Get Form Table

Get the contents of a form table and store them in a DataSet.

Inputs

Key

Value

formId

Required

The unique 32-digit hexadecimal identifier of the form containing the desired table. See here for more on form IDs.

tableName1

Required

The field name for the desired table.

tableName2, tableName3, etc.

Optional

Field names for any additional tables that you wish to obtain. Note that these additional tables must have the same columns as tableName1. All tables will be stored in a single DataSet file, with additional tables appended to the end of the DataSet.

Outputs

Key

Value

dataSetUrl

The URL of the DataSet JSON file containing the data from the chosen table or tables. Note that the output will contain just one DataSet, even if multiple tables are specified.

storageFileName

The name of the DataSet JSON file located at the dataSetUrl.

Usage

This action lets you obtain the contents of a table in your form, something that the more generic Get Form action does not allow. There are many uses for this — you may want to add this information to an email, export it to a third party, store it in a Data Source, etc. In the example below, we get the contents of two tables from a newly completed form — the Parts table and the Materials table. We then filter the resulting DataSet for a particular value using the Filter DataSet and Select DataSet Row actions. If the desired value is found, we send out an email including the form PDF and some additional information.

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This workflow can be useful, for example, if there are certain parts or materials that require special handling — maybe a manager has to sign off on them, or special shipping instructions are required, etc. In this situation, you may want to send an email to the right person whenever these parts/materials are found in a work order.