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Tables - Create and Update Primary and Secondary Tables

In Rayven.io, Primary and Secondary Tables are essential for organizing and relating your data. This article explains how to create new fields (columns) and add records (rows) to both types of tables — helping you structure your data model, maintain



Use Cases

  • Add new fields like Asset Type, City, or Status to your Primary Table

  • Insert new records into your Secondary Table (e.g., maintenance entries or operator logs)

  • Enforce data rules such as uniqueness, required values, and visibility settings

  • Create linked records that enhance reporting and workflow logic


How It Works

Each table has a Manage View where you can:

  • Search for and filter existing data

  • Add or edit fields (columns)

  • Add or edit records (rows)

  • Configure validation rules and UI visibility

You’ll find these options under:
🛠️ Actions → Manage Your Primary/Secondary Table


Step-by-Step Instructions

🧱 1. Manage Your Table

  1. Navigate to the Tables Configuration page.

  2. Locate your Primary or Secondary Table.

  3. Click Actions → Manage Your Table to open it.

  4. Use the Search bar to filter and inspect existing rows.


➕ 2. Add a New Column (Field)

To Add a New Column:

  1. Click Add New Column under the Actions menu.

  2. Complete the form with the following:

Field Description
Data Type* Select field type: String, Number, Date, etc.
Label Type Choose display behavior: Display Only (read-only field)
Column Name* This is the user-facing name, e.g., Asset Type, City Name
Link to Interface Optionally connect this field to an external UI component
Hide Column in User Interface Check to make the column invisible in dashboards
Required Value in All Fields Enforce mandatory entry for all rows
Unique Values in All Fields Prevent duplicate values (ideal for UID, Serial No., etc.)
  1. Click Save to add the column to your table.


➕ 3. Add a New Row (Record)

To Add a New Row:

  1. Click Add New Row under the Actions menu.

  2. Fill out the required fields in the row creation form:

Field Description
UID* A unique identifier (e.g., device_001, user_ABC)
UID Display Name A readable name (e.g., “Main Plant Chiller”, “John Doe”)
Additional Fields Any custom fields you’ve defined (e.g., Asset Type, Status, etc.)
  1. Click Save to insert the new record into the table.

🔄 You can add multiple rows one by one, or use the Import function for bulk additions.


Best Practices

  • Use clear, consistent column names (e.g., Asset_ID, Install_Date)

  • Always define a unique UID for Primary Tables — it’s used in relationships

  • Use the “Required” and “Unique” options to prevent data issues later

  • Hide sensitive or internal-use fields using “Hide Column in UI”

  • Use linked Secondary Tables for logs, transactions, or historical data


Examples

Table Type Example Column Example Row
Primary Asset Type (String) UID: device_001, Asset Type: Chiller
Secondary Maintenance Date (Date) UID: log_123, Linked Asset: device_001, Status: Passed

Troubleshooting

  • Can’t add column?
    Check that the column name isn’t already in use or conflicting with reserved names.

  • Duplicate UID error?
    Make sure your UID is globally unique across the table.

  • Field not showing in dashboards?
    Check if “Hide in UI” is enabled.

  • Missing required field warning?
    Ensure all mandatory fields have values before saving.


Next Steps

👉 How to Link Primary and Secondary Tables in a Workflow
👉 How to Import Data into Tables
👉 How to Use Table Data in Dashboards
👉 How to Enforce Data Validation Rules