Table

The Table Portlet is used to display data in a table format. The portlet can be read-only or editable. Data can be formatted per column as text, number, date, etc. The data can also be grouped and exported to Excel (.xlsx).

General

General data is required for all portlets, see General.

Advanced settings

• Exportable: Enables a button to export the data as a Microsoft Excel file (.xlsx).

• Render Value as HTML: If the source data contains HTML tags, the data will be formatted accordingly.

Events

To set up an event, see Events.

Data

To set up a data source, see Data.

Data source columns

• Copy from Portlet: Sets the default column size and order. To adjust the column sizes, click and drag the column margins within the portlet until the desired size is achieved. To reorder columns, drag and drop them to new locations within the portlet. Once satisfied with the size and order, click Copy from Portlet to apply the configuration.

• Manage: Columns can be configured in both grid view and list view. This view provides a better overview and facilitates quicker configuration when many columns are used.

Click Execute in the data source section to fetch the columns. Each column can be configured with:

• display name

• column type

  • If the type is a List of Value, select the component to be used for the list and set the cache level.

• sort order

  • Note that if a column is formatted as a number can still be sorted as a text if the value coming from the database is not a number.

• whether the column should be visible

• whether the column should be editable

• if the text in the column should be wrapped

Presentation

• Wrap Header: Choose whether to wrap header content instead of clipping it when the text does not fit. Note: Column text wrapping is configured individually in the Data Source Column settings.

• Primary Key: Assign a unique identifier for each row if the table contains such a column. This allows the table to maintain row selection even after running a workflow or refreshing data. Ensure that the values are unique, as the portal will not verify uniqueness.

• Groupable: Decide if the table content should be groupable by users. You can also set a default grouping for the content.

• Rows per Page: Set the number of rows displayed on each page and use pagination to navigate to the next page. Note: If the portlet size is smaller than the number of rows to be displayed, a scrollbar will appear.

• Copy Cell Sizes: Choose to set the configured font size and row height as default. To configure these settings, use the menu located in the bottom left corner of the table portlet. Once configured, click Copy Cell Sizes to save these settings as the default.

Interaction

CRUD

Edit operations connect actions such as creating, updating, and deleting workflows through the portlet. A component is used to perform Create, Read, Update, and Delete (CRUD) actions.

• Select Handler: Choose the component to be used for CRUD actions.

• Supported Actions: Select the specific CRUD actions to be supported. The Table Portlet supports Create, Update, and Delete actions.

Check Allow Selection of Multiple Rows to enable the selection of more than one row in the table. Use the Shift key to select multiple rows.

Quick action

A Quick Action is a row-specific action available to users by clicking the cogwheel in the first grid column. The row data is sent as input parameters to the connected source and can be utilized in the start step.

Select the source to be executed when the Quick Action is clicked.

Custom button

See Custom button.

Style

See Style for general styling options.

Grid Line Style: Select the style of the grid lines. Choose whether to display vertical lines, horizontal lines, both, or none.

Font size: Sets the font size used in the table.

Cell padding: Sets the padding used for table cells.

Header

Wrap table headers: When enabled, header text wraps onto multiple lines. When disabled, overflowing text is truncated with an ellipsis (...).

Size: Sets the table header font size to Small, Medium, or Large.

Bold: Displays the table header text in bold.

Header background: Selects the background colour for the table header.

Row, cell or column

Alternate Row Color: This feature sets every other row to a default light grey color to enhance row visualization. You can configure the color by clicking on the color box and selecting a new color.

Color Rules: Multiple rules can be defined. If multiple rules apply, the last matching rule takes precedence.

To add a new rule:

1. Click New.

2. Enter a Rule Name.

3. Select the Scope: Row, Cell, or Column.

4. Select the Background and Text colours.

5. Specify the unit to style.

6. Specify the Condition by selecting a field, an operator, and a value.

Additional configuration for Cell scope

If Scope is set to Cell, configure the dependency:

• Current value – The condition is evaluated against the value of the cell being styled.

• Other value – Select a Dependent Field. The condition is evaluated against the value of the selected field, while the styling is applied to the target cell.

Preview the result or click Save to apply the rule.