Reference Table

What is it?

The Reference Table Widget displays data from a child form that is connected to the parent form through a unique key in the Reference Table. Please note that only one child form can serve as the Data Source at a time. You have the flexibility to adjust various settings, such as selecting the Reference Widget as the table's Data Source, applying filters to the Reference Table records, choosing which columns to display, and more. 

How and When to use it?

The Reference Table widget should be used when there is a direct linkage or relation between the "Forms" in the Reference Table and the form that is using it. For instance, you can utilize a reference table widget in a Purchase Order (PO) form to display the detailed line items of that particular Purchase Order. 

Here are some examples where using a Reference Table is preferable over a normal Form Table:

• Purchase Order (Header Form) with a reference table to display PO Items (Line Item Form)

• Sales Order (Header Form) with a reference table to display Sales Items (Line Item Form)

• Petty Cash Claim (Header Form) with a reference table to display Claim Items (Line Item Form)

• Annual Leave Application (Header Form) with a reference table to display leave details

From these examples, you can understand that the Line Item Forms should only exist when there is a corresponding Header Form. It doesn't make sense to have the Line Item Form independently without the associated header form.

When using a normal Form Table, there is no automatic passing of the Header Form to the Line Item Form when you click on the "Add" button in the table. A normal Form table is more suitable for displaying forms that do not have a direct relationship with the current page. For example, you can create a page with two normal Form Tables: one to display Sales Header Forms and another to display PO Header Forms, providing the CEO with an overview of the purchase and sales figures on the same page.

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

The Name of the Reference 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 it?

1. Drag the Reference Table widget into the Form.

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

Introduction of Data Source Settings

Data Source

The "Data Source Settings" of a table allow you to specify which "Form(s)" the reference table should display.

You can select the Pages that contain the "Form" widget as the data source for the table. Once you click the button, the Data Source Settings screen will be displayed, allowing you to configure and define the appropriate data source for the reference table.

Data Source and Display Name

Data Source is for selecting the source “Page” which contains a “Form” widget. Display Name is the “Form” on the source page.

Reference Widget

Widget name of the source from which set the current form as the “Widget Property Settings - Value” page data source.

When you click the "Add" button of the reference table, the Current Form will be automatically set as the default parameter passed to the "Source Form's Reference Widget." This functionality helps establish a link between the "Reference Form" and the "Current Form." Additionally, all the records in the Reference Table will have the "Current Form" as a required filter criterion, ensuring proper association and filtering between the two forms.

Advance 

Prepare a more advanced setting of the reference data source.

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

Add New Column

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

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 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.

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 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. 

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

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

Record Filters

After defining the Form as the data source, the next step is to set additional filter(s) for the table records (the Reference Widget is the default mandatory filter).

Click on the "Add Condition" button, and in our example, we'll add the filter "Source Form's status must be equal to Another State." This means that only the forms that meet this specific status condition will be displayed in the reference table.

Column Settings

After understanding the Forms and applying the Filters, the next step is to define which "widget values" from the source widget should be displayed in the Reference Table. 

Using the column settings, you can easily select the widgets to be shown by ticking the appropriate boxes. Moreover, you can change its name, sequence, alignment, sorting column, width, and display format. Once you've made these adjustments, click the "Continue" button located in the upper right-hand corner to proceed to the next step.

Statistical Value

Sometimes, you may need to display statistical values to the user, such as the sum of all items' sales value as the sales order total or the highest score of all students in an exam. 

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. 

Introduction of 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.

Introduction of Record Import Setting

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.

Introduction of SLA Report Settings

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

To activate this function, you need to turn the function “On”.

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.

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”, “Visibility” and “Function” 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 with 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.