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
- Click the + icon to open the list of Titan elements.
- Select the Table option and drag-and drop the power table to the canvas. The Salesforce Configuration screen opens.
- 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.
- Click the Next button.
- 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.
- Click the Next button.
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.
- 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.
- Rename the auto-filled labels with descriptive column titles.
- 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.
- Add a Subheader: A line is added where you can configure a subheader by selecting one of the following:
- Click the Apply button. The power table is added to the canvas.
- Save and Preview the project.