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You can now create tables in your process form. We added a table field type to group information into rows and columns, providing the ability to create custom spreadsheets in your process form.

In order to create a table field type, select the data type “Table” and click on the link that appears below to configure it.

You can define how many columns you want to include, the heading and the type of data it will contain.

In the table columns will be displayed from left to right following the same order in which you added them. When setting the columns of the table you can drag and drop them to rearrange the order.

It is also possible to define a maximum of rows. If that field is left empty, the number of rows allowed will be unlimited.

As with other types of data, tables can include a name, a description and visibility when initiating the process.

Once you defined the table field, you can define the visibility of the table for each task. If the table is editable or required, you can even define the visibility for each of its columns as follows:

Once inside the visibility settings for the table, you will be able to choose each column as: Editable, Read Only or Required.

Once the table field is configured and the process deployed, you’ll see it in the process instance. For example, the table set up in the previous image will look like this:

When the table visibility is set to ‘Editable’, users can complete table cells and add or delete as many rows as they want (always bearing in mind the maximum number of rows allowed). This means that users can modify the content and rows of the table, but not the columns. Columns can only be modified when setting up the table.

To insert new rows, click on the ‘Add Record’ button. To delete rows, click on the bin icon.

Defining formulas within a table

You can define formulas within columns of a table. This allows you to automatically calculate values based on other columns of the table.

Example: If you register the purchase of products with a table, we will have a column indicating the quantity to be purchased and the price of each product. Then you can add another column that automatically calculates the total price by multiplying the price and quantity.

To set a formula follow these steps:

To reference columns, indicate the name using the mustache format (enclosed in {{ }}).

You can enter any mathematical expression. See useful examples below:

This functionality can be combined with others to make your forms even more powerful. For example, you can define a calculated field after the table which sums the “Total” column to automatically obtain the total amount of the purchase.
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