Table
Last updated
Was this helpful?
Last updated
Was this helpful?
The Table portlet displays data from databases as a table by executing SQL queries. Columns can be configured in the table portlet editor to customize how the data is displayed. Table portlets can be exported as a Microsoft excel file (.xlsx), and can run machine and user workflows by pressing a preconfigured or customized button.
General data is required for all portlets.
The portlet can listen to the following commands:
On Row Selection
On Filter
On Refresh
The portlet data source configuration enables the portlet to execute specified queries towards the chosen database connector to fetch data, or fetch data from a workflow.
Database: uses a flow connector to retrieve data from a database
Workflow: runs a workflow to retrieve data
Click Execute in the data source section to fetch the columns. Each column can be configured with:
display name
column type
whether the column should be visible
whether the column should be editable
There are a number of column types to choose from. The default column type is text.
Text: use to display column as a text fields
Number: use for number fields where the number is an integer
Decimal: use for number with decimals
Date: will display the column as a date with no time
Date & time: use to display date and time
Checkbox: the column field will be a check box
List of value: connect the column to a list of value, which will be a drop down list in the column field. Click the Manage button to go to Manage lists of values. Follow the link below to read more about lists of values.
Sort by: choose whether sorting should be by a specific column and/or if sorting should be in ascending or descending order
Rows per page: set the number of rows shown on each page, and use pagination to go to the next page. Note: if the portlet size is smaller than the number of rows to be shown, the portlet will get a scroll bar.
Edit operations is used to connect actions, such as creating, updating and deleting workflows through the portlet. The workflows can be either user or machine type.
Tick allow selection of multiple rows to enable selection or more than one row in the table. Use the Shift key to select multiple rows.
Click the drop down to select an existing workflow or New to create a new one. In Supported Actions, tick the actions the workflow is to perform: create, update, or delete.
The variables sent to the workflow needs to be specified in start step:
Table with table name specified in output.
All columns to be specified as variables inside the table.
Type variable which contains the action create, update and delete.
Click New to create a new workflow. A text box will pop up. Fill in the name of the workflow. Use Add, Map and Remove All to add the workflow input parameters.
Add: add a user-defined column
Map: adds all selected columns
Remove All: removes all columns
A quick action is a row-specific action available to the user by clicking the cog wheel in the first grid column. The row data is sent as in-parameters to the workflow and can be picked up in the start step (and thus used in the workflow).
The quick action workflow is added by selecting a workflow from the drop-down list.
Custom button is used to enable access to workflows in the portlet. The button will be placed in the portlet header.
Click New to add a custom button. Enter the button name: this text will be displayed on the button in the portlet. Select the workflow which is to be connected to the custom button from the drop-down list.
Configure when the custom button should be enabled:
Always: the button is always available
if no rows are selected in the table, an empty data set is sent to the workflow
if one ore more rows are selected, this data will be sent to the workflow
Condition: the button is enabled if the condition is true for ALL selected rows
the selected row data is sent to the workflow
Alternate row color sets every other row to a a default light grey color in order to make the table row visualization better. The color can be configured by clicking on the color box and selecting a color.
The table rows can have one or more color rules. To enter a new rule:
click New
select a color
enter the condition field, operator and value
preview the result or save
To edit an existing rule, click on the rule and it expands into edit mode.
Change the header text color and add a header stripe by configuring style.
The following sections briefly explain how a user can interact with the table portlet in the Portal.
The user can rearrange columns if preferred by dragging and dropping from the column’s header.
The user can choose to sort the data in the table by either clicking directly in the header cell or by clicking on the column menu and selecting the appropriate sorting.
The user can choose to filter the data in the table to show requested data. The filter is accessible from the column menu by choosing Filter. The user can then choose the appropriate filter operator and value to filter on.
If the table portlet has been configured to allow exports, the user can choose to export the table data to Excel by clicking on the export button in the top right corner of the table portlet. The user is then given the choice to either export all of the data results, or the results from the specific page in the table.
By clicking the full screen button in the top right corner of the table portlet, the table portlet can be viewed in full screen.
