New options to do more with a table in an Info Request which includes:

  • Adding a dropdown as a value a client can leverage

  • Prefilling rows in a table

Adding a dropdown

Step 1

Access an exiting info request or create a new request to see the new table functionality

Step 2

Create a Table within your info request

Step 3

Create your rows and select drop down as a value

Selecting the pencil gives you the ability to update the dropdowns

Clicking the plus button allows you to add more options to the form

Once the info request is sent to a client, they will now be able to choose from the dropdown list you have provided.

All of the dropdowns created for the table are available for you to choose from

Prefill row

Step 1

Access an exiting info request or create a new request to see the new table functionality

Step 2

Create a Table within your info request

Step 3

Create your rows and prefill the contents

Selecting the pencil gives you the ability to add and update the prefill content

Clicking the plus button allows you to add more options to the request

Once the info request is sent to a client, they will now be able to see the Prefilled content you have added. They can also add to it if needed.

Key things to remember:

  • The User cannot delete the rows you have created with prefilled content

  • The User cannot edit your prefilled content

  • The User can still add rows if needed

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