FORMS Builder - Tabular

Learn more about how you can use the Tabular element to create one or several sections in a form (checklist)

Espen Ottar Skjeggestad avatar
Written by Espen Ottar Skjeggestad
Updated over a week ago

The 'Tabular' element is a function you can use the make sections (tabs) in a form (checklist). These sections open only if you decide to click on them. In other words, the function is dynamic and will not show any data if you do not click to open the section first. If you click on the 'Tabular' function more than once, x-amount of identical sections will open.

Let's say you are doing Quality Assurance (QA) on a construction site where you are building a Cabin. You need to do QA documentation for the different parts of the building process. Instead of making one document for each part of the process, you can make one document containing one section for each part of the process.

e.g.

  • Startup

  • Outside Setup

  • Inside Setup

  • Tiles and bathrooms

  • Chimney and fireplace

While filling out the document, you only open the relevant section and start filling out, e.g. "Startup". After saving you can open the document again at a later time and continue on to the next section, e.g. "Outside Setup". If a section is not relevant for that specific type of building you don't click on it and end up skipping it/not showing it in the report.

Another example could be that you need to register participants in your form, but you are not sure how many will attend and what their names are. Then you could set up a Tabular with the title "Participant". When you click on it, you register the first participant. And if you click on it a second time and a third time (and so on) you register the consecutive participants.

To set up a Tabular in your form you can do the following steps:

  1. Find the 'Tabular' Element on your left-hand side and click on the plus (+) icon to add it to the form

  2. Click on the element to open it

  3. Select a title in the 'Title' field, e.g. "Participant"

  4. Add additional tool-tip information/instructions in the 'Info' field if necessary

  5. Click on "Add element" to add the types of elements you wish to include in your 'Tabular' (section/tab). An example could be the element 'Text Field' that allows you to write text on the document, e.g. a name of a person.

  6. When you have added all the elements you need (Text Fields, Checkboxes, Signatures and etc.), you are done.

  7. On your right-hand side, you will see a preview of what it will look like.

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