Form Table

What is it? 

The Form Table Widget is a table that displays data from a Form. It allows you to view and filter data from each unique iteration of the Form. It also offers advanced features such as Joint Table, which displays data from multiple Forms, and Aggregation Column, which can group data within a widget.

How and When to use it?

To add a new Form Table to your page, simply drag and drop the “Form Table” widget from the left-hand side of the page screen to the design area of your page.

The Name of the Form Table can be changed in the blue Quick Settings panel that pops out when you click on the placed Form Table widget.

How to configure?

Click on the widget once to open its Quick Settings panel.

Data Source Settings

The window Data Source Settings consists of four steps. 

The first step is called "Data Source." In this step, the user selects the Form that will serve as the data source for the form table. Additionally, the user has the option to set a display name for the data source that can differ from the name of the Form.

If you tick “Advanced Mode”, you can make the Table have more than one Data Source by clicking “+ More Data Source”.

Advanced Mode

You can enable Data Retrieval Optimization and select widgets that the system does not need to read, which will improve the system’s speed when retrieving data for the table.

Click both “New Column” and “Add Exceptional Value”, and then you will see the “Inner Data Source Value”. 

Add New Column

By clicking the “New Column” button, you will be brought to the “New Column - Inner Data Source” screen.

From the left-hand side of the page screen, you can add a new column with the data type you choose by clicking the “Add New” dropdown. By clicking on the “New Column”, you can set up the new column detail. You can change the column name to a more meaningful one on the column title. 

You can define the default column calculation formula by simply clicking on the "blank" area in the screen's lower part. This allows you to specify the value of the column in case none of the conditions set under "+ New Conditional Formula" are met.

Add Exceptional Value.

For all formulae, you can compose with elements such as “Text”, “DateTime”, “Variable” or other widgets in the form to get the value of the new column. You can use “Functions” to “add” different values together.

Above is an example with all the available elements, you may use only one to 2 of them in real application requirements.

At times, the value of a New Column may need to change from its "default" based on different conditions. To add conditions for different values, simply click on the "dimmed" area labelled "+ New Condition Formula." Each click will create a new set of conditions. The system will utilize the value from the first condition that is met and disregard any subsequent conditions. 

To access the condition setting screen, simply click on the "Condition Setting" button. This will display the screen where you can configure conditions. Click on the "+ New Condition" button to add a new condition to check. Ensure that all conditions are fulfilled for the system to utilize the condition value as the New Column value.

After defining the conditions set, you need to define the calculation formula of the column value.

Click on the “Finish” button to complete the condition setting and then click the “Save” button to confirm the New Column settings.

Add Exceptional Value

By clicking the “New Exceptional Value” button, you will be brought to the “Exception Value - Inner Data Source” screen. With this function, you can substitute a value of a column for another value based on the condition you set.

In the upper left-hand side of the page screen, you can select the "existing column" that you want to have its value change based on different conditions. Use the "Existing Columns" dropdown menu to choose the desired column, and then click on the column name to configure the condition. 

From the middle upper part of the page screen, you can set the default “Exceptional Case” condition for the column value change. Click on the edit button and the “Condition” window will be displayed. 

From the lower part of the page screen, click on the “blank” area to set the default calculation formula for the default “Exceptional Case”.

From the middle of the page screen, you can add other conditions to change the existing column value, Simply clicking the “dimmed” “+ New Conditional Formula” area, you can then add new conditions. 

You can set conditional formula by clicking on “+ New Conditional Formula”.

Record Filters

In the second step, called "Record Filters," you have the option to add specific conditions or groups of conditions to create your filter rule. The filter rule will only take effect if the condition(s) are met. If a condition is not met, the current filter rule and any lower-priority filtering rules will be skipped and not executed. In case you activate the option ‘Records for current stakeholder only, the result contains those records the user needs to take action/follow up.

Each condition in the rule consists of a left-side operator, a right-side operator, and an operand in between. There are over 20 different kinds of operands for the condition rule, such as "==" for equality, ">" for greater than, and so on. 

Between conditions, there is an operand that can either be "and" or "or". The behaviour of the operands in between conditions is different: when two conditions are linked by "and" and one of them turns false, the result also becomes false; when two conditions are linked by "or" and one of them turns false, the result still remains true.

The operand between conditions is always the same for all conditions in the same group. 

Conditions are grouped together with the left-side operands placed at the top and the right-side operands below. The filtering priority follows a left-to-right order for all conditions and groups. The state of a group of conditions is influenced only by the conditions within the same group. However, if a higher priority group of conditions (located to the left and closer to the top) evaluates to false, it prevents the execution of the current group of conditions with lower priority.

Column Settings

Using the column settings, you can select the widgets to be displayed and modify their column name, sequence, alignment, sorting column, width, or display format. Once you have made the desired changes, simply click the "Continue" button located in the upper right-hand corner to proceed.

Statistical Value

You can easily obtain these statistical values from the reference table. Just click the "+ New Aggregation" button to add a statistical value. Once you have defined the desired statistical values, you can use them as a value source for other widgets in the form.

After you've finished setting up all the Data Source properties, simply click the "Finish" button to complete the process.

Record Creation Settings

When you need to pass one or more parameters to the Reference Table, you can utilize the Record Creation Setting. Clicking the button will take you to the "Record Creation Settings" screen.

From there, you can choose the button layout on the screen. 

Once you have selected the layout, you can set the properties of the first button, including its name, visibility, and the "parameters" you wish to pass from your form to the reference form. To add multiple parameters, simply click the "+ New Mapping" button. 

After creating the current form, you should now have two buttons at the upper side of the reference table: "Sales Order (Add)" and "Items (Add)". These buttons serve the purpose of creating the same form, but they pass different "Parameters" to the "Data Source" of the reference table. 

Record Import Settings

Sometimes users may request a mass upload of "Forms" from an Excel file to the reference table. This can be a time-saving option, especially when dealing with a large volume of data. You can achieve this by utilizing the "Data Import Setting" function.

From there, you can choose the widget that you want the upload function to display. You have the flexibility to modify the column display name and widget type. Additionally, you can specify which widget values require manual input during the upload process.

At the “Action Buttons” screen, you can allow users to select the desired workflow direction (i.e., button) for the upload process. Once you have made your selections, simply click the "Finish" button to finalize the Data Import Setting.

Record Generation Settings

The Record Generation Settings consists of a list of Record Generation Actions that will automatically generate table records from a form after a button is pushed. 

You can modify an existing action by clicking “Settings”, and create a new action by clicking “+ New Action”.

Clicking on Settings opens a 5-step settings page. The five steps are Data Source, Record Filters, Column Mapping, Column Settings, and Additional Settings.

In Step 3, Column Mapping, you have the flexibility to map Text, a Widget, or a Source Column from the Data Source (or one of the Data Sources you selected in Step 1) to a specific Column in the Destination Table. This mapping is done on a one-to-one basis. 

In Step 5, Additional Settings, you have the option to click on the first switch to enable the Override Action Buttons Visibility feature. By doing so, you can individually control the visibility of each button by simply clicking on them. You will know if a button is visible or not by the tick mark at the top right corner.

Additionally, you can create aggregate values that perform simple statistical functions on the Data Column of the Destination Table.

SLA Report Settings

Once you click the "SLA Report Settings" button, you will be taken to the "SLA Report Settings" screen. 

In order to activate this function, simply toggle the switch to the "On" position. 

After turning it on, you need to set the “Default Counting Mode”. There are two option modes, one is “Unique Count” and the other is "Multiple Count”. 

Now you should define the States of the form or create a new section of states for counting.

To add states, you can easily click on the desired state from the "Add state" section on the left-hand side of the page screen. If you wish to create a new section, simply click on the "+ New Section" button. To include a state within a section, click on the section first, and then click on the state(s) you want to add.

Click the “Submit” button from the upper right-hand corner to confirm the SLA Report Settings.

Widget Property Setting

You have two options to access the "Widget Property Settings" window. You can either click the "Widget Property Settings" button or simply double-click the Form itself.

You can find the “General”, “Visibility” and “Function” settings here.

General 

You can change the name of the Table widget, Display Name and the Description (optional, used to explain the purpose of the Table). 

You can set the Position, Size and Layout of the Table widget. In case you place the widget in a Container, you can change the size mode between “Absolute” and “Relative Size”. You can also set the position (X and Y coordinates) of the Form in the container. 

These settings are not available if the widget is placed under a “Formatted Container”.

You can control how many records are to be displayed in the Table per page by choosing the “Default Record Limit” option. 

With the “Display in” setting, you can control whether it is the widget display only in “Web and Mobile” platforms or only in “Mobile” devices platform only.

Visibility

With the visibility setting, you can control when the Table becomes visible or invisible on the screen to the users. 

Once you click on the "Visibility" tab, the condition settings display will be available. Here, you can set the default visibility of the widget. You have the option to make it visible or invisible, as well as define whether it should be read only to the users by default.

By clicking on the dimmed area “+ New Conditional Visibility”, you can add different conditions for the widget to become visible, invisible or read-only. 

In this example, we have two conditions. The first condition sets the widget to be visible and read-only, while the second condition sets it to be invisible. The visibility of the widget is determined by the first condition that is met. Any subsequent conditions will be ignored once a condition has been met.

Once you have prepared all the conditions for different visibility requirements, simply click the "Submit" button located in the lower right-hand corner.

Function

With the “Function” setting, you can control how each “Run Time User Role” can access different Table functions. You do not need to change this setting if not for a strong reason. Click the “Submit” button to save after any changes.

Widget Permission Settings

With the “Widget Permission Settings”, you can control how different “Run Time User Role” can access the widget.

Copy Widget Settings

After you have finished preparing the settings of the widget, you have the option to copy its settings to other widgets that share the same requirements. To do this, click the "Copy Widget Settings" button. 

From there, you can select the target properties and widgets for the copy operation. It is important to save all changes to the page before initiating the copy process.

Example

In this example, we choose to copy the “Height” and “Display In” properties from the “General” tab.

We can also copy the visibility rules/conditions.

Choose which Run Time User Role access right to copy

Choose which Run Time User Role Function to be copied.

Once you have chosen all the properties you wish to copy, you can select the specific "Target Widgets" to apply the copied settings. If needed, you can use keywords to filter the target widgets. Simply enter the keywords and the relevant widgets will be displayed. Click on the target widgets, and they will be highlighted in blue to indicate selection.

Once you have selected all the desired widgets, you can initiate the copy process by clicking the "Apply" button.

Click the “OK’ button to confirm the copy.

Remove

If you click the delete button, a popup message will appear asking for confirmation before the widget is deleted. You can either click delete or cancel to leave without changing anything.