Top menu >> Setup >> Click process >> Fields tab
Use the Table field to create table columns that match the data you want to collect. They may be set up for either Free rows (users add rows as needed) or Defined rows per form.
How to Enter Data Into Table Field
Click in the table cell and enter information, check boxes and/radio buttons, or choose from drop down lists.
One note of caution is the scroll bar located at the bottom of the table field. The table field may contain more columns to the right. If you are using a keyboard an easy way to navigate through a table field is by using the tab button.
Setup - Add a Table Field
To add a table field, click and drag it into place on the setup Fields template.
Name the table field, determine width, choose a field group (if necessary), and decide the type:
- Choose Free rows (users add rows as needed per form) when the data entered into a table will be variable;
- Choose Defined rows when there is a set list of criteria to include in a table.
Free rows (users add rows as needed per form)
For when the data entered into a table will be variable.
As an example, consider a simple table consisting of only one staff reference field named, "Meeting Attendance." Because a meeting could potentially include anywhere from 2 or 20+ staff members, using + Add row to capture this variable data is ideal.
Row names are automatically populated with increasing numbers as users add rows to the table.
For when there is a set list of criteria to include in a table.
To add custom names to a defined row, click + Add defined row and type the name into the text box. Continue to enter defined or label rows as necessary.
To create a label for a section of your table, click + Add label row and type the label into the textbox. Continue to enter defined or label rows as necessary. More information about label rows here.
If you need to edit or delete a defined row, hover over the row name, the Edit and Delete buttons will appear. Click the respective option.
Hidden Rows in Defined Table Fields
Note: Deleting a defined row will also delete all data for all forms for that row. If you want to remove a row from a Defined rows table field while keeping the historical data, uncheck the Shown option.
After unchecking the Shown option as noted above and saving this change:
- New forms will no longer show this row for users to fill out.
- If existing forms have values entered for any field on these rows, they will continue to be visible during display and edit.
- On an existing form, if the values for a hidden row are cleared, after clicking OK, the row will no longer be shown on that form during display and edit.
Add Fields (columns) to Table Field
In the table field, adding fields creates a table's columns.
To add fields, click and drag the chosen field into place.
You can move fields (a table's columns) around by clicking and dragging a field to either side of other field in the table. Drop areas will be indicated by the highlighted areas.
When you are finished adding fields and/or editing their order, click the Up button. You will be directed back to the main Fields setup page.
Editing a Table Field
To edit fields and rows of an existing table field click Fields.
To edit the custom name or attach to a field group, click Edit.