Table Configuration

Who can use this feature?

Only the Application Owner role can use this feature.

The table feature allows you to create different types of tables for entities on the overview page of an element. Tables will display on element cards and help you to structure information. Tables can be used for all elements of an entity type.

How to configure the Table Configuration

To set up a table:

  • Go to Entity Configuration > Edit Entity Type > Table Configuration to access the table configuration for a respective entity. (1)
  • Click on Add Table Structure to start creating a new table. You can create multiple tables if you need to. (2)
  • Already existing tables are displayed underneath. (3)
  • Existing tables can either be edited or deleted. (4)

Table_config.png

Once the Add Table Structure button is clicked within the table configuration, there are selection options you can use to configure your table. Some of those options depend on the type of table you select.

Table Types

There are three different types of tables to select from:

  • Dynamic table - With a dynamic table, you can dynamically add new columns or rows directly from the overview page of an element. However, as a specific table is defined on entity level, these changes will be reflected on the table of each element of that entity type.

Dynamic_table.png

  • Normal table - With a normal table, you can only make changes to the table (adding new columns or rows), in the table configuration via the entity configuration.

normal_table.png

  • Budget table - With a budget table, you can create a table structure that allows you to manage budgets.

IMPORTANT NOTE: Once you have set the type of table, it cannot be changed retrospectively.

As there are several different options for configuration, here is an overview of what is included:

General components

  • Label - Define the name of the table.
  • Table Row Name - Define the name of the rows (per default set to “Years”).
  • Aggregation - The tables have an aggregation (SUM) functionality for numbers you can define if you want to aggregate per row, i.e. horizontally, or per column, i.e. vertically, or both.
  • Row Aggregation Label - Define the label for the aggregated row.
  • Column Aggregation Label - Define the label for the aggregated column.
  • Row Field Type - Select the field type for the row(s).
  • Field Type - Select the field type of the column(s).
    • Text field
    • Dropdown field
    • Percentage %
  • Column - Define the label for a column.
  • Row - Define the label for a row.
  • Is Numeric? - Define whether a field shall be set as type numeric.
  • Is Mandatory? - Define whether a field must be filled.
  • KPI Button? (only for Dynamic Tables) - Check this box when creating/editing a table to allow users to dynamically add new options to be selected for a row in the overview page of an element via the Add button.
  • Column Button? (only for Dynamic Tables) - Check this box when creating/editing a table to allow users to dynamically add new columns in the overview page of an element via the Add button.

Adding/removing rows and columns

If the type of table is a Normal Table or Dynamic Table, new rows and columns can be added or removed via the respective Add More Rows/Columns and Remove Row/Column buttons in the table configuration. For Dynamic Tables, adding rows or columns is also possible via the respective buttons on the overview page of an element.

For tables of type Budget Table, only columns can be added/removed.

Add_more_rows.png

add_more_columns.png

Once you have finished the configuration of your table, do not forget to click the Save button to save your changes. Additionally, once configured, the table needs to be added via the View Configuration before, it will be visible on the detail page of the elements of the respective Entity Type.

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