Create a data table

AI-generated summary

Genesys Cloud enables users to create and manage data tables with custom fields that define the data table schema through the Architect menu under Orchestration Assets. Users specify a unique table name (maximum), optional division assignment, description, and a reference key label when establishing new tables. The system supports four custom field types—Boolean, Integer, Decimal, and String—each requiring a field label and optional default values. When field labels are added, Genesys Cloud automatically generates corresponding API Field IDs for programmatic data access. Data table rows are populated by entering reference key and custom field values. The reference key value cannot be modified after creation, though custom field values remain editable. Key constraints include: duplicate table names are prohibited, reference key labels cannot contain forward slashes or backslashes, custom fields cannot be deleted after the table is saved (requiring table duplication as an alternative), and API field values cannot be changed post-creation, though field labels may be updated. Required permissions for data table management include Architect > Datatable permissions for table creation and deletion, and Architect > Datatable Row permissions for row management. Additional management capabilities for editing and deleting data tables and rows are available through the Manage a data table function. The interface includes a "Save & Create Another" option for adding multiple rows efficiently. Genesys Cloud provides a feedback mechanism for users to report on documentation quality and helpfulness through a structured form that captures the reason for response, categorizing issues such as inaccurate or incomplete information, outdated content, or unclear presentation. The feedback form collects user role information and requires acknowledgment of the Genesys Cloud privacy policy. Related documentation covers routing, data table management, Architect functionality, data table lookup actions, import/export operations, decision tables, and associated data management workflows. Users unable to find answers in documentation can access community support resources for additional assistance

PrerequisitesClick to expand

Create data tables with custom fields that make up the data table schema. For more information about editing and deleting data tables and rows, see Manage a data table.

Notes:

You cannot create duplicate table names. For example, when you want to create a new table or rename an existing table.
Table names cannot be longer than 256 characters.
The reference key label cannot include the following special characters: / or \.
When you add field label information, Genesys Cloud automatically populates the API Field ID, letting you know what field to use if you add data via the API.
After you save the data table, you cannot delete a custom field. Either create a duplicate table with the fields and rows that you want to keep, or just ignore the fields in the original data table.
After you create a data table, you cannot change the API value of the custom fields. You can only change the labels.

Add a data tableClick to expand

Click Admin.
Under Architect, click Data Tables.
Click Menu > Orchestration > Orchestration Assets > Data Tables.
Click Add . The Create Data Table window appears.
In the Name box, type a meaningful, unique name for the data table.
In the Division box, select the division in which you want the data table to belong.
(Optional) In the Description box, enter any helpful information about the table.
In the Reference Key Label box, add a descriptive name to describe the purpose or intent of the table’s primary key.
Click Save. The Data Table view appears.
Click Add Field under Custom Fields and select one of the following:
- Boolean
- Integer
- Decimal
- String
To configure a Boolean, or check box, field, do the following:
1. In the Field Label box, type a meaningful name for the field.
2. To ensure the field appears checked by default, select True by default.
3. Repeat step 10 for each additional Boolean field to add.
To configure an integer field, do the following:
1. In the Field Label box, type a meaningful name for the field.
2. Enter a default value.
3. Repeat step 11 for each additional integer you want to add.
To configure a number, do the following:
1. In the Field Label box, type a meaningful name for the field.
2. Enter a default value.
3. Repeat step 12 for each additional number you want to add.
To configure a string, do the following:
1. In the Field Label box, type a meaningful name for the field.
2. Type a default text value.
3. Repeat step 13 for each additional text field you want to add.
Click Save.

Add a table row to a data tableClick to expand

Note: You can modify custom field values in data table rows. You cannot modify the reference key value that you added when you created the data table. For more information about editing data table rows, see .

Click Admin.
Under Architect, click Data Tables.
Click Menu > Orchestration > Orchestration Assets > Data Tables.
Click the name of the data table that you want to add a table row to. Alternatively, hover over the row of the data table that you want to add a table row to and from the icons that appear, click .
Click Add .
Based on the reference key and custom fields you created for the data table, add the information to the fields for the table row.
Click Save & Close. Alternatively, to save this row and add another row, click Save & Create Another.

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Create a data table

AI-generated summary

PrerequisitesClick to expand

Create data tables with custom fields that make up the data table schema. For more information about editing and deleting data tables and rows, see Manage a data table.

Notes:

You cannot create duplicate table names. For example, when you want to create a new table or rename an existing table.
Table names cannot be longer than 256 characters.
The reference key label cannot include the following special characters: / or \.
When you add field label information, Genesys Cloud automatically populates the API Field ID, letting you know what field to use if you add data via the API.
After you save the data table, you cannot delete a custom field. Either create a duplicate table with the fields and rows that you want to keep, or just ignore the fields in the original data table.
After you create a data table, you cannot change the API value of the custom fields. You can only change the labels.

Add a data tableClick to expand

Click Admin.
Under Architect, click Data Tables.
Click Menu > Orchestration > Orchestration Assets > Data Tables.
Click Add . The Create Data Table window appears.
In the Name box, type a meaningful, unique name for the data table.
In the Division box, select the division in which you want the data table to belong.
(Optional) In the Description box, enter any helpful information about the table.
In the Reference Key Label box, add a descriptive name to describe the purpose or intent of the table’s primary key.
Click Save. The Data Table view appears.
Click Add Field under Custom Fields and select one of the following:
- Boolean
- Integer
- Decimal
- String
To configure a Boolean, or check box, field, do the following:
1. In the Field Label box, type a meaningful name for the field.
2. To ensure the field appears checked by default, select True by default.
3. Repeat step 10 for each additional Boolean field to add.
To configure an integer field, do the following:
1. In the Field Label box, type a meaningful name for the field.
2. Enter a default value.
3. Repeat step 11 for each additional integer you want to add.
To configure a number, do the following:
1. In the Field Label box, type a meaningful name for the field.
2. Enter a default value.
3. Repeat step 12 for each additional number you want to add.
To configure a string, do the following:
1. In the Field Label box, type a meaningful name for the field.
2. Type a default text value.
3. Repeat step 13 for each additional text field you want to add.
Click Save.

Add a table row to a data tableClick to expand

Click Admin.
Under Architect, click Data Tables.
Click Menu > Orchestration > Orchestration Assets > Data Tables.
Click the name of the data table that you want to add a table row to. Alternatively, hover over the row of the data table that you want to add a table row to and from the icons that appear, click .
Click Add .
Based on the reference key and custom fields you created for the data table, add the information to the fields for the table row.
Click Save & Close. Alternatively, to save this row and add another row, click Save & Create Another.

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Create a data table

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Create a data table

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