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Creating a hierarchical table layout

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Help users access and compare nested data with a Hierarchical table layout. Hierarchical table layouts support expandable rows, which can provide you with a more compact view of your data.

  1. Search for and open an existing Section form.

  2. On the Design tab, expand the Structural list, and then drag the Hierarchical table layout to the work area.

  3. In the layout header, click the View properties icon.

  4. In the Layout properties window, in the Data source section, specify the source of the data for your Hierarchical table layout:

    Depending on the type of your table, some of the settings might not be available. See Enabling additional hierarchical table settings.

    Choices Actions
    Property
    1. In the Source field, select Property.

    2. In the List field, specify the property with which you want to populate the layout.

    3. Optional:

      To delay loading data that is not visible in the initial display, in the Defer load activity field, select the activity that defines when to load the data.

    Report definition (non-optimized tables only)
    1. In the Source field, select Report Definition.

    2. In the Applies To field, specify the class of the report definition.

    3. In the Report definition field, specify the report definition page with which you want to populate the layout.

  5. In the Tree grid summary field, describe the data that you want to display in the Hierarchical table.

  6. Click Submit.

  • Enabling additional hierarchical table settings

    Enable additional settings in the Hierarchical table layout for more customization options.

  • Table layout structure

    Tables are flexible user interface components that help you present large amounts of information in a clear and consistent way. Because tables can be quickly customized and expanded, they provide a reliable basis for users to view or compare information.

  • Enabling table personalization

    Improve productivity by giving users the option to save specific table configurations as reusable profiles.

  • Enabling row height adjustment for a table

    Enable row height adjustment, so that application users can choose the size of the table rows.

  • Enabling the table columns visibility toggle

    Enable the table columns visibility toggle so that application users can hide or show table columns at run time.

  • Enabling the refresh view button for a table

    Enable the Refresh option for a table so that users can reload the table data while retaining the personalization options that they applied, such as filtering or hiding the columns.

  • Data pages

    A data page defines the contents of a clipboard page and enables the system to access data from a range of sources on demand.

  • Learning about report types

    You can analyze data from different perspectives depending on the report type that you use. You can monitor detailed lists of the events that occur in your application, or view summarized numbers of the occurrences. For example, you can analyze the number of cases that have been resolved within the last seven days to assess user performance.

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