When you add a Salesforce Table to your form, you need to configure a "Get" integration and records will be drawn to the table according to it.
In addition, If you would like to dynamically display a number of rows based on a numeric fed in Salesforce - this can also be done.
Following is an example that shows how to do this:
Before Starting
* before starting you will need to set up some test data in your Salesforce account:
- A test account (We created an account called "Thanks giving")
- A numeric field in this account that will be used to base the number of rows on. (We created a numeric field celled "Num"')
- Enter a number in the numeric field (We entered the number 8)
* Please note
When you allow the fillers to add records through your table, using the 'max rows' option will directly affect their ability/inability to add records.
- If for example, the number of records drawn to the table is smaller than the ‘Max Rows’ value - the filler will be able to add data until he reaches the max limit.
- If the Max Rows value is 0 (zero) than the filler will be able to add as many records as he wants.
- If the Max Rows value is -1 than the filler will not be able to add any records.
Steps
1- Create a new form
2- Drag a Table element
3- Set the Table columns: Name, Phone, Website.
4- Configure the Salesforce Get integration:
- Authenticate with Salesforce
- Select the object: "Account"
- Enter a comment: populate table columns (because in this action we will map the 3 table columns to SF)
- Turn on the "Execute on form load" Checkbox
- In the "Condition" category choose "All" in the "If multiple matches found take ID from" and enter limit: 400.
- Map fields:
name --> Account Name
phone --> Account Phone
website --> Website
- You will now see that one integration line has been created.
5- Press on the "Add object" button again to add a new integration line it, which we will use to limit the rows.
- Select the "Account" object again
- Enter a comment: max rows (because in this action we will limit the rows based on the value in our numeric SF field)
- Turn on the 'Execute on form load' checkbox
- Set a condition:
Account ID Equals Other: and specify the account ID
- Map the fields:
fld2 MaxRows -- > Num
- Press on "Apply"
- Press 'Apply' and you will see that you have 2 integration lines now.
6- Save your form and test it
Publish it as URL
you will now see the Table is loading and only 8 rows are displayed.