Table

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Table

Use

The Table control presents a table with columns as defined in the Forms Designer and rows populated according to each Case.

Drag and drop a Collection to the Display area to create a Table control. Click Edit columns to create the columns of the table in a new window. Navigate the data model from the many-entity of the Collection, select the required attribute and drag it onto the Table control to become a column.

 

Considerations

By default, Tables have the ability to add new records and delete existing records.

By default, Tables are shown expanded.

Table cells are aligned to top center.

If the Editable property is disabled, end users will NOT be able to add, edit or delete records.

Table validations are independent from the form's Actions & Validations option.

If one or more columns of your table are mandatory, we encourage using an expression to validate that the column is filled. Bizagi pages tables starting from 20 rows by default and will not validate mandatory columns that are not displayed. Use Table validations option in the Advanced tab to create this validation.

 

Adding records

Records can be added Inline, which is a fast way to create and fill a new record.

Alternatively, records can be added with an independent Add form. This method is preferable when a large amount of data must be collated. It must be chosen when data needs to be validated as the inline method does not support validation.

Inline addition is the default.

 

Editing records

Similarly, records can be edited Inline.

Records can also be edited in an independent Edit form that takes the end user to a new window. This method is required for editing large amounts of data or where data requires validation.

Inline edition is the default.

 

Detail options

You can create a Detail form to display supplemental read-only information in a separate form.

 

Related to attribute types

Tables are related to Collections that require a one-to-many relationship.

 

Properties

Every control has a set of properties that allow to customize its behavior in the Work Portal. However, some properties are exclusive to a specific control. The following properties are restricted to the Table control:

 

Basic tab

 

PROPERTY

DESCRIPTION

Editable

The Editable property can be enabled, disabled or defined by an expression. If it is disabled the end user will not be able to add, edit or delete any records. However, the user will still be able to view the Detail form where attributes are displayed on a read-only basis.

Enable Excel export

Show or hide an icon that allows export to Excel the information contained in the table.

Enable PDF export

Show or hide an icon that allows export to PDF the information contained in the table.

 

You can easily export the content of tables to Excel or PDF from the Work Portal, to obtain the data displayed in a specific table by clicking a button. In Excel you can manipulate the information or obtain quick reports in PDF. The information exported is as displayed in the table. That is, filters are considered.

 

Format tab

 

PROPERTY

DESCRIPTION

Initially collapsed

The tables can be collapsed (just as Groups work). This property is used to define if a table is initially shown expanded or collapsed. By default, tables are created expanded.

Editing buttons top

This property defines if the editing buttons (edit, delete, detail) are shown on the top of the table, just underneath the header, or under the table footer.

Rows per page

Configures the number of rows shown per page. By default Bizagi will display 20 rows per page.

The navigation through the paginated tables is very friendly. Just hover the mouse pointer over the page numbers; the numbers will start moving so you can select the one desired.

Orientation

Defines if the text should be written from left to right or viceversa. The Inherited option indicates the property will be set according to the language selected in the Work Portal.

Format

Changes the look of the text by customizing the size and formatting. For example, you can set the font type, font style, and background color.

Header format

Customize the appearance of the table's headers. You can change the background color, font size and font color of headers.

Is Sortable

Define if the columns inside the table can be sorted by their information (except for the Image, File uploads, ECM and Document Template type of information). This option is not available in offline forms, as it is not possible to sort columns offline.

 

Initially collapsed example

By default, the table is shown expanded as the Initially collapsed property is set to false.

 

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Editing buttons top example

The following image shows a table with the edit buttons under the table footer and on the top of the table header.

 

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Rows per page example

The following table contains four records or rows. When the Rows per page property is set to three (3), Bizagi pages the Table so that each page displays a maximum of three rows only. This table will display three records on page one, followed by one record on page two.

 

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Header format and Format example

The following image shows a table with and without customization in the Header Format and Format settings. For more information, refer to the Header Format and Format article.

 

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Advanced tab

 

PROPERTY

DESCRIPTION

Sort by attribute

Sorts the Table rows in an order based on the value of the attribute selected in the collection entity.

 

When an attribute has been selected you must define if the order is ascending or descending.

 

Clicking the Set to default value icon will reset this property to no sorting.

Filter

Allow defining a smaller set of values from the total records in the table. Bizagi will only display the records that meet the filter condition defined in a Boolean expression.

Table validations

Enables defining validation rules for this control that will be verified at run-time.

Enable actions column

If enabled, adds an extra column to the left with a three dot menu that allows users access a menu where they can delete, edit and open a record's detail with just one click.

Floating Header

If enabled, keeps the main pane of the table in the Work Portal visible while you scroll.

Delete options

Handle deletions of records. By default, deletion is permitted.

 

The property also allow displaying a customized tooltip when the mouse pointer hovers over the delete icon in the Work Portal.

 

Validations can be performed when deleting records. They are executed as the end user clicks the Delete button.

Add options

Enables adding records to the Table. Inline additions are allowed by default.

 

Alternatively an independent pop-up form, known as Add Form, can be displayed in the Work Portal to capture the new data.

 

Validations can be performed while adding records. They are executed as the end user clicks the Save button in the Add Form.

Row options

The group is divided into two sections, namely Edit and Detail.

Allowing row edition implies that you can modify the information related to a record.

 

When enabled, in the work portal selected rows can be deleted when selecting the three vertical dots on the left.

 

Edit

Editions are disallowed by default. You can edit records inline or in an independent window (pop-up form) called Edit form.

 

Validations can be performed while editing records.  They are executed as the end user clicks on the Save button in the Edit Form.

 

Detail

You can specify a read-only view of rows. If this property is enabled, you must create or select a pop-up form for the display.

 

Sort by example

 

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Enable actions column example

 

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Last Updated 10/29/2024 12:33:08 PM