Advanced Table

Drag a table element from “Elements” panel > Salesforce > Table
* Please note that the images in this post are not updated to show the current location of the Table element (which is under the 'Salesforce' category).

Enlarge the table on canvas using the resizing handles.

Once selected, the table’s properties will open in the “Properties” panel (on the right side).

You can add a filter row to the table, just below the headers, to help the user search for specific data - by turning on the "Show filter" checkbox.

Max Rows property allows you to enter a maximum number of rows that can be displayed in the table level. If, for example you set a max number of 10, then the form filler will only be able to add rows to this Table level 
until it reaches the max number. After that - the "Add" button will become disabled.

Change the table style - the table’s appearance, just like any FormTitan element, can be easily altered in the Element style.
Go to: “Properties” panel > “Element” tab > Style” option > and open the “Apply style to” drop down. Choose the parts of the table you would like to apply your style to one by one. You can change the style of the table in general, the rows, table header, columns and even the modal window of the "Edit"/"Add"/"View"/"Delete" options.

Ok, so now that the first level is configured you can start creating the next level in the table.
Go to  "Properties" panel > "Form" tab > "Settings" options > "Advanced" category 
press on the "Add level" button. a new level will appear on canvas containing the default columns (Col 1, Col 2, Col3)
In addition 2 links will now be added inside the table element on canvas, for moving between the levels  and also a "Previous" button for the user - to go back to the first level.

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Authenticate with Salesforce and press on the “Add object” button

Start mapping according to your table levels  -  start from the first level and work your way down.
So the first SF object you would need to “read” from. according to this example is Account. Open the dropdown and choose it.

Map the form fields (in this case, your level #1 table columns) to the SF object fields.
And press on “Apply”

Once done, you will see that a single integration line has been created.  This line hold your mapping to the first level of the table.
(you can edit it using the edit icon on the right). Press on “Apply” and save the form.

 
Now you will need to add the integration for the second level of your table and map your contact fields. 
Since we would like to display the contacts belonging to each account in hierarchy , we will need to add the next object as a child  of the first object.
Press on the "Add object" button located at the bottom of your window.

 And map your contact fields to the Contact object fields in SF. press "Apply".

 You will now see 2 integration lines. The first is the account line, and the second line, will hold the mapping to the contact object.

Publish your form to see the result.
Press on the “Publish” icon in the main toolbar above
Press on the “View” button to see the form.

And this is the published form - with the data populated straight from Salesforce - in real-time.
On the left part of the table you will see the columns you set. 
On the right part you will see a column called "Next level", which holds buttons that will lead to the data in the second level.

 
Making table columns editable
Now that your table levels are set, and the Salesforce integration configured you can allow your filler to "Read" data from SF. If you wish to add more functionality and enable "writing" you can easily do that by setting permissions.

"Properties" panel > "Form" tab > "Settings" options > "Advanced" category and turn on the checkboxes according to your needs:
- Allow view - this will enable the form filler to view more data than is displayed in the table columns.
when you turn on this checkbox a configure button will appear and you will need to press on it. a window will then open listing this level's column names and you will
need to turn on the checkboxes of the fields you wish to make viewable. In addition you will be ale to add fields for viewing.
- Allow edit - this will enable the form filler to edit the data in this level and by doing so,  to update the SF object .
when you turn on this checkbox a configure button will appear and you will need to press on it. a window will then open listing this level's column names and you will
need to turn on the checkboxes of the fields you wish to make editable.
- Allow add -  this will enable the form filler to add new data in this level and by doing so,  to add data inside the SF object .
when you turn on this checkbox a configure button will appear and you will need to press on it. a window will then open listing this level's column names and you will
need to turn on the checkboxes of the fields you wish have the user fill in when he wants to create a new item.

You can restrict the number of rows in the table by mapping the "MaxRows" property of the table in the GET operation. If you map that then the user can only add rows as long as the total rows in the table are less than the MaxRows set to.
- Allow delete -  this will enable the form filler to delete data in this level and by doing so,  to have the data deleted in the SF object . 
- Allow Export - this option will allow the form filler to export the data in the current level he is in.  
When you turn on this checkbox a new “Export” button will be added at the bottom of the table and when the user presses on it the data in the level will be downloaded in CSV..

If you want your filler to be able to update the second level of the table you can set the "writing" permissions, just like you did in the first level.
(go to "Properties" panel > "Form" tab > "Settings" options > "Advanced" category. and turn on the checkboxes according to your needs)

Adding fields to the View / Edit / Add windows (in addition to the column fields)
While you want your table to stay compact and show only the most important fields, you may want to have fields added to the Add / Edit modal windows so they may also be updated.
Adding a field is easy - all you have to do is choose it from the dropdown below and press on "Add".

Once you add a field to the Add/Edit window you have 3 options:
1- The field will be added to the specific window and its data loaded from Salesforce.
Once you add a field its default mode will be to load the data from Salesforce and you will indeed see that the "Load data" checkbox is turned on.


2- The field will be added to the specific window and its data will be loaded from a selected field in your form.
In order to do this you will need to turn on the "Map value" checkbox (this will remove the "load data" checkbox ). A dropdown will then appear on the right containing fields from the form. 
Read more about loading a selected field from Salesforce


3- The field will be added to the specific window and its data will be loaded from a field within your Table.
In order to do this you will need to turn on the "Map value" checkbox. A dropdown will then appear on the right containing  the object in Level 1, and once selected another dropdown will appear so you can select the field you want to map to.
Read more about loading the field from your SF Table

If you have a hidden field in your form, you will be able to store the relevant record ID in it - the record id of the viewed record, the edited record or the added record (depending on which window you are doing this from).
Read more about Map record ID to hidden

Now go and test your form again: 


If you have added the permission to edit or delete the items in the table - you will also see 2 more columns, containing links to edit & delete.
If you have added the permission to add a new item - an "Add" button will be added at the bottom of your table