Updating a Database

Last updated on February 11, 2025.

To update a database:

  1. Navigate to Data from the main menu.
  2. Select Databases.
  3. Find the database you want to update and select its Configuration row action link.
  4. Make your changes on the following tabs:

    • Configuration
    • Fields

    The contents of each tab are discussed in their respective sections in this article.

  5. Select SAVE.

Configuration

You can change the database display name as it appears on the Instance Admin; however, the table name will remain. This arrangement protects data integrity and consistency in the databases in your Instance. Consider the two tables below:

Original database name:

Database NameTable Name
Clients modules/ins_databases/clients

Updated database name:

Database NameTable Name
Customers modules/ins_databases/clients

Note that while the values in the 'Database Name' column have changed, the ones in the 'Table Name' column haven't.

Important

You may copy the YAML configuration to use the database configuration in your codebase. You can also use the toggle to copy the JSON configuration instead.

Fields

This section includes the following topics:

  • Updating a field group
  • Updating a field

Updating a field group

To update a field group:

  1. Navigate to Data from the main menu.
  2. Select Databases.
  3. Find the database containing the field group you want to update and select its Configuration row action link.
  4. Navigate to the 'Fields' tab.
  5. Find the field group you want to update. You may make the following changes to a field group:
    • () Add a field to the field group.
    • () Rename a field group.
    • () Delete field group. Beware! This action deletes all associated fields.
  6. Select SAVE FIELD. You may proceed to make other changes to your database configuration.
  7. Select SAVE to finalize all changes.

Updating a field

To update a field:

  1. Navigate to Data from the main menu.
  2. Select Databases.
  3. Find the database containing the field you want to update and select its Configuration row action link.
  4. Navigate to the 'Fields' tab.
  5. Select the field you want to update.
  6. Make your changes.
  7. Select SAVE FIELD. You may proceed to make other changes to your database configuration.
  8. Select SAVE to finalize all changes.
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