Data

Key concepts

• Data Tables are configurable collections available in Data. Each Data Table has a Table Name, an optional Description, a Records count, and a Last Updated value.
• Records are the individual items stored in a Data Table. A Record contains the fields configured for that Data Table.
• Fields define the information collected for a Record. A Data Table can use field types such as Text, Number, Email, Date, Select, Multi-Select, and Text Area.
• Sections organize fields. When a Data Table has more than one section, the form is displayed in steps when you add a Record and in tabs when you edit one.
• A Data Table can have its own icon, color, and Description to help you identify it.

Data Tables and their fields are configured in Advanced Settings under Tables & Fields. The available Data Tables and fields depend on how your 3PM Command account is configured.

How to browse Data

1. Open Data.
2. To find a Data Table, enter text in Search tables.... The search updates the Data Table list as you type.
3. Choose a view:
   • Grid view shows Data Tables as cards, including the Records count and table details.
   • List view shows Data Tables in columns, including Table Name, Description, Records, Last Updated, and Action.
4. In list view, select a column heading when you want to sort by a sortable column. Use the view controls to show or hide available columns.
5. Select a Data Table, or select View Records, to open its Records.
6. In the Data Table, use Search [Table Name] to find Records in that Data Table. The exact search text includes the Data Table name.
7. Use the list and grid view controls to choose how the Records are displayed. In grid view, scroll down to load more Records when more are available. In list view, use the page controls and Items per page to move through the Records.

If no Data Tables or Records match your search, clear or change the search text. Data displays an empty-state message when there are no matching items.

How to inspect a record

1. Open Data and select the Data Table that contains the Record.
2. Find the Record using the Data Table search, or browse the Records.
3. In grid view, review the field labels and values shown on the Record card. The card also shows when the Record was created or updated and the available creator or updater details.
4. In list view, review the Record fields across the row.
5. To change the Record, select its edit action. Review the values in the edit form, make your changes, and save the Record.
6. If the Data Table uses Sections, select the relevant tab while editing. You must resolve required or invalid fields before moving to another tab or saving.

When you add a Record, select Add Record, complete the available fields, and save it. If the Data Table has multiple Sections, use the steps shown in the form. A new Record cannot be created when every available field is empty, and required or invalid values must be corrected before saving.

Tips & things to know

• Use the Data Table search before scrolling through a long list of Data Tables.
• Use the Records search inside a Data Table; the search on the main Data page searches Data Tables, not Records.
• Grid view loads more Data Tables or Records as you scroll when more are available. List view is useful when you want page controls or sortable columns.
• A Record may show an em dash when a field has no value.
• A Data Table with no Description displays No description.
• Data Table record counts are shown in both grid and list views. A count of zero means that the Data Table currently has no Records available to display.
• If a field is configured in Advanced Settings under Tables & Fields, the fields available when you add or edit a Record can change.
• If you cannot open Data or a Data Table, ask an administrator to review your access and the Data Table configuration.

FAQ