Editing tables

Learn how to display, delete and edit tables.

Displaying and editing dependent tables

Workflow consists of several elements. Processes are central to a workflow; other elements are defined for processes. The following diagram illustrates the relationships between the various workflow elements:

The process and parameter elements are accessed by clicking on Processes and Parameters in the tree structure on the left. The other elements are accessed by clicking in the corresponding cell in the parent's table; e.g. click the Key Definition cell in the Processes table to access the Key Definition table.

The Process table is linked to a range of child tables: Input Criteria, Key Definition and Command. Each process occupies a line in the Process table. The dependent elements in the process are represented by cells in the line relating to the process. To edit an element, click on the corresponding cell. If an entry is present for one of the elements, a tick is displayed in the cell.

You can access the Input Criteria, Definition, Key Definition and Command tables from the Process table. Similarly, you can access the Action table from the Command table, and access the Result table from the Input Criteria table.

In addition to the elements related to processes, you can also define parameters. Parameters are used to store records or field values. The data stored in a parameter can be used to write data to records, form keys and determine input criteria.

Deleting data in tables

To delete a specific line, highlight a cell in the line and select Delete line from the context menu.

To delete all the lines in a table, select Delete all lines from the context menu in the corresponding table.

Copying data in tables

You can selectively copy individual lines from tables, as well as all lines in a table. Any associated data in child levels is also copied. If you copy a command, for example, any actions defined for the command are also copied.

Copying individual lines

  1. Click in a cell in the line you wish to copy.
  2. Select Copy line from the context menu. Any data previously stored on the clipboard is overwritten.
  3. If you wish to copy further lines before pasting your data, do the following:
    1. Click in a cell in the next line you wish to copy.
    2. Select Append line to clipboard from the context menu.

      The currently selected line is added to the data already stored on the clipboard, i.e. the first line you copied.

    3. Repeat the process, selecting Append line to clipboard for any further lines.

Copying all lines in a table

  1. Select Copy all lines from the context menu to add all the lines in the current table to the clipboard. Any information previously stored on the clipboard is overwritten.
  2. Select Append all lines from the context menu to add all the lines in the current table to the data already stored on the clipboard.

Pasting data from the clipboard

Select Paste from the context menu to paste the contents of the clipboard to the current table. You can only copy and paste data from within the same table. You can thus copy commands between processes by copying a command from one process to the command table in a second process, for example.

Repositioning entries

You can move lines in any table (apart from the Process and Parameters tables) by dragging lines to the desired position.

To change the order:

  1. Click on the number of the line you wish to move and hold down the mouse button for a short while. If you now move the mouse, the cursor changes:

  2. Drag the line to its new position.
  3. Release the mouse button. The line is moved to its new position.