Creating a Field Table
Creating a table is a great way to quickly and easily define a Template. Each column of the table becomes a field and a corresponding column of data in your results. Each row of the table becomes a row in your results. You can only create one table per Template, and we recommend creating tables on one-page Templates.
To create a table on a Template, click on the table tab on the right in your Toolbox. Draw a red box around the table, excluding any row headers.
After a moment, Captricity will insert row and column lines to create cells in your table. You can move an entire table by clicking on the four arrow icon in the middle of the table.
You can create additional rows by moving the mouse to the left or right margin that says “+Add Rows.” A horizontal lighter red line will appear from the arrow cursor, and then you can click to insert the new line, creating a new row.
To create additional columns (and fields), move the mouse to the bottom margin that says “+Add Columns.” A vertical lighter red line will appear from the arrow cursor, and then you can click to insert the new line, creating a new column.
You can easily move any column or row line by hovering over it until the line turns yellow. Then, you can drag the line to the new desired location. This effectively resizes the rows and columns in your table.
After you have created all the rows and columns in your table, you can edit each column field. Click on the blue edit button at the top of the leftmost column. The column will be highlighted in yellow. Add the name field, field type and subtype, additional formatting, and special instructions, just as you would for a regular field. Remember, every field name must be unique.
Click the blue "Next" button at the bottom of toolbox to define to the column to the right. Alternatively, you can click the blue “Edit” button at the top of each field column to define it. Continue until you’ve defined all of the field columns in your table.
Note: We recommend creating all of the field columns in your table before you define them with names and data types. This will ensure that the field information stays with the correct column.
If you want to delete your Field Table, click the red X in the top right corner, and then click "Yes, delete this table" to confirm.
You can add additional fields to your template by clicking on the Field tab in the toolbox. Any additional fields on your Template not included in the table are repeated in your results following each table row.
When to use Fields vs. Tables
Sometimes it’s best to define a table with fields (green boxes) and other times a table (red boxes). The difference is in how the job results are presented. Here is how to decide:
- The job results mimic the template table format. Each row of the template table is presented as a row in the job results, with additional fields on the template (green boxes) presented in columns to the right. The additional fields (green boxes) are repeated along with each table row
- Each row of each table (of each instance set) takes up a row in the job results. For example, Table Row 1 of Instance Set 1 takes up Row 1, Table Row 2 of Instance Set 1 takes up row 2, table row 3 of instance set 1 takes up row three, and so on
- Table template data centers around the table. This format can be very helpful if you are primarily tracking the data within that table
- All of the results from each filled-in will be presented in one row. Form 1 will take up Row 1, Form 2 will take up row 2 and so on.
- All pieces of data are treated equally. Each piece of data shows up once, in the column under its field name.
Defining templates with multiple tables
Captricity allows you to define one table per template. Your forms may have multiple tables, but you can still process your forms using Captricity.
There are three main ways you can handle a form with multiple tables:
Option 1: Create separate templates for each table on the original form using the table feature. This is an excellent choice if you want your results presented in the same format as the tables and it’s acceptable to have your results split up over multiple CSVs.
Option 2: Create one template with a single table and define the remaining fields using the general field definition tool. This a good choice if you want the results of one table presented in the same way, and it is fine to have to the rest of the fields presented as their own repeating column.
Option 3: Create one template using only the general field definition tool. This is the perfect choice if you don’t need to maintain the table format and are happy having each cell and field be its own column in the CSV.