The Tables feature enables organizations to include fillable tables in their application form. Organizations can upload a spreadsheet template into their application form, including common spreadsheet formulas such as SUM or COUNT. This creates a table where applicants can enter data. As the applicants enter data, the table will automatically make calculations based on any formulas in the spreadsheet template.

Please note: Data in a Tables field is not reportable. Tables will be a separate but connected file that has been uploaded to the submission.

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Add a Table Field to your Form

Create a Spreadsheet Template

Upload or Edit your Spreadsheet Template

Preview your Table

Add a Table Field to your Form

From the Form Designer on the left, drag and drop the Table field from the toolbox onto your application form:

After you do this, you will see the following field:

Give your table a name. Determine if your table will be a required field in the Field Options area, and select the Response Required checkbox if so. Check Conceal Response if there will be an applicable concealed review setting.

Create a Spreadsheet Template

To create a spreadsheet template on a PC, you can use Microsoft Excel or Google Sheets. The spreadsheet template must be in .xlsx format. See this help article for a full list of spreadsheet formulas supported in Tables.

The table will be as wide as the farthest right column that contains text or a formula (e.g., Column E in the below example), and it will be as long as the last row that contains text or a formula (e.g., Row 6 in the below example). This sample spreadsheet template for a budget contains formulas to calculate subtotals and a total:

Upload or Edit your Spreadsheet Template

Once you've created your spreadsheet and saved it as an .xlsx file, click Upload a file, or drag and drop your .xlsx file onto the form field. Click Save when you’re finished.

Note: If you’ve created the spreadsheet in Google Sheets, download an .xlsx version by clicking File>Download As>Microsoft Excel (.xlsx).

If at any time you’d like to switch this file for another, click Remove file and upload another .xlsx file.

Preview your Table

To see what your table looks like to an applicant, click the Preview button at the top right of the page. Locate the table on your application form. As the applicant fills in your table, any formulas you have entered into your spreadsheet template will automatically generate calculations.

To return to the form, click Back to Edit.

After the applicant has submitted the form, you can view the applicant’s table data by previewing it in the submission details or downloading the completed table from the submission.

Please note: Data in a Tables field is not reportable. Tables will be a separate but connected file that has been uploaded to the submission.





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