Interactive Table

ActivityInfo supports editing directly from the table view. This allows users to clean, update, and prepare data without switching back and forth to the data entry form.

The interactive table works hand in hand with validations, permissions and draft mode, ensuring that users maintain strict data integrity while editing or adding new records.

The Interactive Table feature is especially useful for:

• Editing field values directly from inside table cells
• Adding multiple new records at the same time
• Copy pasting data from Excel or Google Sheets
• Fill-down repeated values
• Reviewing validation status and correcting field values
• Preparing datasets for reporting or export
• Commit or discard draft changes in bulk

All changes made in the table are saved as drafts, giving you the freedom to experiment before committing updates to the server.

This feature can be activated or deactivated by clicking on Views then Select Columns and toggling the Interactive button.

Edit values directly in table cells

You can click or double-click an editable cell to change its value. ActivityInfo displays the correct input component depending on the field type (text, number, date, select field, etc.).

Calculated fields that derive their values from other fields such as age field calculated from the date of birth are not editable.

Editing the full name from ‘Maria Diouf’ to ‘Maria Diouf Omar’.

1. Open a form in Table view.

2. Double click on the field which you want to edit the value.

3. 

Type in the new value and press enter. 4.

The record immediately turns into a draft that can be discarded to rollback to the previous value or submitted to the server to commit the changes. The record panel also shows previous submitted values that you can quickly revert to. Click on ‘Submit 1 drafted records to server’ to commit the changes.

Adding multiple new records at once

ActivityInfo allows you to create several new records directly from the table view. This is especially useful when entering new records in bulk.

To add multiple new records.

1. Open a form in Table View.
2. Click on the drop-down button next to the Add button, enter the number of records you want to create and specify where you want the rows to show on the table view.

Empty rows will appear in the table view.

3. Prepare the records you want to add in Excel or Google Sheets ensuring that the table structure and data types are similar to the ActivityInfo Table view factoring in any validation rules that you have configured in your form. Copy the records you want to add.

4. Click on the first cell of the first row where you want to add the new records.

5. Press Ctrl + V to paste the new records. The new records will appear in the Table view as drafts. You can edit the field values while they are in this state before submitting them to the server.

6. You can submit the records to the server either one at a time or multiple at once.

• One at a time - Click on any cell of the record that you want to submit to select the draft record. The record panel will have an option to submit the selected record.

• Multiple records - Click on a cell then drag downward to highlight all the draft records you want to submit.

Fill down values

Use the fill handle in the bottom-right corner of a cell or selection to copy values up or down in a column or from left to right in a row, similar to spreadsheet behavior. The fill down will be subject to validation rules and in case the data type doesn't comply, it will be highlighted as invalid.

• If one cell is selected, its value is repeated.
• If multiple cells are selected, the pattern is repeated.

To update the 'Place of Birth' field to 'Timbuktu' for all records, place the cursor at the bottom right corner of the cell whose value you want to fill down.

Click and drag downward. The records will change to draft records and will require to be submitted to the server for the changes to persist.

Review validation, permissions, and record status

The first column is the dedicated status column that shows the state of each record. The status column remains visible even when scrolling horizontally. You can also filter or group records based on status to quickly locate invalid or incomplete rows.

You can filter the records in Table view based on the status by clicking on the filter button on the first column.

Hover over a cell to view a tooltip with validation messages, warnings, or permission notes.

Validation, Permissions, and Locks

Interactive Table Editing enforces all ActivityInfo constraints, including:

• Required fields
• Relevance rules
• Field format and type restrictions
• Record locks
• User permissions
• Reference integrity rules

Invalid values are clearly highlighted, and tooltips explain the issue.

Only valid updates can be committed to the server.

Draft Saving

Every edit made in the Interactive Table is stored as a local draft (the record is saved in your device only) until you:

• Submit drafts to the server, or
• Discard them.

This allows you to experiment and review changes before updating a shared dataset

The drafts are not available to other users until you have successfully submitted the record to the server.