What are Dynamic Tables?
Dynamic Tables are features within records that display related information in an organized manner, providing quick access to key details about suppliers or items. For example, you can see which items are linked to a specific supplier or view related requests for an item.
Example of a Dynamic Table showing Items related to a BBQ Sauce supplier:
Why Manage Dynamic Tables?
Managing Dynamic Tables effectively help you access important information quickly, improving workflow and decision-making. This is especially valuable for teams overseeing supplier relationships or tracking items, as it eliminates the need to navigate away from the records.
Access and Manage Dynamic Table Templates
Step 1: Confirm and ensure access to Dynamic Table Templates:
- Hover over the Configuration Icon and select Roles under the 'Access' category. Then, click the edit icon next to your role.
- Scroll down to the Dynamic Table Templates row and ensure that the Create, Read, and Update checkboxes are selected.
- Click Save at the top to apply the changes.
Step 2: Navigate to the Supplier Management > Suppliers sub-tab and select the edit icon to access a supplier's TraceStation.
Step 3: Select 'Items Supplied' from the pane on the left of the screen to view a dynamic table of items associated with the supplier.
Step 4: To view more information about a specific item, click the edit icon to open its Items Supplied record in a new tab (note that the new tab is opened via the Supplier Management > Items Supplied sub-tab).
Step 5: To configure the Dynamic Table, return to the previous Items Supplied tab and click the Dynamic Table Template button . From there, manage the attributes you want to display and adjust the settings to show the most relevant information for your needs. You can display up to 10 attributes in a Dynamic Table Template.