Purpose Statement

This article explains how to create, customize, and manage tables within the First Due Form Builder. Tables allow users to organize information into rows and columns, providing a structured format for collecting and displaying data within a form.

Background Information

The Form Builder allows users to create new forms or modify existing forms to meet their department's operational needs.

The Table component provides a way to organize related information within a form. Users can add headings, insert data fields, and customize the number of rows and columns.

Tables can be useful for organizing information such as dates, addresses, and other department-specific data.

Multiple tables can be added to a single form to organize different categories of information.

Required Permissions

Users must have the appropriate permissions to access and manage forms within the Form Builder.

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Step-by-Step Guide

Step 1: Access the Form Builder

1. Navigate to the applicable Module.
2. Open the Form Builder and access the Form List.
3. Choose one of the following options:
   • Create New: Begin creating a new form.
   • Edit: Open an existing form to modify its contents.
4. If creating a new form, enter a name for the form and proceed to the blank form.
   
   

Step 2: Add a Table

1. Locate the + (Add) button within the Form Builder.
2. Select the Table option from the available components.
3. A new table will appear within the form.
   
   

Step 3: Configure the Table Heading

1. Locate the six-dot menu on the left side of the table.
2. Click the menu to access the table configuration options.
3. Select Add a Heading if you want to include a heading above the table.
4. Enter the desired heading text.
5. Alternatively, proceed without adding a heading.
   
   

Note: The six-dot menu also provides options to convert the component, add data fields, move the component up or down within the form, or delete the table.

Step 4: Add or Remove Columns

1. Locate the four-dot menu above the column you want to modify.
2. Click the menu to display the available options:
   • Add Column to Left: Inserts a column to the left of the selected column.
   • Add Column to Right: Inserts a column to the right of the selected column.
   • Delete Column: Removes the selected column.
3. To quickly add additional columns, click the + symbol on the right side of the table.
4. Repeat as needed to create the desired table layout.
   
   

Step 5: Add or Remove Rows

1. Locate the four-dot menu on the left side of the row you want to modify.
2. Click the menu to display the available options:
   • Add Row Above: Inserts a row above the selected row.
   • Add Row Below: Inserts a row below the selected row.
   • Delete Row: Removes the selected row.
3. To quickly add additional rows, click the + symbol below the table rows.
4. Repeat as needed to create the desired table layout.
   
   
   
    

Step 6: Add Data Fields to the Table

1. Click inside the table cell where you want to add a data field.
2. Locate and click the six-dot menu to access the component options.
3. Select Add a Data Field.
4. Add the desired data field to the selected location.
5. Continue selecting the appropriate cells and adding data fields as needed.
   
   

Important: Select the intended table cell before adding a data field to ensure it is placed in the correct location.

Step 7: Add Additional Tables (Optional)

1. Locate the + (Add) button within the Form Builder.
2. Select Table from the component options.
3. A new table will appear below the existing table.
4. Customize the new table using the same steps outlined above.
5. Repeat this process to add additional tables as needed.
   
   
   
    

Step 8: Save the Form

1. Once the table configuration is complete, locate the Save button.
2. Click Save to save your changes.
3. Return to the Form Builder List to locate the saved form.
4. Review the form to verify that the table structure and data fields appear as intended.
   
   
    

Best Practices

• Plan the table layout: Determine the number of rows and columns needed before adding data fields.
• Use descriptive headings: Add table headings to help users identify the information being collected.
• Organize related information: Group related data fields within the same table for easier navigation and data entry.
• Verify cell selection: Always click the intended cell before adding a data field.
• Use multiple tables when appropriate: Separate different categories of information into individual tables to improve readability.
• Review before saving: Confirm that rows, columns, headings, and data fields are positioned correctly.
• Avoid unnecessary complexity: Keep tables organized and limit unnecessary rows or columns.

Troubleshooting & FAQs

How do I add a new table to an existing form?

Open the form in the Form Builder, click the + (Add) button, and select Table.

Can I add more than one table to a form?

Yes. You can add multiple tables by selecting the Table component again. Each new table can be customized independently.

How do I add another column?

Click the four-dot menu above a column and select Add Column to Left or Add Column to Right. You can also use the + symbol on the right side of the table.

How do I add another row?

Click the four-dot menu beside a row and select Add Row Above or Add Row Below. You can also use the + symbol below the rows.

How do I delete a row or column?

Click the appropriate four-dot menu for the row or column and select the corresponding delete option.

Can I create a table without a heading?

Yes. Adding a heading is optional.

How do I add data fields to a specific table cell?

Click inside the desired cell, open the six-dot menu, and select Add a Data Field.

Can I move a table to another location within the form?

Yes. The six-dot menu provides options to move the table up or down within the form.

How do I remove an entire table?

Open the table's six-dot menu and select the option to delete the table.

Where can I find my form after saving it?

Saved forms appear in the Form Builder List.