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

How to add a data set to a dynamic table and sub-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. Click (Edit) next to the dynamic table to open the Edit Dynamic Table window.
   
4. Enter a label for the dynamic table.
5. Specify the table layout:
   Select Horizontal if you want the table headers to be at the top of the table and data fill the rows.
   Select Vertical if you want the table headers to be in the first column of the table and data fill the columns.
6. If you want to modify the column width, click the Modify Column Sizes button to open the Resize Table Columns window. This window displays a “preview” table where there is a number field at the top of the table header where you can enter a pixel number, or you can drag the column width to the size you want. If you want to revert the changes you’ve made, click the Use Auto-Sized Columns button. Once the columns are reverted, this button is disabled again until you click the Modify Column Sizes button.
7. To add a totals row to the bottom of your table, mark the Use Summary Row checkbox. Mark the Hide Summary Row on Form checkbox to hide the resulting summary information from the app user.
8. Click the Data Settings tab to add a data set to the dynamic table.
   
9. Select the data set you want to use.
10. Mark the data set fields you want to include in the dynamic table.
11. Click the Form Field that Filters the 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.
12. Mark the Prevent users from adding rows/columns to table option to remove the add button so rows/columns cannot be added.
13. Mark the Prevent users from deleting rows/columns in table option to hide the trash/delete icon in the app so app users cannot delete any lines.
14. If you have a data table set up in a dynamic table and you change the data set, click the Apply Data Set Columns button to apply the changes without having to delete the dynamic table and start over. 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.