Edit Table View Configuration

Quick Summary

To edit the Table View:.

  1. Select Edit Table View option in the dropdown Action menu at the top of the Table View

  2. In the Edit Table View Configuration dialog, Edit the Table View.

  3. Apply Styles and Formatting, as required.

  4. Apply Conditional Formatting, as required.

  5. Apply the Changes.

Edit the Table View

You can create, modify, format and sort table columns.

Click and drag to change the order of the fields.
Show or hide the field. Selected includes this field, unselected excludes this field.

Select the data/information to go into the field.

Click the lightbulb icon to view a list of suggestions.

For more advanced expressions, refer to the Field Path Expressions help at the bottom of the dialog. Click on the expand icon to view detailed instructions.

The Field Path Notation section lists down some syntaxes which you can use.

See Field Path Notation and Field Path Notation Syntax.

Only Visible when enabled for apps.

Allows you to add calculations to fields.

Allows you to apply Styles and Formatting to the field.

See Apply Styles and Formatting

Give the field a name.
Select and choose a colour for the column.
Select the preferred sorting order when selected: ascending or descending.

Set the column width.

  • auto makes the column width automatic.

  • enter a length in pixels

  • click on the slider and use the slider to vary the width.

Delete the column.
Select the Add New Column button to add a new field.
Switch between column widths being fixed or variable.
Adjust the row height to 1 to 5 lines or unrestricted.
Set the default Sort by column setting.
Apply Styles and Formatting

Using the Styles & Formatting feature you can makes these changes to the content in your table:

  • Apply styles to your table cells - font size, style and colour.
  • Add/Remove data - add or edit text/symbols, remove or replace existing text/symbols to the cells.
  • Change number format - add fractions or separators.
  • Apply conditional formatting - add styles and formatting as per the applied conditions.

To apply Styles and Formatting:

  1. Select the formatting icon displayed in the Edit Configuration dialog. The Style & Formatting dialog displays.

  2. Select the Format drop-down, and select one of the following sections to add values.

    If you want, you can add Conditional Formatting to General and Number styles. See Apply Conditional Formatting.

  3. Select Apply.

Apply Conditional Formatting

The following are some common usages of conditional formatting:

  • colour coding based on numeric values.

  • Un-bold values that are empty or zero.

  • Apply bold styles to values that are more than the set minimum value.

If you want to apply conditions to the formatting that you have set up for General or/and Number, do the following:

  1. Select Add Conditional Formatting.

  2. Select a condition from When value is equal to dropdown.

    You can add a condition into the same condition if you want to. Select add another condition from the dropdown.

  3. Apply the styles as per your preference. See General section in this topic for more information.

  4. Select Apply.

The following example screenshots illustrate the styles applied as per the set conditions:

Styles Applied Results Displayed

 

  • Select the colour field and select a colour for the column from the Edit Column colour dialog.

  • Select a column and drag it to your desired position, or select the order from the Default Sorted Column list.

  • Enter a number in the Width field. This defines the width of the field in pixels. Alternatively you can click the Adjust Column Width (in Pixels) icon and drag the slider.

Apply the Changes

To:

restore the previous Table View settings without saving

select Restore Default

apply the Table View changes without Saving

select Apply.

update the current Table View

select Save.

create a new Table View

select Save As.

In the dialog box, enter a new Table View name and select Create.

keep a backup of the current Table View and then

update the current Table View

Select Save As.

If you do not change the name the following options are displayed.

You can select:

  • select Backup & Save to keep a backup of the current Table View and then update the current Table View.

  • select Overwrite to update the current Table View.