General Setup
Data table columns define the structure of information users can enter in a table row. Each column has a data type and configuration options specific to that type.
After adding a data table object to a form, configure its columns by selecting the grid icon next to the Columns attribute.
This opens the Columns dialog.
Select the Add Item button to create a new column
Start by populating the Label and Type fields:
- Label: the name that will be displayed for this column in the table column header row
- Type: drop-down of available object types
Once the type is selected, the applicable fields for that type will be displayed on the Columns dialog. Complete the available fields as needed. See the next section for a breakdown of all fields displayed for each column type value.
As columns are added, the table at the top of the dialog displays each column's Label, Type, and Required values.
The icons in the far left column of this table can be used to edit the column order (up and down arrow icons), or delete a column (X icon).
Once all columns have been created as desired, select the OK button to return to the form builder with the changes made in the Columns dialog added to the Details section
Selecting Cancel returns to the form builder without saving any changes made in the Columns dialog.
Like other object types, changes made in the Columns dialog are not saved until the form is saved. To make the changes available for new records, publish the form after saving.
Text +
- Required: Select to make all rows in this column required. Defaults to unselected.
- Minimum: Minimum number of characters required for the answer
- Maximum: Maximum number of characters required for the answer
- Minimum (error message): Message shown if the answer is shorter than the minimum required length
- Maximum (error message): Message shown if the answer exceeds the maximum allowed length
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of the configured error message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Note: similar to the standalone text object, characters outside of the Minimum - Maximum range can still be entered and saved, but the relevant error messages will be displayed in that case.
Number +
- Required: Select to make all rows in this column required. Defaults to unselected.
-
Format: Format for the thousands separator
- Available options:
- No format: Adds no thousands separator
- Auto: Defaults to using a comma as the thousands separator
- Available options:
- Minimum: Defines minimum allowable answer
- Maximum: Defines maximum allowable answer
- Minimum (error message): Message shown if answer is less than minimum value
- Maximum (error message): Message shown if answer is greater than maximum value
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Note: similar to the standalone number object, values outside of the Minimum - Maximum range can still be entered and saved, but the relevant error messages will be displayed in that case.
Decimal +
- Required: Select to make all rows in this column required. Defaults to unselected.
-
Format: Format for the thousands and decimal separator
- Available options:
- No format: Adds no thousands separator and uses a period as the decimal separator
- Auto: Defaults to using a comma as the thousands separator and a period as the decimal separator
- Available options:
-
Fraction Size: Defines the maximum number of decimal places.
- Note: SP sets Fixed fraction size to true in all cases, so decimals are padded with 0 until the fraction size is reached.
- Example: Fraction size = 2 → entering 12.3 stores and displays 12.30.
- Minimum: Defines minimum allowable answer
- Maximum: Defines maximum allowable answer
- Minimum (error message): Message shown if answer is less than minimum value
- Maximum (error message): Message shown if answer is greater than maximum value
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Note: similar to the standalone decimal object, values outside of the Minimum - Maximum range can still be entered and saved, but the relevant error messages will be displayed in that case.
Date +
- Required: Select to make all rows in this column required. Defaults to unselected.
- Minimum: Defines earliest allowable date (absolute or relative to current date)
-
Maximum: Defines latest allowable date (absolute or relative to current date)
- The far left drop-down has Relative or Absolute options
- When Relative is selected, the remaining fields are Operator, Value, Unit
- Operator: drop-down with options: “+” or “-”, which respectively represent adding or subtracting the selected value and unit from the current date
- Value: free text field to enter the desired number
- Unit: drop-down with options: Day, Months, Years
- Example: if the three fields are populated with - 30 Days, that means the minimum date is 30 days prior to the current date.
- When Absolute is selected, the remaining fields are Month, Day, Year
- Month: drop-down with options for all 12 calendar months
- Day: free text field to enter desired date of the selected month
- Year: free text field to enter desired year
- Example: if the three fields are populated with December 31 2026, that means the maximum date is December 31, 2026.
- Minimum (error message): Message shown if answer is less than minimum value
- Maximum (error message): Message shown if answer is greater than maximum value
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Note: similar to the standalone date object, values outside of the Minimum - Maximum range can still be manually entered and saved, but the relevant error messages will be displayed in that case.
Radio Buttons +
- Required: Select to make all rows in this column required. Defaults to unselected.
-
Items: Enables defining the options and order.
- Select the Add Item button to show the Label field
- As more items are added, the Items table populates with all options and the icons in the far left column can be used to reorder the items (up and down arrow icons) or delete an item (X icon)
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Checkbox +
- Required: Select to make all rows in this column required. Defaults to unselected.
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Drop Down (single) +
- Required: Select to make all rows in this column required. Defaults to unselected.
-
Items: Enables defining the options and order.
- Select the Add Item button to show the Label field
- As more items are added, the Items table populates with all options and the icons in the far left column can be used to reorder the items (up and down arrow icons) or delete an item (X icon)
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Drop Down (multiple) +
- Required: Select to make all rows in this column required. Defaults to unselected.
-
Items: Enables defining the options and order.
- Select the Add Item button to show the Label field
- As more items are added, the Items table populates with all options and the icons in the far left column can be used to reorder the items (up and down arrow icons) or delete an item (X icon)
- Minimum: Minimum number of items that must be selected
- Maximum: Maximum number of items that can be selected
- Minimum (error message): Message shown if fewer than minimum items selected
- Maximum (error message): Message shown if more than maximum items selected
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Note: similar to the standalone drop down (multiple) object, answers outside of the Minimum - Maximum range can still be entered and saved, but the relevant error messages will be displayed in that case.
Expression Field +
- Decimal Value: Stores expression field answer as a decimal object if selected. When unselected, the answer is stored based on the format of the input fields. Defaults to unselected.
-
Format: Only displayed if the Decimal Value checkbox is selected. Format for the thousands and decimal separator
- Available options:
- No format: Adds no thousands separator and uses a period as the decimal separator
- Auto: Defaults to using a comma as the thousands separator and a period as the decimal separator
- Available options:
-
Fraction Size: Only displayed if the Decimal Value checkbox is selected. Defines the maximum number of decimal places.
- Note: SP sets Fixed fraction size to true in all cases, so decimals are padded with 0 until the fraction size is reached.
- Example: Fraction size = 2 → entering 12.3 stores and displays 12.30.
-
Expression: Defines the expression that sets the answer for this object. Refer to other objects by their value attribute. Supports mathematical expressions and conditions.
- Conditional syntax example: {{ condition ? value_if_true : value_if_false }}
- Example: If radio with value attribute radio1 has answers “Yes”, “No”, “N/A”, use {{ radio1 == 'Yes' ? 'Yes' : 'No' }} to return “Yes” only when radio1 equals “Yes”.
- Refer to this article for more expression syntax examples.
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Org Finder +
- Required: Select to make all rows in this column required. Defaults to unselected.
- Allow Multi Select: When selected, allows multiple answers. When unselected, only one answer is allowed. Defaults to unselected (which is different than the behavior for a standalone org finder object).
- Minimum: Only displayed when the Allow Multi Select checkbox is selected. Minimum number of items that must be selected
- Maximum: Only displayed when the Allow Multi Select checkbox is selected. Maximum number of items that can be selected
- Minimum (error message): Only displayed when the Allow Multi Select checkbox is selected. Message shown if fewer than minimum items selected
- Maximum (error message): Only displayed when the Allow Multi Select checkbox is selected. Message shown if more than maximum items selected
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Note: similar to the standalone org finder object, answers outside of the Minimum - Maximum range can still be entered and saved, but the relevant error messages will be displayed in that case.
Person Finder +
- Required: Select to make all rows in this column required. Defaults to unselected.
- Allow Multi Select: When selected, allows multiple answers. When unselected, only one answer is allowed. Defaults to unselected (which is different than the behavior for a standalone person finder object).
- Minimum: Only displayed when the Allow Multi Select checkbox is selected. Minimum number of items that must be selected
- Maximum: Only displayed when the Allow Multi Select checkbox is selected. Maximum number of items that can be selected
- Minimum (error message): Only displayed when the Allow Multi Select checkbox is selected. Message shown if fewer than minimum items selected
- Maximum (error message): Only displayed when the Allow Multi Select checkbox is selected. Message shown if more than maximum items selected
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Note: similar to the standalone person finder object, answers outside of the Minimum - Maximum range can still be entered and saved, but the relevant error messages will be displayed in that case.
Unit Finder +
- Required: Select to make all rows in this column required. Defaults to unselected.
- Allow Multi Select: When selected, allows multiple answers. When unselected, only one answer is allowed. Defaults to unselected (which is different than the behavior for a standalone unit finder object).
- Minimum: Only displayed when the Allow Multi Select checkbox is selected. Minimum number of items that must be selected
- Maximum: Only displayed when the Allow Multi Select checkbox is selected. Maximum number of items that can be selected
- Minimum (error message): Only displayed when the Allow Multi Select checkbox is selected. Message shown if fewer than minimum items selected
- Maximum (error message): Only displayed when the Allow Multi Select checkbox is selected. Message shown if more than maximum items selected
-
Custom Validations: Enables conditional expressions that, when false, trigger the display of a configured message. Refer to this article for expression syntax examples, including those that reference table object columns.
- Select the Add Item button to display the Expression and Error message fields
Note: similar to the standalone unit finder object, answers outside of the Minimum - Maximum range can still be entered and saved, but the relevant error messages will be displayed in that case.