Creating a linked input table
1. Creating a linked input table
2. DEMO script
Welcome back. Let’s take the first step to build our app for loan approvals by configuring a linked input table. Oakmark Bank has a table of loan applications awaiting an approval decision. Each row represents a single loan application and has details about the loan the customer is applying for. We’d like a column at the end where we can type the words ‘approve’ or ‘reject’. We cannot do this on this regular table element; columns added to regular table elements must follow the same logic for every row with a function or hard-coded value. So we’ll create a linked input table as a child element. We’re prompted to choose a key column for our linked input table. This is the unique identifier for connecting each row in our linked input table back to the parent table. Linked input tables require one or more key columns. They must uniquely identify each row in the parent table and may not be sourced from a calculated column in the parent. We know that each application has a unique application ID, so that’s the best choice. Next, we choose which columns from the parent table we want to appear in our linked input table. We don’t have to add all the columns from the parent, but we will in this case. After clicking Create, we see our new linked input table on the screen. Let’s name it ‘Loan Application Decisions’ The connection between the parent table and the linked input table is live, so any filtering, row additions or deletions to the parent table are reflected in the linked input table. Let’s add a column to this linked input table. We can add text, numbers and dates and also special types of columns like checkboxes or multi-select lists. You can also add columns based on a calculation, a lookup or the row’s edit history. Let’s add a text column and name it Approval Decision. Now we can go to any row that we want to review and type in the words ‘approved’ or ‘rejected’. Column validation with linked input tables To ensure correct spelling and limit what users can type in an input table column, we can add data validation from the column’s dropdown menu. We can create a manual list of accepted values or borrow them from a column in another table element in our workbook. We’ll create a manual list and type in two acceptable values. This enforces a drop-down on each column. We could have achieved a similar result by creating a single-select column instead of a text column at the start. Adding a new single-select column, you’ll see the same modal from before. We also have a few additional options such as applying colors and formatting to the text values. In the next exercise you’ll take the first step in creating your app for promoting loan officers at Oakmark Bank. You’ll start by updating a linked input table capturing loan officer details.3. Let's practice!
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