Breeze allows you to add custom tables to the database, to store additional information regarding properties, owners, units, and so on. The following screen capture shows the Custom Data tab on the Unit screen, with two custom tables: Vendor Information and Vendor Contract Info.
You can add custom tables to the following record types: Vendor, Maintenance Request, Job, G/L Account, and Bank Account. For each record type, the tables appear on the Custom Data tab.
When you set up a table, there are two types you can choose from:
A 1 to 1 table: a table with one row, essentially a set of fields. In the example shown above, Vendor Information is a 1 to 1 table.
A 1 to Many table: a table with multiple rows. The second table shown above, Vendor Contract Info, is a 1 to Many table.
To set up custom tables
Go to Admin > Toolbox > Custom Tables. Breeze displays a list of the custom tables that have already been set up.
Click Add New. A blank Custom Table screen appears.
Because the screen is complex, we divide the explanation into two sections:
the top part of the screen
the Table Columns section
Top Part of the Screen
Table Name | Enter a one-word name for the table. In the example shown above, the user entered "Vendor_Info". When you save, the system adds a prefix, in this case "VENDBUT_". This field shows the name of the table in the database, not the name that appears in Breeze. We recommend that you enter the same text as the Table Description field, but remove any spaces. Spaces and special characters are not allowed. |
Table Description | The name of the table as it appears to users on the Custom Tables tab. |
Table Type | 1 to 1: A table with only one row, in other words, a set of fields. 1 to Many: A table with multiple rows. In the example shown above, the first table, Vendor Information, is a 1 to 1 table, and the second one, Vendor Contract Info, is a 1 to Many table. |
Object | The type of record the table will be attached to. For example, if you select Vendor, the table will appear on the Custom Tables tab of the Vendor screen. If you select Maintenance Request, the table will appear on the Custom Tables tab of the Maintenance Request screen. |
Order of Appearance | The position of the table on the Custom Tables tab, if there are multiple tables. We recommend that you order in 10s, so that you can easily insert a new table between two existing ones. |
Table Columns Section
Column Type | Select a data format. The options are: Number, Integer, Money, Date, Text, and List. |
Column Name | The name of the column in the database. After you save, you cannot edit this field. We recommend that you enter the same text as the Column Description field, but take out any spaces. |
Column Description | The name of the column as it appears to users in Breeze. |
List Options | If the Column Type is List, use this field to add a set of of options that the user can select. Separate each option with a caret (^) symbol, for example: If you require a blank option at the top of the selection list, insert an additional caret |
Size | Use the following guidelines, depending on the selection you made in the Type field:
|
Column Number | For 1 to 1 tables, the data is displayed in a series of columns. In the example shown above, Additional Information has two columns. For more explanation, see the last section of this article. |
Column Order | Determines the vertical order of the field in the column on the screen. |
Required | Designates the field as a required field. |
Trash Can Icon | Deletes the row. |
Note: 1 to Many tables have a limit of six columns. You can add more columns in this screen, by adding more rows, but only six will appear when the table is being used.
Column Number and Column Display
In a 1 to 1 table, the fields are displayed in columns.
The setup is shown below.
"Vendor Name" and "Type of service provided" are set up with Column Number 1, while "Vendor Contact" and "Vendor Contact Phone" are set up with Column Number 2.
A 1 to Many table appears as a table with multiple rows.
But when you add a new row or open a row to edit it, the data is displayed on another screen that can be set up with columns.
In the preceding example, all the fields are set up to be in Column 1. By changing the Column Numbers in the setup, you can change the way the fields are displayed.
After changing the Column Numbers, the screen looks like this:
