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Creating Tables

Tables can be a helpful way to capture information from your Applicants within templates. There are a few things to note when adding tables to your templates, which we detail below.

You can add a table as a Field Type when building templates.

A few things to note:

  • When the Budget Column box is ticked, you can opt to have these fields auto populate into a "Show total" field.

  • You can add a Field Tag to your whole table, or a Cell Tag to an individual column (by clicking on the column heading). These are different tag types, but both are available as Data Report options on Application and Milestone/Deliverables templates — a Field Tag on the whole table appears under Tagged Deliverable Fields/Tagged Form Fields, while a Cell Tag on an individual column appears under Tagged Form Cells. Cell Tags can also be used for personalisations in Contract and Letter templates. See Personalisations & Field Tags for the full distinction.

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