Modifying Reference Data Tables

Introduction

The solution is designed to be customized to your organization's particular needs. The various interfaces in the out-of-the-box solution contain values that are stored in database tables. This information is called reference data.

The types of reference data in AM are:

• Dropdown lists and their values.
  • See Modifying Dropdown Lists for instructions on how to add and deactivate values in dropdown lists, and add new dropdown lists.
• Document templates.

You can identify reference data tables by looking for tables that have _R_ in the name, such as AS_AM_R_DATA.

This page describes the structure of the reference data tables.

Reference data table

Dropdown values for AM are stored in the AS_AM_R_DATA table. Updating this table allows you to control what dropdown values and lists display to end users moving through the award process. See Modifying Dropdown Lists for more information on how this table is used. See the following table for a description of the fields in the AS_AM_R_DATA table.

Name	MySQL Data Type	Appian Data Type	Description
REF_DATA_ID	int(11)	Number (integer)	The primary key.
REF_LABEL	varchar(255)	Text	The name that the end user will see in the dropdown list.
REF_TYPE	varchar(255)	Text	What reference type the value is grouped by. For example, Award Status.
REF_ICON	varchar(50)	Text	The icon associated with the value. For more information, visit the Appian icons page.
REF_COLOR	varchar(50)	Text	Determines the color associated with the data. Valid values: STANDARD, POSITIVE, NEGATIVE, ACCENT, or a specific hex value. For example, #FFBF00.
SORT_ORDER	int(11)	Number (integer)	Determines the order of values displayed in the dropdown.
IS_ACTIVE	tinyint(1)	Boolean	Determines if the value will display, or not. Valid values: 1, 0. 1 will display the value, and 0 will not display the value.
CREATED_BY	varchar(255)	Text	The user who added the reference data originally.
CREATED_DATETIME	timestamp	DateTime	The date and time that the reference data was originally added.
MODIFIED_BY	varchar(255)	Text	The user who changed the reference data most recently.
MODIFIED_DATETIME	timestamp	DateTime	The date and time that the reference data was most recently changed.

See below for an example of what the first six columns of the reference data may look like:

REF_DATA_ID	LABEL	TYPE	REF_ICON	REF_COLOR	IS_ACTIVE
1	Active	Award Status	check-circle	NULL	1
2	Closed	Award Status	close	NULL	1
22	Hours	Item Duration Unit	NULL	NULL	1
23	Days	Item Duration Unit	NULL	NULL	1
24	Weeks	Item Duration Unit	NULL	NULL	1
57	Award	Alert Type	NULL	NULL	1
58	Line Item	Alert Type	NULL	NULL	1

Document Template reference data table

The AS_AM_R_DOCUMENT_TEMPLATE table stores the document templates needed for the Create Document from Template checklist item. Updating this table allows you to control what document templates are available for business users creating checklists.

See the following table for a description of the fields in the AS_AM_R_DOCUMENT_TEMPLATE table.

Name	MySQL Data Type	Appian Data Type	Description
DOCUMENT_TEMPLATE_ID	int(11)	Number (integer)	The primary key.
DOCUMENT_NAME	varchar(255)	Text	The name of the template that will display to end users.
FILE_TYPE	varchar(255)	Text	The type of document the template is. For example, DOCX or PDF.

See below for an example of what the columns of the required document table may look like.

DOCUMENT_TEMPLATE_ID	DOCUMENT_NAME	FILE_TYPE
1	Exercise Option Letter Template	DOCX
2	COR Appointment Letter Template	DOCX

Feedback