Configure Reference Table and Auto-complete Fields

Task 1: [Reference Table Configuration] Define the Controlling Records and Visibility in Reference Table 

The system allows you to configure the standard controlling fields and the dependent fields that automatically displays data as per the selected (reference) value.

Step 1: Navigate to the relevant module within a project and access the Reference Tables menu

Step 2: Set the Record Visibility as Relative or Absolute based on the business requirement.

Note: To see the company-level records, select "Absolute" from the Record Visibility drop-down list and to see the parent-level records, select "Relative"

Step 3: Expand the "Fields" drop-down list and define the standard fields for selection.

Step 4: Save your updates

Result: Your configuration is now ready to be applied in Forms and Tables.

Task 2: [Forms Configuration] Set Controlling Records for Selection and Determine Which Dependent Data Prefills

As an Administrator, you define a set of records(controlling or reference) that the user can select from and the related target field data that gets prefilled. 

Step 1: Open a New Form in which you need to apply the criteria configured for reference table fields

Step 2: Open the Properties window

Step 3: Drag and drop the Auto Complete field into the form.

Note: You set the selection and prefill criteria in the "Auto Complete" properties

Step 4: In the Auto Complete properties:

a) From the Data Source drop-down list, select the reference table name that contains all the records

b) Select the label and value that you want to provide to the dependent record from the Options label and Options value drop-down lists 

Note: The Options label and Options value drop-down fields in the auto-complete properties determines the controlling records for selection based on which the data prefills into the target(dependent) fields.

c) Turn-on or off the Mandatory and Readonly fields as preferred

Step 5: Click on the Target Field drop-down list and choose which data prefills into this field

Step 6: Save your setup

Result: You have setup the criteria to Prefill Using the Dependent Steps

Task 3: [Form Sub-Table Configuration] Design the List View for Record Selection and Data Prefill

Setup the sub-table or grid with columns for the end-user to make a selection and data to automatically display.

Step 1: Within a project, create a table and define the essential columns

Step 2: Navigate to the Master Form Properties and define the criteria such as number of rows and columns names(with sequence) to appear in the table grid 

Step 3: Enter the number of rows in the text field

Step 4: Choose the Form name containing the table you created

Step 5: Define the column names and the order of display in the grid 

Step 6: Save your updates.

Result: The configured grid appears on the Master Form

Task 4: [End-User] Auto-complete the Essential Fields in the Table

Step 1: To begin entering the details, Click Add New  

Step 2: Click New again on the form to create a table

Step 3: Enter details in any of the columns(set as reference) and tab-out

Result: Observe the other columns automatically displaying data based on the selected field. The system does not allow you to modify the auto-displayed values.