Simple Table

Last updated Aug 21 2020
What is the Simple Table?

When using the Table element to create Salesforce forms, you can use the simple table or the advanced table.
The “simple table” refers to the most basic table you can create for working with SF. It is not hierarchical - It has a single level, with which you  can only “Read” data from SF, and you can do so from only one SF object.
In order to configure a simple table all you will need is to change the table’s “Basic” settings and set the “Get” integration.


The “Advanced table”, in comparison, is more powerful. It refers to a hierarchical table, that enables you to work with multiple SF objects. and allows you to “Read”  from SF objects as well as “write” to SF objects.

Creating a simple table is easy - just follow these steps:

1- Enter a new / your form in the form builder
2-

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).

3-


Enlarge the table on canvas using the resizing handles
4

Once selected, the table’s properties will open in the “Properties” panel (on the right side)
5- Change the default column values from Col1, Col2, Col3 to the SF object fields you would like to display in the table. For example: if you wish to display information from the “Account” SF object you could set the following columns: Account Name, Account Phone, Account Website.
* Please notice that this table is “Flat”, it has no hierarchy and its columns can belong to only one SF object.

6-
You can, of course, add more columns, or remove columns according to your requirements.
7-

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.

8-


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 part of the table you would like to apply your style to. Weather it is to the table in general, to the rows, header etc.

9-
make the style changes in the relevant categories. For example: Choose “Table” in the “Apply style to” dropdown, and specify a pale blue color in the background.

10-
All that is left to do now is to connect this table to the Salesforce object.
Go to the “Properties” panel > “Form” tab > “Settings” > open the  “Salesforce Integration” category

* Notice that there are two sections here:
the top one is “Push to Salesforce”, in which you configure the “writing” operations (creating, updating, upserting, deleting data in SF objects).  and the bottom section is “Get from Salesforce”, in which you configure the “Reading” from Salesforce objects.

Choose the in the “Get from Salesforce” section and press on the “Map Fields” button.


11-


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

12-


Choose the SF object you would like to “read” from. In this case: Account.

13-
Turn on the “execute on form load” checkbox - this will “pull” the data from SF and populate the table once the form is loading.
14- There is no need to set a condition in this case, however, we will choose to display “All” matches found. As well as limit the number of accounts we show to 200.

15-


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

16-


You will see that a single integration line has been created. (you can edit it using the edit icon on the right). Press on “Apply” and save the form.

17-


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.

 

18-


And this is the published form - with the data populated straight from Salesforce - in real-time.


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