Using table fields

 

Table fields allow you to collect structured, detailed data in a single field. They are ideal for budgets, breakdowns, or multi-part responses.

Create a table field

  1. In the Manage workspace, go to Applications
  2. Click Edit form and choose a form
  3. Click the + icon where you want the field
  4. Select the Table field type
  5. Add a label, short title, and any help text
  6. In 'Options', click the column heading
  7. Choose Configure column
  8. Enter a column label
  9. Choose a column type:
    • Row label
    • Plain text
    • Integer
    • Decimal (0.1 or 0.01)
    • Currency
  10. (Optional) Enable Display column calculation and choose:
    • Sum
    • Average
    • Count
    • Min
    • Max
  11. (Optional) Enable Require a value in every column cell
  12. Click Save
  13. Repeat for additional columns as necessary
  14. (Optional) Select User can add additional rows
  15. Click Save 

Good to know

  • Row label columns are not editable by applicants.
  • Table data exports to its own sheet in exports. Calculated values are not included in export data.
  • A required column overrides an optional field setting.
  • Averages follow the column format and may round values.
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