Overview
The Tables feature enables organizations to include fillable tables in their Intake, Request, Progress Report and Feedback forms. Organizations can create a table field, including common spreadsheet formulas such as SUM or ROUND. This creates a table where applicants can enter data. As the applicants enter data, the table will automatically calculate the formulas based on any formulas in the spreadsheet template.
Administrator Setup
Adding a Table
Tables can be added to any Intake, Request, Feedback or Progress Report Form by clicking the Table Field option from the form editor menu.
Give your table a descriptive name and include any additional help. Select the gear icon in the upper right corner to configure table settings.
In the configuration panel, you can:
- Set the number of columns and rows
- Choose to display row/column labels
- Add column headers
- Enable the toolbar for applicants
Click directly on any header text or any other cell to edit it. Remember to save your changes before navigating away from the form field.
Formula Capabilities
Your tables can include functions to calculate sums, averages, and other calculations automatically. This is particularly useful for tracking measurable outcomes.
| Function | Syntax | Output | Example | Result |
| sum | =sum(cell range) | sums the values of the given range | =sum(A1:A5), =sum(1,2,3,4), =sum(5,9,10,A10) | |
| average | =average(cell range) | Generates the average value of the given range | =average(A1:A5), =average(1,2,3,4), =average(5,9,10,A10) | |
| min | =min(range) | Find the lowest number from the given range | ||
| max | =max(range) | Find the highest number from the given range | ||
| round | =round(value, decimal places) | Rounds the value to the provided number of decimal places. | =round(1.2355,2) | 1.24 |
| roundup | =roundup(value, decimal places) | Rounds value up to the provided number of decimal places. | =roundup(1.2355,2) | 1.24 |
| rounddown | =rounddown(value, decimal places) | Rounds value down to the provided number of decimal places. | =rounddown(1.2355,2) | 1.23 |
| day | =day(date) | Returns the date of the month from the date field. | =day(05 April 2023) | 5 |
| month | =month(date) | Returns the value of the month from the date field. | =month(05 April 2023) | 4 |
| year | =year(date) | Returns the date of the month from the date field. | =year(05 April 2023) | 2023 |
| and | =or(logical1, logical2,...) | A logical function that determines if all conditions are true from multiple conditions provided. Result - true, false | =or(D3=5, D4=6, D9=10) |
true (if any of the three conditions is true) false (if all the conditions are false) |
| or | =or(logical1, logical2,...) | A logical function that determines if at least one condition is true from multiple conditions provided. Result - true, false | =and(D3=5, D4=6, D9=10) |
true (if all the conditions are true) false (if any of the three conditions is false) |
| rand | =rand() | Generates a random number between 0 and 1. | ||
| randbetween | =randbetween(lowerlimit, upperlimit) | Generates a random number between lower limit and upper limit |
Important Warnings
- Set your column and row numbers before adding content to avoid losing work
- Click "Save" after making changes, as updates are not automatically saved
- Formatting features like bold text and colored rows/columns may not display consistently
- Table data is not compatible with advanced reporting features or analytics dashboards at this time.
Best Practices
Keep column headers concise and descriptive. Include only essential fields. Consider adding helper text above the table to provide additional guidance to applicants.
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