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How can I add a Table to my Form?
How can I add a Table to my Form?

Add a responsive spreadsheet to your form.

Pam English avatar
Written by Pam English
Updated over a week ago

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 only reportable if the Advanced Reporting feature is active on your account.

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:

Add your Table Question, typically a request for information, such as "Upload your budget here." Determine if your table will be a required field in the field options area. Check Conceal Response if there will be an applicable concealed review setting.

Create a Spreadsheet Template

To create a spreadsheet template, you can use Microsoft Excel or Google Sheets. The spreadsheet template must be in .xlsx format. See this 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

Before uploading your Excel table template, we recommend checking the print settings. In the settings, make sure the table is portrait-oriented and scaled to fit within one page. This will ensure your table displays in an easy-to-read format for reviewers.

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. 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. Do not replace this file when the form is live. You will lose data if you do.

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.

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