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Creating a Custom Table

What you'll do

Create a Dynamic Resource (a custom record type) and define its columns.

Before you start

You need access to the Tenet admin Space. Only platform operators can create custom tables.

Steps

  1. Go to the Tenet admin Space.
  2. Navigate to Ontology or Administrator settings.
  3. Find Dynamic Resources or Custom Tables.
  4. Click New resource or Create resource.
  5. Fill in the resource details:
    • Name — the resource type (e.g., "Deal Pipeline", "Risk Register")
    • Label — a friendly display name
    • Description (optional) — what it's for
  6. Click Next or Continue to add columns.
  7. Add columns by defining custom attributes:
    • Click Add column or Add attribute.
    • Enter a field name and label.
    • Choose a field type (text, email, date, number, select, etc.).
    • Set validation rules if needed.
    • Click Add.
  8. Repeat step 7 for each column you need.
  9. Click Create or Save to finish.

What happens next

Your custom table is created and instantly available:

  • Members can view, create, and edit records in the new table
  • The table appears in the Space's explorer and navigation
  • Agents can read and write records through automation
  • You can add or remove columns anytime by editing the resource

To add records to the table:

  1. Navigate to the new resource in your Space.
  2. Click New record.
  3. Fill in the columns.
  4. Click Save.

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