Form (Table)

use the documentation below to display table components within a flow screen

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Form (Table) Property Editor

use the live demo below to change input parameters

formTable
Select Object/Table
Form Selection Mode
Prefill Records/Template
Form Properties (Optional)

Table Properties (Optional)

Table Actions

Component Settings
Common-Unite   |   support@common-unite.com  |   Release 4.8  |   Latest
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Form (Table) Considerations


Performance degradation is possible with extensive data collection. Note: there is a potential for degradation using the standard "Data Table (Beta)" flow component. The following recommendations will help improve performance for all table components. To improve performance, filter your "Get Records" actions so that only relevant records return (less than 200 records are optimal for best results). Furthermore, you can utilize the "Collection Sort" flow action to "Set the maximum number of items." Finally, consider not utilizing "Automatically store all fields" under the "How to Store Record Data" section. For more extensive data collections, use "Choose fields and let Salesforce do the rest" and only select the required field values within your table solution.

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Form (Table)

Add your Datatable Components to one or more Flow Screens and utilize the power of Flow to retrieve and assign records to your tables. Grant users the ability to add, edit, clone, delete, select, or filter records; see Form (Table) documentation for more details.


Administrators can configure the Form (Table) component to allow end Users to Add, Update, Clone, Delete, and Select record(s). By default, a User can Update, Add or Delete multiple records within the table before sending the changes to the Flow for processing. Alternatively, admins can force any change to force the Flow to process changes one at a time.


Adding or updating records within tables is also very customizable. Admins can allow end Users to update or remove records one at a time or in bulk. Administrators utilize customizable Form Components to determine which fields an end User sees when adding or updating records. For example, administrators can use tables to allow end users to select one or more records for processing. Furthermore, Administrators can allow end Users to search/filter records. When filtering is enabled, a search input field is visible. Search inputs will filter all table columns and return records containing any part of the search input. See the Form (Table) documentation for more information.


Documentation

Use the documentation below to configure Form (Table) screen components.


Select Object/Form

Use the selectors in this section to select the table component to display.

  • Select Object: this selector displays Object options for all objects with active table components configured. This selector changes the options available within the Select Table selector below.
  • Select Table: this selector displays active table component options configured for the selected Object.


Prefill Records/Template

Use the selectors in this section to prefill records and values within the table component.

  • Prefill Record(s) Collection: Use this selector to select a collection of records to prefill the Table. Admins assigning an empty collection will load the Table without any prefilled records.
  • Selected Record (s):  Use this selector to choose a collection of records that should be pre-selected within the Table.
  • New Record Template: Use this selector to define the flow record variable that will be the template for new records within the table component. New records will display the prefilled field values defined by the selected template record.


Form Properties (Optional)

The following section allows admins to override the default display properties for the form component used for creating new table rows. Refer to the "Form screen component documentation Page" for configuration guidance.


Table Record Edit Options

When enabled, Admins can edit table rows and add new rows. Row editing utilizes Form Components defined within the table component. Override the predefined form components with the following selectors.

  • Override Default Edit Form: Select a form to override the Table's default record edit form. Select "Default" to use the table components defined form.
  • Override Default Mass Edit Form: Select a form to override the tables default mass record edit form. Select "Default" to use the table components defined mass edit form.


Table Properties (Optional)

  • Show Header: Enable this toggle to add a custom header to this Table. The Form (Header) component documentation outlines the parameters configuring the optional header.
  • Table Display Properties:
    • Records to Load: Set the initial number of records that are wanted.
    • Max Column Width: Set the maximum width for all table columns.
    • Table Row Style: Override the default row styling for the Table.
    • Hide Column Header(s): When enabled, column headers hide.
    • Hide Table Footer: When enabled, the table footer is hidden.
    • Prevent Column Resize: When enabled, Users can not resize columns.
    • Display Row Number(s): When enabled, row numbers show to the left of each table row.

Table Actions

The following section allows admins to configure if Users can add "New" records, "Clone," or "Delete" records within the Table. Select the toggle next to the corresponding action to enable.

  • Allow New: Enable to allow Users to create new records within the repeater. Repeaters Header will display this button. Optionally override the default "New" button label with the "New Button Label" selected value.
  • Allow Clone: Enable to allow Users to clone existing records within the repeater. Each record's Accordion Button will display this button within each Record's accordion button. Optionally override the default "Clone" button with the "Clone Button Label" selected value.
  • Allow Delete: Enable to allow Users to delete records within the repeater. Each record's Accordion button will display this button. Deleted committed records and records with IDs will be returned within the "Delete Collection" output variable. Use this collection to process records designated for deletion.

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