Adding/Deleting Tables on a Form

Article Number:040555

The form in apps provides the "Table" feature, which enables you to add rows as needed when you enter data.

Tables are useful when you want to manage multiple data entries in one record.
For example, in an "Order Management" app, you can add as many table rows as needed and enter different product names and order amounts for each customer order.
Example of a table

Adding a Table on the Form

To create a table, choose the Table field from field list and place it, and then add fields you want to include to the Table by dragging and dropping a field one by one.

You can also specify a table name and the field codes to a table.
In this section, a table name and the field codes are configured in step 5 through 8 after placing fields, although you can configure them before or during placing fields.

  1. Click the app settings button Settings button at the upper right of the "View" screen and select the Form tab.

  2. Place a table on the form. Placing a table

  3. Add fields you want to include one at a time using drag and drop operation. Placing fields When the fields are placed, a guide for adding fields appears for the table.

  4. Configure each field you placed in the table, by clicking Settings under the setting button Setting button. Configuring a table

  5. Click Table Settings from the table setting button Setting button on the upper right of the table. Configuring settings for a table field

  6. Enter the Table name.
    To hide the table name (for example, if you want to apply certain styles in label field), select Hide table name. Changing a table name

  7. Click the edit button Edit button as needed, and enter the field code.
    Changing a field code

  8. Click Save on the table setting screen.

  9. When you finish configuring the form settings, click Save Form at the upper left of the screen.
    A guide for adding fields disappears when the form is saved.

  10. Click Update App on the upper right side of the screen.

Deleting a Table on the Form

The way to delete a table differs depending on whether or not fields are placed in the table.

  • If no fields are placed in a table:
    You can delete the table by clicking the Table Settings button Settings button at the upper right of the table and then clicking Delete.
    Clicking the Delete button for the table

  • If fields are placed in a table:
    You cannot delete the entire table at once. Delete the fields in the table one by one. You can delete the fields by placing your mouse cursor over the Settings icon Gear icon at the upper right of each field and clicking Delete.
    Clicking the Delete button of the field in a table

Actions Available after Updating Apps

You can perform following actions even after adding tables to a form and saving app.

  • Move the table Changing the position of the table field

  • Add/delete fields to the table
    * You cannot move the fields in use into a table, or move the fields in a table to outside of the table or to other tables. Changing the position of the table field

  • Change the display order of fields in a table Changing the position of the table field

Notes on When Setting Conditions Based on Values in a Table

When you set conditions based on values in a table, please note the following:

  • When setting conditions for filtering records to be displayed in the view
    If any of the table rows in a record meets the filter condition, the record is displayed in the filtered result.
  • When setting the conditions for sending notifications from the app
    • Per Record Notifications
      The notification is sent when a field value in any of the rows meets the condition. However, a notification is not sent if the set condition was met by a value in a field in another row.
    • Reminder
      A reminder is sent every time the value of a field in a row of the table meets the condition.
    • When setting conditions for record permissions
      The permission is applied to the record when the value of a field in a row of the table meets the condition.

How to Add or Delete Rows in a Table When Creating or Editing a Record

You can add or delete table rows in each record.

  1. In an app, open the screen to create a new record or the screen to edit a record.
    Adding Records
    Editing Records

  2. Use the plus and minus buttons on the right side of the table to add or delete table rows. The plus and minus buttons on the right side of the table