Manage Data Tables

This enables the collection of additional data tailored to specific requirements

Overview

Mbanq cloud allows users to add custom fields to various entities such as client profiles, accounts, loans or any other entity data tables within your application. This enables the collection of additional data tailored to specific requirements. The schema for the Datatable must be defined during creation.
The Datatables API allows you to plug-in your own tables that have a relationship to a application table. For example, you might want to add some extra client fields and record information about each of the clients' family members. Via the API you can create, read, update and delete entries for each 'plugged-in' table. The API checks for permission and for 'data scoping' (only data within the users' office hierarchy can be managed by the user).

Data Table Field Descriptions


FieldDescriptionMandatory
datatableNameThe name of the Data Table.Yes
apptableNameApplication table name. Must be one of the following:
m_client
m_loan
m_office
m_saving_account
m_product_loan
m_savings_product
Yes
columnsAn array of columns in the new Data TableYes
multiRowAllows creating multiple entries in the Data Table. Optional, defaults to false. If not provided, the Data Table will allow only one entry.No (defaults to false)

Column Field Descriptions


FieldDescriptionMandatory
nameName of the created column. Can contain only alphanumeric characters, underscores, and spaces, but cannot start with a number. Cannot start or end with an underscore or space.Yes
typeColumn type. Must be one of the following:
Boolean
Date
DateTime
Decimal
Dropdown
Number
String
Text
Yes
codeUsed in Code Value fields. Column name becomes: code_cd_name.Yes (if type is Dropdown)
mandatoryDetermines whether this column must have a value in every entry. Optional, defaults to false.No (defaults to false)
lengthLength of the text field.Yes (if type is String)

Column Types and Examples


Column TypePurposeExample
StringNames, addresses, email IDsStev, mith, 17th Cross
NumberAge, number of children, number of earning membersAge = 23
DecimalIncome, monthly expense, interest rate, growth rate100.50, 1200.5, 10.25
DateDate of birth, joining date21-Jan-1983, 17-Jan-2013
TextDescriptions"Started this business 3 years ago..."
Drop-downPredefined values like relationship, employment type[Father, Mother, Sister, Brother]
BooleanTrue or False