ProTip: 3 Easy Steps to Create the Perfect Table for your Form
Originally published on 12/15/2015
Collect more accurate project data in real-time
Tables can be an essential part of digital forms, especially when you're collecting repetitive data or tracking multiple line items. Whether you’re building a job application form or a project checklist, a well-structured table can make your form more efficient, organized, and easy to complete. In this quick guide, we’ll walk you through three easy steps to create the perfect table using GoFormz.
Step 1: Map out the Table Field
Before jumping into the GoFormz Template Editor, think through the structure of your table. Ask yourself:
What type of information do you need to collect?
How many columns and rows will you need?
Will your table need to calculate totals or averages?
For instance, electronic forms can be dynamic, utilizing Automatic Calculations to streamline data collection. If you're using a Table field to track weekly timesheets or purchase order line items, adding calculations can save time and reduce errors. Check out this guide to setting up Automatic Calculations ›
Step 2: Add the Table Field to Your Digital Form
Log in to your GoFormz account on the web app and open your desired digital form Template. Once you have the Template Editor open, follow these simple steps:
Drag and drop the Table field to the desired location on your digital form
Customize the rows and columns based on your data collection needs
Assign data fields to each Column (i.e., Text fields, Drop Down menus, Image fields, etc.)
Add clear, descriptive labels to each column to indicate what data should be entered
Step 3: Save, Test, and Publish
Once your table is complete, be sure to save your Template and click ‘Preview’ to test how it functions. This lets you check for accuracy and make any necessary adjustments. If everything looks and works as expected, exit the Preview mode and ‘Publish’ your digital form.
Bonus: Set Up Your Table Using AI
Short on time? Try the AI Template Builder to digitize your existing paper forms—including tables! Simply upload a PDF or image of your current form, and GoFormz’s AI will:
Automatically recreate your form layout (including tables)
Identify and digitize form fields
Saves you hours of manual setup
This is an ideal option for teams with complex paper forms or standardized layouts. Once your AI-generated form is ready, you can easily tweak the table to fit your exact needs.
Here’s how to simply use the AI Template Builder to build your Table:
Open your desired form Template in the Template Editor
On the left-hand side of your screen in the Template Fields panel, select the ‘Add fields using AI’ button at the top
Watch your form get built in seconds rather than minutes
Are you ready to get started with building your digital form Templates? Whether you want to digitize a timesheet template or capture data to leverage form analytics, explore how GoFormz can revolutionize your procedures and streamline your processes to thrive in the modern landscape.
