Docomotion enhances your Form capabilities by allowing dynamic tables populated with Salesforce information during output generation. These tables utilize data tags from Objects that are Children Relations of the Form’s Main Object.

Creating a Data Model for Tables: To add tables to a Form, ensure the Data Model contains data tags from Children Relations (refer to Defining a Data Model). In the Form Designer, these tags appear in the Data Repository Panel under blue T.

Adding Tables to the Form: Consider reading ‘Table Design‘ before adding a table.

Steps to create a table in a Form:

  1. In the Design panel, click where you want to insert the table.
  2. Create a table using Word tools with defined dimensions and appearance.
  3. Input necessary information into the cells.
  4. Format the table and text using Word tools.
  5. In the Title row, type titles suitable for the table tags.
  6. In the second row, add Table tags, ensuring dynamic table tags are under blue T.

Advanced Table Features: In addition to regular tables, Docomotion supports advanced table features:

  1. Block tables: Present tables as a list.
  2. Grouped tables: Group data according to Salesforce records.
  3. Nested tables: Incorporate tables within tables.

Table Blocking – Presenting Tables as a List: The Table Blocking feature creates a horizontal list from a dynamic table, ideal for displaying information in a horizontal format. It supports constant text, predefined separators, and a last separator.

Steps to create a table block:

  1. Enter constant text for the block table in the Form.
  2. Select the text (excluding the ENTER sign).
  3. In the Data Repository pane, double-click B Table Block.
  4. In the Table Block Container Properties window, name the block table and set separators.
  5. Click OK to add the Table Block to the Form.

Table Grouping: The Table Grouping feature organizes table data items based on Salesforce records. It supports Table Scripts and Tag scripts, allowing specific row and table visibility adjustments.

Steps to add a Grouped Table:

  1. Create a table in the Design panel.
  2. Select the table and double-click the Group Table icon in the Data Repository Tags panel.
  3. Add required table scripts and click OK.

Nested Tables: Nested Table Structure allows incorporating a dynamic table cell containing another dynamic table with a different structure. The Data Model needs to be hierarchical with Children Relations of Children relations.

Steps to add a Nested Table:

  1. Create a table in the Design panel and format it.
  2. Select the cell for the nested table and add a new table.
  3. Add data tags from the first level to the original table cells.
  4. Add data tags from the 2nd level to the nested table.