Adding Tables to Dynamic Forms
- 05 Nov 2024
- 4 Minutes to read
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Adding Tables to Dynamic Forms
- Updated on 05 Nov 2024
- 4 Minutes to read
- Contributors
- Print
- DarkLight
- PDF
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Dynamic Forms Tables are used to help you lay out and visualize the data in your Dynamic Forms in a flexible way, directly in the Dynamic Forms Design Wizard.
Adding a Table to a Dynamic Form
To add a Table to your Dynamic Form:
Open the Dynamic Form you would like to edit by clicking on its name in the Custom Reports Grid List.
Open the Stage where you would like to add a Table by clicking on the Stage Card in the Dynamic Forms Wizard.
Click + Add Table under Section on the right-hand side of the Wizard.
Click + Add Table to add a new Table to your Stage.
After clicking + Add Table, you will need to fill in the details in the Section component on the right hand pane of the Dynamic Forms Wizard.
Select the Options for your new Table.
Enter a descriptive Name for your Table.
Select from one of four Table Types from the Table Type Dropdown (the different table types are described in more detail below):
Table Type | Description |
|---|---|
Define questions and answer them by location (part, CML, pipe in piping system or inspection location). | |
Define questions as columns and answer them any number of times by adding as many rows is needed, | |
Fixed table where columns define questions for all rows. | |
Fixed table with fully customizable cells for most complex cases. |
Click Save.
When you have added your Table, a card corresponding to the Table will be inserted into the Stage.
Empty Field Card Displayed on Design Wizard.
Next, you should add some Fields to your Table to allow for the entry and display of information.
Adding Fields to a Table
Once a Table has been added to a Stage on a Dynamic Form, Fields can be added to the Table to allow for the entry and display of information. To add a Field:
Click the + Add button on the Table card, or select the Table card and click + Add in the Field section on the right hand side of the page.
Click + Add to Add a Field to the Selected Table.
Fill in the details for the Field.
Fill in the Field Properties and Click Save.
Click Save to save your changes.
The newly-created Field will be shown, either on the left hand pane of the design wizard for Columns Per Location and Columns Per Entry Tables, or in the Section properties area in the right hand pane for Table With Leading Columns and Table with Specific Cells Table types.
Field in Columns Per Location or Columns Per Entry Table Types.
Fields in Table With Leading Columns and Table with Specific Cells Table Types.
Modifying a Table
To customize and/or modify a Table:
Click on the corresponding card on the left-hand pane of the Dynamic Forms Wizard.
Click on a Table card in the left-hand panel to Modify it.
Table Types
The four types of Tables are described in more detail below:
Columns per Location
The Columns per Location Table Type is used to answer the same questions for each Location in a given subset. The types of Locations that can currently be used are:
Equipment group parts (all modules): Rows correspond to the different parts defined in the settings for each Equipment Group.
CMLs (PEI): Each Row in the Table corresponds to a different CML on a piece of Equipment.
Pipes in a Piping System (PEI): Each Row corresponds to a Pipe in a Piping System.
Inspection Locations (PLSS): Each Row corresponds to an inspection location defined for each piece of Equipment.
Example of Columns per Location Table Type.
Notes
Preview mode is currently not available for the Columns per Location Table Type.
Completeness is calculated based on rows completed, not on Questions completed.
Columns per Entry
The Columns per Entry Table Type is used to answer the same Questions for each row in the Table. In this type of Table, Columns define the Questions asked per Row. Additional Rows can be added during by the User while filling out the form by clicking the + Add Row button following the last Row.
Example of Columns per Entry Table Type.
Notes
Completeness calculations are not currently available for this Table Type.
Table with Leading Columns
The Table with Leading Columns Table Type has fixed dimensions (number of rows and columns). In this Table Typle, Columns define the Questions to be answered and the Rows correspond to locations defined by the table designer.
Example of Table with Leading Columns.
It is also possible to pivot Columns and Rows by selecting the Pivot option in the Section properties for the Table.
Select Pivot to swap Rows and Columns.
Notes
This type of Table cannot be displayed in the Dynamic Forms Wizard. The structure can be viewed and edited in the Section properties on the right-hand pane of the Wizard.
Table with Specific Cell
The Table with Specific Cell is has fixed rows and columns, just like the Table with leading columns. In this case, however, the Table designer can assign a different Question to each cell in the Table.
Example of Table with Specific Cell.
Notes
This type of Table cannot be displayed in the Dynamic Forms Wizard. The structure can be viewed and edited in the Section properties on the right-hand pane of the Wizard.
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