Table Sections in Form Templates

When you build a form template, you can create tables with custom column and the rows will populate with information from form fillers, such as text, dates, or drop-down selections.

Use a table to:

• Capture detailed project information
• Track time, resources, and work progress
• Customize data collection to fit your needs

In this article, you'll learn how to:

• Add Table Sections to Form Templates
• Edit Table Columns in Form Templates
  • Edit a single table column in a form template
  • Edit multiple table columns in a form template
• Edit Table Section Name and Description

Add Table Sections to Form Templates

1. Open a form template in the Forms tool.

2. In the left panel, click the icon and select Table.

   Note: You can add up to four table sections to a form template. The Equipment, Work Log, and Materials sections count as table sections. For example, if you have one of these sections, you can add up to three more Table sections.

   

3. Enter a name for the table section.

4. Enter a value from one to 15 for the number of columns that you want in the table.

   Note: You can add or delete columns later. You must have at least one column to start.

5. Click Next.

6. Enter names for each column. Click the trash icon to delete a column.

   Note: Column names must be unique and 50 characters or fewer.

7. Click Create.

Next, choose the data type for each column. You can specify data types such as creating a drop-down or asking for date field to get the information you need. Continue reading to learn how.

Edit Table Columns in Form Templates

After you add a table to a form template, you need to set the data type for each column. This customizes how form fillers complete the rows. You can configure a single column or bulk edit multiple columns.

• Edit a single table column in a form template
• Edit multiple table columns in a form template

Edit a single table column in a form template

1. Click a column header.

2. In the panel that appears, you can:

   

   • Click to delete the column.

   • Edit the column name.

   • Select the data type for the column. Choose from:

     • Company: Form fillers select a company from the project's account.

     • Date

     • Dropdown:

       1. Enter the options for the drop-down.
       2. Click Add another option to add more options.
       3. Click the trash icon to delete an option.

       (Optional) Turn on Allow free-form text responses to let form fillers enter their own value instead of selecting from the drop-down.

       Note: You can add up to 100 options in a drop-down column. Each option must be 50 characters or fewer.

     • Numerical: Form fillers can enter whole numbers or decimals. If they enter decimals, the value rounds to two decimal places. The value must be positive.

     • Role: Form fillers select a role from the project's account.

     • Text: Form fillers can enter up to 200 characters.

3. Click Save.

Edit multiple table columns in a form template

1. Click the cog icon in the top-right of the table section.

2. In the dialog, edit column names.

3. To add columns, click Add column at the bottom of the dialog.

   Note: You can add up to 15 columns.

4. To remove columns, click the trash icon next to the column name.

   Note: You must have at least one column in the table.

5. To reorder columns, hover over the column and hold the drag icon to the left of the column name. Drag the column to the new location.

6. Click Save.

Edit Table Section Name and Description

To edit the table section name after you add it to the form template:

1. Click the section title.
2. Type a new name for the table section.
3. Click away to save.
4. (Optional) Add a description for the table section in the Placeholder description field.

You can also add a description for the table section in the Placeholder description field.