Creating Summary Tables

This tutorial will guide you through creating two different summary tables on a summary page.

This tutorial utilises the form Acme Property Inspection (Tutorial).afdz. Download from the link and when creating a new form select "Import from a Form Definition File (.afdz)"

 

Creating a summary table from form data

 

Firstly, we will create a summary table from form data using the 'Table' widget in the Form editor. To do this, perform the following tasks:

  • Open the tutorial form for editing.
  • Go to the 'Summary' page, it should be blank for now.

  • From the lefthand pane, locate the 'Table' icon and drag it onto your form.

 

  • You will now see a window to choose a table style.
  • For this example we will select a 5x2 'Bordered Table' and uncheck the 'Header Row' option.
  • Click 'OK' to create the table in the rich text editor.

  • Now, using the rich text editor, we will add titles for the fields we want to display in the summary table.
  • On the left column, add the following titles in bold using the editor's tool :
    • Date:
    • Inspector:
    • Location:
    • Building:
    • Address:

  • Next, we will insert the fields for each title using the 'Insert Field' tool. This tool contains a list of controls in your form.

  • In the right column, insert the following fields from the 'Insert Field' tool:
    • dateTime
    • insp
    • location
    • building
    • address

  • After setting up the table, click 'OK' to apply changes and close the rich text editor.

 

Creating a summary table from master/detail data

 

We have created our first summary table. For the second summary table, we will use the 'Data Table' widget to create a table to display data from a master/detail control. Follow the steps below to achieve this.

  • From the lefthand pane, locate the 'Data Table' icon and drag it onto your form and place it below the first summary table.

  • You will now see a window to select a datasource and choose a table style for the data table.
  • Click on the dropdown list with title 'Select Data Table Source...', this tool contains a list of datasources and master/detail controls in your form.
  • Select the master/detail control named 'faultsMasterDetail'.

 

  • From the list of checkboxes, you can choose which details you want to display in the data table.
  • For this example, we will uncheck 'noFault' and leave the others checked, and select the table style 'Compact Bordered Table'.
  • Click 'OK' to create the data table in the rich text editor.

  • Review the data table in the rich text editor, in this example we don't need to change anything here.
  • Click 'OK' to apply changes and close the rich text editor.

  • Our summary tables are now ready, click the Run tab in the top right of the screen to try them out

 

The completed tutorial form is available for download: Acme Property Inspection (Complete).afdz. Download from the link and when creating a new form select "Import from a Form Definition File (.afdz)"