Skip to main content

Table

You can use this control to display an editable table in a form. For example, users can enter order items, hours or similar.

Configuration​

The following options are available within the configuration:

  • Title:
    Enter the display name of the control element here. This is displayed to the users so that they know which control it is.
  • Internal name:
    The internal name allows you to reference a control in placeholders or rules using a name other than the title. This field does not have to be filled in, but is helpful if you have several controls with the same title in a form.
  • Mandatory field:
    If you activate this option, people must fill in this field before the form can be transferred to the next process step via a button. In this way, you can force a form to have all the necessary information before it is sent.
    Caching is possible at any time, even if mandatory fields are not filled in.
  • Read-only:
    If you mark a field as read-only, the field cannot be filled in by persons. This is particularly useful in combination with a default value in order to display certain values but not be able to change them. For example, you can display which person is currently logged in and accordingly record which person has sent a form.

Column configuration​

Here you can create the various columns in the table. You can create a new column using the Add column button.
Each column has the following properties:

  • Column name:
    Define the display name of the column here.
  • Data type:
    The data type defines the type of data that users can enter in the column. The following data types are available:
    • Text:
      A single-line text field for entering data is offered here. Users can enter any text. This can be helpful, for example, to enter the name of an order item.
    • Multiline text:
      A multi-line text field is offered here for entering data. This can be helpful, for example, to enter a job description when entering working hours.
    • Number:
      Here the user is offered a text field to enter a number. This can be very helpful for entering a quantity, price or similar. This is also helpful, for example, to perform calculations within the table row.
    • Date:
      This data type allows you to select a date value. For example, you can enter the date on which a service was provided.
    • Selection:
      In this case, users are offered a dropdown field. This could be the unit of an order item, for example. You can configure the selection options for this data type (see below).
    • Person:
      With this data type, a field is displayed that allows you to select a person. For example, users can select a person who has provided a service.
    • File:
      This function allows the user to upload a file in the column. This could be a photo for an order item, for example.
      You can configure the properties of the file to be uploaded (see below).

You also have the following configuration options for selection columns:

  • Option source:
    Here you can decide which source is used for the options. You have the following options:
    • options:
      Here you can enter the options directly in the Options text field shown below.
      Each line is offered as an option in the selection.
      This type of option source is very helpful if you have specific options for this form, such as the next processing step or a rating.
    • Shared option list:
      With this option, the choices are loaded from a central option list from the master data. Such central option lists are very helpful if, for example, you want to define cost centers or similar centrally to avoid having to make changes repeatedly in many processes.
      You can select the corresponding list in the Shared option list option.
    • Options Placeholder:
      This source allows you to reference the selection options via a placeholder. These options can, for example, be data from third-party systems such as SharePoint.

For file columns, you also have the following configuration options:

  • Maximum file size:
    You can use this option to determine the maximum size of a single uploaded file.
    In this way, you can ensure that users upload files that are easy to work with.
  • Allowed file types:
    You can enter comma-separated file extensions here to restrict the possible file types. If you do not enter a value here, all file types can be uploaded.
  • Editing tools:
    Here you can specify whether certain file types can be edited directly in the browser. For example, users do not have to download and upload a PDF file first in order to add small annotations.

The following additional configuration options are available for all data types:

  • Default value:
    This value defines the default value for the row when a new row is inserted.
    If you specify a calculation here, you can also calculate dynamic values here. Especially in combination with the placeholders of the current table row (see below), you can calculate practical authorizations such as a total price for a table row.

  • Column width:
    This configuration option allows you to customize the width of the column. For example, you can make certain numerical values smaller and text values longer, as required.

  • Aggregation:
    This setting determines how the rows below the column should be aggregated. You can select the following aggregations for all table rows here:

    • Count:
      This setting counts all completed values in the rows of the table and displays them as a value.

    You can also select the following settings for number columns:

    • Total:
      This calculates and displays the sum of all rows.
    • Average:
      This setting determines the average of all completed table rows. Empty rows are ignored.

  • Mandatory field:
    If you activate this option, this column must be filled in for all rows.

  • Read-only:
    If you activate this option, users will not be able to change the value for this column. This is very helpful in combination with a default value or default rows (see below).

  • Hide:
    If this option is activated, the column is not displayed to users. However, you can still reference this column using placeholders. For example, you can insert internal IDs or similar via standard lines and reference them later.

Sorting​

In this area, you can select the default sorting of the table.
You can make the following settings:

  • Sort column:
    Here you can select one of the columns to be used for sorting by default.
    In addition to the configured columns, you can also select the row number here. The row number is automatically incremented for each row, so that in this case the newest row is always in the last or first position.
  • Sorting direction:
    With this option, you determine whether the standard sorting is in ascending or descending order.

Grouping​

You can use grouping to group different rows so that users can expand or collapse them. The following options are available for this:

  • Group by:
    Select the column to be grouped by here. This could be a product group, for example.

Miscellaneous​

You can set further configuration options here. These are:

  • Deactivate line numbers:
    By default, a row number is displayed on the left side of each row. This is incremented with each newly inserted row.
    You can use this option to hide this row number.
  • Allow rows to be added:
    By default, a plus () is displayed to users at the top of the table for inserting a new row.
    You can prevent this here. This is particularly helpful in combination with standard rows (see below).
  • Selection mode:
    Here you can specify whether users can select one or more lines. Together with standard lines (see below), this can be used, for example, to offer entries from a database for selection.
  • Selection is mandatory:
    If you have activated a selection, you can specify here whether people must select at least one line in order to be able to switch to the next step.

Standard lines​

In many cases it may be necessary to use a table for a selection of data, e.g. from a database or SharePoint.
To do this, you must carry out the following configurations:

  • Lines:
    Here you select a placeholder from which the rows are loaded. Many actions such as Query SharePoint item provide corresponding placeholders.
    Many controls such as the table control itself or a person selection can also be referenced here.
  • Assignment of values to the columns:
    Below the lines configuration field, you can now select the value to be inserted for each column. The placeholders for this are available as soon as you have selected a value for rows.
  • Allow deletion of rows:
    Here you can specify whether users can remove these standard rows or not. If you are only using the control for a selection, you should deactivate this option and set all columns to read-only.

Help text​

  • Help text:
    If you enter a value here, a help icon () is displayed next to the control. People can click on this to display the help text. This allows you to give people help on an individual control.

Placeholders​

This control provides various placeholders with which you can interact with the rows:

  • Number of table rows:
    This numerical value provides the number of all rows in the table.
  • Number of selected table rows:
    This numerical value provides the number of all selected rows in the table. If no selection is possible, 0 is always returned here.
  • Rows:
    You can use this to reference all rows in the table. You can then select the various columns to determine from which column the value is queried.
    If the target supports richtext, you can also select Table as the column to render the entire table directly.
    If a column is aggregated, you can then specify whether you want to read all rows comma-separated (value) or the aggregated value.
  • Selected rows:
    This placeholder behaves in the same way as the row placeholder, but only uses the selected rows and not all rows.

In addition to these placeholders, the control element within a row offers the option of referring to the current table row.
The Current table row placeholder is therefore only available in the default value of a column.
You can use this placeholder, for example, to perform a calculation to determine a total price or similar.

info

The Current table row placeholder can only offer columns that have been saved. If a new column does not appear here, please save the form.