# TableForm
TableForm allows tenant admin and users with designer access to create Table and fields inside the table. To add a new Table, Select the TableForm in the App Tree (left-side panel), click on + Add New Table.
* Table Name -Enter Table Name for your TableForm. (Must be unique) * Menu - Select a Menu. (All the modules and shared menu will be available) * Unique ID- Select the Primary Key for the table. (By default, Record ID) **Tableform – Options** * Active- Defines the state of table as true or false. * Add Timers - Adds Timer at Record Level. * Allow Clone Records - Allows to create clone records from the existing records. * Add Notes - Adds Notes at Record Level. * Hide Search - Hides the Search option for the table. * Allow Exports - Enables to download the Records in excel format. * Add Events - Enables event tracking at Record Level. * Allow Record Deletion - Enables Deletion of Records. * Allow Web Form Import - Enables to download a html link from where data can be directly stored into the table. * Display Field - show its value to users on the dashboard header when selecting a record. **The Filter option in the top left corner allows to** * Show system tables. * Show in-active tables. The Common Tables dropdown in the top allows to add pre-built tables from departments such as Finance, Human Resources, Legal, Marketing, Operations, Sales, Shared, Telecom. **The Search box in the top right corner allows to search available tables**. **Below the Action Tab :** * View (eye icon) - redirects to view the fields inside the table. * Edit (pen icon) – allows to edit the table details. * Delete (trash icon) – allows to delete a table from Tableform. **In the DropDown menu, all the fields inside the table will appear.**
* The edit table in the top allows to edit the table details. * Below the header, there are few buttons: 1. Add New Field. 2. Add Common Field. 3. Cancel. 4. Save. 5. **Add New Field –** On click of add new field, user can add field details such as: * **Add Field Name -** Allows users to enter the name of a particular field. * **Add Display Value -** Replaces the Field Name and shows the Display Value in the Preview. * **Select Field Type -** Allows users to add field types such as Boolean, Comment, Rupee, Date, DateTime, Decimal, Document, Image, Integer, List, Percentage, Text. * **Mandatory –** Sets field to be required. * **Is Unique –** Sets field to be unique. * **Delete –** Deletes a particular field from tableform. **There are sub options for every field:** * Text Format (Text) - Allows users to select text formats such as Phone, Email, Zip, Email, Password and custom using custom mask. * List Condition Filter (List) - Enables users to select the fields to display on click of a list option. For example - Fields related to Finance can be shown when Finance option is selected in a List. * Decimal Scale (Percentage, Decimal, Rupee) - Allows users to add a decimal scale in a Percentage or Decimal Field. For example - 123.56 has a decimal scale of 2. * Auto Increment (Integer) - Allows to auto increment value on adding records. * Integer Format (Integer) - Allows to store integer in the DD: HH:MM or DD: HH:MM: SS format. For example - Storing integer values as 7:15 or 7:15:10. * Recalculate on each update – Re-calculates the value of fields on each update. * Date Format (Date, DateTime) - Allows to store particular Date or DateTime format. * ToolTip - Displays information related to a particular field. * Default Value - Stores the default value to be stored in a field. * Select a Function - Allows user to select any pre-defined function such as AVERAGE, AND, OR, DATEDIFF, SUM, USER, TODAY etc. * Select a Reference Field - Allows users to select fields available in the table for reference. * Validation - Enables users to execute a validation on a field. As a result, records are not saved until the validation criteria is met. * Security - Enables users to select field security between No Security, read only and full restrict. * Security Override - Enables users to override the records having security as read only or full restrict. **Functions:** | Sr. No | Function Name | Description | | ------ | ---------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **1** | **ALL** |

Returns true if predicate matches against all children.

ALL function returns either true or false hence the field type needs to be Boolean.

  1. Select the child table.
  2. Select a reference field and add a condition.

Formula: ALL("test child",{test child.age} < 60)

Result: The Boolean field will be checked if all the records in the child table has age < 60, else the field will be unchecked.

| | **2** | **AND** |

Checks whether all arguments are TRUE, and returns TRUE if all arguments are TRUE.

  1. Enter number of logical expressions with a reference field.

Formula: =AND({Test.age} > 0,{Test.salary} > 0)

Result: The Boolean field will be checked only if both the fields age and salary are greater than zero, else the field will be unchecked.

| | **3** | **ANY** |

Returns true if predicate matches against any child.

ANY function returns either 1 or 0 hence the field type needs to be Text or Integer.

  1. Select the child table.
  2. Select a reference field and add a condition.

Formula: ANY("test child",{test child.Name} = {John})

Result: It will return 1, if any of the records in the child table has name = John, else will return 0.

| | **4** | **AVERAGE** |

Returns the average of children table parameter.

AVERAGE function returns the aggregate average from a particular field in child table.

  1. Select the child table.
  2. Select a reference field and add a condition.

Formula: AVERAGE("test child",{test child.age})

Result: It will return the average of all the age from the table child.

| | **5** | **CONCAT** |

Concate list or range of text strings.

  1. Select two reference fields.

Formula: CONCAT({First Name}," ",{Last Name})

Result: It will return FirstName LastName.

| | **6** | **COUNT** |

Returns count of child table parameter.

  1. Select the child table.
  2. Select a reference field.

Formula: COUNT("test child",{test child.Name})

Result: It will return the total count of the field – Name.

| | **7** | **DATE** |

Returns a date from a month day and year.

  1. Select a month reference field.
  2. Select a day reference field.
  3. Select a year reference field.

Formula: DATE({Test.month},{Test.day},{Test.year})

Result: It will return the total count of the field - Name.

| | **8** | **DATEDIFF** |

Return the number of days, hours, minutes, seconds between start date and end date.

  1. Select the return type -day, hour, minute, second.
  2. Select a start date reference field.
  3. Select a end date reference field.

Formula: DATEDIFF("day",{Test.Start Date},{Test.End Date})

Result: It will return a difference in day between the start date and end date.

| | **9** | **DATEOFFSET** |

Adds up the offset according to the selected type in the chosen Date Field.

  1. Select the return type -year, month, day, hour, minute, second, week, quarter.
  2. Select a date reference field.
  3. Enter the offset value.

Formula: DATEOFFSET("day",{Test.Start Date},2)

Result: It will return a date after adding 2 days in the date obtained from referenced field.

| | **10** | **DATEOVERLAP** | Returns whether date range overlaps. | | **11** | **DAY** |

Returns the day of the month, a number from 1 to 31 from a selected Date Field.

  1. Select a date reference field.

Formula: DAY({Test.Start Date})

Result: It will return the current day (1 to 31) from the referenced date field.

| | **12** | **DAYOFWEEK** |

Returns the day of the week, a string i.e. 1/1/2024 would return Wednesday.

  1. Select a date reference field.

Formula: DAYOFWEEK({Test.Start Date})

Result: It will return the current day (Monday to Sunday) from the referenced date field.

| | **13** | **EFFECT** |

Returns effective annual interest rate.

  1. Select a reference field for rate (Nominal interest rate).
  2. Select a reference field for per (Number of periods)

Formula: EFFECT({Test.InterestRate},{Test.Period})

Result: It will return the Effective Annual Interest Rate from the referenced interest rate and period field.

| | **14** | **FV** | Returns the future value of an investment based on periodic, constant payments and a constant interest rate. | | **15** | **IF** |

Checks whether a condition is met, and returns one value if TRUE, and another value if FALSE.

  1. Select a refernce field and declare a logical condition.
  2. Enter value if condition is true.
  3. Enter value if condition is false.

Formula: IF({Test.First Name}="John","Name is John","Name is not John")

Result:It will return Name is John, if the field – First Name has value John, else it will return Name is not John.

| | **16** | **IRR** | Returns the internal rate of return. | | **17** | **ISBLANK** |

Returns True, if field is empty else returns False.

ISBLANK function returns either true or false hence the field type needs to be Boolean.

  1. Select a reference field.

Formula: ISBLANK({Test.First Name})

Result: The Boolean field will be checked if referenced field is blank, else the field will be unchecked.

| | **18** | **ISNUMBER** |

Returns True, if value is a number else returns False.

ISNUMBER function returns either true or false hence the field type needs to be Boolean.

  1. Select a reference field.

Formula: ISNUMBER({Test.Number})

Result: The Boolean field will be checked if referenced field is a number, else the field will be unchecked.

| | **19** | **ISTEXT** |

Returns True, if value is a text else returns False.

ISTEXT function returns either true or false hence the field type needs to be Boolean.

  1. Select a reference field.

Formula: ISTEXT({Test.Text})

Result: The Boolean field will be checked if referenced field is a text, else the field will be unchecked.

| | **20** | **LEFT** |

Returns specified number of characters from start of text.

  1. Select a reference text field.
  2. Enter number of characters.

Formula: LEFT({Test.Name},6)

Result: It will return 6 characters from the left from the field- Name.

| | **21** | **LEN** |

Returns number of characters in text.

  1. Select a reference text field.

Formula: LEN({Test.First Name})

Result: It will return number of characters in the field – First Name.

| | **22** | **LOWER** |

Converts all letters in a text string to lowercase.

  1. Select a reference text field.

Formula: LOWER({Test.Name})

Result: It will return characters from the referenced field in lowercase.

| | **23** | **MAX** |

Returns the largest value of children table parameter.

  1. Select a reference field from a child table.

Formula: MAX("test child",{test child.age})

Result: It will return the maximum age from all the age records in the child table.

| | **24** | **MID** |

Returns the characters from the middle of a text string, given a starting Position and Length.

  1. Select a reference text field.
  2. Enter a start index.
  3. Enter the number of characters to display.

Formula: MID({Test.First Name},2,6)

Result: It will return text starting from the 3rd character in the field and will display till the 8th character.

| | **25** | **MIN** |

Returns the smallest value from children table parameter.

  1. Select a reference field from a child table.

Formula: MIN("test child",{test child.age})

Result: It will return the minimum age from all the age records in the child table.

| | **26** | **MOD** |

Returns remainder after number is divided by divisor.

  1. Select a reference field for number.
  2. Select a reference field for divisor.

Formula: MOD({Test.number},{Test.divisor})

Result: It will return the remainder after number is divided by divisor.

| | **27** | **MONTH** |

Returns the month, a number from 1 (January) to 12 (December) from a date.

  1. Select a date reference field.

Formula: MONTH({Test.Start Date})

Result: It will return the current month in number from the referenced date field.

| | **28** | **MONTHYEAR** |

Returns the month and year, a string i.e. 1/1/2024 would return 012024.

  1. Select a date reference field.

Formula: MONTHYEAR({Test.Start Date})

Result: It will return the current month and year in number from the referenced date field.

| | **29** | **NETWORKDAYS** |

Returns the number of whole workdays between two dates.

  1. Select a start date reference field.
  2. Select an end date reference field.

Formula: NETWORKDAYS({Test.Start Date},{Test.End Date})

Result: It will return the whole workdays between two dates.

| | **30** | **NOW** |

Returns the current date and time formatted as a date and time.

Formula: NOW()

Result: It will return the current date and time.

| | **31** | **NPER** | Returns the number of periods for an investment based on periodic, constant payments and a constant interest rate. | | **32** | **NPV** | Returns the net present value of an investment based on a discount rate and a series of future payments (negative values) and income (positive values). | | **33** |

OR

.

|

Checks whether any of the arguments are TRUE, and returns TRUE or FALSE. Returns FALSE only if all arguments are FALSE.

  1. Enter number of logical expressions with a reference field.

Formula: =OR({Test.age} > 0,{Test.salary} > 0)

Result: The Boolean field will be checked if any one of the fields age and salary are greater than zero, else the field will be unchecked.

| | **34** | **PATTERNMATCH** |

Returns True of False if the text matches the pattern. (Pattern uses # for number, \_ for letter and % for wildcard.

  1. Enter a pattern where # is used number, \_ for letter and % for wildcard.
  2. Select a reference field.

Formula: PATTERNMATCH("#####-#####",{Test.Phone})

Result: The Boolean field will be checked if referenced field has the same pattern as declared in the formula, else the field will be unchecked.

| | **35** | **PMT** | Calculates the payments for a loan based on constant payments and a constant interest rate. | | **36** | **PPMT** | Returns the payment on the principal for a given investment based on periodic, constant payments and a constant interest rate. | | **37** | **PRICE** | Returns the price per $100 face value of a security that pays periodic interest. | | **38** | **PROPER** |

Returns proper casing of text value.

  1. Select a reference text field.

Formula: =PROPER({Test.Name})

Result: It will capitalize the first letter of every word from the referenced field.

| | **39** | **PV** | Returns the present value of an investment: the total amount that a series of future payments are worth now. | | **40** | **RATE** | Returns the interest rate per period of a loan or investment**.** | | **41** | **RIGHT** |

Returns specified number of characters from end of text.

  1. Select a reference text field.
  2. Enter number of characters.

Formula: RIGHT({Test.Name},6)

Result: It will return 6 characters from the right from the field- Name.

| | **42** | **ROLE** |

Returns the role of current authenticated user.

Formula: ROLE()

Result: It returns the role of current authenticated user.

| | **43** | **ROUND** |

Rounds number to specified number of digits.

  1. Select a reference field.
  2. Enter the number of digits to which you want to round the number argument.

Formula: ROUND({Test.decimal},2)

Result: It returns the round value till 2 decimal places.

| | **44** | **SEARCH** |

Returns the number of the character at which a specific character or text string is first found.

  1. Enter a character to be found
  2. Select a reference text field in which the character needs to be searched.

Formula: SEARCH("S",{Test.First Name})

Result : It will return the index number at which the character S is found first.

| | **45** | **SUM** |

Sum of children table parameters.

  1. Select a child table.
  2. Select a child table reference field.

Formula: SUM("test child",{test child.age})

Result: It will return sum of all the child table field age.

| | **46** | **SUMIF** |

Sum of children table parameter based on logical condition.

  1. Select a child table.
  2. Select a child table reference field.
  3. Enter a logical condition.

Formula: SUMIF("test child",{test child.age},{test child.age} > 0)

Result: It will return sum of all the child table field age is the age is greater than 0.

| | **47** | **TODAY** |

Returns the current date formatted as a date.

Formula: TODAY()

Result: It will return the current date and time.

| | **48** | **TRIM** | Removes all spaces from text. | | **49** | **UPPER** |

Converts all letters in a text string to uppercase.

  1. Select a reference text field.

Formula: UPPER({Test.Name})

Result: It will return characters from the referenced field in Upercase.

| | **50** | **USER** |

Returns the email ID of the current user.

Formula: USER()

Result: It will return the emailID of the current user.

| | **51** | **USERID** |

Returns the account ID of the current user.

Formula: USERID()

Result: It will return the accoundID of the current user.

| | **52** | **YEAR** |

Returns the year from a date.

  1. Select a date reference field.

Formula: YEAR({Test.Start Date})

Result: It will return the year in number from the referenced date field.

| | **53** | **YEARMONTH** |

Returns the year and month, a number i.e. 1/1/2024 would return 202401.

  1. Select a date reference field.

Formula: YEARMONTH({Test.Start Date})

Result: It will return the year and month in number from the referenced date field.

| 2. **Add Common Field -** User can add common fields from domains such as: Admin, Finance, Marketing, Operations, Sales, Shared. 3. **Cancel –** Guides user back to the tableform screen. 4. **Save –** Saves the changes in the tableform. **Notes:** * Every Table must have a unique name. * Field options, auto-integer & decimal place settings cannot be changed once saved. * Cannot delete Table when part of a Link, Rule, Workflow or Report. * Once a Table is deleted all associated records are lost.