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
- Go to the Tenet admin Space.
- Navigate to Ontology or Administrator settings.
- Find Dynamic Resources or Custom Tables.
- Click New resource or Create resource.
- 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
- Click Next or Continue to add columns.
- 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.
- Repeat step 7 for each column you need.
- 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:
- Navigate to the new resource in your Space.
- Click New record.
- Fill in the columns.
- Click Save.
Related
- Dynamic Resources — feature overview
- Custom Attributes — define columns
- Data Tables — browse and edit records
- Adding a Custom Attribute — step-by-step attribute creation