How to manage reference data from UI

Add and manage reference tables and reference records seamlessly from the Reference Data Management page.
For example, “color” is a reference table, and Blue, Black, and Green are its reference data records.

Add reference table

You can add a reference table and select the required attribute columns from UI.

To add a reference table from UI:

1. Go to Reference Data Management and click Add Table.
   
2. In the Add Reference Data Table dialog, enter the Display Name field for your reference table.
   By default,
   • The Internal Name is automatically generated based on the Display Name and prefixed with “ref”. In case the Display Name consists of special characters, the application considers only letters and/or numbers and ignores any special characters while automatically generating the Internal Name.
   • The Code and Value attributes are displayed.
3. Click the Add Attribute button to add more attribute rows.
   
4. Click on the Display Name cell in the newly added row and select an attribute from the dropdown list.
   

5. Click Create.
   Upon adding the reference table, you must add reference data records.

Add reference data records

You can add reference data records for all your reference tables and manage them from UI.

To add reference data records from UI:

1. In the Reference Data Management page, click on the reference table.
2. Click the Add button to add a row.
   
3. Enter the required details and click Save Changes.