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Entity Data Table Checks

Entity Data Table Checks

Entity Data Table Check is a new feature added to check few Custom details during certain actions that need to be done by making use of Custom Data Tables. For instance you need to check the existing Bank Account of the client before the creation of client. Then you can create your own Custom Data Table with column Existing Bank Account and check the details before the creation of client.

On this page:

How to create Entity Data Table Checks

Step 1: From the main screen, click on Admin then Organization from the drop down list. This will launch the Organization menu. Select Entity Data Table Checks.

This will launch the Entity Data Table Checks page.


Step 2: Click the