Insert data-entry tables

Insert data-entry tables to collect data that is best displayed as rows and columns, for example, monthly financials, improvement metrics, or tasks.

The following example shows how to insert a data-entry table so users can add rows of agenda items for a meeting.

  1. Click the workspace where you want to add the data-entry table.
  2. On the Forms tab, click the Data-Entry Table button.
  3. In the Insert Data-Entry Table dialog box, enter a name and the number of columns.
  4. Under Data, choose Do not connect the repeating rows to a data table and click OK.
    A data-entry table that has the defined number of columns appears. By default, a data-entry table has a header, a data-entry row, and a footer.
    A data-entry table in design mode
  5. In the header, enter column labels and adjust the column width.

    To make multiple columns the same width, select the columns to resize, click the Tables tab, and then click Distribute Columns.

    A data-entry table that has column labels
  6. Test the data-entry table in fill-out mode by adding rows and entering data.
    A data-entry table in fill-out mode

To set up data-entry tables to automatically update user-entered values throughout the project, go to Connect data-entry tables.

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