Merge Custom Data Tables

Multiple custom data tables can be merged together to create a single data table. This may be especially helpful if you have the same list of values repeated in more than one custom data table.

1. Navigate to the Program Setup > Custom Forms > Custom Data Tables tab.

2. Select the ellipsis icon next to the item and then Merge with another table.

3. In the Merge Data Tables screen, take the following actions.

   1. Select the table to merge with Custom data table 1 in the Custom data table 2 field.

   2. Enter the name that will be used for the table after merging in the Table name field.

4. Select Next to validate the tables for any merge conflicts, such as conflicting keys or values.

5. Fix any conflicts that are found. The following should be kept in mind when evaluating conflicts.

   Tip: Select the checkbox next to Only show conflicts to only show those options with merge conflicts.

   • A merge conflict will most likely occur if either of the tables contains merged options. This is because merged options retain both values even though only one is displayed in fields and forms. To fix this, select the value to keep in the Remaining Value column.

   • Existing data using the key that is being discarded will be associated with the new key.

   • If the same key is inactive on one table and inactive on another table, then that key will remain inactive in the merged table.

   • Custom data tables with a parent can be merged either with tables with the same parent or tables that have no parent. They cannot be merged with tables that have a different parent.

6. Select Merge to merge the tables.

After successfully merging the data tables, any fields using the original tables will automatically update to use the new merged table.