How to Create and Edit a Screen or Table in the Builder

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Screens and Tables are the "sections" of your forms that group together relevant fields for data collection.

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.

Add Screen.gif

From the Preview Panel
Select Add Screen or Add Table located in the Screen preview panel on the right.Add Screen 2.gif
Between Fields
A unique feature of the Builder is the ability to create a new screen in the middle of an existing screen. Hover slightly to the right between two existing fields and + sign will appear for you to select Screen Break. You can create a screen break and the next field(s) will be moved to a new screen. Add Screen 3a.gif
Between Screens
Hover slightly to the right of the space between screens and a + sign will appear for you to select Add Screen or Add Table. Add Screen 3b.gif

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.

Naming_a_Screen.gif

From the Preview Panel
Within the Screens preview panel, 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.               Naming_a_Screen_2.gif
From the Screen Settings Modal
Within the Screen Settings modal, accessible through the gear icon in the upper right corner of each screen, click Type screen name or Type table name and start typing. Move your mouse away from the screen name text box or hit enter to update the name. Naming_a_Screen_3.gif

Editing Screen & Table Settings

Screen Settings Modal Screen Ellipsis

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.

Screen Settings.gif

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.

           Grid_Preview.png

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