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Using the Form Designer › How to Create, Customize, and Use Forms › Elements of a Form › How to Create a Dynamic Table › Configure the Dynamic Table

Configure the Dynamic Table

After you create a dynamic table, you configure it to contain the data and use the format that you require.

Follow these steps:

  1. Review the following requirements for adding elements to the table. Each element that you add becomes a column in the table.
  2. Do the following to add an element to the table, according to the requirements in the previous step:
    1. Expand the table to display the Row field.
    2. Drag the element you want from the System folder and drop it on the Row field. You can drag-and-drop the following elements:
      • Date Time field
      • Label
      • Spinner
      • Text
      • Select field whose Multi-Select attribute is set to False. This setting allows only a single selection.
    3. Perform this step if applicable; otherwise, skip it.

      If you are using a Select field whose Multi-Select attribute is set to false, then the Select field does not contain the value attribute. In that case, you can populate the Select field using either a static list or a report data object.

      To populate the Select field using a static list, do the following:

      • For the first row: Enter the value of the Selected Index attribute of the Select field. For example, to specify the first option, enter 0. To specify the second option, specify 1, and so on.
      • For the remaining rows: Copy the value of the value attribute from the select option of the Select field. Paste this value into the column attribute of the row.

      The name of the element that you drag-and-drop becomes the name of the first column. For example, if you drag-and-drop a Date element, the name of the first column becomes Date.

      Note: You cannot move, copy, cut, or paste rows.

    4. Specify an _id value for the column and save the form.

      Important! The _id value for the column must meet the requirements noted in the previous step. Also, the data type and data format must also be the same. Otherwise, the column is not populated with data.

      For example, you are using an API plug-in, and you want a column of the table to specify the start date of an event. You drag-and-drop a Date Time element onto the table and specify an _id value of start_date. This element becomes a column in the table. Therefore, the Output Id of a variable of the API plug-in must also be start_date. The sequence does not matter. Moreover, this variable must also return the required date and time data in the format that matches the Date Time element.

      Note: After you save the form, you can optionally rename the element that you dragged and dropped. If you rename the element, the name of the column changes accordingly. For example, if you rename the element to Start Date, the name of the column also changes to Start Date.

  3. Configure each element that you add to a table, the same as if you were adding the element to the form without a table.

    Each one is a basic element, except the Date Time field and the Select field. The data that you enter in the column must match its element. For example, in a Date column, you can enter only dates.

  4. Repeat the previous steps for each element that you want to add to the table.

    Important! All requirements noted in the previous step apply.

    The second element that you add specifies the name and data type of the second column, as illustrated in the previous step. For example, you can add a Text element as the second column. In that case, the second column is titled Text and must contain text data. As noted in the previous step, you can optionally rename the element, which automatically renames the column.

  5. (Optional) Do the following to specify a custom value for pagination for the table:
    1. Specify the value of the Page Size attribute of the Table element.
    2. Do one of the following, whichever applies:
  6. (API plug-ins only) Do the following to enable users to sort the results returned in the table.
    1. Specify a value of True for the Sortable attribute of the Table element.
    2. Configure sorting and pagination parameters.

    Note: Sorting does not apply to report data objects.

  7. Specify any or all of the following additional attributes:

You have configured the dynamic table.