Activating the contact extension for a data table allows you to link it to the contact profile and easily consult it within Magnews.
For example, if the data table contains order information, the extension makes it possible to view directly from the contact profile whether the person has made purchases and which ones.
Through the contact extension you can also rename fields, decide which ones will be visible in filters and lists, and edit the contents directly from the interface. You can also link data to contacts through relationships.
Go to Settings > Developer > Data Tables and, by clicking on the data table you want to link to contacts, open the Contact Extension section and enable the option Activate the contact extension.
Additional options will be displayed:
-
Extension name
Name for the user that will be displayed in the contact extension lists. You can use spaces and special characters (e.g., Companies, Roles, Orders from eCommerce). -
Key field of the contact extension
Select the field to use as the logical key for the contact extension. It will be used by web services and APIs. -
Field displayed to identify this extension
Where the table elements are shown, the value of this field will be displayed for each element, so choose the field that best identifies the content. For example: if the table contains products, with description, price, and other information, the field useful for recognizing the element is the field that contains the product name. - Field to be used as preview: You can indicate the field of the contact extension that contains the URL of a image representing the item (e.g. each item in this contact extension is a product of your eCommerce and you have a field indicating the URL where the product photo or image can be found). This information will be used to preview the element in lists and views so that it can be recognised more quickly. The URL must be indicated with protocol (e.g. https://).
- Hide in menus and lists: when this option is active, the contact extension will be hidden in the general menu and the database menu.
- Do not allow elements to be modified: If you activate this option, the elements of this entity cannot be edited from the UI, but only displayed. Then, it will not be possible to insert new elements, edit them or delete them via the account, it will only be possible from the web service.
- Hide the tab in the contact's home (Matilda): this option (when disabled) makes this contact extension visible in the contacts home, on the Matilda interface. You will see a tab named like the relationship field associated with this table and showing all the values/records that the contact has associated with it.
Fields options
For each column of the table, by selecting the corresponding option, you can choose whether:
- To use the field to filter contacts
- To utilize the field to sort database contacts
- To show the field in lists
- If empty, set to null
By selecting this option, the field is set to 'null' if the entered value is "" (empty), and in filters, the field will be considered as not populated.
Once you have finished configuring the options, click Save at the top right of the page to save your preferences and, if you haven't already, proceed with importing data into the created table.