Follow

Table Type Field

Table is a structured set of data made up of rows and columns (tabular data). It allows you to quickly and easily look up values that indicate some kind of connection between different types of data. Information is easily interpreted by making visual associations between row and column headers of table type field.

eForm – table type field definition:

To start with the table type field definition for eForm, create a new eForm or edit an existing one and go to Step 2 of 5: Build Your Form step. Select Table from Advanced Fields section to add new table type field for further configuration.

TableTypeField1.png

 

Layout of the table field can be configured to either have variable rows or fixed rows.

Important Note: System will not allow more than 50 rows per table type field.

Variable Rows: by default variable rows setting is configured for the newly added table field. It has following 3 row level settings:

  • Default Rows: By setting this value, you can choose the number of default rows to show for the table.
  • Required Rows: By setting this value, you can choose the numbers of rows user must provide the value for at least one column. Please set value as 0 to ignore the required row setting.
  • Max Rows: By setting this value, you can choose the maximum number of rows user can add to the table.

Fixed Rows: You can opt for this setting if you want to provide fix set of rows for the table field. It has following 2 row level settings:

  • Fixed Rows: By setting this value, you can choose the number of fixed rows to show for the table. You cannot add or delete the rows after applying fixed row setting.
  • Required Rows: By setting this value, you can choose the number of rows user must provide the value for at least one column. Please set value as 0 to ignore the required row setting.

You can add new column to the table by clicking Add New Column button. System is allowing following field types in column definition of the table:

  • Single Line Text
  • Dropdown
  • Paragraph Text
  • Multiple Choice
  • Checkboxes
  • Number
  • Decimal
  • Date
  • Time
  • Currency
  • Extensible List
  • Email

You can change the definition of field by changing its type using Field Type drop-down at the top.

mceclip2.png

You can re-order the columns by dragging & dropping columns from grid header like below. Note: all these changes are saved as soon as they are made.  

For resizing the columns when you hover on particular column header then it gets highlighted with different background color. Go to right most of the highlighted column header. You should see arrow to resize the column width. Note: all these changes are saved as soon as they are made.

You can use Reset Column Width link to reset the width of the all column(s) to the system default values if needed.

 

Column Summary Type setting:

In column definition; you can set the Column Summary Type setting for particular column type. By setting this value, system displays aggregate values of the column into the table footer section.

You can also customize the prefix text displayed against each summary field value by providing custom text under Display Prefix column; similarly you can hide the prefix text if not required by providing appropriate configuration from Show Display Prefix column.

The following are the column summary type functions supported by different form field type:

Number, Decimal or Currency type fields:

Date or Time type fields:

Single Line Text, Dropdown, Paragraph Text, Multiple Choice, Extensible List or Email type fields:

 

 

Workflow – table type field definition:

To start with the table type field definition for Workflow, create a new Workflow or edit an existing one and go to Step 2 of 6: Build Your Workflow step. Select Table from Advanced Fields section to add new table type field for further configuration. Remaining configuration on step 2 is same as mentioned above in eForm section.

 

Now go to Step 4 of 6: Define Step & Field Permissions section to define the field permission at particular step level.

mceclip9.png

For the table field; you can provide field permission at table level as well as at column level. System will display table field layout in following way:

Table level permission Column level permission Column level effective permission Comment

Editable

Editable

Editable

You can add/delete rows* in table as well as modify the column values

Editable

Hidden

Hidden

You can add/delete rows* in table but column will not be visible

Editable

Read Only

Read Only

You can add/delete rows* in table and cannot modify the column values

Read only

Editable

Editable

You cannot add/delete rows* in table but can modify the column values

Read only

Hidden

Hidden

You cannot add/delete rows* in table and column will not be visible

Read only

Read Only

Read Only

You cannot add/delete rows* in table and cannot modify the column values

Hidden

Editable

Hidden

Entire table content will not be visible

Hidden

Hidden

Hidden

Entire table content will not be visible

Hidden

Read Only

Hidden

Entire table content will not be visible

 

* is applicable only if variable row layout is opted.

Note: Whenever you change the permission of the column then system saves the selected permission immediately and it always show column level effective permission based on the permission as shown in above table.

 

Still Have Questions?

If you need help or have additional questions about Table Type Field, please contact us.

 

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk