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.
Add a New Group Table
A new Group Table is added by following the steps below:
- Click the Add button
from the command bar.
- 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.
A Blank Group Table will be created and opened in Edit mode in the Group Tables main window.
- Data is entered into the table by:
- Typing directly into the table.
- Pasting from an external source.
- 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:
- Select the Group Table to be renamed from the list view of
Group Tables that exist in the Group.
- Click the Rename button.
- 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.
- 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.
- 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:
- Select the Group Table to be deleted from the list view of
Group Tables that exist in the Group.
- Click the Delete button.
- 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:
- Select the Group Table to be viewed from the list view of
Group Tables that exist in the Group.
- Click the View/ Edit button.
- View or Edit the data in the main window.
- Click OK to save the changes and return to the Group Tables list.
Permissions
If multiple 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:
- Open the Group in DriveWorks Administrator and go to Stage 1: Group Setup> Security Settings
- Select the Team for which the Group Table Permissions are to be set.
- Click Edit from the command bar to launch the Edit Team dialog.
- Select the Group Table Permissions tab.
- 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.