Edit Tables in Professional

EQuIS Professional allows users to manually edit tables using several methods. To edit records, users require sufficient permission:

•At least Editor permissions on the logged-in facility; otherwise, the table will be read-only, and the Save and Cascade Delete buttons will not be available.

•At least Viewer permissions on Modules, or see Control EQuIS Professional Button Access for information about using Professional tools/buttons to work with "ProBtn" modules.

•For restricted System Tables, administrator privileges

•Appropriate database-level permissions on that table for that connection (such as for the connection string credentials of an Application Level Security role)

•For adding or removing Enterprise folder items (e.g, facilities or reports; see Permissions), Owner permission on both the group/folder and the item.

Warning: Edits should not be made to the ST_LOG or ST_USAGE tables. In EQuIS Professional, for Build 24.2 and earlier, editing either table will result in the entire table being overwritten with the values of the edited row when the edit is saved. Custom tables that include an auto-incrementing computed column can also experience this issue. Please contact EarthSoft Support with any questions.

Action	Description
Add...	Add new data records directly into any table by selecting the Add... button, located at the bottom of each table in the Grid View. The Add... button is named for the selected table. The Add... button shown here is for the DT_WELL table. By selecting the Add... button, a new row is added to the bottom of the specified table. This new row is denoted by in the first cell of the new row.
Find and Replace	To open the Find and Replace Dialog, click the Find icon in the toolbar, also available with shortcuts Ctrl + F or Ctrl + H.
Save	Save changes to the database. Click the Save icon in the toolbar and save changes frequently when manually editing EQuIS tables. When closing the table in EQuIS Professional after changes have been made, prompts appear to save any changes. Note: Upon exporting a table filtered by regular expressions, Professional sets the table to read-only. To edit the table again, close the tab by right-clicking on the name in the Workspace pane selecting Remove item. Then reopen the table or rerun the report.
Refresh	Click the Refresh Icon in the toolbar to ensure all edits appear when reviewing tables in EQuIS Professional after making manual edits.
Cascade Delete	Click the Cascade Delete Icon in the toolbar to Cascade Delete records. This will delete all the selected records in the current table and all the child records. Clicking YES in the confirmation deletes all records without having to click Save to commit those changes. In addition to the permissions listed above, this button may be disabled or hidden based on the CascadeDelete settings in the ST_CONFIG table.
Key Columns	Within EQuIS Professional tables, there are Key Columns. These are fields represent the following: •Required Columns •Lookup Columns
ALT+ENTER	Press ALT + ENTER within a table cell to create a new line when the following conditions are met. •The cell is not in a key column. •The cell is in a text-based column (not numeric, date, etc.). •Adding a new line will not exceed the maximum number of characters for that cell.

Action

Description

Add...

Add new data records directly into any table by selecting the Add... button, located at the bottom of each table in the Grid View.

The Add... button is named for the selected table. The Add... button shown here is for the DT_WELL table. By selecting the Add... button, a new row is added to the bottom of the specified table. This new row is denoted by in the first cell of the new row.

Find and Replace

To open the Find and Replace Dialog, click the Find icon in the toolbar, also available with shortcuts Ctrl + F or Ctrl + H.

Save

Save changes to the database. Click the Save icon in the toolbar and save changes frequently when manually editing EQuIS tables. When closing the table in EQuIS Professional after changes have been made, prompts appear to save any changes.

Note: Upon exporting a table filtered by regular expressions, Professional sets the table to read-only. To edit the table again, close the tab by right-clicking on the name in the Workspace pane selecting Remove item. Then reopen the table or rerun the report.

Refresh

Click the Refresh Icon in the toolbar to ensure all edits appear when reviewing tables in EQuIS Professional after making manual edits.

Cascade Delete

Click the Cascade Delete Icon in the toolbar to Cascade Delete records. This will delete all the selected records in the current table and all the child records. Clicking YES in the confirmation deletes all records without having to click Save to commit those changes.

In addition to the permissions listed above, this button may be disabled or hidden based on the CascadeDelete settings in the ST_CONFIG table.

Key Columns

Within EQuIS Professional tables, there are Key Columns. These are fields represent the following:

•Required Columns

•Lookup Columns

ALT+ENTER

Press ALT + ENTER within a table cell to create a new line when the following conditions are met.

•The cell is not in a key column.

•The cell is in a text-based column (not numeric, date, etc.).

•Adding a new line will not exceed the maximum number of characters for that cell.

Note: Deleting a parent record in one of these tables deletes the child records in the associated tables:

•DT_ACTION_LEVEL (child records in DT_ACTION_LEVEL_PARAMETER)

•RT_MTH_ANL_GROUP (child records in RT_MTH_ANL_GROUP_MEMBER)

•RT_GROUP (child records in RT_GROUP_MEMBER)