Custom Tables
3 guides
Custom Table Import via Email and CSV - Scheduled Imports
Custom Tables
This guide explains the creation and use of custom tables in Halo, allowing for the storage of information related to various entities. It details steps for creating custom tables and fields, linking them to entities, and displaying them within the platform. A focus is given to organizing and ordering table fields, restricting field access based on user roles, and customizing how data is added to tables. It also covers using custom tables for automation, with instructions on configuring tables to support dynamic SQL lookups and queries.
Statistics Tables
The article provides a guide on creating and using Statistics Tables, which are custom tables for capturing point-in-time data through regular SQL queries. It explains how to set up these tables, write SQL queries, configure table schemas, and schedule data captures for intervals like daily, weekly, or monthly. The guide also details how to generate and test the initial data set, and how to use the data in reporting scenarios. Statistics Tables simplify complex reports and prepare datasets for forecasting.