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Tables are useful fields for entering data in multiple rows and columns. Front end users may also be able to add rows on the fly. This tutorial will show you how to set tables up and explain the different parameters associated with it.

Overview of Using Table Fields in Workflow Forms

This page provides a comprehensive guide on setting up and utilizing table fields within workflow forms. Tables serve as versatile tools that enable users to efficiently organize various information in a single location and represent data effectively. Additionally, tables can be utilized to map and merge data collected, which can then be seamlessly integrated into document templates.

Locating Table Fields

Users can access table fields within the form builder page, situated towards the bottom of the form fields menu on the left-hand side. Furthermore, tables can also be incorporated into forms for signature purposes.

Setting Up Tables

Tables within workflow forms can be configured as editable or non-editable. This functionality allows users to modify cell content, add new rows, and adjust table size as necessary. Enabling the editable setting is particularly advantageous when users need to input multiple records and require additional space for new entries. Users can easily add new rows and input details accordingly.

Customization Options

Users are provided with options to adjust the height and width of columns and rows within tables. This flexibility ensures ample space for descriptive content. After adding editable and non-editable tables, users can distinguish between them and observe how they appear when rendered on the front end.

Merging Data into Document Templates

Tables can also facilitate data merging into document templates intended for e-signature. The video outlines the format for specifying table tags, which includes the element ID, row number, and column number. This format is essential for accurately filling and signing various types of forms.

Guided Procedure

The video offers a step-by-step walkthrough of the setup process, ensuring users can effectively utilize table fields within workflow forms to enhance efficiency and productivity when working with complex data structures.


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