Manage a data table

AI-generated summary

Genesys Cloud provides comprehensive data table management functionality through the Architect interface. Users can create, edit, delete, and manage data tables and their rows with specific permissions required for each action. Key features include adding custom fields, renaming tables and reference key labels, reordering fields, and adding notes. The system maintains the original data table schema even when labels are edited, with exported .csv files retaining original custom field keys. Notable limitations include the inability to delete custom fields after saving a data table or modify the original schema. The interface supports both single and bulk deletion operations for tables and rows, with confirmation required for deletion actions. Navigation is primarily through Admin > Architect > Data Tables or Menu > Orchestration > Orchestration Assets > Data Tables, with options for viewing, editing, and deleting appearing when hovering over table entries.

PrerequisitesClick to expand

Manage data table configurations from the Data Tables page. For more information about how to import or export data tables, or to review recent imports, see Import or export data tables.

Edit a data tableClick to expand

You can add or edit custom fields associated with a data table. You can rename the data table, the reference key label, or reorder custom fields. You can also add or remove notes and change the order of the fields.

Notes:

You cannot delete custom fields after you save the data table.
You can rename the reference key label and the custom field labels of an existing data table, but you cannot change the original data table schema that you defined when you created the data table. For example, when you export the data table that you edited, the exported .csv file contains the original custom field keys, and not the newly edited titles (or labels) of the keys.

Click Admin.
Under Architect, click Data Tables.
Click Menu > Orchestration > Orchestration Assets > Data Tables.
Hover over the row of the data table that you want to edit. The View, Edit, and Delete options appear.
Click Edit.
Make your changes.
(Optional) To reorder the fields, click and drag them to the new location.
Click Save. A message tells you that Genesys Cloud saved your changes.

Delete a data tableClick to expand

Click Admin.
Under Architect, click Data Tables.
Click Menu > Orchestration > Orchestration Assets > Data Tables.
To delete a data table, perform one of these steps:
- To delete a single data table, hover over the row of the data table and click the Delete option that appears.
- To delete multiple data tables, follow these steps:
  1. Select the check boxes next to the data tables that you want to delete.
  2. Hover over the row of one of the selected entries. The View, Edit, and Delete options appear.
  3. Click Delete.
  4. Alternatively, click Delete next to the Manage Imports button. In the message that appears, click Yes to confirm the deletion.

Edit a data table rowClick to expand

Delete a data table rowClick to expand

Click Admin.
Under Architect, click Data Tables.
Click Menu > Orchestration > Orchestration Assets > Data Tables.
Click the name of the table that you want to open.
Hover over the table row that you want to delete. Click the Delete option that appears. Click Yes to confirm the deletion.
To delete multiple data tables, complete the following steps:
1. Select the check box next to the entries that you want to delete.
2. Hover over the row of one of the selected entries and click the Delete option that appears.
3. Alternatively, click Delete next to the Manage Imports button.
4. In the message that appears, click Yes to confirm the deletion.

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Manage a data table