Reference Table

Reference is another powerful entity you can save and manage data. It allows users to build a whole set of relational data tables that help build relationships with other entities like Payee and Transaction.

The Reference table is useful especially when you are planning to store data that have more than one attributes associated with one domain.

(e.g., A product that is uniquely defined with its product code with different pricing).

Advanced Setting: Reference

In order to create a Reference table:

• Go to Setting ()
• Click Reference under Configuration ribbon

• Name the table according to the type of data to be saved
• Click Create Reference button
• Confirm the field and variable name, and click Yes to proceed
• Define data fields to be shown at the table heading
• Once finished adding all the fields, save changes

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Add New Reference Tables

If you are a Standard or higher plan user, you have the ability to define multiple Reference Types. It helps expand the system’s capacity and flexibility through more dynamic relationships between tables.

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In order to add another Reference type:

• Click Add Reference Type
• Name the new table
• Add data fields necessary
• Save changes

Reference as a Field Type

Once defined, Reference can be used one of the field types when configuring Payee and Transaction where applicable and relevant.

In Payee configuration page, you would see Reference is now available to define as one of the data fields in Payee. In order to add a Reference to the Payee table:

• Select the appropriate Reference Type, if you have more than one
• Name the Field Label
• Click OK button
• Re-order the fields by drag-and-drop the items
• Click Save Change
• Confirm the changes, and click Yes button

Differences Between Reference and Picklist

There are similarities between Reference and Picklist, and it is understandable to use them mistakenly due to the perceptions that most of the users typically have about Drop-down List in general.

Generally, a drop-down list allows you to select one value, or more in some cases, from the finite numbers of values in the list. By the look, a Reference field and Picklist field looks very similar. However, there are couple of distinctions that you have to be aware of when choosing Reference over Picklist.

More Value

Whereas Picklist displays the items that you have defined in configuration stage, Reference can display the entire table that you have created listing all the items available to select.

It is because Reference has the ability to add more values in the table which possibly lengthens the list. With that said, you should be mindful that you will not be able to add more values in Picklist once it is saved. The items in the list is permanent, and limited to adding a new value or editing existing values.

Since Reference is one of the relational data tables, you will be able to add more items as your business requires. (e.g., adding new products, territorial changes, tax updates, etc.)