Manage a data table

AI-generated summary

Genesys Cloud provides data table management capabilities through the Orchestration Assets section, enabling users to create, edit, and delete data tables and their associated rows. Users require specific permissions under Architect > Datatable and Architect > Datatable Row to perform these operations. Data tables can be edited to add or modify custom fields, rename the data table or reference key labels, and reorder fields; however, custom fields cannot be deleted after the data table is saved, and the original schema defined at creation remains unchanged during exports. The system allows single or bulk deletion of data tables and rows through the Data Tables page interface. When editing table rows, all information can be modified except for saved reference keys. The platform supports importing and exporting data tables in .csv format, with exported files retaining original custom field keys rather than edited labels. All changes are confirmed through save operations, and deletion actions require user confirmation before completion. Genesys Cloud also provides a feedback mechanism for documentation improvement, allowing users to rate article helpfulness and specify reasons for their assessment. The feedback form captures user role information (Agent, Administrator, Developer/Engineer, Partner, Supervisor, Support, or Other) and includes options for both negative feedback (inaccurate content, outdated information, unclear presentation) and positive feedback (task completion, clarity, organization, valuable insights). Users can provide additional comments via email while confirming acknowledgment of the Genesys Cloud privacy policy. The documentation section includes related topics covering routing configuration, Architect functionality, data table operations (creation, lookup, import/export), and data filter management, enabling users to access supplementary resources for extended learning and troubleshooting support through community assistance.

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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