Dynamic tables

Dynamic Tables serve as a data repository for processes that have a global reach within the environment in which these processes operate. In general, individual dynamic tables can be used with any number of processes. This means they facilitate process collaboration and data sharing, as the information stored in dynamic tables is accessible and shared across all processes that have sharing defined according to their templates.

Key Features of Dynamic Tables:

• Provide selection options using dropdown lists.
• Adapt various processes using parameterization tables.
• A key advantage of dynamic tables is their ability to dynamically populate and modify their structure and data outside of running processes.

Managing Dynamic Tables

An overview of all dynamic tables can be found under Administration > Dynamic Tables.

Dynamic tables can be managed using two primary methods:

1. Externally: In this case, dynamic tables are managed in an external application, and Team Assistant retrieves this definition via an application or data interface.
   • The TAS API documentation can be found https://api.teamassistant.app.
2. Internally: In this case, dynamic tables are defined and managed directly within the Team Assistant application. The management methods are described in the following sections:
   • Manually entering data directly into the dynamic table, allowing full editing.
   • Importing data using CSV files.
   • Using functions in task calculations, configured at the template level.

Attributes of a Dynamic Table

A dynamic table corresponds to a table stored in a user-created CSV file, which defines its structure and may contain an initial dataset. This table can have any number of columns and rows. If the first row contains column names and one of these columns is labeled "ID," values in this column will be considered the index. This index can be alphanumeric and must be unique. If the CSV file does not contain an "ID" column or column names, the application will generate its own index.

For files with a larger number of rows (e.g., hundreds or more), this operation may take longer and may exceed the time limit. Therefore, it is recommended to insert CSV files that include an "ID" column.

Each dynamic table contains the following attributes:

• Dynamic Table Name: The name of the dynamic table that the process will reference.
  • Recommendation: Maintain the name in the format "Header Code - Name," such as "001-suppliers" for better clarity.
• CSV File: A CSV file in UTF-8 format that replaces the entire dynamic table.
• First Row as Column Names: Choose whether the first row in your CSV file contains column names. If not, TeamAssistant will assign column names in the format "field1."
• Column Separator: Defined when saving the CSV file (typically "," or ";").
• Public Dynamic Table: If the dynamic table is to be used by regular users (non-admins), it must be set as public. (If not set as public, users without the proper permissions will not see data in the variable, and the application will generate an error: "Failed to load table data." > Cannot read properties of null (reading 'DT_PUBLIC'))
• Description: Description of the dynamic table.
• Uploaded from File: Displays the filename if the table was previously imported from a CSV file.
• Restrictions: Limits on how the table can be managed.
  • By Role: Specifies which role can manage the table (mainly used when there are multiple local administrators in a single environment, e.g., in Slovakia and the Czech Republic, where administrators should not manage tables of other entities).
  • By Template in Calculations: Allows restriction of which template can use the dynamic table.

Dynamic Table Options

Creating a New Dynamic Table

1. Click Add in the upper-right corner of the screen.
2. Fill in the values of individual fields according to the table attributes or prepare a table under the Table menu.
3. Confirm the settings by selecting Save in the specific menu, or cancel the changes by selecting Close.

Editing a Dynamic Table

1. Select the dynamic table you wish to edit.
2. Modify the values of individual fields according to the table attributes or edit the table under the Table menu.
3. Confirm the settings by selecting Save in the specific menu, or cancel the changes by selecting Close.

Deleting a Dynamic Table

1. Select the dynamic table you wish to delete.
2. Click the Delete icon.
3. Confirm or cancel the deletion in the pop-up window.

Exporting Data

Each table can be exported to Excel or CSV format using the Export icon in the lower-right corner of the screen.