Configure a Power Table

Business Background

Configure a power table to suit your business needs in a few clicks with no code. A power table is a more customizable and feature-rich version of a standard table component.

Titan Solution

Titan Web lets you customize the date format in power tables.

It typically offers advanced features such as:

  • Multi-column sorting: Users can sort the table by multiple columns.
  • Multiple-column filtering: Users can filter the table by multiple columns and values.
  • Global filtering: Users can search the entire power table.
  • Selecting: Users can select one, several, or all the records in a power table.
  • Quick updating: Users may update information in a power table.
  • Paginating: A large power table could be shown across several pages.
  • Adding a summary row: The power table could have a summary configured according to specific criteria.
  • Adding dependent picklists: You can configure dependent picklists in a power table.

How to Video

Coming soon.

How to Guide

  1. Click the + icon to open the list of Titan elements.
  2. Select the Table option and drag-and drop the power table to the canvas. The Salesforce Configuration screen opens.
Power table
Power table
  1. Use the drop-down list to select a source.
    • Data can be pulled from a Salesforce object, a report, or an Apex.
    • For this example, we have chosen Account as the source, but you can bring data from any object you have in Salesforce, such as standard, custom, or managed package objects.
  2. Click the Next button.
Salesforce Configuration screen > Select source
Salesforce Configuration screen > Select source
  1. Configure any condition.
    • You can do complex conditions with many rules and or statements with parentheses.
    • Titan can also reference fields from a project instead of using static values.
  2. Click the Next button.
Salesforce Configuration screen > Conditions
Salesforce Configuration screen > Conditions

The Value field will usually be the Record ID for your object. This value sits behind the scenes for each row on your Power Table.

  1. Add columns to the power table by clicking on the + Add a Column button. you can add any of the following:
    • Field: Use the drop-down list to select a field from the Salesforce object.
    • Static: Type static text in the field.
    • Index: The rows will be numbered.
    • Icon: Add an icon to the row and click the On Click Action button to configure an action on the icon.
    • Button: Add a button tot he row and click the On Click Action button to configure an action on the button.
    • Input: Click the Configure Input button to configure the input using the modal that opens. The data is pushed to Salesforce.
      • Input options include checkbox, date, text, currency, and many more.
Salesforce Configuration screen > Mapping
Salesforce Configuration screen > Mapping
  1. Rename the auto-filled labels with descriptive column titles.
Column names
Column names
  1. Use the Kebab icon to configure any of the following as necessary. All the options are not available for all the row types.
    • Add a Subheader: A line is added where you can configure a subheader by selecting one of the following:
      • Field
      • Static
      • Index
      • Icon
      • Button
      • Input
    • Include an Action: Use the Gear icon to configure an On Click Action.
      • Click on Icon: Click the checkbox to use an icon and click the Edit icon to configure an icon.
    • Allow Edit: Use this option to allow end users to edit the row and make updates in real-time in Salesforce.
    • Configure component: Click this option to configure a component using the screens. You can configure a table, chart or an IFrame. You can hide the expansion arrow.
    • Configure Tooltip Mapping: Click this option to configure tooltip mapping.
    • Delete Row: Click this option if you want to delete a row from the power table.
Kebab icon options
Kebab icon options
  1. Click the Apply button. The power table is added to the canvas.
  2. Save and Preview the project.

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