LinkedIn
Copied!

Table of Contents

Adding tables to forms

Version:

Only available versions of this content are shown in the dropdown
Applicable to Theme Cosmos applications

Help users access and compare data by setting up a form with a table. Tables are a basic component that you can use to create a clear interface in information-heavy contexts.

For example, tables that display the status of open cases can help managers quickly assess how a project is progressing.

The following procedure applies to Theme Cosmos applications. For information about configuring views in Cosmos React applications, see Creating views in.
  1. In the navigation pane of App Studio, click Case types, and then click the case type that you want to open.

  2. In the case working area, click the Views tab.

  3. Click Create new view List view .

  4. In the View name field, provide the name under which the view appears on the view list.

  5. In the Data page field, select the list from which you want to source the table contents.

  6. In the Display name field, enter the text that appears in over the view in the UI, and then define how you want to present the data to the user:

    Choices Actions
    Table In the Template list, select Table.
    Tile-based gallery
    1. In the Template list, select Gallery.

    2. In the Card header list, select the field that you want to use as the header for your tile.

    3. In the Secondary text field, select the field that you want to use as the source of additional text on your tile.

  7. In the Columns section, add the columns that you want to include in your table by clicking Add, and then select the property that you want to associate with the column.

    The system sources columns from the current case type.
  8. In the Column to take up remaining width, define which column streches to fill free space in your table.

  9. Optional:

    To define what data is displayed in the table, set filters:

    1. In the Filter by list, select Custom, and then click the Properties icon.

    2. In the Condition Builder window, define the expression that you want to use to filter table contents.

    3. Optional:

      To build a complex filter with more than one expression, click the Add icon, and then define the additional expression.

      To set up a filter that displays only cases resolved the day before, build an initial condition Case status is equal to Complete, and a second condition Update time/date is equal to 1 day. Set the logical operator between the conditions to and.
  10. In the Sort by list, select the property that you want to use to sort the table.

  11. In the Sort order list, select the order in which you want to sort the table.

  12. Optional:

    To define additional table behavior, select the check boxes that represent specific personalization settings.

    To give users the tools to hide table columns, select Allow user edit column visibility.
  13. Click Submit.

Have a question? Get answers now.

Visit the Collaboration Center to ask questions, engage in discussions, share ideas, and help others.