When possible, we try and keep it simple. The functionality that we have called Table fill, does exactly what its name describes, it fills a table field on a form in a process with either another table field or field from forms from another process.
For the training tracking system we recommend, the Mandatory Training Topics, Optional Training Topics, and Training Records Table fields utilize Table fill functionality. Table fill is required to be configured in order for the magical Fulfillment functionality to work.
Mandatory Training Topics
To configure Table fill, in order to populate the Mandatory Training Topics Table field on the Employee Training Profile process, navigate here:
Top Menu >> Setup >> Table fill >> Add a table fill
To + Add a table fill, identify the relationship between the Table field to be filled and the process that will be supplying the data, which is called the Source process.
Source process - the process that the data is taken from
Target process - the process that contains the Table field to be filled
Target field - the Table field that will be filled
After configuring the above, notice the Target form conditions and Source form conditions.
Target form conditions provides the ability to identify target side conditions to limit the data that is filled. For the training tracking system we're detailing, you do not need to add any additional Target form conditions.
Source form conditions provides the ability to identify source target side conditions to limit the data that is filled. For the training tracking system we're detailing, you do not need to add any additional Source form conditions.
After configuring the Info part of Table fill, you need to configure the Map.
Map identifies how the Target Table field is populated and the relationship between each field of the Target Table field and its Source.
The Relationship field identifies which relationship(s) the system should use to navigate from the Source process to the Target process. The Relationship field will list all possible relationships, you'll need to select the correct relationship from the list, which in this case is Employee Training Profile >> Training Roles >> Training Role.
The Source identifies where on the source process the system should take Table fill data from. The data can come from either a Table field or Form. If Form is selected, the Table fill data will be taken from fields from all forms in a process.
The Fields section is for configuring where data goes, From source form or From target form, to the Target field.
- From source form - identifies the specific field in a Table field from the source form that should be used to populate the Target field
From target form - identifies the specific field in a Table field from the target form that should be used to populate the Target field
Choose - if both the From source form and the From target form are selected, the system needs to know which should be given priority when determining what to fill. In case case below, note that the Source first option has been selected. If the Target field is a date field, the system needs to know if the Later or the Earlier of the dates should be displayed
Optional Training Topics
The Optional Training Topics Table field configuration is very similar to the Mandatory Training Topics Table fill. The only difference is to choose Optional Training Topics table for the Target field.
The configured Table fill for Optional Training Topics should look like this:
The Training Records Table fill is configured in much the same way as the other two. On the second screen, however, notice that the Source option is set to Form. This directs the Table fill to populate the Training Records table with values from fields of forms from the Training Record process.
As mentioned above, notice that the Source option is Form. This will fill the Employee Training Profile, Training Records table with data from the Employee’s Training Record forms.
One final note, A Target table can only be populated by one Table fill.
At this point all the Table fills have been created. Next step is to configure the Fulfillment.