Adding/Deleting Tables on an App Form

Article Number:040555

App forms come with a feature to create tables, which allow app users to add rows as needed when they enter data.

Tables are useful for managing multiple data entries in a single record.
For instance, you can create a table in an order management app, and use as many table rows as necessary to enter different products and quantities based on each customer order.
Example of a table

Adding a table on the app form

To create a table on your app form, first place a "Table" field by dragging and dropping the "Table" field from the list of fields onto the app form, and then drag and drop the fields you want to include in the table one by one.

You can set a name and field code for each created table.
In the procedure below, you will set a table name and field code in Step 5 to Step 8, that is, after placing fields inside the table. However, it is also possible to set these items before you begin placing fields inside the table or while you are placing them.

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the app's "View" screen), then select the Form tab.
    Screenshot: The App Settings icon

  2. Place a "Table" field on the app form. Placing a table

  3. Drag and drop the fields you want to include in the table one by one. Placing fields Fields are placed inside the table, and a guidance that tells you how to add more fields on the table appears.

  4. Click Settings displayed under the Settings icon (the gear-shaped icon) at the upper right of each field and configure the settings for each field placed inside the table. Settings of a field inside the table

  5. Click Table Settings under the Table Settings icon (the gear-shaped icon at the upper right of the table). Table Settings

  6. Enter a name in the Table name section.
    If you want to hide the table name, select Hide table name. You may prefer to hide the name when, for example, you plan to use a "Label" field to display a formatted table name. Changing the table name

  7. As necessary, click the Edit icon under Field Code and enter a field code for the table.
    Changing the field code

  8. Click Save on the "Table Settings" screen.

  9. When you have finished configuring the form settings, click Save Form at the upper left of the screen.
    When the form is saved, the guidance that tells you how to add more fields on the table disappears.

  10. Click Update App at the upper right of the screen.

  11. On the confirmation dialog, click Update App.

Deleting a table on the app form

The following are the steps to delete a table.

  1. Click the App Settings icon (the gear-shaped icon at the upper right of the app's "View" screen), then select the Form tab.
    Screenshot: The App Settings icon

  2. Move your cursor to the Table Settings icon (the gear-shaped icon at the upper right of the table), then click Delete.
    Clicking the "Delete" icon for the table

  3. Click Delete on the confirmation dialog box.

  4. Click Save Form on the upper left side of the screen.

  5. Click Update App at the upper right of the screen.

  6. On the confirmation dialog, click Update App.


Table-related actions available after the app is updated

The following are the actions you can perform on a table after you add it on the app form and update the app.

  • Changing the position of the entire table on the app form Changing the position of the entire table on the app form

  • Adding fields to the table / deleting fields inside the table
    Note that it is not possible to move fields that are already in use into the table nor to move fields inside the table out of the table or into other tables. Adding a field to the table

  • Changing the ordering of fields inside the table Changing the ordering of fields inside the table

Points to note when setting conditions that use values in a table

When you set conditions that use values in a table, note the following:

How to add or delete table rows when adding or editing a record

You can add or delete table rows on each record.

  1. Navigate to the "New Record" screen or the "Edit Record" screen of an app.
    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