Merge Table

What is it?

The Merge Table Widget is a versatile table that allows you to display records from multiple data sources. You can use Multiple Forms, each with its own record filters and column settings, as Data Sources for this table. Additionally, you have the option to add Aggregation and Separation Rows to organize and sort data effectively from these multiple Form Tables. 

How and When to use it?

The Merge Table is a powerful tool that allows you to display forms from different sources, such as sales orders and purchase orders, in a single table, even if they have different numbers of columns. It's also handy for summarizing single-user outstanding tasks in one comprehensive table. Here are some examples of how you can use the Merge Table:

• Outstanding Task List: Display different forms' outstanding tasks in a single table for a complete view of all pending tasks.

• Statistic Overview: Present all Sales Order Items and Purchase Order Items within a specified period, helping you analyze data effectively.

• Purchase Order: Showcase both PO Header and its line items in one convenient table for a comprehensive view of the purchase order details.

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

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

How to configure it?

1.Drag the Merge Table widget into the Form.

2.Click the Merge Table to open its Quick Settings panel. 

Introduction of Data Source Settings

Data Source

The window Data Source Settings consists of two steps: Data Source and Table Settings.

You can add multiple Form Tables as Data Sources. To adjust the settings of a specific Data Source, simply click on the "Setting" option located on the right side of the row corresponding to that Data Source.

In Step 2, Table Settings of the Merge Table Settings, the user has the ability to customize the appearance, styling, and formatting of the merged table. This means you can make the table visually appealing and match it to your desired design. Additionally, you can add Aggregation and Separation Rows to efficiently organize and sort data from multiple Form Tables. 

Clicking on Aggregation Row opens a new popup window called "Aggregation Row." In this window, you will find three types of cells: string, aggregation, and widget. The first cell allows you to define a user-specific string. The other two cells accept options selected from a dropdown menu.

Introduction of 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.

From this screen, you can see the “General” and “Visibility” settings.

General

You can change the name of the Table widget 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 is it 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 should the Table become 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.

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.

Introduction of Widget Permission Settings

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