Table data

You can use Table data variables to reference and display data from a Nintex Table in a Nintex Automation Cloud form.

If you click an object or variable from the list in the Tables data section, you can view all the variables it contains. A path is also displayed on top of the list to help you track the variable you selected.

You can add and manage Table data variables from the Data variables tab. For more information, see Data variables.

For more information about Nintex Tables, see the Tables help topic.

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Create table data variables using the Data variables tab

  1. Open a form and on the Toolbar, click the Data variables tab.

  2. From the options on the left, select Table data.

  3. Click Create variable.

  4. Enter a Custom variable name for the variable.

    Note: 

    Variables names must adhere to the following naming conventions to support localization:

    • Must be at least 1 non-whitespace character.

    • Cannot contain newline or paragraph characters.

    • Cannot contain HTML as it contains unsupported characters like <, >, and /.

    • Cannot begin with a number.

    • Cannot contain any of the following characters: +, -, !, *, ", /, >, >=, <, <=, =, ==, !=, &, &&, |, ||, ., , (comma), [, ], (, ), and \n

  5. In Table name, select the table you want.

    Note: Only the tables that the form designer has permission to access will be visible. For information about setting table permissions, see Tables permissions.

    When the table is selected the Columns drop-down is populated with the columns in the selected table.

  6. Select the Columns. You can select one or multiple columns.

    Important: The maximum number of columns you can select is 25.

  7. Click Add conditions to add a condition to specify the rows you want. Only the rows that match the condition will be included in the variable.

    The Condition builder is displayed to add the condition. For more information about the condition builder fields, see Condition builder.

  8. Specify Sorting and the Row limit as required.

    Important: Maximum row limit is 1,000.

  9. Click Create variable.

    The new variable is created and added to the list of variables. You can click the object variable from the list to view the variables it contains.

Add a table variable to a form controls

You can add a table variable to a Label, Choice - Single or Choice - Multiple form control through the Insert variable dialog box in the Text or Options field.

  1. In the Designer tab of the Form designer, drag the Label, Choice - Single or Choice - Multiple control onto the canvas.
  2. Click the control to open the configuration.
  3. Depending on the form control selected do one of the following:
    • Label: Click or hover over the Text field, and click Insert.
    • Choice - Single or Choice - Multiple: Click or hover over the Options field, and click Insert.

  4. In the Insert variable dialog box, click Table data.

  5. In the panel that appears, click Create variable.

  6. Follow steps 5-9 in the Create table data variables using the Data variables tab section to create a table variable.

  7. Navigate to the variable that you want to insert, and then click Insert.

    The variable is added to the Text field of the Label control.

Add table variables to formulas

You can add table variables to formulas through the Variables tab of the Formula builder. You can access the Formula builder when you insert variables with applied formulas to a field. For more information on accessing the Formula builder, see Formula builder.

  1. In the field for a form control or rule, click Insert.

    The Insert variable dialog appears, displaying the Formula builder.

  2. In the Table data section, find the external data variable that you want to add, and click Insert.

    The table variable is added to the Formula area.

Add table variables to rules

You can add table variables to a rule through its If and Then fields.

  1. In the Rules tab of the Form designer, click Add form rule.

  2. Specify the Name of the form rule.

  3. In the first field for If, select a form control, and select an option in the second field.

    Note: You can also add a table variable to an If field.

  4. In the first field for Then, select a Label, Choice - Multiple, Choice - Single control, and select one of the available options in the second field.

  5. In the third field that appears, click Insert.

  6. Click Table data, and insert the variable that you want to be displayed when the condition is met.

  7. Click Create rule.

    For more information on adding rules, see Rules.

For more information on the External data tab, see Data variables.