Name
|
Name
|
Enter a name for the object. This is the name of the object as it will show in field chooser, the Browser bar and other object lists.
|
|
Columns
|
Header
|
The value in this column represents the column name.
Note: The column name is a property of the column object. To edit the column name, access the Column Properties bar by double-clicking on the entry in the Header column of the Columns list.
|
|
Type
|
Select the type of column object.
Note: The Type selected here dictates what properties are available. To access the Column Properties bar, double-click on the entry in the Columns list.
Type options include:
| • | Button - Show a button which, when clicked, can run a pre-defined behavior. |
| • | Check Box - A standard check box. |
| • | Child Form Button - See the Linking Forms and Using Parent-Child Relationships topics for a full explanation. In short, it causes a new instance of a user-specified form to be displayed. PerfectForms™ maintains the relationship between the button and the child form so if it is clicked again, it will show that same child form instance. Note that the Child Form column properties contains a property titled 'New Window' that instructs the form to open the child instance in a new browser tab. |
| • | Date input - Enables date selection from a drop-down calendar or by manual date entry. |
| • | Drop-Down - A drop-down list of optional values. |
| • | File Attachment - Allows the form user to attach a file within a table row. |
| • | Numeric Input - Allows for numeric entry only. |
| • | Radio Button - Acts only as a visual indicator of one item selected in a table. Unlike a regular Radio Button object, no specific value can be returned from the user's selection in a Radio Button Column. |
| • | Text Area - Provides a multi-line text input. |
| • | Text Input - Allows for text entry on a single line. |
| • | Time Input - Time input allowing a 24-hr clock as well as other options. |
|
Linking Forms and Using Parent-Child Relationships
|
State
|
The value in this column displays the state assigned to the column.
To edit the state, double-click the item and make changes in the State field on the column object's Properties bar.
With field state management, you control access to individual objects on the form. You can prevent individual roles from changing, or even viewing, specific data or areas on the form. See Limiting User Access to Form Fields for more information on how to control access to fields.
|
Adding Workflow
The Workflow Diagram
Limiting User Access to Form Fields
Explanation of State Priority
Understanding the Default State
|
|
Click the Add Column button to add a new column to the table.
If you want to specify the column type prior to adding the new column, select an option from the drop-down list to the right of the Add Column button. Once you've made a selection, then click the Add Column button. The Properties bar reloads with the new column's properties open for editing. Only properties for that object type are displayed.
|
|
.png "Move Item Up & Down")
|
Click the Move Column Up and Move Column Down buttons to reorder the table columns by moving them up and down in the list.
|
|
.png "Remove Item Button")
|
Click the Remove Column button to remove a column from the table.
|
|
.png "Fit Columns Evenly Button")
|
Click the Fit Columns Evenly button to automatically make the widths of all of the columns the same.
|
|
Rows
|
Height
|
Edit the default height (in pixels) of the rows. Normally this should be left at its default setting. However, if you have a Text Area field, you may want to increase this value so you can see multiple lines at once.
|
|
Max
|
Specify the maximum number of lines of data that may be entered into the table.
Note: The maximum number of rows that can be included in a table is 400,000.
|
|
Misc
|
Show Header
|
Select or clear this check box to show or hide the header row for the table.
|
|
Height
|
Edit the height (in pixels) of the columns in the header row for the table.
Note: This value is not used if the 'Show Header' check box is cleared.
It is recommended that you use the default height value provided unless your header text is long and needs to wrap to fully display. It should be noted that the header text is actually entered on the column properties, not the table properties. See the Header property definition for additional information.
|
|
Show Buttons
|
Select or clear this check box to show or hide the row control buttons located beneath the table. These buttons allow the user to add or remove rows from the table.
|
|
Resizable Columns
|
Select this check box to allow form users to resize column widths.
|
|
State
|
State
|
The value in this field represents the state for the table object as a whole. Choose from Default, Normal, Read-Only, Disabled or Hidden for table objects.
With field state management, you control access to individual objects on the form. You can prevent individual roles from changing, or even viewing, specific data or areas on the form. See Limiting User Access to Form Fields for more information on how to control access to fields.
|
Adding Workflow
The Workflow Diagram
Limiting User Access to Form Fields
Explanation of State Priority
Understanding the Default State
|
|
Click the ellipses button to display the Edit State dialog. Use this option to hide, show or disable objects depending on the user's role and/or the workflow stage.
|
Loading the Object States Overview
|
Mandatory Answer
|
Select the Mandatory Answer check box to make the object required in order to submit the form instance.
You may enter a custom message in the text input below the check box. This message will be displayed if some part of the object has not been completed prior to form submission.
Click the ellipses button to display the Edit Mandatory dialog. Use this matrix to make the object mandatory based on conditions of roles and stages.
|
Loading the Object States Overview
Marking as Mandatory
Checking for Mandatory Fields
Mandatory Field Checking and Field States Example
|
