Word plugin - Loops and dynamic tables
If you need to take a large amount of data from many records in an
iSheet
you can use a loop. The loop will read all the records in the iSheet from top to bottom.You can also use a loop to build each row of a dynamic table.
Insert a loop
To insert a loop in a document, click on
Loop
.- Highlight the part of the document that you want to repeat for each iSheet record the loop encounters..
- Double-click on the iSheet View that you want to loop through from the right-hand panel.
When you have placed the loop in the template it will look like this:
Remember you can also place conditionals inside loops so you take only the data that meets the conditional rules, eg in the example below the customer records that the loop will return are only for customers whose 'Jurisdiction is in the UK':
Build a dynamic table
If you want to display the output of a Loop as a table you can use the Dynamic Table builder.
The table loop will read all the records in the iSheet from top to bottom and dynamically build a table row for each iSheet record it encounters. To build a dynamic table, click on
Dynamic Table
.Select
Add
in the right-hand panel. The Dynamic Table
builder window opens.
Enter a name for the dynamic table. In the iSheet view dropdown, choose the view that you want the table to loop through.
Conditions applied to the dynamic table
You can also place conditionals inside loops so you take only the iSheet data that meet your conditional rules.
The rules in the Condition need to lookup column data from the same iSheet View as the one the dynamic table is looping through. The dynamic table builder will only show these applicable Conditions.
Choose an iSheet View and the Conditions drop-down will update to show all the Conditions that are applicable.
To see the rules in an existing
Condition
, click the More Actions
icon and choose View condition
.To build new
Conditions
to use with a dynamic table, click the More Actions
icon and choose Add new condition
.
Click on the
Columns
tab inside the Dynamic Table
builder. Insert a column for each iSheet column that will provide data.Give the
Column
a title and choose one or more values for that table column. The values can be static text or a variable from the iSheet view you are looping through.
Conditions applied to values in the columns of the dynamic table
You can place conditionals on column values. Choose a condition from the
Conditions
drop-down.
To see the rules in an existing Condition, click the
More Actions
icon and choose View condition
.To build a new Condition, click the
More Actions
icon and choose Add new condition
.Select
Add
to add the dynamic table to the right-hand panel.Insert Dynamic Table
In the template, place the cursor where you want to insert the table. Double-click on the dynamic table in the right-hand panel. When it has been inserted it will look like the below image:
Hide table header
You can hide the table header by selecting
Hide table header
at the bottom of the dynamic table builder, under the columns tab:
Editing and removing dynamic tables
Select
More Actions
next to each dynamic table in the right-hand panel. You can Edit
or Remove
the dynamic table.If you edit the dynamic table and then click on
Update
, all instances of the dynamic table, already used in the template, will automatically update.After adding any loops, you can add additional conditional rules or validate the template.