Table Administration

Easily define the access on the data of the forms and the form fields.

Table list

The table list shows all the available tables within this project. In general each table represents a form but some form fields might also represent a table:

  • Choice field
  • Table field

Data access

  1. Select a role in the selection-bar

  2. Set the access

    Click on the junction between the form or the form field and the right, to change the access right of the role in the form or form field. There are 2 kinds of access you can give for every right:

    No access

    Access all

  3. Save changes

What does access on the data mean?

Data access on the form

Access Access in a form Access in metadata
User can view all the rows of the form User can view the metadata
User can add a new row to the form User can add metadata when uploading a document
User can edit an existing row of the form User can edit metadata of an existing document if the user can edit the document
User can delete a row of the form -

Data access on the form field

Access Access in a form Access in metadata
User can view the form field's data User can view the form field's metadata
User can add data to this form field when creating a new row User can add metadata to this form field when uploading a document
User can edit existing data of this form field User can edit metadata of this form field of an existing document if the user can edit the document

Data Access example

A form "Metadata" has been created with four fields:

  • Discipline
  • Building
  • Document type
  • Document

The role Architects has the following access.

This means that everyone in the role Architects:

  • can view all the rows / can view the metadata

  • can add a new row / can add metadata

  • can edit an existing row / can edit existing metadata

    • but cannot edit the value of / cannot edit the metadata of
      • Discipline form field
      • Building form field
  • cannot delete an existing row/-

Download list

Download a list of all records of the form.

Upload CSV

If you have existing data that you want to add to a form in Bricsys 24/7 you can export your data to a UTF-8 CSV file.

Make sure the data is formatted correctly in the CSV file in order for the system to process the data correctly.

Choice field Make sure the value is exactly like it looks in Bricsys 24/7: "Name, description"
Date field

We support multiple variations for date field:

  • yyyy-MM-dd
  • yyyy/MM/dd
  • dd-MM-yyyy
  • dd/MM/yyyy
Document field If you want to update or add metadata for existing files, use our REST API to fetch the document IDs.
ID If you want to update an existing table, add an ID column with reference to the correct IDs. You can get the IDs by downloading the CSV file first using the Download list action.

Make sure all required fields are added to the CSV file.