in the table uniquely. You can define up to four key fields for a table in case a record can be identified in multiple ways. For example, on the customer's table, you can define Social Security and Passport numbers as key fields since both can uniquely identify the customer.

Restricting Access to Tables

You can limit access to table data to specific user groups and specify for each group whether its users can create, update, or delete records.

📚Data Table Access Permissions

Managing Data

Data Managers like agents and managers can use the Data Manager tool to manage table data. With this tool, users can search data records, create new records, and edit existing ones.

Data Manager

See Also

⚒️Managing Data Tables📚Storing Data with Fields