Table templates allow you to capture structured, multi-row data directly within a specification. While originally introduced for Audit Management, Table Templates are also available in Specification Management (SpM) and can be used to present product-related information - such as certifications, microbial parameters, or physical properties - in a clear, table-based format.
How to Create a Table Template for SpM
Step 1: Go to Configuration > Table Templates.
If you do not see Table Templates, confirm the permission is enabled in Roles. Refer to this article for more information.
Step 2: Click New.
Some default templates may reference Audit Management in your account. These can be disregarded, and you can create Specification Management-specific table templates as needed.
Step 3: Complete the following fields:
- Table Name
- Description: year or version
Step 4: You can create a table template in one of the following ways:
- Upload a template file to quickly define sections and columns
- Insert a generic template and configure it manually
- Build directly in the user interface by adding sections and columns
Step 5: If you upload a template file, its contents appear in the Table Sections sub-tab. You can review and modify sections and rows as needed.
When building or editing your own table templates, you may need to scroll down to view additional sections.
Step 6: The Column Definitions sub-tab populates based on your template or configuration. Here, you can review and edit columns to define input types and structure for each section.
When building or editing your own table templates, you may need to scroll down to view additional columns.
Step 7: Once all sections and columns are configured, click Save. The table template is now available for use within specifications.
How to Add a Table Template to the Specification's TraceStation
Step 3: Click the Open Configuration icon to manage the TraceStation.
Step 4: Do the following:
- Click the blue Add Table hyperlink.
- Add Table will pop-up.
- Filter for your table template or select one from the list.
- Click Add Table.
Step 5: Once you are done, click Save.
How to Access Table Templates Within a Specification
Step 1: Go to the Specifications tab.
Step 2: Click the Edit icon associated with the specification.
Step 3: In the left-hand pane, navigate to Sections. Select the section where the table template is included. Expand the section to view and enter table data.
The table appears as a structured grid, allowing you to add or edit rows as needed.