Work with data tables
- Architect > Datatable > All permissions
- Architect > Datatable Row > All permissions
- To add a data table: Architect > Datatable > Add
- To delete a data table: Architect > Datatable > Delete
- To edit a data table: Architect > Datatable > Edit
- To view a data table: Architect > Datatable > View
- To add a data table row: Architect > Datatable Row > Add
- To delete a data table row: Architect > Datatable Row > Delete
- To edit a data table row: Architect > Datatable Row > Edit
- To view a data table row: Architect > Datatable Row > View
Data tables allow you to store data locally and ensure that Architect can access it within an interaction.
You can use data tables to access data sets larger than allowed by a switch statement. This feature is also useful when you combine Genesys Cloud with third-party integrations. Direct Genesys Cloud to look up the value returned from the CRM (customer relationship management) system to find the queue to which the interaction must transfer.
For example, you can map external data from a CRM system to a Genesys Cloud queue. After callers enter a flow, they enter an account number. The CRM system includes stored information that identifies the department within the organization best equipped to deal with this customer and, when the system receives the account number, it returns the department name.
- The number of data tables allowed in a single organization is 200.
- The number of data rows allowed in a single table is 5000.
- The number of fields allowed in a single table is 50.
- The number of characters allowed in a single reference key is 256.
- For more information about limitations and upgradeable fields, see Limits in the Developer Center.
- To request a higher limit of data rows or an increased number of data tables, contact Genesys Cloud Customer Care.
Name | Description | |
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Export Data | Export the data table rows. | |
Manage Imports | Import data table rows into an existing data table. | |
Delete | Delete one or more data tables. Note: You cannot delete a data table if it is used in a flow. | |
Refresh | Refresh the list of data tables. | |
Add | Create a new data table and add and configure custom fields for the table. | |
Name column | The links in this column represent the data table. To open the entry and view, edit, or delete fields associated with the table, click the desired link. | |
Reference Key Label column |
Entries in this column describe the purpose or intent of the primary keys in each data table. Reference key labels uniquely identify each table row. For example, if your reference key label is “Street address,” then users know that the value to enter is a street address. |
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Description column | (Optional) Add descriptive information to the data table. | |
Division column | The division where the data table belongs. | |
The View button appears when you hover over a data table row. Click this button or the data table’s name to view the table rows. | ||
The Edit button appears when you hover over a data table row. Click this button to edit the table, or to edit table rows. | ||
The Delete button appears when you hover over a data table row. Click this button to delete a table. To delete more tables at the same time, use the Delete button. |
For more information about reference tables, see the tasks outlined in the following articles.
Task | Description |
---|---|
Create a data table | Create and configure a data table, adding a collection of rows whose structure that a data table schema defines. |
Manage a data table | Update or delete a data table, and add, edit, or delete a table row. |
Import or export data tables | Import or export a data table. Append or replace data during an import. View recent imports. View import errors. |
Data Table Lookup action | Learn how you can use this action in an Architect flow. |