InForm Table Creation - Manual Table Creation

This is the first step of InForm usage. This point describes how to create a new table in the database where your future data will be stored, and make relations with existing LMS tables. There are 2 ways you could create a table:

Manual Table Creation

  • Go to Apps > InForm
  • Click “Add Table

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Table General Info

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  • Table Title: Name of your future table
  • Master Form: InForm form related to the selected table. This will give you (or anyone you allow) the ability to edit existing table data by using the selected form.
    NOTE: This step can’t be filled on during the creation step, but when you save the table, the form with all the fields will be created automatically. You could edit that on the InForm form creation step or create a new one yourself (see How to create InForm form article HERE).
  • Entries Managing Mode: Choose who will be able to edit table data:
    • Everyone Can Manage an Entry: Admin and all IB users will be able to edit any table record from their accounts.
    • IB Users Can Manage Their Entries: Only the admin or the IB user who added a table record will be able to edit that from their account.
    • Nobody Can Manage an Entry: Nobody (admin or any IB user) will be able to edit any table record.
      Note: This is useful for permanent logs that shouldn't be edited or deleted.
  • Name Column: Coming soon!

Table Columns

Add columns by entering the column name and selecting column type:

NOTE: Click on “Save” button to add a column to the table.

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NOTE: See this article to get descriptions for each column format, how it will be displayed in a form and in the end result.

You can always click on the edit (“Pencil” icon), set up ("Gear" icon), or delete (“Delete” button) to change the name, settings (make field as restricted, add enum options, etc.), or delete columns.

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Table Relations

Add relations between your table and some existing LMS or previously created InForm table(s). There are 2 types of relations that can be added.

  1. Belong To

This option is used for a Many-to-One relationship between some columns from your table and some columns from any LMS table. Each entry in your table can only be attached to one record in the LMS table. This will also allow you to add records to the table one-by-one. 

NOTE: This relation type can’t be used for relations between 2 InForm tables.

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Additional settings that must be set up:

  • Foreign Key: A column in a table whose value corresponds to the value of the primary key (unique identifier) in another table. So, it’s a column in your table that will contain values matched with values from “Column” setting below.
    Note: The column selected here must have one of the following types: text, number, int.
  • Table: A table name you want to make a relation with.
  • Column: A special unique identifier (primary key) where IntelliBoard will search matches with your foreign key.
  • Display Element: The column that will be displayed in a menu in InForm to pick the record associated with this InForm table entry.
  • Click “Add” button to add a relation.

EXAMPLE: See Table Importing + “Belong To” Relation (coming soon) article for a use case of this relation.

      2. Many to Many

This option is used for a Many-to-Many relation between records from your table and records from any LMS or previously created InForm table. This will also allow you to add one record to the table assigned to multiple records in another table.

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Additional settings that must be set up:

  • Table: A table name you want to make a relation with.
  • Display Element: A column name that will be shown in a relation in future InForm form.
  • Click “Add” button to add a relation.

EXAMPLE: See Manual Table Creation + “Many to Many” Relation (coming soon) article for a use case of this relation.

 

For additional assistance, please email helpdesk@IntelliBoard.net

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