Form Builder - Table Block

Form Builder - Table Block

Purpose

  1. The purpose of this Knowledge Base Article is demonstrate how to add a Table Block using the Form Builder.
  2. These instructions apply to the Table Block in Form Builder for the following Modules: Inspections, Permits, Invoicing, and Fire Investigation.


Video



Instructions

1.  Create a new form or select edit to edit an existing form.






2. Mouse over in the left margin at the current block and select the + sign to add a Table Block under the current Block.





3.  Select Table from the dropdown menu.






4. You will have a table with two rows and two columns.
  1. Add a row by selecting "+" at the bottom left of the table or add a row by selecting the "+" at the upper right.




5. Each column and row will have a "Tune" button:
  1. Mouse over and select to add row above, add row below or select delete row twice to delete a row.
  2. Mouse over and select to add column to left, add column to right, or select delete column twice to delete a column.






6. Select Tune to make your Table With Headings or Without Headings, add data fields (see next step), move up and down, or delete (select the X 2 times).






7. Add text to Headings as needed.






8.  To add data fields - Step #1:
  1. Place your cursed in the Table then select tune and then add data field.
  2. NOTE: If you add multiple data fields into a cell, make sure you have a space between them.
  3. NOTE: Standard punctuation marks can be added immediately after a data field.




9. To add data fields - Step #2:
  1. Select the data field from the drop down list.





10. Select text for formatting options available with Text Tools.





11. Example of a Form with a Table printed.




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