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Tables

A Table is a specific field type that can be used both in apps and in business processes. By adding it to a form, you will be able to organize data in rows and columns and insert formulas to make calculations.

For instance, add a table to the Orders app form to display all the goods selected by a customer. Insert a formula to one of the table cells to automatically calculate the total amount depending on the number of the purchased goods.

Add a table to the app form

You can add a table field when creating a new app or editing an existing one.

начало внимание

Only users in the Administrators group can add and set up tables.

конец внимание 

Drag the Table property form a side panel to a form and configure the settings:

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  • Name*. Create a table name that employees will see on the creation, view, and editing forms of an app item.
  • Code*. Field code which is used when working with API, scripts, templates.
  • Tip. Here you can enter additional information, for example, a description or an instruction. This is a convenient way to help an employee fill out a table correctly.
  • View. Select the table view:
    • Table. Standard table view.
    • Template. You might want to use this setting when working with large tables. It is not always necessary to show all the table rows. Sometimes showing total amount might be enough, while other rows might be hidden. In this case, use a template.

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In the Template field, enter a text that a user will see on the form, for instance, Order total.

Click on the {+} icon to add the total value of the corresponding column. This option is available if the table has already been created and configured. Otherwise, you can add only the number of table rows to the template.

  • Use one header for all nested tables. You can create a table inside another table. By default, each row of a nested table will have a header. If you want the header to appear only under the parent column header, select the checkbox next to this option.  
  • Table Settings. Click this link to go to the table display settings. You can read more about them below.

Add a column to the table

You can add columns and specify what type of data they will contain, create formulas and change the display settings: set up column width, fill it with color, change the font color, etc.

To add a new column, in the table settings window click the + icon.

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Select column type:

  • Data. Each column can contain data of only one type. For example, only numbers, email addresses, or app items. You can choose any of the standard ELMA365 data types. A detailed description of each type we provided in this article.  
  • Formula. This option is available only for such data types as String, Money or Number. It allows you to specify a formula for calculating the value in each row of a column. The rows cannot be filled manually by users. The formula may include constants, operators,or links.

A constant is a fixed value; it is not calculated, but always stays the same. It can be a number or a text. String constants should be written in double quotation marks.

Operators are used to perform arithmetic operations and return numerical values. You can add, subtract, multiply, and divide numbers using the following operators: +, -, *, and /. Parentheses () are used to set the priority of mathematical operations.

Links allow making reference to other table columns or to the apps fields.

Data type column

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To create a column, enter the following information:

  • Display Name*. The name of the column that will be displayed on the creation, view, and editing forms of an app item.
  • Property Name*. The name of the property used when working with APIs, scripts, and templates. The name is generated automatically, but you can change it if necessary.
  • Tip. An explanatory text or an additional description which will be displayed as a tooltip when you hover over the column heading.
  • Type*. The data type used in this column. For example, by selecting the String type you will be able to fill the column with any text information.

начало внимание

If you select String, Money or Number data types, you will be able to calculate column total.  For the Money and Number data types, you can calculate the sum, maximum, minimum, or average. For the String type, you will be able to add a caption.

конец внимание

Formula type column

To understand formulas better, consider the following simple example.

An employee enters order details in a table on the Orders app form. He or she specifies the name of the product, its quantity, and the price per unit. The total price for each table item can be calculated automatically via a formula, by multiplying the unit price and the quantity of the product.

So let's create a column of the Formula type where the quantity and the prices will be automatically multiplied.

To do so, click the + icon and select Formula.  

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In the provided window, configure the Formula settings. First, create a name, for example, Total cost.

In the Formula field, click the {+} icon. In the drop-down list, you will see the names of other columns and app fields. Select Quantity (link to the second column) and Price (link to the third column). Add the operator to multiply the contents of the second and the third columns.  

начало внимание

For a Formula type column, ELMA365 can show the total in the footer. Click the footer. In the drop-down list, select the function you need: text, total, maximum, minimum, or average.

конец внимание

Now when an employee fills out the table, he or she will only need to select a product and enter the quantity, and the total cost will be calculated automatically.

Example of a configured table

Delete columns or rows from a table

To delete a column, open the table settings window. Click the gear icon next to the name of the column you want to delete. A pop-up window will open. In the bottom right corner, click the recycle bin icon and confirm the deletion.

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If you want to delete a row in a table, you can do it on the app’s create or edit form. Hover over the row you want to delete. Then click the recycle bin icon that appears on the left. Alternatively, you can use the Сtrl + Delete keyboard shortcut to delete a row you select.

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Note that if the table includes columns with the Read only option enabled, you won’t be able to delete rows. You can change this by opening the table settings and checking the Allow deleting rows with read-only cells box.

Add data from another app to the table

When creating a table, you might need to refer to data from another app. Suppose you keep records of all stock items using the Stock List app, and all customer orders are accounted for in the Orders app. You can add a table to the order form, in which employees can select stock items from the drop-down list. At the same time, ELMA365 will automatically retrieve the item price from the Stock List app and display it in the table.

To do this, add a Table type field to the Orders app form. Then, in the table settings, create the Data column. In the Type field, select App and add a link to the Stock List app. The column name is filled in automatically and matches the name of the app item.

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Once you've finished, save the table. On the app form, you will see a table that will refer to the items of the Stock List app. By clicking on the cell in the Product column, an employee can select a product.

The Stock List app also stores each product’s price. You can add a Formula type column to the table and configure it so that the information about the price is displayed automatically. The employee will only need to select the product’s name.

To do this, add a Formula type column. In the column creation window, in the Formula field, click the {+} icon. In the drop-down list, you will see the names of other columns and app fields. Select Product (link to the first column), then Price per unit (property).

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Now, instead of entering this information into the form manually, the employee will open a drop-down list, select and item, and the system will automatically show its price.

Example of a configured table

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