[From Tigerface Systems] Enhanced Datatable with Full Mobile Support

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Editor’s Note: UnofficialSF is pleased to enable commercial creators of Flow extensions like Tigerface Systems to introduce their products and demonstrate useful use cases. One of our goals is to see a rich tier of commercial solutions in addition to the many free extensions that will continue to be available.

The Tigerface Systems Flow Data Table is a commercial grade production ready product available on the AppExchange.  This product allows Salesforce users to view and interact with lists of records on a Flow Builder screen.  Below are some of the many features offered:

  • Supports desktop, tablet, and mobile form factors.
  • Object, field, and record level security is enforced.
  • Sort and Select from a list of records.  
  • In Memory Editing – allows user to edit records without saving to the database.
  • Database Editing – writes to the database and enforces validation rules.

The data table is offered via two AppExchange listings:

  • Free Edition.  This provides read only capability with site-wide unlimited users at no cost.
  • Ultimate Edition – This is a paid product that provides sort and select along with the record editing features.

Data Table Configuration

Configuring the data table Is quick and easy.  The following diagram depicts the configuration of the data table:

  • Configure Get Records – A Salesforce administrator will configure a Get Records step within Flow Builder.  The Get Records step will read a set of records from the Salesforce database when the flow is run.  The Get Records step will store the records in a record list variable, which is passed to the flow data table at run time.  
  • Add Data Table to Screen – The administrator will drag the Flow Data Table lightning component from the toolbox onto the Flow Screen.  The data table’s properties, such as the record list and fields to display, will be configured.   

Sort and Select

This feature allows the user to sort by table columns and select one or more records in the list.  The following diagram depicts this architecture: 

The following processing steps will occur when the flow is run: 

  1. The Get Records step will retrieve record data from the Salesforce database.  The record data will be stored into a record list variable and passed to the data table.   
  2. (Optional) Records can be read and stored into a second record list variable in order to cause one or more records to be pre-selected. 
  3. The data table receives the record list, retrieves the field definitions and user permissions from the Salesforce database, and displays the fields for each record.   
  4. The user can sort the records by column and select one or more records.  
  5. The selected records are available in a record list variable for subsequent flow processing. 
  6. The number of selected records is available in a variable for subsequent processing.
  7. If the user selected one record it will be available in an object variable for subsequent processing.  This variable will be empty otherwise.

In Memory Editing

This feature provides the capability for the user to edit the records that are presented in the data table.  In this mode, the data table does not write the records to the Salesforce database.  The following diagram depicts this architecture:  

The following processing steps will occur when the flow is run: 

  1. The Get Records step will retrieve record data from the Salesforce database.  The record data will be stored into a record list variable and passed to the data table.   
  2. The data table receives the record list, retrieves the field definitions and user permissions from the Salesforce database, and displays the fields for each record.   
  3. The user can edit the records in the data table.  When the user clicks the Save button after editing, the changes will be written to the Record List Out variable.  The records are not written to the Salesforce database when the data table operates in this mode. Note that the data table will only enable the edit feature if the user has edit privileges for the object.  Field Level Security is also enforced by the data table. 
  4. The edited records are available in Record List Out for subsequent flow processing. 

Database Editing

This feature provides the capability for the user to edit the records and store those changes to the Salesforce database real time.  The following diagram depicts this architecture: 

The following processing steps will occur when the flow is run: 

  1. The Get Records step will retrieve record data from the Salesforce database.  The record data will be stored into a record list variable and passed to the data table.   
  2. The data table receives the record list, retrieves the field definitions and user permissions from the Salesforce database, and displays the fields for each record.   
  3. The user can edit the records in the data table.  When the user clicks the Save button, the edited records are sent to the Salesforce database.  Records without validation errors will be written to the database.  Records with errors will be rejected, and error messages will be displayed to the user.  

Note that the data table will only enable the edit feature if the user has edit privileges for the object.   Field and Record Level Security is also enforced by the data table.

  1. The edited records are available in Record List Out for subsequent flow processing. 

Additional Resources

Tigerface Systems Web Site

Flow Data Table Ultimate Edition

Flow Data Table Free Edition

About Tigerface Systems, LLC  

Tigerface Systems is a custom software development company based in the suburbs of Maryland, USA. We specialize in custom Salesforce solutions that are marketed and sold on the Salesforce AppExchange. We are a private, family-owned and operated company. We do all work in-house to ensure the utmost highest quality is engineered from the beginning and maintained throughout our product’s lifecycle.