TableFlow Guide
  • Introduction
  • Product Overview
  • Product Guide
    • Signup Process
    • Login Process
      • Forgot Password
    • Dashboard
      • Add User
      • Settings
      • Help
      • My Workspace
      • Your Plan
      • Template Management
    • Menus
      • Add Menu
      • Edit / Delete Menu
    • TableForm
    • Links
    • Triggers
    • Workflows
    • Reports
    • Templates
    • Application Help
    • Template Gallery
    • Media Gallery
    • Role
    • Users
    • Account
    • Data Management
    • Integrations
    • Preview
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  1. Product Guide

Preview

PreviousIntegrations

Last updated 1 year ago

Preview Allows to see how admin level entities will be displayed at user level.

In the Left – side panel all the modules and associated menus will be available.

  • Print: Allows to print the current page.

  • Customize this page: Allows to customize the page using following options:

1. Add Component – Add a menu component using following options:

a. Table – Allows to add a table into the menu by selecting table from the available table list.

(1. Add a sub component inside a Master component by selecting a master table and then inserting a new component. 2 Deselect the components to add a component outside of an existing component.)

b. Tabs – Allows to add Master Details Tables into the menu by selecting master and details table from the available list.

c. Tree – Allows to add a Master Details Table into the menu when there are multiple details table for a master table.

d. Report – Allows to add a Report into the menu by selecting a report from the available report list.

e. File Share – Allows to add a file share into the menu by selecting the file share API from the available list.

f. Multimedia Viewer – Allows to add a multimedia viewer into the menu.

2. Views- Add a view for the selected component from the following options:

a. List View – Allows to display the component in the menu as a list view.

b. Calendar View – Allows to display the component in the menu as a Calendar view.

c. Kanban View – Allows to display the component in the menu as a Kanban view.

d. Gantt View – Allows to display the component in the menu as a Gantt view.

e. Map View – Allows to display the component in the menu as a Map view.

f. Card View - Allows to display the component in the menu as a Card view.

3. Hide Fields – Allows to Hide/Show field elements along with the option to Hide/Show Header and

Body.

4. Aggregate – Allows to Aggregate (COUNT/SUM) a field from the table that can be displayed in the

Component’s Header.

5. Filter – Allows to add condition to filter data at user level and also add predefined filters for the Menu.

6. Text – Allows to Add a Static Text field/ Header inside the component.

7. Header Text Color – Allows to change the Header’s Text color of the component.

8. Header Background Color – Allows to change the background color of Header of the component.

->To Arrange the fields inside a component simply select the fields and drag/drop to the intended location.

-> To open the style toolbar, select the fields inside the component. (To edit- Font, Font Size, Font Style -Bold, Italic, Underline, Clone field, Text Color, Background Color)

-> Select the component and click on the delete button in the header to delete a component from the menu.

  • Chat – Allows to chat among the users available in the application.

  • Application Help – Allows to open the Application Help available for the tableform of the application.