Using active link guides in client-side table fields

Active link guides are useful for creating workflow that walks you through the rows in a client-side table field. (For server-side table fields, see Using a filter guide to loop through a table field.) The workflow goes through every row in the table and then perform selected workflow actions on particular rows or sets of rows. For example, you can create workflow to find a specific row in a table field, then perform actions based on specific criteria. (For more information about optimization, see Enhancing the performance of table loops.)

You can also build workflow to:

• Skip rows, based on mathematical calculations on field values.
• Find a row that has changed values and perform an action on it, using the $ROWCHANGED$ keyword.
• Find a row that has been selected and perform an action on it, using the $ROWSELECTED$ keyword.

For more information about keywords, see Operators, wildcards, keywords, and NULL values.

The following example procedure creates simple loop that searches through all the rows of a table field until it finds a ticket with a specific user's name on it. The workflow then sets a field with values from a column in the table field.

 To create an active link guide that loops through a table field

1. Create a form (for example, Loop Test):
   • Add a button field (Button).
   • Add a table field that includes at least the following fields as columns. Use the Tree/Table property in the Properties tab to add:
     • Submitter (Column)
     • Request ID (Column2)
   • Save the form.
2. Create an active link (Loop Test SF Active Link):
   • Associate it to the Loop Test form.
   • Enter a Run If Qualification: 'Column' = $USER$
      This condition executes the active link only if the value of the Submitter field is set to the person who is logged in to mid tier.
   • Add a Set Fields action and in the field mapping table, set:
     • Name: Short Description
     • Value: $Column2$
        This action puts the Column2 value, which is the value of the Request ID field, into the Short Description field.
   • Save the active link.
3. Create an active link guide (Loop Test Guide):
   • Associate it to the form.
   • Add the Loop Test SF Active Link to the guide.
   • Save the guide.
4. Create an active link (Loop Test Active Link Button):
   • Associate it to the form.
   • Set the Execution Options to Button/Menu Field and select the Button field.
   • Add a Call Guide action:
     • In the Guide Name field, select Loop Test Guide
     • Set Table Loop to All rows.
       This action activates the guide and causes it to loop through the rows in the table field.
   • In the Guide Field field, select the table field added to the form in Step 1.
   • Save the active link.
5. Log on to the midtier as user Demo and open the Loop Test form in New mode.
6. As a test, create several tickets, but only one with Demo as the value of the Submitter field.
7. Open the Loop Test form in Search mode.
8. Click the table field to refresh it. The tickets you just created appear as rows.
9. Click the button field on the form.
    The active link guide is triggered and loops through all the rows in the table field until it finds a row with Demo as the value of the Submitter field. The workflow then fills in the Short Description field with the value of the Request ID field.