Aggregate Table Settings

Data Source Settings

Selecting the Source Form

The first step for setting an aggregate table is to select the source form. If the data is from one form, go to Single Form and select a form from the drop-down list. If the data is from multiple forms, go to Multi-form Join and select the forms.

Selecting Fields to Connect

For Single Form, you only need to directly select a form from the drop-down list. For Multi-form Join, you also need to select fields to connect after selecting the forms.

Find the same fields with the same value in the source forms, connect the forms with these fields and summarize the data.

For example, the Purchasing Contracts form takes a record of the purchased contracts, the Product Inbound form takes a record of the sold units, and the Product Return form takes a record of the returned units. Connect the three forms with Contract No. field and Supplier field to get the actual sales information.

Filter Settings

Go to Set Filters to filter out useless data before calculating to ensure the accuracy and validity of pre-processing data.

For example, you need approval to make the purchase when filling out a purchasing contract. To get the correct quantity of ordered products for sales calculation, you need to filter to get the approved contracts in the completed workflows.

Row Header Settings

Set the fields to display as row headers in aggregate tables. That is to say, the aggregate table will aggregate the data of the row header fields.

Available Field Range for Row Headers

For Single Form, the fields in the source form can be selected as row headers. For Multi-form Join, the connected fields of the source forms can be selected as row headers.

Display Name of Row Headers

Customize the display name of row headers as shown below:

Supported Field Types for Row Headers

Below are the supported field types for row headers: Single Line, Radio, Single Select, Serial No., Member, and Department.

Except for the above field types, all the other field types are not supported to be set as row headers.

Measure Settings

The aggregate table will process the value of fields from source forms with additions (+) and subtractions (-), then display the data in measured fields. Currently, it only supports measure aggregation. Available arithmetic operators are additions (+) and subtractions (-). Only add Number fields can be selected in Add Measure.

Click Σ to add aggregation measure:

Click the edit icon to modify the added measure. Display Name, Formula, and Data Display Format are editable. Preset and Custom formats are supported in Data Display Format.

Note: Only add Number fields can be added for measuring.

Validations on Source Form Submission

Click Add Condition to add validations on source form submission. If the condition is met, you are allowed to submit the source data. Otherwise, you cannot submit the source data.

Setting Rules for Validation

Aggregate Table Rules

You need to meet four conditions to create an aggregate table successfully:

There is a simple method to sort out the row header fields and measured fields in order: Write down what to aggregate in words.

To aggregate the XXX and YYY of AAA, BBB and CCC, set AAA field, BBB field, and CCC field as row headers, then set XXX field and YYY field for measuring.