Binding a Field Group to a Repeating Table

Prev Next

In the Case Fields section of the case type configuration (App Designer > Case Type Configuration > Case Fields) (see App Designer Document, 3.2: Case Fields), custom field groups can be added to the case type with the Create Group option.

When designing a case form, if the case type has custom field groups, a field group can be bound to a Repeating Table. This allows the fields within the field group to be used within the Repeating Table. These fields must be accessed through a Repeating Table, because more than one record can exist in each folder.

The figure below illustrates the process for binding a field group and its fields to a repeating table. The field group in this case, Employees, contains the fields first_name, last_name, and employee_id.

  1. A Repeating Table is dropped into the view from the controls menu, and column labels are created.

  1. The Repeating Table is selected in order to bring up the Properties panel. This can be done by clicking and dragging the selector over the entire Repeating Table. Alternatively, the Repeating Table can be selected in the Elements panel.

  1. In the Properties panel, the Group option (red) is used to bind a Repeating Table to a field group. Field groups from the case type will appear in this menu. When a field group is selected in this menu, the repeating row of the table resets and all controls are removed. This is done because after the table’s group is changed, the controls can no longer access the fields from the previous group.

  1. New controls can now be dropped into the repeating row from the Add panel. In this image, a text box was dropped into the First Name column. When a control is dropped in this row, a dialog opens, showing fields from the field group that are compatible with the control. Here, the first_name field is selected. When you click OK, the field is bound to the control.

  1. By dropping in two more controls, this process can be repeated for a second text field last_name and a number field employee_id.

When you click New in the pop up, the control is assigned a temporary field within the repeating table. Like regular temporary fields, these fields are not saved to the case folder because they are not bound to a case field.

If necessary later, controls inside a repeating table can be re-bound to a different repeating field within the field group. Clicking on the control brings up the Properties panel, where they can be re-bound through the Field dropdown like any other control. Alternatively, you can rebind controls through the App Designer under Form Template Configuration > Field Mapping (See the App Designer section on Field Mapping for more)

The Fields menu displays the fields in a repeating table differently. In the image below, a repeating table is shown in the form, and its fields are shown in the fields menu. The case fields bound to the text boxes can be seen in the Fields menu nested inside their field group Employees.