Using Tables in Forms

Tables in Forms allows users to create or update multiple records in a single form submission using a structured table layout. Each row in the table represents an individual record. This format improves visibility, reduces manual repetition, and increases accuracy when working with large sets of data.

In earlier workflows, users could include multiple records in one form, but visibility was limited. Tables make it easier to view, enter, and manage each record in its own row.

Note: The current limit is 15 rows per form submission. This limit will increase in upcoming product updates.

Info: The table layout is only available in forms configured for Multiple Records. It is disabled for Single Record forms.

Adding Multiple Records

When new equipment is purchased in bulk, such as 10 new laptops, it's much more efficient to add all of them in a single submission rather than filling out the same form 10 times. The table layout allows users to enter each device's details in one row and submit everything at once.

1. On the left navigation pane, point to and click Create+, and then click Form. The Form Setup dialog appears.

2. Enter the form name in the Form name field (for example, "Bulk Asset Entry").

3. Select Create new record.

4. Select Multiple records.

Info: Multiple record forms can utilize Tables in Forms under the Styling menu to improve flexibility and visibility when working with more than one asset. The table currently supports up to 15 records.

1. Use the dropdown under And will use this collection to select the target collection (for example, Assets).

2. (Optional) Toggle Allow receipt of responses after submission to enable confirmation emails for submitted entries.

3. Click Save & continue to proceed to the Form Builder.

4. In the Form Builder, click Add, go to the Form Styling tab, and insert a Table layout.

5. Inside the table, click the + icon to add input fields such as Serial Number, Purchase Price, and Attachment.

6. Click Save Changes.

7. Open the form from the navigation menu or its shared location.

8. For each new asset, enter information into a row in the table.

9. Use the Add button or press Enter to insert more rows as needed, up to the 15-record limit.

10. When finished, remove any unused rows and click Submit. Each completed row will be saved as a new record in the selected collection.

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Updating Multiple Records

When multiple existing records need to be modified—for example, changing ownership or status—a table layout allows users to make individual updates per row, all in one submission.

1. On the left navigation pane, point to and click Create+, and then click Form. The Form Setup dialog appears.

2. Enter the form name in the Form name field (for example, "Bulk Asset Updates").

3. Select Update existing records.

4. Select Multiple records.

Info: Multiple record update forms can use table layouts to simplify editing. The current maximum is 15 rows.

1. Use the dropdown under And will use this collection to choose the applicable collection (for example, Assets).

2. (Optional) Toggle Allow receipt of responses after submission to enable confirmation emails.

3. Click Save & continue to proceed to the Form Builder.

4. In the Form Builder, click Add, go to the Form Styling tab, and insert a Table layout.

5. Use the + icon to add fields such as Assigned To, Status, or any other field that should be updated.

6. Click Save Changes.

7. In the collection view, select the records you want to update.

8. Launch the form from the bulk action menu.

9. Each selected record will appear as a row in the table. Fields will be editable according to the form configuration.

10. Enter updated values in each row as needed.

11. Click Submit. Each record will be updated with the values entered in its respective row.

Note: Only fields added to the table will be updated. All other fields will remain unchanged.