Dynamic Tables is a feature that allows a table’s number of rows to change depending on inputs in the Launch Form. This feature is particularly useful for Order Forms, SOWs, ISAs, and other sales agreements which frequently include tables with a variable number of rows. Our goal is to allow the input of lists of information in an organized and clean layout.
In order to utilize Dynamic Tables in Workflow Designer, you must first produce a template in Microsoft Word. Below is an example of a generic Statement of Work that includes a Dynamic Table:
Note: We suggest creating a table with two rows. Make the top row the headers for the different columns, and leave the second row completely blank on the page.
Once your Word Document is ready, log into Ironclad and head to Workflow Designer.
- Select “Build a New Workflow,” then upload your Word Doc.
- Name the workflow template
- Select “Start Designing”
- You will be taken to the familiar Workflow Designer page
Ironclad will automatically recognize the existence of tables within the Word Document, and allow you to turn on and tag Dynamic Tables.
Turn On Dynamic Tables
If you hover over the first table that you want to fill out, the “Edit Table” button will appear.
Select the small box next to the second row to turn on Dynamic Tables and name the table. Click save.
Note: We suggest naming the table with the specific role for that table. For example, the first table will be recording Deliverables, so we have named the table correspondingly.
Once the table is named, it will appear in "Attributes" in the Dynamic Tables module. From here, you will be able to create dynamic properties, by clicking where you would like tags to appear within the table. Creating a new dynamic property will be required to fill tags on the table and are editable on the side panel. These tags will automatically appear as questions on the Launch Form.
Note: If you need to delete a dynamic property tagged in the table use the metadata in the sidebar. Hover over the property you would like to delete, click You will then be able to click into the property and select “Delete From Table” at the bottom in order to remove it.
Corresponding Launch Form Questions
Business User Interaction
As business users fill out the Launch Form, their responses generate the appropriate number of rows in the table. The +Add button brings up an additional section of questions. Each section corresponds to a row within the table.
After a workflow has been started, the retrieved metadata will appear in an organized section on the side panel under the title of the Dynamic Table created. In the example below, the title of the table is “Contractors” and the metadata for this table is shown underneath.