Purpose
In the Form Schema page, the New Table Section feature enables users to add a structured table section to organize their form data effectively.
What can you do with it?
With the New Table Section, you can create a designated space within your form for structured data collection. It allows users to tailor each table section to their requirements by specifying labels, descriptions, and rules for data entry. This ensures data is organized and adheres to your data governance standards.
How is it done?
Label: Begin by entering a distinctive label for your table section. This acts as a clear identifier for reference.
Description: Provide a concise explanation that clarifies the purpose of the table section for better user understanding.
Info Icon: Add contextual information to assist users in navigation and usage of the table section.
Determine Row Requirements:
Enforce a Minimum Number of Table Rows: Enable this option to ensure mandatory data consistency.
Minimum Number of Repeatable Table Rows: Set a baseline for rows to guarantee fundamental data collection.
Set Row Limits:
Enforce a Maximum Number of Table Rows: Enable this to control data entry and avoid overload.
Maximum Number of Table Rows: Specify a ceiling for the number of rows ensuring focused data entry.
Form Elements:
Repeatable Form Element List: Utilize the Form Editor to display which fields can be repeated within the section.
Required Fields: Select essential fields using Data Select to ensure completion.
Conditionals:
Conditionals: Define when the table section appears based on specific values in another widget, using the Data Select option, to enhance workflow customization.
Important Considerations
Ensure that the labels and descriptions are distinct and explanatory to facilitate easy navigation.
Always verify that the minimum and maximum settings for rows align with your data capture needs to avoid data inconsistencies.
Best Practices
Clearly define and label your sections to improve organization and retrieval of data.
Use the info icon judiciously to offer meaningful guidance without cluttering the interface.
Regularly review your row limits and enforce them thoughtfully to maintain streamlined and effective data entry processes.