Utilising table fields

 

Adding a table field to your program's application form is a great way of collecting large amounts of detailed data from applicants in one easy-to-use field. 

Create a table field

  1. In the Manage workspace, go to Applications
  2. Click Edit form, choosing your desired form if multiple have been configured
  3. Locate where you'd like to place the table field and click the + icon
  4. In the configuration tray, select Table from the Field type drop-down
  5. Provide a label and short title for your field as well as any desired hint or help text
  6. In the Options section, hover your cursor over Column A and open the drop-down
  7. Click Configure column
    Configure column option
    Note: from this area you can also choose to insert a column to the left, insert a column to the right, or delete the column entirely.
  8. In the box that appears, set the column's label
    Column label
  9. In the Column type drop-down, choose whether the column is:
    • Plain text
    • Integer (1)
    • Decimal (0.1)
    • Decimal (0.01)
    • Currency; if currency is selected, choose your desired currency 
  10. Select the Display column calculation checkbox if you've selected a numerical column type and wish for the values to be calculated by:
      • Sum
      • Average
      • Count
      • Min
      • Max 
  11. Save
  12. If desired, select the User can add additional rows checkbox
  13. Repeat for additional columns, adding more columns by clicking the + icon
  14. Save when you're finished
Note:
  • When exporting applications from the platform, data collected within a table field will appear in its own 'page' or 'sheet'.
  • When using column calculation, totals aren't saved as data on the entry meaning that they won't appear in an export.
  • The 'Average' calculator will always use the same number format as the column, which can lead to situations where the average of 1 and 2 is 2 (1.5 rounded up).
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