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🔧 Adding and setting up a table field in a report

Ready to set up your table field in your report? 🛠️ If you haven't created your report template yet, start here: Create a report template in Kraaft.

➡️ cf. The table field in Kraaft reports to understand what it is and how to fill it in


➕ Adding a table field to a Kraaft report template

  1. In the left-hand menu, click on Reports 📋

  2. Open the report template you want to edit

  3. In the editor, add a table field

  4. Drag in the fields that will make up your mini-report — for example: a Text field for the name, a Date field, a Location, a Signature... You can add any field type available in Kraaft 💡

  5. Test your table using the test phone that shows a live preview of your report on the right side of the editor 📱


⚙️ Configuration rules to know

Once the table field is created, here are the key points to keep in mind:

  • 🏷️ Entry title — the first field you drag into the table automatically becomes the title of each entry. If left empty, Kraaft will display "table field name + number" by default

  • 📂 Sections — you can place the table field inside a section, and create sections inside the table (e.g. section > table field > section = ✅)

  • 🔀 Conditions — a condition on a field inside the table only applies within the table field, not to the rest of the report 👀

  • 🚫 No table within a table — a table field cannot contain another table field

  • 🎉 Outside the 300-field limit — fields placed inside a table field are not counted toward the 300-field report limit. A real advantage for complex reports!


⚠️ Specific features and points of attention

🔍 Database (DB)

The entries of each table field are accessible from a mini database 📊 It is not possible to filter from a global view: you need to click on the table in each report to open the DB for that particular report.

⚙️ Automations

For now, automations linked to table fields in reports are not yet functional 👀

🚨 Warning — data loss

Moving or removing a field from the table after data has been entered causes permanent data loss. It is therefore essential to carefully plan the table structure before going live!


🔗 Go further

💬 Need help? Contact our support!

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