Storing Answer Options in Tables
When you want to offer users long lists of related options, you can store answers in product tables. By storing answers in tables, you can simplify the process of adding, removing, and updating the options for a question. For example, if your business sells desks, you can add several new desk types at the same time without creating a separate answer for each desk type.
These answer types can access product tables:
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Input box popup tables (formerly called picklists)
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Input box popup lists (formerly called picklist dropboxes)
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QTable popup lists (formerly called picklist dropboxes)
For more information about popup tables and popup lists, see Working with Popup Table and Popup List Answers.
These types of tables are available:
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Static tables - Let you manually create a table or import data from a CSV file stored in the File Cabinet. Static tables store data in the table record. These tables work well with a limited amount of data that only requires occasional updates. For more information, see Creating Static Tables.
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CSV tables - Let you access data from CSV files stored in the File Cabinet. For more information, see Creating CSV Tables. CSV tables don't store data in the table record and are useful when working with large amounts of data that require occasional updates. For more information about uploading a CSV file to the File Cabinet, see Uploading Files to the File Cabinet.
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Dynamic tables - Let you create tables using data from any record type available in your account. Each record field becomes a column in the table. Dynamic tables automatically update when data change in your account. This table type is useful when working with account data that only needs to be accessed occasionally. For more information, see Creating Dynamic Tables.
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Function-generated tables (formerly called CE-generated tables) - Let you create tables that you can fill in using NetSuite CPQ Configurator functions. You can use this table type when working with data that requires frequent access and updates. For more information, see Creating Tables Using Functions.
To create a table:
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In NetSuite, go to CPQ > Configurator > Product Maintenance.
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Click Edit next to the product you want to modify.
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On the Tables subtab, click New CPQC Table.
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Enter a descriptive name for the table.
The name is used for internal reference only.
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In the Code field, enter a unique identifier for the table.
The code can contain only uppercase letters, numbers, and underscores. You can enter a shortened version of the name as the code to identify the table in actions.
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Select a table type.
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Click Save.
After saving a table, you can edit it from the Tables subtab and modify its information or add new data. To copy or delete tables, see Working with Product Building Blocks.