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

This product is in Beta. Please reach out to your Account Manager for more information. Please note that this Help Center article is in progress and will be updated.

Learn more about creating screens in the Advanced Form Builder.

Learn more about creating tables in the Advanced Form Builder.

Learn more about screen 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.  

There are several methods for adding a screen or table to your form in Builder BETA:

Method 1:

Click Add Screen or Add Table located directly under a screen on the workspace. 

Method 2:

Click Add Screen or Add Table located in the Screens preview panel on the right.

Method 3:

A unique feature of Builder BETA 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 a + 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. 

Method 4:

Hover slightly to the right of the space between screens and a + sign will appear for you to select Add Screen or Add Table.

Naming Screens & Tables

Method 1:

Within a screen in the workspace, click the ‘Type screen name’ or 'Type table name' placeholder text to add a screen or table name and press enter or remove your cursor from the screen name text box. 

Method 2:

Within the Screens preview panel, click the ‘Type screen name’ or 'Type table name' placeholder text to add a screen or table name and press enter or remove your cursor from the screen name text box.

Method 3:

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.

Editing Screen & Table Settings

Screen Settings Modal

To adjust screen settings, click on the gear icon in the upper right corner of the screen. 

Tip: Press ESC to close the settings modal.

Screen Ellipsis

In the upper right hand corner of a screen, click on the Ellipsis icon to open the menu with the Duplicate Screen and Delete Screen. 

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.

A table is slightly different from a screen. The primary differences are: 

• 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.