Similarly to how you can create tables in Flow, Data Tables can now be created in Smart Forms.
Data Tables provide a concise way to view your data within a Smart Form.
The Data Table offers an alternative to the standard Record Lookup Picklist. While both options allow users to choose from the same records and display the same fields, the Data Table presents the information in a more compact and visually accessible format. As shown in Figure 1, the Data Table makes it easier to scan multiple records and compare various fields at a glance, making it especially useful when working with richer or more detailed datasets.
Figure 1 - Data Table vs Picklist: Record Lookup in The Axsy Mobile App
Creating a Data Table
When you drag a Record Lookup element onto the Form Designer, a modal appears to select the type of lookup. For a Data Table, you would select the "Table" option.
Figure 2 - Record Lookup Variants Modal
Once selected, there is another modal where you can now define the Record Lookup as normal with 2 additional tabs for the table.
The variant of the Record Lookup (Picklist or Table) can be changed at anytime by editing the element (see bottom of Figure 3)
Figure 3 - Record Lookup Edit Modal
Data Table Fields
In addition to the tabs that are normally in the Record Lookup element, there are 2 additional fields: Table and Columns.
Under the Table tab (Figure 4) you are able to define some styling for the table (min/max height)
Under the Columns tab (Figure 5) the Columns for the table can be defined. Each column will relate to a field on the object and for each column you can choose the Label, Datatype (string, int, date, etc.) and some more fine-grained styling.
Figure 4 - Table Tab: Record Lookup Data Table
Figure 5 - Columns Tab: Record Lookup Data Table