How do I create a custom table section in Customers App?

Updated on December 30, 2019 06:14AM by Admin

Customers App in Apptivo allows you to create tables to add multiple, correlated data. You can also link the table in Customers App with other apps in Apptivo. The table section allows you to add multiple attributes by drag and drop method.

  • Navigate to Settings → Customize App → Master Layout → Customers. You can see the Master Layout in the right pane.
Customers App - Table

  • The table section is available under Sections in the Palette.
Table

  • Drag and drop the table section into the work area.

Editing Table Properties

The properties of a table can be adjusted using the “Inspector” tab. Using this tab, you can perform various functions.

  • You can create a name for the table using the Name field and decide whether to keep it visible or not through the Title feature.
Table Name

  • On turning on Form Layout from the Inspector tab, you can view the table as a form while creating or viewing a customer’s record. You can also decide on the number of columns for the Layout.
Form Layout

What is the default state in the table section in Customers App?

The Default State determines how the table appears for a record before any adjustments.

Default

Create: Create allows you to either Open or Close a table.

  • Open State: The table field appears expanded.
  • Closed State: The table field looks closed; you have to click it to expand.
Create

Create Layout: You can change the Layout from Table view to Form view.

View/Edit: If set as open, then, by default, you can view and edit the table section. If it is closed, you have to expand to view or edit the field.

View/Edit Layout: You can use this feature and change the layout to view and edit the table.

Conditional: Turning on Conditional flow decides the condition when the table is to appear as a default view.

Let us consider the condition that expands the table when Category = Finance.

Category = Finance

Consider creating a new customer. If the Category is Finance, then the table will expand to add value.

Expand to add value


What is Numbering in the table section?

This feature allows you to auto-generate numbers.

How to adjust the Visibility in Table Section in Customers App?

You can hide the table from Create Customer page by turning off the visibility. There may also be instances where you would like to hide the table in certain situations. Apptivo enables you to customize the visibility using the Conditional field.

Adjust the visibility


How to perform various actions in the table section in Customers App?

Actions tab refers to the series of functions that can be performed in the table.

Actions

Copy Row- You can use this feature to copy a row to the subsequent row.

Preview - By turning on the Preview feature, you can see the data associated with a particular table as a separate pop up.

Add Note - This feature allows you to add a note to the table.

Add Row - You can add a new row to the table from the “Create Customer Page” by turning on this feature.

Visibility - This feature allows you to decide whether the employees can create, view or edit each action present in the table tab.

Apart from this, you can also change the alignment of the table in the Actions bar.

What is Sharing in the table section in Customers App?

This feature allows you to share the table in Customers App with other apps such as Contacts, Leads, Opportunities, Cases and Projects app.

Sharing

For instance: The sharing feature is enabled for Leads App. Hence, the table created in the Customer’s app can be viewed in Leads App.

Sharing in Leads App


How to change the background color and text color in the table section in Customers App?

You can change the background color and text color from the Table Color tab.

Change the background color