Working with the Salesforce Table

In this demo, we will show you how to work with the Salesforce Table.

We will show you how to:

Set up the Table to have it populated from Salesforce
1- Drag a Table element to your form.
2- Configure the Table columns.
3- Set the Datasource (which is in fact, configuring the Salesforce Get integration):
- Choose object: Account for example.
- Turn on the "Execute on form load" checkbox
- Choose to display all records with a limit.of 100.
- Map the fields.
4- Test the form:
- Publish the form
- You will see the Table is populated.
 
Allow fillers to edit the data in the Table
1- Select the Table element on canvas.
2- Turn on the "Allow edit" checkbox (in Element tab > Settings option > Advanced category).
3- Choose which fields will be editable (from the fields in your form, and also add other fields that are not currently in your form).
4- Save the form and publish to test it:
- Press on the "Edit" icon in a record line and update the data.

Add a level to your Table to populate related data
1- Select the Table on canvas
2- Press on "Add level" (in Element tab > Settings option > Advanced category)
3- Configure the fields in this level.
4- Map the data source:
- Select object: Contact.
- Set a condition where the Contact will belong to the Account the filler selected in the first level.
- Choose to display all and limit it to 50.
- Map the fields.
5- Publish the form and test it.
- Select an Account and press on the "Next level" button to drill down to the contacts of this Account.

Allow fillers to Add a record (contact) using the table
1- Select the Table element on the canvas, and press on the "level 2" link.
2- Turn on the "Allow Add" checkbox (in Element tab > Settings option > Advanced category).
3- Choose which fields will be editable (from the fields in your form, and also add other fields that are not currently in your form).
4- Save the form and publish to test it:
- Press on the "Add" button below the table and add a record..

Allow fillers to edit the data in the Table -inline
1- Select the Table element on the canvas.
2- Turn on the "Allow inline edit" checkbox (in Element tab > Settings option > Advanced category).
3- Choose which fields will be editable (from the fields in your form, and also add other fields that are not currently in your form).
4- Save the form and publish to test it:
- Simply type inside the table fields to edit them.

Related videos

Watch more videos in our FormTitan 101 channel