Screens and Tables are the "sections" of your forms that group together relevant fields for data collection.
Table of Contents
Editing Screen & Table Settings
Adding Screens & Tables
Screens are sections in a form like Customer Information, Employee Information, Work Completed, etc.
With tables, users can enter the same row of information multiple times. For example, an inspection checklist may have multiple rows for rooms and within each row, a set of inspection values. For a time card, an employee may need to enter start time, end time, and lunch for every day they worked that week. A table is a great solution for these and many other use cases.
From the Workspace
Select Add Screen or Add Table located directly under a screen on the workspace.
From the Preview Panel
Between Fields
Between Screens
Naming Screens & Tables
From the Workspace
Within a screen in the workspace, move your cursor to the Type screen name or Type table name placeholder text and click to add a screen or table name and press enter or remove your cursor from the screen name text box.
From the Preview Panel
From the Screen Settings Modal
Editing Screen & Table Settings
To adjust screen settings, select the gear icon in the upper right corner of the screen.
GoCanvas Tip
Press ESC to close the settings modal.
Table Functionality
After adding a table, the column title Untitled col 1 appears with a lock icon on the left hand side. The lock icon indicates this column is the Key Field within the table, which cannot be moved or deleted. Key Fields can be the following field types: Text, Number, Date, Time, Barcode, and Single Choice in the style of Drop Down.
Primary Differences Between Screens and Tables
- Tables have a column tag attached to the column/field.
- A table appears as a grid in the Preview panel.
- Users can add as many rows as they need when completing a submission.
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