Data Table Controls and Validation
The new option to add Data Tables to Web Forms in the May 19 release will open up a wide range of use cases, enabling you to replace the back-and-forth emailing of spreadsheets and better supporting your needs for forms that gather multiple records.
In many cases, you can take the data table that the end user completes in the web form and use it as is. In some cases, though, you'll want to copy the data from the web form data table back to a source data table, and you'll want to only copy data from specific columns, leaving data from other columns unchanged.
To accomplish this:
- Add Data Table to a Web Form: includes guidance for both web form triggers and emailed web forms
- Use Tables: Compare two tables to identify changes. Optionally, you can then initiate sub-workflows to handle added or removed rows or edited cell data.
- To control the update of your source table, use Tables: Start workflow for each row, and then within the sub-workflow, use Tables: Look up data in a column on the web form table to return the edited columns and Tables: Update a row to update the values in the source table.
Please see attached for a sample workflow template (zipped) that you can import into your team to see how this approach can be implemented.
Comments
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When a data table is in a webform, does the Required toggle have any effect?
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@Kevin_579059 It does not have any effect currently. Would you like it to have the same effect as fields -- every cell for a required column would need to be filled in with some data before the form could be submitted?
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I could see it getting very difficult to set requirements for each cell in the data table. At the very least, maybe the Required toggle would require the user to make one change? I'm not certain yet, need to explore this option more!
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