This topic will walk you through how to use dynamic tables. This includes how to create dynamic tables, add dynamic properties, and revert a dynamic table to a standard table.
Note: Dynamic tables are particularly useful for Order Forms, SOWs, ISAs, and other sales agreements that frequently include a varying number of rows.
A dynamic tables is a table that changes its number of rows depending on the input received in your launch form. As business users fill out the launch form, their responses generate the appropriate number of rows in the table.
A business user must click + Add under the question related to your table and a new row is added to the table. The business user can repeat this as many times as needed. As business users adds responses, the appropriate number of rows in the table are generated.
After you start a workflow, the metadata your retrieve from your launch form displays on the side panel underneath title of your dynamic table. For example, in the screenshot below the title of the table is ‘Contractors’ and the metadata gathered in the launch form is displayed below.
- Create a Dynamic Table
- Add Dynamic Properties
- Delete or Remove a Dynamic Property
- Revert a Dynamic Table to a Standard Table
Create a Dynamic Table
- Create a template using Microsoft Word. We suggest including a table with two rows. Make the top row the header and add the names of your properties in the second row.
- In Ironclad, click the Workflow Designer tab and select the workflow configuration you want to edit.
- Hover over the table and the Edit Table button displays. Click Edit Table.
- Hover over the second row (where the information will be housed) until you see a green rectangle. Click the rectangle.
- Enable dynamic tables by clicking the slider next to the question ‘Is this a Dynamic Table?’.
- Enter a name for your table that describes its role. For example, if a table will record deliverables, name the table Deliverables.
- Click Save. The table now displays on the Fields and Conditions panel on the left under Dynamic Tables.
- Add dynamic properties to your dynamic table.
Add Dynamic Properties
Note: At this time, you cannot use formulas with dynamic properties.
- In your dynamic table, click the cell you want to add a dynamic property to.
- Click Add Dynamic Property.
- Enter a name for your dynamic property.
- Select the property type. If you want to learn more about how each type will display in your launch form, check out the table below.
Dynamic Property Type How it Displays in Your Launch Form Text Displays as a fillable text box. Yes/No Displays as a yes or no question. Requests a specified email. Address Requests a specified address Number Displays a fillable text box for numerical values. Monetary Amount Displays a fillable text box for monetary values. Date Displays a fillable text box. If you click on the field, a calendar will display. File Allows your users to upload files. Related Record Allows users to insert a link to a related record.
- Click Save. Your dynamic properties automatically appear as questions on your launch form. You can view or edit your property at any time using the Fields and Conditions panel displayed on the left side of the Workflow Designer.
Delete or Remove a Dynamic Property
- In your dynamic table, click the property you want to delete.
- Click Remove.
- If you want to remove your dynamic property from the table, in the Fields and Conditions panel, hover over the property you want to delete. Click the three stacked dots, and then click Remove Field from Dynamic Table.
Revert a Dynamic Table to a Standard Table
Your table is reverted to a standard table and your dynamic properties are automatically removed.
- Hover over the second row until you see a green rectangle. Click the rectangle.
- Disable dynamic tables by clicking the slider next to the question ‘Is this a Dynamic Table?’.
- Click Save.