Editing instances of a single Data Table

Rows of the Data Table Editor's Edit form correspond to instances of the class for the data table. You can add new instances, update existing instances, and delete existing instances, either within this form itself or in Microsoft Excel.

If the data table has a Value List property, the values of the data table column that corresponds to that property cannot be edited in Excel. Update the values of a Value List property directly in this Data Table editor's form.

Working with data instances using this form

To add a new instance, click to append it after the existing rows, or click to make a copy of an existing row and insert the copy after the existing row. Enter the values for the new instance and click to validate and save it.

If one of the properties is a Value List, click that appears in that column to add the values for the Value List.

To remove an unsaved instance, click . To delete an existing instance, click the delete icon.

Optionally, if there are many properties for a row, you can work with one instance at a time by clicking the Open icon to display a form that contains only that row's values for editing. The data table row is unlocked to allow updates to any value (except the key).

Working with data instances using Microsoft Excel

1. Click Edit in Excel.

   The Pega Platform sends the data table to your workstation as an Excel spreadsheet in XLS file format, with macros. The Excel program on your workstation opens the file. If an Excel security alert appears, select Enable Macros to enable the Pega Platform macros in the XLS file.

   If there are any Value List properties, a notification message opens stating that those fields will not be displayed in Excel. Such properties cannot be updated using Excel; however, you can continue to use Excel to work with the other values in the row.

2. In Excel, each row corresponds to a data table entry (data instance). Use the Add, Update, Refresh, and Delete buttons to convey your changes to the server. Do not use the Save or Save As facilities. (When using Excel 2007 or Excel 2010, click the Excel Add-Ins tab to access these control buttons.)

Notes

If the or links do not appear, you lack appropriate security for these functions for that class. Ask your system architect to review or update the Modify Instances setting for the Access of Role to Object rule that controls access to the class you need to edit.

Editing in Excel is limited to data tables with no more than 32,767 rows. This is an Excel limitation.

About the Data Table editor

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