Insert data-entry tables

When you design a form, you can insert data-entry tables to collect user-entered data that is best displayed as rows and columns, for example, monthly financials, improvement metrics, or tasks.

If you want to share this user-entered data across tools, forms, projects, and with the dashboard, you must first connect the data-entry table to a category. Then, you must connect each form control in the data-entry table to a specific data field within the category.

Insert a data-entry table that is not connected to a category

When you do not connect a data-entry table to category, the user-entered data is not shared across tools, forms, and projects, or with the dashboard.

  1. In Design mode, select the workspace where you want to add the data-entry table.
  2. Enter the number of columns to include in the table.
  3. In the Insert Data-Entry Table dialog box, select Do not connect the repeating rows to a data table.
  4. Complete the dialog box to format the form control, then select OK.

Insert a data-entry table that is connected to a category

When you connect a data-entry table to a category, the user-entered data is shared across tools, forms, and projects, and with the dashboard.

  1. In Design mode, select the workspace where you want to add the data-entry table.
  2. Enter the number of columns to include in the table.
  3. Select Connect the repeating rows to a data table, then select Select Data Table.
  4. In the Data Connection Setup dialog box, select the category of your choice, then select OK in each dialog box. The data-entry table is added to the workspace.
  5. Double-click the form control in the first column.
  6. In the form control dialog box, select Select Data Field.
  7. In the Data Connection Setup dialog box, select a data field, then select OK in each dialog box.
  8. Repeat the previous 3 steps until you have connected each form control in the data-entry table to a corresponding data field in the category.

Format a data-entry table

After you insert the data-entry table, you can format it to have any of the following features.
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