Add a Database Table

Use the Add Table Wizard to add columns from a Latitude database table or view to the Condition Selection pane in the Configure Conditions window.

To add a database table

1. In the Main Menu window, from the Tools menu, click Condition Builder. The Configure Conditions window appears.

2. In the toolbar, click Add Table. The Add Table Wizard appears.

3. Click Next. The Select Table or View page appears, which lists the Latitude database tables and views.

4. Click the table or view and then click Next. The Select Key Reference page appears.

Key Column: Field to use to match records to an account or customer on an account.

Reference Field: Field that ties the Key Column to the Master, Debtor, or ServiceHistory table. The options are:

master.number: Latitude file number in the Master table.

Debtors.DebtorID: Customer number in the Debtors table.

master.account: Customer account number in the Master table.

master.id1: ID1 field in the Master table.

master.id2: ID2 field in the Master table.

ServiceHistory.RequestID: Unique request number for service information in the ServiceHistory table.

5. Specify the Key Column and Reference Field and then click Next. The Select Column Conditions page appears.

6. Clear the check box for each column to exclude from mapping.

7. To change the condition type for a column assigned the text condition type, click the column name and in the Text Condition Type list box, click the condition type.

8. Click Next. The Add Table Wizard Completed page appears.

9. Click Finish. The system adds the table or view to the Condition Selection pane in the Configure Conditions window.

Related Topics

Condition Builder