Use Case 

1. I have added a table with some very important information in it, that will be used by all users in our organization. How can I make sure that no users can change anything in the table, but they can view it? 
   
2. I need to add an additional dropdown field to my table; how can I do that? 

Navigating to Table Settings

1. In the right-hand corner of Sitewise, click on the settings  icon to access the settings menu. Once opened, click on the Settings option.
   
   
2. 
   
    This will open the Settings window.  
   
3. Now select the Tables tab.  
   
4. Navigate to the table you would like to work on by either scrolling through the list of tables or entering the name in the search bar at the bottom right to filter the table list.
   
5. After locating the table, click on the name to open the edit table settings window. 
   

In the Edit Table settings, you'll see two tabs, Details and Columns. The next two sections will review the options available in both tabs to help you get the most out of your data!

Warning: if the table you want to edit has been added by the Sitewise team or others in your organization, it’s best to check in before any edits are made. There may be dependencies or other specifics that could be affected if the table changes without warning. Talk to the Sitewise team if you are ever unsure!

Table Details

The Edit Table window has several options to help make sure the table is set up exactly as you need it. Let's review the Details tab which houses the main settings that allow a table to be edited, shared, etc. We’ll cover the standard settings applicable to all tables.

1. Name: This is the table’s name.  
   
1. The table name is not always the same as the layer name as the layer’s name can be set when adding this data to a mapset.
   
2. 
   If you added this table to Sitewise, its best practice to give it a descriptive name. Sometimes adding the data vintage can be helpful. The next time the data is updated, it's easy to update the table name to the new vintage.
   
2. Infobox Title: This is the information that is displayed when clicking on an icon on the map window.
   
   
1. This field is also used when searching for a specific record in a table using the search bar on the Map tab.
   For example, if you set it to be ‘Store Number’, then you can search for a location's store number when the layer is visible on the map.
   
3. Reference Name: This is a unique name that is assigned to a table by Sitewise, allowing the data to be used in SmartReports. Warning: Never change this field. Unexpected changes can cause large issues and prevent reports from running correctly.  
   
   
   
   
4. Editable: This is the first step to enable you and any user with write permissions will be able to edit the records in the table, including moving pins, updating fields, adding and deleting sites, etc. Be mindful that checking this box and setting permissions are what allows you to manually manage data within Sitewise.
1. Read and write permissions are set in the Shared section, number 7 below.
   
2. Site Move Settings, number 9 below, sets the ability to move locations if the users have write permissions.
5. Enable Attachments: This option allows you to attach documents to records in Sitewise (such as PDFs, photos, etc.).
   
   
   
1. Add lease documents to a Location in Sitewise or on your next site tour, add pictures of the site for future reference.
   
2. What does it look like on a record? The documents tab will appear next to the details tab when editing a record in Sitewise.
   
3. Warning: If you plan to replace the data later, you must contact Sitewise if you want to keep attachments.
   
6. Show Sitewise ID: Each record stored in Sitewise is assigned a unique ID in the database. This check box allows you to expose that information. This unique ID is generated by Sitewise when data is added to the table and cannot be edited.
   
7. Shared: Allows you to share this table and set the read and write permissions for the groups within your organization. Let's review this setup:
   
1. Click the Shared checkbox. The Group Permissions dropdown appears.
   
   
   
2. Click on the dropdown to see a list of all groups in your organization. Choose the group you'd like to have access to the data in this table.
   
3. Let's set their permissions.
   
1. Click on the Read checkbox to allow users in the group to see and view the data. 
   
2. Click the Write checkbox to allow users in the group to edit the data in the table. If you want a group to be able to edit the data, they will need to have both Read and Write permissions checked.
   
4. Let's add another group. Click on the  icon beside Add a Group.
   
1. A new dropdown appears. Follow the same steps as in 'c' above to set the group permissions.
   
5. If needed, you can always click the garbage can if you've added one group too many.
8. Site Move Settings: This controls the ability to move sites on the map. There are three possible options: 
   
   
1. Allow Move: allows users part of a group that has Write permissions to move sites on the map
   
2. No Moves Allowed: allows no one to move any sites in the table
   
9. Coordinate Fields: This is where you would specify which fields in the table are for the latitude and longitude, so that when a point is moved, they will be updated. If this is not set, the point will still be moved but the respective fields in the table will not update.  
   

Table Columns

Column Tab Overview

1. Click on the Columns tab to load the fields associated with the table. You'll see all columns, or fields, that are in the table.
   
2. Name: this is the internal name of each field in the table. 
1. You can set the field name to display differently when looking at data on the map using the Description. We'll review this in Column Set Up section below.
   
3. Column Type: this is the data type that defines each field in the table. There are a number of data types used. The most commonly used are:
1. Text: any descriptive or identifying field that may have a leading zero should be set to text. When uploading a table, you'll see the data type String which is synonymous with Text. 
2. Double/Float: used for numeric values with decimals, such as sales. When uploading the table, you'll see Real which is synonymous with Double/Float.
3. Integer: used for whole numeric values without decimals such as employee counts, though double/float can be used for whole numbers as well.
4. Visibility: this will determine if the field will be visible for users when viewing or editing the data on the map. If unchecked, users will not see it.
5.  Add a Column: click on this icon to add more fields to the table if needed.
1. After clicking on this icon, a new field will appear in at the bottom. 
   
2. Add a good internal name for the new field. Avoid using special characters, such as "num" or "number" instead of #.
   
3. Set the column type. Use the Column Type descriptions above to help you choose the right type.
   
4. When ready, click the Save icon.
   
6. Remove Column: click on this icon to remove a field that is no longer required in the table.
1. Once removed, the data is also removed. 
   

If you need to reorganize the fields, click on a field and drag it to where you want to see it in the table. When users view the data on the map, it will appear in the same order.

Column Settings

 

When you click on the column you want to review, the setting will populate on the right side, allowing you to make many changes to how that field is displayed within Sitewise.

1. Description: This is where you set the display name for the field. When viewing the data in the map tab, this will appear as the field name.
2. 
   Column Type: This is the field type that was set when creating the table (either from scratch or by uploading a file into Sitewise) or when adding new field to the table (see Step 5 in the Column Tab Overview section).
1. Once a field has been created, you will not be able to change the field type. If you need to update the type, please contact the Sitewise Team.
3. Input Type: There are many options available, depending on the column type, to help you manage your data. Let's review the most commonly used options for text, real, and integer columns types:
1. Text Input Types:
1. Input: This is used for free-form text. While a lot of text can be added to the field, you will only be able to view a single line when reviewing the data in the map tab. If you want to be able to see more of the field, we recommend using the Multi-Line Box option below.
   
   
2. 
   Dropdown List: This allows you to have multiple standard options for users to choose from, giving you control over the available options and prevents issues with spelling, grammar, etc. A dropdown list might be used for store statuses or owner names, where the same value must be spelled with the correct grammar and case each time.
   
1. To add to the dropdown, click the  icon and add the new value. 
1. If the Display value will not be different from the value, you can leave this blank. If the Display value will be different, for example Prospective Site will now be Prospective Location, add the Display value "Prospective Location" and that status option will now appear when users use the dropdown.
   
2. To remove a dropdown option, click the  icon.
1. Make sure that no data in your table is using this dropdown option. If there is data using it, it will need to be updated to a different status. If you need help with this, please reach out to Sitewise Support.
   
3. Multi-Line Box: This is used for free-form, long answer text and allows more information to be input and displayed when viewing the data on the map tab. This is particularly useful for notes or description fields where there there may be more to add than can fit in a single line. Use the Lines to Display dropdown to choose up to 6 lines to display.
   
2. Real and Integer Input Types:
   
1. Numeric fields typically only use input as their type. Though dropdown list and multi-line box are available, they're typically not used for a couple of reasons:
   
1. Numbers in these fields will only display on a single line.
   
2. Dropdown and multi-line don't provide access to the additional formatting available for real field types.
   
2.  Formatting Real Columns
   Formatting Real Columns
   
   
1. Keep the Input Type as Input. The Format dropdown will appear.
   
2. Use Format dropdown to choose how you'd like the number to appear - Regular Number, Dollar, Percentage, or Unformatted.
   
3. In the Decimal Places dropdown, choose how many decimals you'd like to see when viewing the value in the map tab.
   
1. You might want to see two decimal places for dollar values and six decimal places to show precision for coordinate fields, but this is up to you!
4. Default Value: This will prepopulate the field with the value that you add here. This means when a location is manually added in the map tab, the default value will appear but can be changed by the user. 
1. You might populate the default with the most common value users might add, helping users save time.
   
5. 
   Visibility: This determines if the field can be added and displayed in the infobox (the pop up that appears when data is selected on the map). The field will still appear but cannot be added to the infobox. Review the Column Tab Overview section above if you want to hide a field so users cannot see it.
1. Review Styling Your Data to see how to edit a layer and select the fields that will appear in the infobox.
6. Required: Check this box to ensure users never miss adding information to an important field. When checked, the field will highlight red, and the user will not be able to save their changes until the field has been filled.
1. For important fields such as Store Number or Status, or if a table is styled as a layer using a specific field, checking the required box will ensure a value is always set when users manually add a new record in the map tab.
   
7. Sensitive Data: This is related to our new Share Map tool, allowing you to quickly share an interactive map with others that includes only the information and layers you want to share. Flagging a field as sensitive means the data in this field will not be shared unless explicitly specified when sharing the map. To learn more about the Share Map tool, contact the Sitewise Team.
8. Group Name: Within the details panel on the map tab, you can group different fields together, displaying them as an open or closed group and making it much easier for users to view the data in the map tab.
1. Setting group names is particularly useful when you have many fields and want to make viewing the data easier for other users.
   
2. Tips for Group Name:
   Group names set up in the map tab
   
   
1. Organize fields in the same group so they are beside each other in the table. How you organize fields here will also determine how they appear when viewing the data in the map tab.
   
2. We recommend using copy/paste to ensure the same group name is used since it is case and character sensitive - i.e. "Store Details" and "Store Details " are different due to the extra space.
   
3. If you want the group to appear open, check the Open box. If this box is not checked, the group will be collapsed. 

Next Steps