Tables are a group of fields where a user can add multiple rows.
- Tables can exist both within a section or outside a section.
- Tables may also be used to create a grouping of fields within a Section where the user may only add one row of data and not more. You would do this if you want to differentiate that set of fields from the other fields in the section.
To Create a table, select the Folio Template that you want in Admin and then Folio Templates. Click on the Fields tab, select one or more fields using the tick boxes and click on the Create Table button.
You can also add fields to an existing Table by first selecting the fields you would like to add to the table, then selecting the table you would like to add them to and clicking on Create Table.
You must give the New Table a Name and you may enter Instructions.
Table Layouts:
Layout provides you with a few options of how data can be structured on a Table. Here are the Layout options:
Horizontal Layout, Multiple Rows
This is the default Layout. The fields appear across the screen horizontally and a user can add multiple rows by clicking the + button.
Vertical Layout, Multiple Rows
In this Layout the fields appear vertically and the user can add multiple rows by clicking the + button.
Vertical Layout, Answers Below
In this Layout a user cannot add multiple rows. This layout is used when users want to differentiate fields within a section but it can be used outside a section too to differentiate fields from others.
Vertical Layout, Answers on the Right
In this Layout a user cannot add multiple rows. Each field is numbered 1,2,3 and so on. This layout is used when users want to differentiate fields within a section but it can be used outside a section too to differentiate fields from others.
Prepopulated Table
Prepopulated tables enable you to prefill some data in the fields of a table and allow the user to fill in the other fields. They also allow you to lock the rows on a table to a defined number of rows, preventing the user from adding more.
Table Summary Types:
If your table has Numeric Fields you can add a Summary by selecting Summary Type. Summary Types available are:
- Total: Total of all the Numeric values in the column.
- Average: Average of all the Numeric values in the column
- Median: The Median value of all the Numeric values in the column
You can apply the summary to all numeric fields or just selected ones. To do this, in the field called Apply Summary To, choose between All Numeric fields or Select Numeric fields. If you choose the latter option you must choose the Numeric fields that the summary is required for.
Note:
- You cannot filter or sort on table fields in list screens.
- You cannot filter or sort of table fields in PDF Reports.