This article reviews the how to use table view column settings - Properties, Layout, and Display Rules. You can read more about Table views here.
Field Column Settings
Hover over a column and click the edit pencil link to access the settings for that column:
A pop-up window will display to edit the column's properties, layout, and display rules.
Under the Properties tab, you can view and edit some basic qualities about the field column:
There are five options in Properties:
- Column Header
- Value Separator
- Value Link
This will display the name of the field. When editing columns, field is not editable and can only be changed by changing the name of the field in the Data section of the Builder.
Connected fields will display with the connected objects name followed by an angle bracket and then the name of the field.
The name of the column header. This will default to the name of the field in the object but can be changed in the editor:
This name will display as the column header in the live app.
Allow Inline Editing
Inline editing allows the user to edit each field directly in the table, without using a form view. To enable inline editing, click on the Inline Editing checkbox under Options.
When enabled, the user simply has to click on a table cell, and a form pops over it to edit that cell:
Once inline editing has been enabled, it will affect all columns. You will need to manually disable it for each column. To disabling inline editing, you can edit each table column to disable it for that column. When editing a column, select "No" in the Allow Inline Editing drop-down to disable inline editing for that column:
Note: Once a field has one or more conditional rules, you will not be able to edit records inline. The conditional rules would just overwrite any manually-set values.
Value Link Separator
When adding fields from connected objects which have multiple connected records, you can choose how multiple values will display in your table. They can either be separated by commas or listed on a new line. This option is only available under connected field columns.
When adding fields from connected records, you can display these field values as a link. The value links allow you to link to another page in your app which can display these connected records. This option is only available under connected field columns.
You can group records by a common value in a specific Table column. You can indicate which column(s) to group with by checking the 'Grouping' option when editing your column:
Any columns that are grouping records (grouping is enabled) will be automatically moved to the front of the table. A small "group" icon will appear on that column to indicate it is grouping:
Here is an example of Contacts being grouped by Company:
Like the table above, if your table is displaying any summaries, like totals or averages, those will also be displayed for the first level of each group.
From Layout you can adjust a column’s width and change the alignment of records:
Choose either a default width for your column or you can use a custom width of your choosing. The default width is based on the field name's length.
You have two options for setting the custom width of a field:
- Pixels: define the width of the field in terms of pixels
- Percent: define the width of the field in terms of percent of the page. For example, entering 20 would make the column 20% of the width of the page.
Note: You cannot make a column's width smaller than the width of the column's header.
This will align the data in that column based on your choice. You can choose to have data aligned to the left, center or right.
Using display rules, you can add rules to update the column's display:
A display rule is added by defining the conditions (if) that trigger the actions (then):
If: the condition(s) that will trigger the actions when the condition is true. More than one condition can be added to trigger the action, in which case every condition must be true.
Then: the action to trigger when the condition is met. There are five actions that can be triggered by display rules:
- Set Text Color
- Set Text Style
- Set Background Color
- Display Icon
- Hide Value
Multiple conditions and actions can be added for each rule by using the green "plus" button:
Display rules are shown in the table view editor's live preview:
Set Text Color
Change the text color to a color of your choice:
Set Text Style
Change the text to italic, bold, strikethrough, or a combination of all three:
Set Background Color
Change the background color of the cell in the table to a color of your choice:
Displays an icon next to the value in the cell with a color of your choice:
Hides the value in that cell in the table: