Implement User Defined Tables

In the steps that follow, we show you how to implement user defined tables in AIM.

Note: It is recommended that you try this first in a test environment. You should always ensure that you have a full backup of your database before making changes to the production database.

  1. Open SQL Server Enterprise Manager.
  2. Locate your production server.
  3. Expand the server container.
  4. Expand the DB container.
  5. Expand the CIS container.
  6. Right click on the tables container and select New Table.

  1. Create a new SQL table, containing the fields that you want to define in addition to below required fields. None of the fields below should have the Identity property enabled.
RecordKey_PK This is the unique identifier for each record
TableKey_FK This is the link to the type of table
ReferenceID This is the link to the submission/quote table
Description Description of the record being added

Add other fields as needed,

Note: When defining the description of the field, do not use blank spaces between words – use an underscore.

  1. Save the SQL table. Enter the table name when prompted to do so, making sure the name does not exceed 50 characters.

  1. Next, log on to AIM and open the Submission Entry dialog box.
  2. Press the Add button on the User-Defined tab.

  1. A list of available user-defined tables will appear on this screen. If no user-defined table is available, click Add.

When pressing the Add button, the Add Detail Record is retrieved, allowing you to define/describe the SQL table created in step 8. Once saved, this user-defined table becomes available for selection via any submission.

  1. In the Description field enter a description of the table.
  2. In the User Table field enter the name of the SQL table defined in step 8.
  3. In the RecordType field enter the description of this record as you want it to display in the User Defined record grid on the Submission Entry dialog box.
  4. In the TableDisplayName field enter the display name of this table as you want it to appear in the User Defined record grid on the Submission Entry dialog box.
  5. In the PrimaryKeyName field enter the text “RecordKey_PK”.
  6. In the TableKey_PK field AIM will automatically assign a value. Do not enter any data here.
  7. In the TableID_SK field enter a random number that will differentiate one user-defined table from another. This number must not be a duplicate of other tables that you have created.

Note: If the TableID_SK field in the taaUserDefinedTables table has the Identity option enabled, do not worry about assigning a value to this field from this screen (or at all).

  1. Click OK to save the table definition and revert to the User Defined Tables Menu dialog box.

  1. Highlight the table you just defined and click OK. A screen displaying all your user-defined fields of the SQL table you created in step 8 of this guide will be displayed.
  2. Enter all necessary information.
    The Description field can contain up to 50 characters describing the record.

  1. Click OK to save the record.

From this point forward you can create a record on any submission for the user-defined table created above. You can repeat the steps outlined in this guide to add additional tables.