Adding a table field to a form

Use this procedure to add a table field to a form and to configure its basic properties.

 To add a table field to a form

1. Open the appropriate form.
2. Right-click the form, and select Create a New Field > tableField.
   tableField can be any of these values:
   • Table - List View
   • Table - Tree View
   • Table - Cell Based
   • Alert List
   • Results List
      The new field appears on the form.
3. Add columns, levels, or cell fields to the table as follows:
   1. Select the table field.
   2. In the Properties tab, select one of the following properties, and click its ellipsis button:
      • (List view, tree view, alert list, results list) Tree/Table Property
      • (Cell-based) Remote/Local Fields
         The Tree/Table Property or Remote/Local Fields dialog box appears.
   3. (List view, tree view, cell-based, alert list only) In the Data Source field, select the source of the table's data:
      • SERVER — The table displays data from the server specified in the Server Name field and the form specified in the Form Name field.
      • SAMPLE DATA — The table displays data from a server and form that are dynamically selected at runtime according to values that users or workflow enters in certain fields. See Creating dynamic tables.
   4. (List view, tree view, cell-based only) In the Server Name list, select the server that contains the form that supplies the table's data.

   5. (List view, tree view, cell-based only) To select the form that supplies the table's data, click the ellipsis button to the right of the Form Name field, and use the Form Selector dialog box to select the appropriate form.

      Note

      (Deployable applications only) To restrict the table to forms in a particular application, select the appropriate application in the Application list of the Form Selector dialog box.

   6.  (List view, tree view, cell-based, alert list only) To limit the data that appears in the table, click the ellipsis button to the right of the Qualification field, and use the Expression Editor to create a qualification statement.
       You can use fields from the current form or from the data source form. You can also use keywords. The way qualifications function in table fields is similar to the way that they are used with the Set Fields action.
       The character limit for strings in a qualification is 4K.
       For more information, see Using buttons and menu bar items to execute active links.

      Warning

      If you do not include a qualification, all requests in the data source form appear.

   7. Select fields in the Fields from Remote Form formName and Local Form formName list and use the arrow buttons to move them to the Table Columns list.
       The following types of fields are included in the list:
      • Data fields from the source form
      • Display-only fields from the current form
         The following types of fields are not in the list and cannot be used as columns:
      • Attachment and diary fields with a data length of more than 255 bytes
      • Display-only fields from the source form

      • View fields
         You can add up to 256 columns to a table.

        Tip

        To display a field from the local form in the table but not on the form, hide the field on the form.

        For list view tables, you can also add buttons and URLs inside the table. See Adding buttons and URLs to tables.
        For cell-based tables, fields in the working cell are called cell fields. You can add these types of cell fields:

      • From the current form — Button, character fields whose entry mode is Display, menu item, navigation item, trim, and view.
      • From the source form — Data fields.
   8. To edit a table column heading, right-click the text in the appropriate Column Title cell, and enter the text that you want to use as the column heading.
   9. (List view, alert list, results list only) To change the order in which the columns appear in the table, select the appropriate item in the Table Columns list, and click the Up or Down button.
       For tree view tables, the order of the fields in the Table Columns list is ignored. Instead, set the order in the Sort/Levels property. See Setting sort order and visible levels.
   10. Click OK to close the Tree/Table Property or Remote/Local Fields dialog box.

4. In the Properties tab, set the following table field properties as necessary and save the form.
    Properties that do not apply to the type of table that you are creating do not appear in the Properties tab when that table is selected.
   
   Properties used for table fields

   Property	Description
   Auto Fit Columns	(List view, cell-based, alert list, results list) To scale column widths proportionally to the width of the table field, set this property to True. This ensures that no horizontal scrolling is necessary to see all columns. When this property is set to False, column widths are not scaled, and a horizontal scroll bar might appear so that users can access all columns. See also the Column Width.
   Background Color	(Cell-based only) Background color of all cells in the cell-based table.
   Background Image	(Cell-based only) Background image in all cells in the cell-based table. See Adding background images to fields and form views.
   Background Image Horizontal	(Cell-based only) Position of the image in the cell from side to side. Values are Left Center Fill (stretches image to fill the width of the cell) Right Tile (repeats image across the cell from side to side) See Adding background images to fields and form views.
   Background Image Vertical	(Cell-based only) Position of the image in the cell from top to bottom. Values are Top Center Fill (stretches image to fill the height of the cell) Bottom Tile (repeats image across the cell from top to bottom) See Adding background images to fields and form views.
   Content Clipped	(Cell-based only) Specify if cell-based tables will display as many cells as can fit in the table without displaying a scrollbar. Values are: False True Note: This property can only be set when table chunking is enabled. See Size of Chunk.
   Display NULL value As	(Tree views only) Specify what appears if a node is a NULL value. You can enter a string up to 255 bytes or 80 characters in this field. If you do not specify a value, [No Value] appears in such nodes. For more information about how NULL values are treated in tree view fields, see Tree view tables.
   Display Type	(List view, tree view, and cell-based only) Use this property to switch the table format at any time. (Converting to a cell-based table is available only if you are connected to BMC Remedy AR System server 7.5.00 or later.) You can switch format of a table in different views. For example, one view of a form might display a list view table, and another view might display the same table in a cell-based form.
   Fixed Headers	(Browser only) To prevent the table header from disappearing when users scroll down a table, set this property to True. In some browsers, editable drop-down list fields in a table might not appear correctly when this property is set to True.
   Horizontal Space	(Cell-based only) Width of the space between columns of cells. Specify in points.
   Initial Row Selection	Specify what happens the first time the table field is displayed: Select First, Fire Workflow — The first row or child node is selected, and enabled workflow is executed. Select First, No Workflow — The first row or child node is selected, and no workflow is executed. No Selection — No item is selected.
   Layout Style	(Cell-based only) Specifies how fields are laid out in each cell. See Panel layout styles. Note: The Fill layout option is not supported for cell-based table fields.
   Margin Bottom	(Cell-based only) Space between the bottom of the cell-based table field and the last row of cells. Specify in points.
   Margin Left	(Cell-based only) Space between the left side of the cell-based table field and the first column of cells. Specify in points.
   Margin Right	(Cell-based only) Space between the right side of the cell-based table field and the last column of cells. Specify in points.
   Margin Top	(Cell-based only) Space between the top of the cell-based table field and the first row of cells. Specify in points.
   Max Rows	Enter the maximum number of records that can be returned by a search. The default is 0, which means that the number of records is unlimited unless the Limit Number of Items Returned user preference is selected. Alternatively, use chunking to return all records while limiting the number of records displayed at one time. If you enable chunking, this setting is ignored. See the Size of Chunk property in this table.
   Next Label	If chunking is enabled, specify the label that users click to proceed to the next chunk. This label does not appear if the current chunk is the last chunk. See the Size of Chunk property in this table.
   Panel Border Color	(Cell-based only) Color of lines surrounding the cells.
   Panel Border Thickness	(Cell-based only) Dimension of lines surrounding the cells. Specify in points.
   Panel Height	(Cell-based only) Size of cells from top to bottom. Specify in points.
   Panel Width	(Cell-based only) Size of cells from left side to right side. Specify in points.
   Previous Label	(List view, cell-based, results list) If chunking is enabled, specify the label that users click to return to the previous chunk. This label does not appear if the current chunk is the first chunk. See the Size of Chunk property in this table.
   Refresh on Entry Change	(Modify mode only) Specifies if table data is refreshed in these situations: A user opens the form containing the table in Modify mode. After opening the form, a user selects a different request in the results list. If users must see the contents of the table in these situations, set this property to True. To reduce performance impact, limit the use of this feature (each refresh requires a database search). When this property is set to False, users can manually refresh table data as follows: (Browsers) Clicking the Refresh button if the developer supplies it (see Customizing table labels) To use workflow to refresh a table field, select the Table Refresh check box when defining a Change Field active link action. See also Refreshing table fields.
   Refresh Row Selection	Specify what happens when a table is refreshed: Retain Selection, Fire Workflow — The current selection is retained, and enabled workflow is executed. Retain Selection, No Workflow — The current selection is retained, and no workflow is executed. Select First, Fire Workflow — The first row or child node is selected and enabled workflow is executed. Select First, No Workflow — The first row or child node is selected and no workflow is executed. No Selection — No item is selected.
   Row Selection	Specify how users can select rows in a table: Multiple — Users with selection capability can select multiple rows at the same time. This is the default. Single — Users with selection capability can select only one row at a time. None — Row selection is not allowed. In this situation, users cannot Trigger active links Delete a row item Users can Scroll Sort Drill down Create a report
   Size of Chunk	(List view, cell-based, results list only) Use this property to return requests in groups by specifying the size of data chunks (the number of records) that can be displayed in the table: If the value is 0, chunking is disabled. To limit the number of records displayed, see the Max Rows property in this table. If the value is greater than 0, the specified number of records is displayed. For example, if you set Size of Chunk to 5, up to 5 requests are initially displayed. The Max Rows setting is ignored. To customize the labels that users click to navigate from chunk to chunk, modify the table field's Next Label and Previous Label properties. Notes:              To set the chunk size of server-side tables for the entire server, use the Configuration tab in the AR System Administration: Server Information form. For tree views, you cannot set chunking in BMC Remedy Developer Studio. If you set chunking through the BMC Remedy AR System server configuration file (ar.conf or ar.cfg), users see only the first chunk in the tree, and they cannot display the next chunk.
   Table Drill Down	Specifies if the source request can be displayed. When this property is set to True, users can double-click the table row in a browser to open the row's source request in Modify mode. For tree views, users must double-click a node. See also Row Header.
   Vertical Space	(Cell-based only) Width of the space between rows of cells. Specify in points.
   Visible Columns	(Cell-based only) Number of cells displayed horizontally in the cell-based table field. If the Layout Style property of the cell-based table is set to Fill and the table is resized in a browser, the number of visible cells can change dynamically.