DriveWorks Pro 15: Group Tables [send feedback...]

Group Tables

Group Tables provide access to tabular data relevant to all projects within a group.

The data held in a Group Table can be accessed through all the relevant table functions in a rule (CountIf, Dcount, DWVLookup, HLookup, ListAll, etc. etc.).

To access Group Tables, launch DriveWorks Administrator and open the required Group.

The Group Tables task is displayed under Stage 1: Group Setup from the DriveWorks task explorer.

The Group Tables list can be be filtered by using the filter at the top of the list.

Please see the topic How To Use Filters for more advanced filtering information.

Add a New Group Table

A new Group Table is added by following the steps below:

  1. Click the Add button from the command bar.
  2. The Create Group Table dialog will open:

    Select the Simple Group Table option from the Templates section, enter a Name for the table in the Name field, click Finish.

  3. A Blank Group Table will be created and opened in Edit mode in the Group Tables main window.

  4. Data is entered into the table by:
    • Typing directly into the table.
    • Pasting from an external source.
  5. Click OK from the command bar once all data has been added.

Data included in the first row is treated as column header information for functions that list all data within a column (ListAll, ListAllDistinct, etc.). I.e. Information in row 1 will not be included.

Rename a Group Table

Once a Group Table has been added the available actions that can be performed, on Group Tables, become available on the command bar:

Because Group Tables are not attached to a project, any rule within a project that references the existing Group Table name will require updating manually.

A Group Table can be renamed by:

  1. Select the Group Table to be renamed from the list view of Group Tables that exist in the Group.
  2. Click the Rename button.
  3. The Name field, for the Group Table selected in the list view will become active, with the cursor positioned at the start of the existing name.
  4. Enter the new name for the Group Table and hit the Return key on the keyboard, or click on another Group Table to accept the new name.
  5. Click Yes in the Change Group Table Name dialog to confirm the change.

Delete a Group Table

Once a Group Table has been added the available actions that can be performed, on Group Tables, become available on the command bar:

A Group Table can be deleted by:

  1. Select the Group Table to be deleted from the list view of Group Tables that exist in the Group.
  2. Click the Delete button.
  3. Click OK to confirm the action.

View/Edit the Table Data

Once a Group Table has been added the available actions that can be performed, on Group Tables, become available on the command bar:

View and Editing of the table allows the data held in the table to be modified.


The data in a Group Table can be viewed or edited by:

  1. Select the Group Table to be viewed from the list view of Group Tables that exist in the Group.
  2. Click the View/ Edit button.
  3. View or Edit the data in the main window.
  4. Click OK to save the changes and return to the Group Tables list.

Permissions

If more than one DriveWorks Administrators are responsible for the projects held in the group, permissions to access the Group Table table data can be restricted.

To change permissions for Group Table access:

  1. Open the Group in DriveWorks Administrator and go to Stage 1: Group Setup> Security Settings
  2. Select the Team for which the Group Table Permissions are to be set.
  3. Click Edit from the command bar to launch the Edit Team dialog.
  4. Select the Group Table Permissions tab.
  5. Select the Group Table from the list and then check the permission option for that table. Available permissions are:
    • None - The Team cannot View or Edit the Group Table
    • View - The Team can view the Group Table only.
    • Edit - The Team can View and Edit the Group Table.

Copy Group Tables from Another Group

Group Tables can be copied by using the Copy and Paste commands.

Copying a Group Table from one group to another will not copy any security settings that have been applied to the table. Only the data in the Group Table will be copied.

To Copy a Group Table:

  1. From DriveWorks Administrator open the Group that contains the Group Table(s) to be copied.
  2. Select Group Tables from the Task Explorer.
  3. Locate and select the Group Table(s) to be copied from the Group Tables list.
    More than one Group Table can be selected by holding the Ctrl key when selecting.
  4. Click the Copy button from the command bar.
  5. Open the Group where the Group Tables are to be copied.
    Launch another session of DriveWorks Administrator and have the Source group open in one, and the destination group open in the other. Both groups can be viewed side by side on your screen.
  6. Select Group Tables from the Task Explorer.
  7. Click the Paste button from the command bar.
    When the name of a copied Group Table already exists in the destination group, the name will be suffixed with an incremental number.

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