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      Adding a Data Set to a Dynamic Table/Sub-Table

      How to add a data set to a dynamic table and sub-table

      A data set can be used to populate a dynamic table or sub-table on your form to automatically display a list of related items. This is useful for displaying repeating information such as equipment assigned to a location or service records assigned to a customer. By connecting a data set to a dynamic table, you can ensure that the table updates without the need for manual input.

      Use a data set with a dynamic table when you need to show a list of records related to another value on the form (like all equipment at a specific location), or you want to automate data population in a table. 

      1. Open the form for which you want to add the data set to the dynamic table.
      2. Add the Dynamic Table input to the form.
      3. Enter a label for the dynamic table.
      4. Expand Input Options to apply settings to the dynamic table.
      5. Expand Data Settings for the dynamic table.
      6. From the Data Set list, select the data set you want to use.
      7. Mark the fields you want to include in the dynamic table.
      8. Click the Connect Data Set to Form Data add button to connect the data set with the form data. Select the field on the form that filters the data, then select the key/primary data set field. For example, the data set is equipment records. You would enter a customer location as the form field and the equipment ID as the data set field. This would limit the data set table to the equipment at this customer location.
      9. Under Prevent users from, if applicable, mark the adding rows/columns option to remove the add button so rows/columns cannot be added. Then mark the deleting rows/columns option to hide the trash/delete icon in the app so app users cannot delete any lines.
      10. Click Apply Data Set Columns to apply the changes to the dynamic table. If you have columns in the dynamic table that you have added that are not part of the data set, they will be retained at the far right of the table. They can be moved to the preferred location of the column order in the table. Any changes you make to a data set require that you go into the data set of the form and click the Apply Data Set Column button for the changes to take effect.
      11. Save the form.
      12. Click (Preview) to view ensure the data set is working as expected on the form. In the following example, the customer name of Lee was selected from a lookup, then the Customer Information table populated with the customer details.