Data tables are a powerful feature which you can use to capture and report on any custom information you want. You can use it to extend Elements diagrams, Org Models and other items with information that is not supported through native functionality.
Article outline
Prerequisites
What is a data table?
Example use-cases
Creating data tables
Adding records
Reporting on data tables
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Prerequisites
What is a data table?
A data table is a fully-customizable form you can attach to a Process activity, Requirement, Story, Reference model node or Salesforce org model node to capture any additional information you want.
Once attached, data table attachments allow editors and viewers (subject to setting) to add multiple records that you can later report on to produce a filterable spreadsheet of data where each record added to any item is a single row.
Example use-cases
Data tables are perfect for capturing:
pain points,
key performance metrics,
risks,
opportunities for improvement,
process controls,
waste,
bottlenecks,
external integrations,
data relationships
TIP This list is only limited to what information you would find valuable to capture
Creating a data table form
To create and/or edit the data table form, you need to have appropriate permission within a space. Then go to your Space settings.
Select data tables from the left-hand menu and then click on "New data table" in the upper right corner of your screen. Or click on the name of the data table in the list.
Define the fields in the data table by dragging and dropping fields onto a form. The form is what end users will use to add records.
Adding records
In the documentation tab for either an Org model node, Process activity, Requirement, or User story, select "Add documentation" and then "Data Table".
Select the data table form you want to attach.
You will now be able to start adding records, using the previously customized form, for this particular requirement, story, model node or process activity. You can also select whether viewers can add records to this attachment using the switcher (image below).
When you click to "Add record" you can provide necessary information using the fields configured before.
Reporting
At any point, you can report on any data table in the scope of filtered requirements and stories, displayed model nodes, and diagrams and their lower levels to generate a filterable spreadsheet.
Click here to learn more about reporting inside Elements.cloud software.
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Documenting changes on a system like Salesforce - while using Elements, you can build a data inventory of your technology
Copy a Data Table to a new Space - if you have defined a data table and want to copy that definition to another space you can do this using the following steps
Links & attachments - You can link different types of additional information to requirements, stories and process activities, you can even link requirements and stories to process activities themselves
User groups and attachment visibility rights - you can then set all attachments on requirements, stories, diagram activities, and reference model nodes to be visible either by all users in the space or by particular user groups