Configure table fields in Forms

Set up table fields to collect structured rows and columns in a form.

Table fields help you collect repeated values in one structured block.

Use them when employees need to register several related values in rows or columns.

What table fields are good for

Use a table field when you need to capture:

• measurements across multiple points
• checklist values in a fixed structure
• quantities, totals, or repeated inspection entries

What you can configure

A table field lets you control:

• the table name
• whether the table is mandatory
• horizontal or vertical orientation
• fixed values and fill-in cells
• values pulled in from OutSmart

1

Open the form

Go to Settings → Forms.

Open an existing form or create a new one.

2

Add a table field

Add the Table field.

The configuration opens right away.

3

Choose the structure

Enter a clear name.

Choose whether the table is mandatory.

Then choose Horizontal or Vertical.

4

Add rows or columns

Use Add option to build the table.

Leave cells empty when employees should fill them in.

5

Add fixed or automatic values

Use Edit values when you want to prefill cells.

You can add tags to pull in customer, company, or object data.

6

Save and test

Save the form.

Then test the table on a work order and in the PDF output.

How orientation works

Horizontal tables usually treat each row as one entry.

Vertical tables usually treat each column as one entry.

Choose the layout that matches how employees read and complete the form.

FAQ

Can I make a table field mandatory?

Yes.

Employees must complete the required table before they can submit the form.

Can a table fill values automatically?

Yes.

You can use tags to pull values from OutSmart into the table.

Should I test the PDF layout too?

Yes.

Tables can look different in the app and in PDF output.

Related topics

• Create a form
• Form field types
• Use calculations in Forms