Data Table Component

The Data Table is used to display, filter, and manage records from your connected data sources. It supports live editing, dynamic filters, column summaries, and action buttons.

Here’s how it works, step by step:

1. Preview Layout

When you open the table, you’ll see two tabs:

• General – Controls layout, editing, and display behavior

• Trigger – Lets you define actions tied to buttons in the header or row

You can toggle editability, enable search, and configure summaries here. For numeric columns, you can turn on clone summaries to show totals or averages in the footer.

2. Connect to a Data Source

Click “Connect Source” and choose from available collections or databases. In this example, we use MergePoint Knowledge to pull invoice line items.

You’ll see a list of fields automatically mapped to columns. You can reorder, hide, or add new fields if needed.

3. Enable Column Summaries

For numeric fields like “Amount” or “Tax,” enable column summaries. The system applies default sum functions to footer rows.

You can also set page limits and sort order here (e.g., newest items first).

4. Add Filters for Scoped Records

Use filters to narrow the records shown. For example:

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invoice_id == {{invoice_form.invoice_id}}

This ensures the table only shows line items linked to the parent invoice. Filters can use values from other components, forms, or database lookups.

5. Add Header Actions

You can add buttons to the top of the table:

• Create – Adds a new record, such as an invoice line item

• Import – Upload records in bulk

• Update – Trigger updates based on user actions

• Trigger Workflow – Run custom logic or approval flows

When adding a Create action, you can configure the form fields and use AI auto-suggest to handle mapping. The system auto-fills most bindings.

6. Add Row Actions

You can also add actions to each row, like:

• Delete – Removes the selected record

• Edit – Opens a form to modify values

• Overlay – Shows a modal with more detail

• Workflow Trigger – Runs logic tied to that row

These actions can be conditional, based on status or values in the row.

7. Final Setup

Once actions are added, you can choose which ones stay visible by default. You can continue customizing the layout, column widths, and display options.

The Data Table is built to be flexible. You can use it in parent-child record views, dashboards, or embedded in forms.