Table of Contents
- Understanding the Table Builder Action
- Setting Up a Table Builder Action
- How a Table Builder Action Appears in the User Application
- Related Articles
Understanding the Table Builder Action
The Table Builder action works with both data tables and temporary tables, the two types of tables used for storing data in Autto (for more information, see Understanding Data Tables).
A Table Builder action allows data transformation in Autto. Using this action, you specify an input table that serves as a base version of an output table.
The following actions can be performed on the input table and saved into the output table:
- Filter out table rows using conditions
- Add columns using Square Brackets (for more information, see Working with Square Brackets)
- Remove columns
- Rearrange columns
The output table can then be called using its square bracket name later on in a workflow.
The formatting of tables created in the Table Builder action is managed during their insertion into emails, pages, and documents.
This Action works with both persistent data tables created under the Main Menu and temporary tables created earlier in a workflow.
If you are using a data table as an input table in Table Builder (see Using Data Tables), the data table's specifications remain unchanged.
Setting Up a Table Builder Action
A Table Builder action is used anytime you want to process information from an existing table into another table.
To Set Up a Table Builder Action
To set up a Table Builder action:
- Drag a Table Builder action to the canvas of the Workflow Editor, and connect it to the prior action in the workflow.
- Position your cursor over the action, then click the Edit icon when it appears.
- On the Action Editor, enter the input table's square bracket name. The input table serves as the base version of the output table, meaning that the output table will be based on the input table.
NOTE: You will know the types of tables you can work with based on their names - data tables are marked with an exclamation point, !, at the beginning while temporary tables are shown without this mark.
- Enter the square bracket name you want to give to the output table. You are now ready to build the output table (see To Build the Output Table).
To Build the Output Table
- Click Edit Table to display the Table Builder window, where all column names in the input table are displayed (see Step 3 in To Set Up a Table Builder Action).
- To add a square bracket as a column in the output table, enter the square bracket name (with the closing and ending square brackets) under the Add Column box. If you have not remove a column from the input table yet, only square brackets that have been created earlier in the workflow will appear in the list. Otherwise, removed columns will also appear on the list.
- To remove a column so that it will not be displayed in the output table, click the Delete icon to the right of the column under the Columns section.
- For tables with a large number of columns, it might be easier to remove all columns, then include only the columns you need in the output table. To do this, click the Remove all columns button to the right of the Add Column box. You can then go back to Step 2 and add only the columns you need.
NOTE: If you change your mind after removing all columns, click the Add all columns button to the right of the Add Column box.
- To rearrange columns, drag a column to the desired place in the output table.
- Under the Row Conditions section, set the IF and ELSE statements that will serve as the conditions for removing rows so that they will not appear in the output table. Click the Add button to add more IF statements if necessary.
NOTE: For more information on setting up Row conditions, see Condition Action.
- Click Done.
How a Table Builder Action Appears in the User Application
The Table Builder action does data transformation on the designated input table behind the scenes. The output table that it generates can be shown later on in a workflow using a Page action. It can also be saved into an AuttoDoc that can then be downloaded via an Email or another Page action.