After selecting a particular table, you can access its properties by clicking the Properties button. The properties page is divided into several tabs due to the many options available. After you set all the properties that you want to be in effect for this table, be sure to click the Save Changes.
The Truncate Table button, located to the right of the tabs, gives you the option to remove all of the data contained in your table. Clicking on that button will open a confirmation dialog box explaining that removing all the data from the table cannot be undone. Clicking Yes will truncate the table.
Here you will find the general table properties:
This is a user-friendly or business-friendly display name for the table. This name can be edited by a user with appropriate rights.
This is the explanation of the contents and purpose of this data set. This description can be edited by a user with appropriate rights.
This is the system name of the table. It cannot be edited.
This sets the number of rows that will display on each page of the table grid.
Here you will find editing options for users with sufficient rights.
Cell — When you select the Cell option, the user can click on a cell to update it. The active cell is underlined.
Row — When you select the Row option, the user must select the edit icon before clicking on a cell to update it. The active cell is underlined.
Inline Form — When you select the Inline Form option, clicking the edit icon will replace the line with a form for the user to edit. The active cell is underlined.
Pop-up Form — When you select the Pop-up Form option, clicking the edit icon will open a pop-up window form for the user to edit.
This is where you can select one of the columns on the table as your default sorting column.
This is where you can choose to display your table in either a server-paged data grid or the Client-Side Data Viewer. While the Client-Side Data Viewer has greater functionality associated with it, the quantity of the data is significantly limited (10,000 rows) due to the memory constraints of your Client-Side computer and the web browser you are using. This value defaults to False.
Here you can choose whether or not the users of this grid will have the ability to see and choose columns to display for this data table. If the Display Column Chooser is set to False then the Column Chooser icon will be unavailable to the user. The only columns that are displayed will be those whose property IS SHOWN BY DEFAULT is checked in the Column Properties setup below.
Here you can choose whether or not the users of this grid will have the ability to export the data in this table. If the Allow Data Export is set to False then the Export Data icon will be unavailable to the user.
This is where you can choose to allow the height of the rows in your table to increase to allow the full value of the record cells to be displayed. If the Enable Word Wrap is set to false, an ellipsis ... will display at the end of a cell where the contents are wider than the space available to the column.
Here you can choose whether or not the users of this grid will have the ability to edit or delete records in this table. If the Read-Only value is set to True then the Edit and Delete icons will be unavailable to the user.
Here you will be configuring a way to either append or replace data in your table by utilizing an email attachment. When you click on the Configure Email Import button a pop up will appear which contains an interactive file upload box. When you either drop or select a data file with headers, the following things occur.
The system generates a table-specific email address of this pattern [Universally_Unique_ID]@[your_foreflow_domain].com. You will need to use this address to append or replace formatted data in your table
The system attempts to match the headers on that formatted data file to the columns in your table. After this, the system makes an interface available which allows you to adjust those matches that id cannot match on its own.
You are then asked to choose whether you want this formatted file to Append To or Replace the data in your table.
When you attach a formatted data file to an email to the generated address, the system will either append or replace the data in your table with the data in your file, depending on the action you configured.
Tags let you add searchable words to your table.
For example, if you wanted to find the Employees table, you might add the Tag ADMIN followed by the Enter key. After that, you could add the Tag HUMAN RESOURCES followed by the Enter key. This would provide your table with a searchable set of Tags.
The Columns tab empowers you to design the column-level data definitions for your table.
The Columns tab documentation has been moved to it's own page.
The Relationships tab allows you to define relationships between the primary table to which these properties apply and the other tables to which you have access.
When you click on the Add Relationship button a window pops up that expands step-by-step as you explain the relationship through the various drop-down lists.
Details on Actions can be found on the dedicated Table Actions page.
The Validation tab allows you to set rules for the data before a user can edit values in the database.
Clicking the Add Validation Rule button will open a dialog box that will expand as you define the rule.
Name — This is the label you will use to identify the validation rule for this table.
Type — This drop-down allows you to set the type of validation rule you wish to create.
Required With — This rule requires that a value for the constraint column be present to create or edit the value for the target column.
Before — This rule requires that the target column be before the constraint columns.
After — This rule requires that the target column be after the constraint columns.
Required With Value — This rule is similar to the required with rule but allows you to set a specific value to require for the constraint columns.
Target Column — This drop-down allows you to select the column you wish the rule to take effect on
Constraint Columns — This multi-select allows you to choose all the columns you wish to use for
Value Entry — For rules that require values for the contraint columns, a input box will appear for each constraint chosen
The Forms tab provides a way for you to inject form options into your table actions.
One use case is to generate a form for fields within your table that may have business logic associated with them.
Another use case is to display a form for a table with Has Many relationships to the selected table.
Clicking the Add Form button opens up a multi-section Create Form page.
The third section, Design, provides a simple yet powerful design tool with the flexibility for you to specify the targeted information you want to gather. It also gives you the ability to logically group this targeted information, across multiple tables, by using the Add Section button.
Table — This select box lets you select the table you want to fill.
In one use case, you might want to select the current table to fill in columns that you have hidden in your table details.
In another use case, you could select a different table you want to have as a collection point for additional data that is related to a specific record in your primary table.
Section Title — This gives you the ability to logically label this section of your form.
Use Two Column Layout — This toggle provides you with twice the data-gathering capacity in the same amount of form space.
Edit Existing Records — This toggle gives you the ability to chose between whether a user is entering new data or editing data that already exists in the system
Allow Multiple Insert — This toggle lets you offer the power of Has Many relationships, to your end-users, at their discretion, on a record by record level.
Fields in Section — This "Drag and Drop" design box, in conjunction with the Available Columns list, gives you the ability to select, order and arrange the columns you want to show to the end-users of this form.