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Grouped Table

Use

The Grouped table control presents a table with columns as defined in the Forms Designer and rows populated according to each Case. The main difference with the Table control is that records can be grouped according to values of one or more of its columns.

Grouped Table Example

To create a Grouped table in a form, drag and drop a Grouped table control from the Controls tab and then associate a collection.

Grouped Table Control

Alternatively, you can drag and drop a Collection attribute to the Display area. This will be interpreted in Bizagi as a Table control. Right click the table and select the option Convert To. In the available options select Grouped table.

Convert Table to Grouped Table

Considerations

  • By default, Grouped tables have the ability to add new records and delete existing records.
  • If the Editable property is disabled, end users will NOT be able to add, edit, or delete records.
  • Grouped table validations are independent of the form's Actions & Validations option.
  • The following differences exist between the Table and Grouped table controls:
TABLEGROUPED TABLE
Does not allow grouping records of a collection according to the values of one or more columns.Allows grouping records of a collection according to the values of one or more columns.
Allows Inline addition.Does not allow Inline addition.
Allows Inline edition.Does not allow Inline edition.
Allows pagination.Does not allow pagination.
Form actions can be applied over columns.Form actions cannot be applied over grouped columns.

Adding Records

  • Records can be added with an independent Add form.
  • Inline Add is not available in the control.

Editing Records

  • Records can be edited in an independent Edit form.
  • Inline Edit is not available in the control.

Detail Options

  • You can create a Detail form to display supplemental read-only information in a separate form.

Grouped tables are related to Collections that require a one-to-many relationship.

Properties

Every control has a set of properties that allow you to customize their behavior in the Work Portal. However, some properties are exclusive to a specific control. The following properties are restricted to the Grouped table control:

Basic Tab

PROPERTYDESCRIPTION
EditableThe Editable property can be enabled, disabled, or defined by an expression. If disabled, the end user will not be able to add, edit, or delete any records. However, they will still be able to view the Detail form where attributes are displayed on a read-only basis.
Enable Excel exportShows or hides an icon below the Table that allows exporting to Excel the information contained in the table. In Excel, the records of the table will be ordered according to the groups defined but groups will not be explicitly shown.
Enable PDF exportShows or hides an icon below the Table that allows exporting to PDF. In the PDF file, the records will be ordered according to the groups defined but groups will not be explicitly shown.

Format Tab

PROPERTYDESCRIPTION
Initially collapsedThe tables can be collapsed (just as Groups work). This property is used to define if a table is initially shown expanded or collapsed. By default, tables are created expanded.
Editing buttons topThis property defines if the editing buttons (edit, delete, detail) are shown on the top of the table, just underneath the header, or under the table footer.
Rows per pageConfigures the number of rows shown per page. By default, Bizagi will display 20 rows per page. The navigation through the paginated tables is very friendly. Just hover the mouse pointer over the page numbers; the numbers will start moving so you can select the one desired.
OrientationDefines if the text should be written from left to right or vice versa. The Inherited option indicates the property will be set according to the language selected in the Work Portal.
FormatChanges the look of the text by customizing the size and formatting, such as font type, font style, and background color.
Header formatCustomize the appearance of the table's headers. You can change the background color, font size, and font color of headers.
Is SortableDefine if the columns inside the table can be sorted by their information (except for the Image, File uploads, ECM, and Document Template type of information). This option is not available in offline forms as it is not possible to sort columns offline.

Advanced Tab

PROPERTYDESCRIPTION
Sort by attributeSorts the Table rows in an order based on the value of the attribute selected in the collection entity. When an attribute has been selected, you must define if the order is ascending or descending. Clicking the Set to default value icon will reset this property to no sorting.
FilterAllow defining a smaller set of values from the total records in the table. Bizagi will only display the records that meet the filter condition defined in a Boolean expression.
Table validationsEnables defining validation rules for this control that will be verified at run-time.
Delete optionsHandle deletions of records. By default, deletion is permitted. The property also allows displaying a customized tooltip when the mouse pointer hovers over the delete icon in the Work Portal.
Add optionsEnables adding records to the Table. An Add Form has to be defined to capture the new data. This form is facilitated by the Add Form property. Validations can be performed while adding records. They are executed as the end user clicks the Save button in the Add Form.
Row optionsThe group is divided into two sections: Edit and Detail. Allowing row edition implies that you can modify the information related to a record. Editions are disallowed by default. You can edit records in an independent window (pop-up form) called the Edit form. Validations can be performed while editing records. They are executed as the end user clicks on the Save button in the Edit Form.
DetailYou can specify a read-only view of rows. If this property is enabled, you must create or select a pop-up form for display.

Grouped Table Columns

To define the columns of a Grouped table, click the control and then click the Edit columns button.

Edit Columns Button

A new window will display with the collection attributes available in the Left Panel. You can drag-and-drop or double-click attributes to add them as columns.

Drag and Drop Columns

Columns keep the same properties related to the type of control (data) they display. Additionally, the following properties are exclusive to the columns:

Basic Tab

PROPERTYDESCRIPTION
VisibleDefines if the whole column is visible or not.
EditableDefines if the whole column is read-only or not.
RequiredDefines if the whole column is required or not.
Cells editableDefines an expression to evaluate row conditions and establish if a specific cell is editable or not.
Cells visibleDefines an expression to evaluate row conditions and establish if the value contained in a specific cell is visible or not.

Format Tab

PROPERTYDESCRIPTION
Title horizontal alignAllows aligning the column title. Possible options are: right, left, justified, and centered.
Column horizontal alignAllows aligning text in columns. Possible options are: right, left, justified, and centered.
Columns widthAllows defining the desired column width according to your needs. It can be established in terms of percentage of the total table's width or in terms of fixed pixels.

Advanced Tab

PROPERTYDESCRIPTION
Apply filter to each rowAllows applying filters individually to each of the rows in the Table, in order to display specific information.
GroupIn the group section, you find three properties: Group by (defines if the records of the table are grouped based on the values of the column), Show column (shows or hides the column used to group the records of the collection), and Display type (enables different visual formats in respect to the text and control).
TotalizerAllows defining aggregate functions applied to the column to obtain a unique value, which will be shown at the bottom of the column.

Example

The following table lists products that need to be purchased in a company. It is desired to group the products according to their type. To do so, we will include a Grouped table.

  1. Go to the Forms Designer. Drag and drop a Grouped table control from the left panel.

Grouped Table Control

  1. Click the table and associate the collection that contains the records to be displayed in the Data source property.

Associate Collection

  1. Click the Edit columns button. In the new window, drag-and-drop or double-click attributes to add them as columns.

Add Columns

  1. In this case, the table will be grouped according to the values of the Product type attribute. To configure this, click the Product type column, go to the Advanced properties tab, and enable the Group by option.

Group By Option

  1. Save and close the Form.

  2. Go to the Work Portal to test the control. Note how the records are now grouped.

Grouped Records