How to Use Custom Tables in Forms
ClayHR allows you to add custom tables in dynamic forms. The custom tables are useful to get the required inputs in tabular form.
- Go to the gear icon, select ‘Organization Setup’, and choose ‘Custom Tables’.
- Click on ‘New Custom Table’ to create a new custom table of type ‘FORM’.
- Then, go to the gear icon, select ‘Forms, Workflows & Templates’, and Select ‘Forms’.
- To create a new form, click on “New Forms’’.
- You can add sections to the form and also add different form items under sections.
- While creating the item, select the field type as ‘Custom Table’ to add in your form.
- Select the form type as the custom table to include in the form.
- Click on the ‘Publish Form’ button, to publish the form.
- Now assign the form to the user.
- Fill in the values and submit the form.
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